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Can I Transfer My Saved Payment Plans and Credit Card Information From LawPay into Clio Manage for Clio Payments?

Objective:

  • Can I transfer my saved payment plans and credit card information from LawPay into Clio Manage for Clio Payments?

Environment:

  • Clio Manage

Additional Information:

  • N/A

Answer:

At this time, we cannot transfer over payment details or payment plan schedules from the LawPay Integration into the Clio Payments functionality.

If this is critical to your operations, we recommend the following options:

• Recreate the payment plans in Clio and contact the client to gather payment details. For eCheck, clients can save their payment method on their first bill.
• You can consider temporarily retaining your LawPay account to allow the existing payment plans to run their course. Set up new payment plans and one-time payments in Clio moving forward.

 

 

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