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Home/Clio/Clio Payments & Billing Automation
Clio

Clio Payments Gets You Paid Online. Running the Billing Cycle Is Still on Someone.

Clio Payments is Clio's built-in processing for collecting client payments on an invoice by card or eCheck, automatically splitting earned and unearned funds into the correct account at the moment a payment clears. We build the automation around it, batch billing on a schedule, payment-triggered updates elsewhere, so a payment coming in doesn't just sit there until someone notices.

What Clio Payments actually does

A client can pay a Clio invoice directly from the email it arrived in or from the client portal, by card or eCheck, without needing to log into anything extra. Clio Payments handles the compliance piece behind that: when a payment comes in against funds that need to stay in trust, it allocates the earned and unearned portions to the right account automatically, instead of leaving that split to whoever's doing the firm's bookkeeping that week.

Clio also supports batch billing, generating and sending a run of invoices across multiple matters at once, and the billing side includes standard formats like LEDES export for firms that need to submit bills to a client or an insurer in that specific format.

Where the billing cycle still needs a person

Batch billing is fast once someone decides to run it, but that decision is still a person checking a calendar and remembering to do it, for every billing cycle, for every matter group that needs it. Miss the window and invoices go out late, which is exactly the kind of thing clients notice.

The same gap shows up after the payment clears. Clio records the payment and the trust allocation correctly, but nothing tells your accounting system, your practice dashboard, or the attorney on the matter that the money actually landed unless someone checks Clio directly or exports a report to see it.

What we build around Clio Payments

01

Batch billing that runs itself on schedule

Recurring retainer top-ups or monthly statement runs generate and send through Clio Payments on the schedule your firm sets, instead of waiting on someone to remember to start the batch.

02

Payment-triggered updates elsewhere

The moment a client pays through Clio Payments, that event can update your accounting system, notify the attorney on the matter, or refresh a cash-position dashboard, without anyone pulling a report to check.

03

Still manually starting your billing run each cycle?

Tell us how your firm's billing cycle actually works today, and we'll scope what running it on a schedule would take.

Let's talk

Collecting payments through Clio but still manually kicking off each billing cycle?

Walk us through how invoices actually go out at your firm right now and what happens after a client pays, and we'll tell you what's worth automating. Billing is one example; we build on top of whatever else in your firm still runs on someone remembering to do it.

Let's talk →

Questions people ask

What is Clio Payments?

Clio Payments is Clio's built-in online payment processing, letting clients pay an invoice by card or eCheck directly from the email or client portal, with trust-compliant allocation of earned and unearned funds handled automatically.

Does Clio Payments handle trust accounting compliance?

It handles the fund-splitting part automatically, allocating a payment's earned and unearned portions to the right account the moment it clears. It doesn't replace the broader trust reconciliation a firm's bookkeeping still has to run.

What does Clio Payments cost?

Clio doesn't charge a separate license fee for Clio Payments itself; you pay standard card and eCheck processing rates per transaction. Rates change periodically, so check current numbers directly with Clio.

Can a client pay a Clio invoice without creating an account?

Yes. A client can pay directly from the Pay Now link in the emailed invoice, by card or eCheck, without setting up a separate login.

Does Clio Payments replace a firm’s accounting software?

No. Clio tracks billing and basic trust activity, but most firms still run separate accounting software for full bookkeeping, taxes, and financial reporting alongside it.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.