Blog

January 26th, 2012 by Gwynne Monahan

#cliotraining Tip: Take a Step Towards #paperless and Have Clients Pay Bills via Clio Connect

While paperless may seem like a misnomer, many of us still strive to eliminate as much paper as possible. An easy way to do that is by sending bills electronically instead of through the mail. A problem, though, is that clients often print the bill and send it, and payment, by mail. With our secure client portal Clio Connect, your clients can pay electronically.

You need a PayPal, LawPay or LawCharge account, and can easily connect it to your Clio account.

Once you’ve set that up, and you share the Bill with the client via Clio Connect, a “Pay Now” button appears at the bottom of the Bill:

So instead of printing the Bill, writing a check and popping it in the mail, your client can just click the “Pay Now” button. Your client will be redirected to whichever payment service you setup (PayPal, LawCharge or LawPay) and can thus pay the Bill electronically.

Not only does this help achieve a paperless office, but it also eliminates the need to play phone or email tag on whether or not the “check is in the mail.”

Learn more about what your clients can do with a shared Bill, and more about Clio Connect on our Support site.

Got a tip to share? Let us know. We’d love to hear them!