How do I Sign up for Clio Payments in Canada?

September 05, 2018 14:20

Objective:

Set up Clio Payments in Canada
Process credit cards in Clio as a Canadian
Setting up a Lawpay account in Canada
Lawpay Canadian Customer
Is the LawPay subscription cost free for Canadians?
How does LawPay work for Canadians?

Environment:

Clio Web App

Additional Information:

If you already have a LawPay account, follow the steps here.

Procedure:

Call 1-866-376-0950 to sign up for a LawPay account (this is used to link your bank account(s) to Clio)
Once your LawPay account is set up, go back to Clio to complete the Clio Payments setup by following the steps here

For information on using Clio Payments to receive payment via credit card, click here.

LawPay admin fees (subscription cost) will be absorbed by Clio, however for the credit card processing fees, click here.