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Clio Payments

Last Updated: Jan 31, 2019 02:49PM CST
  • To set up Clio payments using your existing LawPay account, go to your Clio Settings panel and click "Online Payments" in the Clio Settings column.
  • In the "Choose your Payment Account Provider" dropdown field, select "Clio Payments". You will then be provided with additional options. Click the "Sign in using LawPay" button.
  • You will automatically be redirected to LawPay where you will be required to log in if you are not already. Once you log in to LawPay, you will be presented with an "Authorize" button that you must click to enable Clio Payments.  



  • After clicking the "Authorize" button, you will be redirected to Clio where you will be required to map an operating account in Clio to the live operating account in LawPay. To do so, you will click on the "Add a connection" button:

  • Next, in the Clio and LawPay mapping fields, you will select the Clio and LawPay accounts that should be connected.

  • Finally, you will click the "Update Online Payment Account" button at the bottom of the page to immediately start recording credit card payments.
  • Now, when recording payments on Bills, you can select "Credit card" as a payment source. As well, when sharing Bills, your clients will have the ability to pay online by entering their credit card information.



 

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