KCS - How to Connect your existing LawPay account to Clio

Objective:

  • Link your LawPay account to Clio
  • Setup Clio Payments

Environment:

  • Clio Web App
  • Online 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.

Procedure:

  1. Go to Settings
  2. Select Online 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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