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Clio Payments: Adding, Removing, and Changing Bank Accounts

Clio Payments 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).

Contents

Adding a New Bank Account to Clio Payments
Removing Bank Accounts from Clio Payments
Changing Bank Accounts Used by Clio Payments

Adding a New Bank Account to Clio Payments

You can add a new bank account for use with Clio Payments at any time. For example, you may need to add a trust account to Clio for use with our Trust Requests feature. 

First, you will need to make sure that your bank account has already been connected to our credit card processing partner, LawPay, and that you have created a mirror bank account in Clio. For instructions on adding bank accounts in Clio, see the article "Managing Accounts".  

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If you have not yet connected your new bank account to LawPay, please call their Support team at 800-459-5798 and they will help set that up for you (just let them know that you are a Clio Payments user). 

Once you have connected your bank account to LawPay, you can connect it to Clio by going to your Clio Settings panel and clicking on the "Online Payments" link in the Clio Settings column.

On the "Online Payments" screen, click the "Add another connection" link under "Connect you Accounts".

Select the bank account that you have created in Clio and the bank account that is connected to LawPay to link them together. 

Once you have selected the accounts to be linked, remember to click the  button at the bottom of the screen. 

You will now be able to select the new account when making credit card payments in Clio. 

Removing Bank Accounts from Clio Payments

To remove a bank account from Clio, click the  button beside the account you want to remove. 

After removing the account, remember to click the  button at the bottom of the screen. 

Changing Bank Accounts Used by Clio Payments

If you make changes to existing bank account details in LawPay, you shouldn't have to make any changes in Clio. Updates should only be required in Clio if you replace a bank account in LawPay with a different account. In that case, follow the steps above to remove a bank account connection in Clio and create a new one.