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How Do I Sign Up For Clio Payments?

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


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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.


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Enter personal information
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Select the account you want to connect
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Enter account and routing numbers

Review the information and accept terms & conditions
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