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How do I Enter My Firm's Website to Display on the Secure Payment Page?

Objective:

  • Where is the Website on the Clio Payments page pulled from?

Environment:

  • Clio Web App

Additional Information:

Clio Payments: Secure Payment Page

Procedure:

  1. Go to Settings
  2. Select Account and Payment Info
  3. Under "Contact Information," enter your firm's website in the Client Contact Website field
    • Note: You must enter the full address, including https://
  4. Click Save New Information

 

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