KCS - How to Add Another Account to Clio Payments

Objective:

  • Add a trust or operating account

Environment:

  • Clio Web App
  • Clio Payments

Additional Information:

In order to add another account to Clio, we will need to call LawPay first, and give them the bank account information. LawPay can be reached at 1-800-459-5798.

Procedure:

  1. Click the Settings gear icon
  2. Click Online Payments
  3. Click Add a Connection and link the appropriate account
  4. Click Update Online Payment Account

 

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