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