Submitting Clio Payments by eCheck (or by ach)

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 If the law firm sent your bill or trust request by email, you can pay the outstanding balance through eCheck by following the steps below.

Note: Only clients of firms located in the US can pay by eCheck.

1. Go to the bill in your email inbox and click Pay online now. 
2. In the Pay by Credit Card section, click Pay by eCheck.
3. In the Pay by eCheck section, enter your name and then click Select your bank. 
4. Click Continue.
5. Search for and select your financial institution. 
6. If prompted to verify by reCAPTCHA, follow the directions and then click Continue.
7. Follow the prompts to sign in  to your bank account with the selected financial institution. Once this is done, you will be brought back to the payment window with your banking name and last four digits of your account linked. 
8. Click Review payment.
9. Check the box to approve withdrawal of funds from your account.
10. Optional: Check the box to securely store this payment method for future use. If you select this option, the firm can automatically charge this eCheck method for future bills and payment plans.
11. Click Submit payment.

Thank you in advance for helping our firm keep costs and expenses down, so we can focus on providing top-notch legal services!

 If the law firm sent your bill or trust request by email, you can pay the outstanding balance through ACH by following the steps below.

When paying a bill via ACH, you will use a virtual account unique to you. The account holder's name will appear as Clio (the payment processor the law firm uses.) This ensures your payment is securely routed  directly to the law firm’s bank account.

To pay a bill using ACH, follow these steps:

1. View the bill in your email or Clio for Clients and select Pay online now.
2. The payment amount defaults to the total due. Update the amount if needed.
3. Select Other methods, then ACH. 
4. Use the provided bank information to initiate a transfer from your bank account to the law firm’s account.

Note: You can only select ACH as a payment method  for trust requests and bills. This option is not available for secure payment links unrelated to specific bills or trust requests.

Thank you in advance for helping our firm keep costs and expenses down, so we can focus on providing top-notch legal services!

In an effort to reduce paper, costs, and expenses, our office no longer mails paper invoices to clients at month-end, so if you wish to receive a paper invoice you must notify us.