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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 Manage

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.

If the payment made through a Payment Plan or if a Clio User records a payment on the Bill through Clio, then the credit card info will be remembered for the next time that a Clio User makes a payment for that Client through Clio.

If the payment is entered by the Client (i.e. through Clio Connect or through a Bill shared via email), then they will have access to that credit card number to automatically fill in the Payment details next time that they make a payment themselves (but this will not accessible from the Clio User). This does not include payments made through the Secure Payment Link.

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