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Can I use Clio Grow Forms or Documents to Store Credit Card Information? 

Question:

  • I want to store credit card information as a part of my retainer agreement sent through Clio Grow? 

Environment:

  • Clio Grow

Additional Information:

Answer:

No, we do not recommend sending a Credit Card Authorization Form as a part of your retainer Agreement in Clio Grow. 

It is not a PCI compliant way to capture this information as we did not build it with the intention of capturing payment information.

If you choose to collect payment information in a custom field or intake form in Clio Grow, it would be out of our PCI scope. We are PCI SAQ-A certified but our scope is when you use services like Clio Payments to directly transact funds through LawPay.

For a PCI Compliant workflow to store a client's payment method in LawPay's server to be used in Clio for future bill payments, see here

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