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Does Clio Have a Privacy/Acknowledgement Form a Client Can Sign Stating That Their Card Would be Saved in Our System for a Payment Plan?

Question:

  • Is there an authorization form clients can sign prior to giving their credit card to be charged by firms using Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

One thing we recommend and a lot of customers are also doing on their own, is to draft a credit card authorization form and/or 3rd party authorization form to store card info and authorize someone else’s card to be used for payment.

We don’t currently have templates for this (Some customers used a modified a version found from LawPay). Once drafted they can use HelloSign to get the authorization signed and store in Clio.

 

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