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How do I Send a Trust Request with the Clio Payment Link?

Objective:

  • How Can I Let My Client Pay Their Trust Request via Credit Card?
  • How to Share or Send a Trust Request with a Client that Include the Clio Payments Link?

Environment:

  • Clio Manage

Additional Information:

In order for the Clio Payments link to appear, you must have already set up Clio Payments.

Note: If the your clients mention they cannot see a payment link on the email, it is most likely because your Clio Trust Account is not linked with your LawPay Trust Account. You can adjust this by doing these steps:

  1. Go to Settings
  2. Click Clio Payments
  3. Make sure your Clio Trust Account is "connected" with your LawPay Trust Account

Procedure:

  1. Go the main Billing tab
  2. Locate the Trust Request you want to share
  3. Click Send on the desired Trust Request
  4. In the Contact field, start typing the name of the desired Contact and select them from the dropdown that appears
  5. Under Send via, check the circle beside Email
  6. Add Message (optional)
  7. Click Send bill

 

 

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