Objective:

• How do I sign up for Clio Payments?
• How do I set up Clio Payments?
• What are the steps for setting up Clio Payments?
• How do I get started with Clio Payments?

Environment:

• Clio Manage

Additional Information:

Before you get started, make sure you have the following:

1. Your business information.
2. Your bank account information (account number and routing number).
3. A bank account created in Clio Manage.

Clio Payments is only available for US Accounts with a Business Address located in the United States.  

Answer:

1. Click Online payments

2. Select Access More Features tab

3. Click Activate Today

4. Enter your business details (Please ensure that your Business Name and Address matches that registered with your EIN if you have one) 

Note: The EIN field is optional if you are an individual.

Enter personal information

Select the account you want to connect

Enter account and routing numbers

Review the information and accept terms & conditions