Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

The LawPay Integration: Accepting Credit Card Payments in Clio

The LawPay Integration is available to subscribers of our Boutique, and Elite plans.

The LawPay Integration is not available to customers in EMEA and UK.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1). 

Note: The LawPay Integration is only available for credit card transactions into American or Canadian bank accounts, using American or Canadian dollars. Your Clio firm address must be set in the United States or Canada to use the LawPay Integration.

The Currency of the accepted payment would depend on the currency your LawPay account is set up in.

This article details how to accept credit card payments in Clio. For instructions on how to set up and apply for the LawPay Integration, see the "The LawPay Integration Set Up" article.


Recording Credit Card Payments in Clio
Client Credit Card Payments via Secure Link or Clio Connect

Recording Credit Card Payments in Clio

When recording payment on a Bill, select "Credit Card" from the "Source" dropdown menu. Then click "Billing information".


After selecting the source, click the "Billing information" button in the bottom left corner of the screen. You'll then need to fill in the client's credit card information to finalize the transaction.



Once you have received the payment, it will be sent for processing. Credit card processing takes 24 to 48 hours. When the payment has been successfully authorized, a notification email will be sent to all users of your Clio account that have the "Billing" permission. 

For instructions on viewing the status or history of credit card payments, see the "The LawPay Integration: Payment History and Status" article.

For instructions on voiding or refunding a credit card payment, see the "The LawPay Integration: Voiding and Refunding Payments" article.


Client Credit Card Payments via Secure Link or Clio Connect

Clio offers two methods for allowing your client to pay their own bills online:

  1. Via an emailed link
  2. Via Clio's secure client portal, Clio Connect

For details on how to send a bill to your client via email for payment online, see the "Sending a Bill to your Client via Email for Payment" article.

For details on how to share a bill with your client through Clio Connect, see the "Paying Bills Online through Clio Connect" article. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality