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How to Set Up Clio Payments in Clio Manage

Question:

  • How do I get started using Clio Payments?
  • Taking ACH/echeck payments?
  • Set up for Debit/ACH/echeck payments
  • Set up with the new Clio Payments

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. In Clio Manage, click on Online payments in the left menu
  2. Click Activate Today
  3. Provide business details, personal information and banking information
    1. Bank Account Number
    2. Routing Number
    3. Tax ID
    4. Social Security Number
  4. Please read Customer Due Diligence (CDD) Final Rule information
  5. To comply with the CDD enter personal information of any Firm members who have at least 25% ownership 
  6. Agree to Terms and Conditions and click Continue
  7. Your application will go through a review process - most Firms are approved immediately
  8. An email will be sent when the application has been approved and you will be ready to start collecting Clio Payments 
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