KCS - How to Map your Clio Accounts to LawPay

Objective:

  • Connect your Clio Accounts with your LawPay Accounts
  • Map your Clio and LawPay Bank Accounts

Environment:

  • Clio Web App
  • Clio Payments

Additional Information:

These steps can only be taken after your LawPay account has been connected or your Clio Payments application has been approved.

You are only able to set up a Trust account to a Trust account, as well as operating to operating.

Procedure:

  1. Go to Settings in the Navigation
  2. Click Online Payments
  3. Select Clio Payments 
  4. Click Add a Connection
  5. Match your Operating accounts
  6. Click Add a Connection for Trust (if applicable)
  7. Save 
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