SOFTWARE + PAYMENTS
Clio payment integration
Payment integration review for Clio: a client matter, its invoice, and the intended deposit account.
About the integration
Clio Manage organizes matters, client records, and legal billing. For a law firm, payment design also needs to distinguish earned fees from funds held for a client. PayPact reviews the collection path and account structure alongside the firm’s existing Clio setup.
Supported products
- Clio Manage
Features
Matter-aware collection+
Define how a payment is associated with the correct client bill and matter, rather than treating every receipt as an unassigned transaction.
Account structure first+
Review operating and trust-account needs before selecting a payment configuration. Confirm fee and refund handling with the firm’s responsible professionals.
A deliberate provider transition+
Identify existing payment links and billing routines before introducing a new collection process.
How it works with PayPact
Start with a client matter, its invoice, and the intended deposit account. PayPact works with your team to confirm the supported payment connection, the identifiers it uses, and the records it updates. Before launch, we walk through a real example and agree where staff handle receipts, exceptions, and refunds. Software functions outside that agreed payment flow remain in Clio.
Requirements
What you’ll need+
- An active Clio environment and an administrator who can confirm the product, access permissions, and deployment.
- A sample workflow covering a client matter, its invoice, and the intended deposit account, with sensitive customer and payment details removed.
- An approved merchant account and a confirmed gateway, processing platform, and connection scope. Any required provider permissions must be in place.
Setup
Walk through the collection process+
Show us how your team handles a client matter, its invoice, and the intended deposit account. We identify the collection point and the records that must stay aligned.
Confirm the connection and responsibilities+
Validate the available path for your Clio environment. Agree the payment methods, access requirements, costs, and responsibility for each setup step.
Test with the people who use it+
Run the agreed payment, receipt, and correction scenarios with your staff. Confirm which records update automatically and which need a manual step before launch.
FAQs
We use LawPay with Clio. Is PayPact processing through LawPay?+
Do not assume so. Clio and LawPay are distinct products with an existing integration of their own. PayPact reviews an alternative arrangement and confirms what can change without disrupting the firm’s billing workflow.
Which payment methods can we use with Clio?+
We confirm methods for the specific connection and merchant account. Card, ACH, wallet, stored-payment, and in-person options are not assumed to be available together.
What determines the cost and setup timeline?+
Your Clio configuration, transaction needs, and any required connector or hardware determine the scope. PayPact reviews processing and additional costs before you commit to implementation.
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View detailsMarketing copy is based on public product information. Confirm technical compatibility, version coverage, and available payment methods before publishing or implementation.
CONFIRM YOUR CONFIGURATION
Let's review how Clio fits.
Bring us the software version, current payment setup, and the workflow you want to improve. We will help identify the most practical supported path.
Find your fit