KCS - When a Client Pays by Credit Card, Will Their Information Be Stored in Clio?

Objective:

  • Accept credit card payments through Clio Payments
  • Store credit card information in Clio
  • Store credit card information in LawPay
  • Pay by credit card via Clio Payments

Environment:

  • Clio Web App

Additional Information:

The credit card information is encrypted and stored on LawPay's servers.

Answer:

No, the credit card information is not stored in Clio, it is stored on LawPay's server.  However, the next time you record a credit card payment from that Client, their credit card information will appear when given the option to enter in their number.

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