KCS - How to check if I have Clio Payments Set Up

Objective:

  • Check if you have Clio Payments set up
  • Check if ready to take Credit Card Payments 

Environment:

  • Clio Web App

Additional Information:

If you do not have Clio Payments set up, please see this Support Article for help on setting Clio Payments up.

Procedure:

  1. Go to Settings (Gear Icon)
  2. Click Online Payments
  3. Under "Choose Your Payment Account Provider", you should see Clio Payments
  4. If you will see Connect your Accounts, with one or more Accounts in Clio linked to an Account in LawPay, Clio Payments is set up and ready to go!
  5. If you do not see accounts connected, click Add a Connection to connect accounts and finish setting up Clio Payments
  6. If you see a blue Sign in using LawPay button, or a green Sign up for Clio Payments, you have not yet set up Clio Payments. Please see here for instructions on setting Clio Payments up.
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