Did you know 57% of bills that include an online payment link get paid on the same day? Providing online payment options to your clients is the easiest and the most effective thing you can do to collect more revenue at your firm. The best part? You don’t even need an additional piece of software to offer that option. Clio Manage now has the functionality to send bills and collect payments online—with the click of a button. Join Jeannie Nguyen, Product Manager at Clio, to see how Clio’s new payment features can streamline your collections. In this webinar, we’ll cover: - How to set up automated bill reminders - How you set up Click-to-Pay links - How to set up customized payment plans

1. Streamline your Collections
with Online Payments
January 26, 2022
Jeannie Nguyen

2. Product Manager
2
Jeannie Nguyen

3. 3
What We’ll Cover Today
● Why online payments?
● Clio Payments
● Demo
● Q&A

4. Share Your Questions in the Chat

5. 5
Poll Question
Is your firm currently accepting credit card payments?
a. Yes
b. No

6. Why online payments?

7. Keep clients happy Get paid faster
1 2

8. Recent trends have brought online payments
to the forefront

9. Source: McKinsey 2021 Digital Payments Consumer Survey
82%
of consumers used
online payments
in 2021

10. Source: Clio 2021 Legal Trends Report
65%
of legal consumers
prefer to
pay online

11. Consumers have come to expect more
flexible payment options

12. Offering online payments helps you meet
your clients’ expectations

13. Keep clients happy Get paid faster
1 2

14. 57%
of bills with a payment
link are paid within the
same day
Source: Clio 2021 Legal Trends Report
Get paid on
the SAME day

15. Firms get paid
39%
faster via
online payments
than by other means
Source: Clio 2021 Legal Trends Report
Faster than
traditional methods

16. 5%-16%
more revenue
per month
an estimated
$15,179
more revenue
per lawyer
Source: Clio 2021 Legal Trends Report
Firms using online payments collect

17. Offering online payments helps ensure
you get paid…and get paid faster

18. Now, let’s talk about Clio Payments

19. Clio Payments
● Built-in online payments solution
● Automate your workflows
● Accept credit, debit, or eCheck
● PCI-compliant 🔐

20. Trust/IOLTA Safeguards
● Collect trust requests using Clio
Payments
● IOLTA fees & chargebacks
deducted from operating account
● Compliant with Trust Accounting
rules

21. What about Fees?
● Simple, transparent pricing—no
hidden fees
● 2.8% for all credit cards
● $2 flat fee for eChecks
● No additional monthly contract
fees

22. What Your Client Sees

23. What Your Client Sees

24. ● Get click-to-pay links
● Create customized payment plans
● Set up automated bill reminders
Demo: Let’s See it in Action

25. Casey J. Lee, CJL Law Firm
“Before Clio Payments, I was receiving
checks or cash payments.
Now I can get paid faster and although
there are processing fees involved, the time
savings alone more than make up for it.”

26. Get Started Today

27. 27
Poll Question
Would you like us to reach out to help get your firm set up with Clio
Payments?
a. Yes, I’d like a hand please
b. No, I am comfortable doing it on my own

28. Upcoming Webinars
28
● CLE/CPD Eligible Webinar, Feb. 8: Get Paid Faster: Everything
Your Law Firm Needs to Know about Automated Billing and
Collections
● Building a Successful Law Firm Series (Jan-May, 2022)
● Clio Cloud Conference: Oct. 10-11, 2022 in Nashville, TN
● All Upcoming Webinars & Content: Clio.com Resources

29. 29
What questions do you have?

30. Thank You!