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Is Clio Payments Required to Use Payment Plans?

Objective:

  • Can I use Payment Plans with PayPal?
  • Can I use Payment Plans with LawPay without Clio Payments?

Environment:

  • Clio Manage

Additional Information:

  • For more information on Payment Plans, see here.
  • For details on how to sign up for Clio Payments, see here.

Answer:

Yes. Payment Plans within Clio will automatically run your Client's Credit Cards at specified dates using Clio Payments.

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