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Clio Payments: Working with Trust Requests

Clio Payments is available to subscribers of our Loyalty, Boutique, and Elite plans.

Trust Requests is available to subscribers of our Loyalty, Boutique, and Elite plans.

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).

Currently Clio Payments is only available for credit card transactions into domestic U.S. bank accounts, and only in U.S. dollars.

This article details the steps that are specific to working with Trust Requests together with Clio Payments.

  • For general information about working with Trust Requests, please see our Trust Request related articles.
  • For general information about Clio Payments, please see our Clio Payments related articles. 

Contents

Adding a Trust Bank Account to Clio Payments
Sending a Trust Request to your Client for Payment
Working with Trust Payments

FAQ
If a Trust Request is paid via Clio Payments, can the payment be received into my Operating Clio account?
How will I be billed for the transaction fees associated with Trust Request payments?
Can I connect only a trust account (without an operating account) to Clio Payments?

Adding a Trust Bank Account to Clio Payments

Before you can start receiving credit card payments into your trust accounts, you must ensure that you have a Clio trust account linked to a trust bank account in LawPay. To add another bank account for use with Clio Payments, please see the "Adding, Removing, and Changing Bank Accounts" article. 

Sending a Trust Request to your Client for Payment

Once you have created a Trust Request, you can send it to your client for payment via credit card. The steps for sharing a Trust Request is the same as the steps for sharing a revenue bill with the exception that the language will be updated to reflect that you are sharing a Trust Request instead of a bill. 

For general instructions on sharing bills with clients for credit card payment, please see the "Sending a Bill to your Client via Email for Payment" article.

Working with Trust Payments

Once a payment has been received on a Trust Request (either by you or by your client), it will appear on the "Clio Payments History" as "Authorized" until the payment processing has completed (about 24 - 48 hours). 

While the payment is "Authorized" (before processing has completed), the payment can still be voided. Once the payment has completed, you will no longer be able to void or return those funds. 

If you need to return funds received in payment on a Trust Request, please see the "Troubleshooting Mistakenly Applied Trust Payments" article.

For general instructions on receiving credit card payments in Clio, please see the "Accepting Credit Card Payments in Clio" article. 

FAQ

If a Trust Request is paid via Clio Payments, can the payment be received into my Operating Clio account?

No, due to compliance rules in many jurisdictions, all payments received via the Trust Request feature must be deposited into a trust account.

How will I be billed for the transaction fees associated with Trust Request payments?

When a payment is received on a Trust Request, the full amount will be deposited unaltered to your trust bank account. At the end of the month, any processing fees associated with credit card payments will be deducted from the operating bank account that you have connected to Clio Payments.

Can I connect only a trust account (without an operating account) to Clio Payments?

While you can choose to only connect a trust account to Clio (via Clio Payments), your LawPay account will still require you to connect an operating account for the purpose of fee payment. For help with setting up an managing your bank accounts in LawPay, please call them directly at 800-459-5798.