Collect eCheck and card payments directly through Clio. Find out how.

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Paying Bills Online via Clio Connect

December 11, 2020 10:05

Objective:

Paying Bills Online via Clio Connect
How do you pay bills via Clio Connect
How to pay Trust Request via Clio Connect
How to pay Trust Request Online through Clio Connect
How to pay with Clio Payment with Clio Connect

Environment:

Clio Connect

Additional Information:

Procedure:

Once you have set up an account using Clio Payments, your clients will be able to pay the bills that you share with them through Clio Connect.

When the client opens the bill, they can click the "PAY BILL" button at the top right.

In the "Make a Payment" window, your client should add their credit card information and address (must contain a valid State). The client can then modify the amount in the "Payment Amount" field to make a partial payment if desired.

For more information about Clio Payments, click HERE.