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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Pay a Bill or Trust Request sent via Clio Connect

Objective:

  • Pay a Bill Attorney Sent
  • Pay a Trust Request that was sent by your attorney

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • These are steps you can take only after your Clio Connect account has been created.
  • If your Attorney sent you a Bill via Email rather than Clio Connect, click HERE.
  • If you do not see the Pay Bill button then this Bill may not be in the correct state, or your attorney may not have this payment option enabled. In this situation it would be best to contact the firm directly.

Procedure:

  1. Click the link sent in the email from your Attorney
  2. Login to Clio Connect account
  3. Click Bills
  4. Click the Bill or Trust Request you would like to pay
  5. Click the green Pay Bill button in the top right corner
  6. Enter your details in the "Make a Payment" window
  7. Click Pay Now

 

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