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How to Connect Your Existing Lawpay Account to Clio for Canadian Firms

Objective:

  • Link your LawPay account to Clio if you're in Canada
  • Setup Clio Payments if your firm is located in Canada

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

Please note you will need to have your Clio bank accounts created prior to following steps 7-11. If this is not done then you will be prompted at the bottom of the page to create them.

Do note this is only if your firm address is located in Canada. For Firms located in the US, you will have to sign up using Clio Payments.

Procedure:

  1. Go to Settings
  2. Select Clio Payments
  3. Select Clio Payments from the drop-down menu
  4. Select the blue Sign in using LawPay button
  5. Login to LawPay
  6. Select the Authorize button
  7. Select the blue Add a connection button in Clio
  8. Select the Operating or Trust Account under the Clio drop-down
  9. Match the Operating or Trust Account to the same account under the Bank Account drop-down
  10. Repeat steps for additional connections/accounts
  11. Select Update Online Payment Account

 

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