Adding Confido Legal to Clio makes it possible to send Clio bills for payment by credit/debit card or bank transfer (ACH)
How it Works
- Sync all Clio bills with Confido Legal
- Send outstanding Clio bills in seconds
- Customize notes to each client or use a default message
- Clients pay invoices or trust requests by clicking the link sent to their email
- Accept credit/debit card or bank transfer (ACH)
Reduce Fees
- Clear, simple flat rate pricing
- Absorb credit card fees or automatically pass them on to clients at the point of payment in states where permitted
- High ACH transaction limits to fit your firm's revenue profile
- Know exactly what you will pay; No more illegible processing statements with credit card jargon
Increase Collections
- Send all outstanding bills in three clicks
- Split trust/operating payments allow clients to pay invoices and trust requests in one payment
- Send out bills with personalized messages
- Filter by invoice due date, last sent and many other bill attributes
- Send payment reminders
Additional Confido Legal Features
- Keep client payment methods on file
- Quickly set up one-time payment links or create payment pages for ongoing use
- Accept evergreen retainers with split trust/operating payments
- Setup subscriptions or payment plans
- Once earned, transfer funds from the trust to the operating account
- Set up multiple trust accounts
- Track revenue by client over time
Get more details on how Confido Legal and Clio work together
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