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".
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.
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.
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.