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How to Change a Bank Account for the LawPay Integration

Objective:

  • I have a new bank account (and am closing the current one), how do I get Clio to send money to the new account?
  • How to Update Bank Account information for the LawPay Integration?

Environment:

  • Clio Manage

Additional Information:

  • Note: The Account information in Clio is for reference only. Clio does not connect directly to your bank.
  • For the LawPay Support number, please click here 
  • To learn more about updating account information within Clio, click here 

Procedure:

  1. Contact LawPay Support and ask to update the account number/info
  2. [OPTIONAL] Update the account information within Clio as per the article linked above
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