KCS - Can I Link My Bank to Clio to Receive Client Payments?

Objective:

  • To link bank account directly to Clio.
  • To link bank account to sources that integrate with Clio.

Environment:

  • Clio Web App
  • Settings
  • Clio Payments

Additional Information:

  • For information on how to set up Clio Payments click here.
  • For information on receiving Classic Payments with PayPal click here.

Answer:

Yes, if you are in the US or Canada, and have an Elite or Boutique subscription then you can use Clio Payments (powered by LawPay) to receive real payments through Clio.

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