Accept Payments Directly in Clio
Sync Clio bills with Confido to send payment requests, collect invoice and trust payments, and manage outstanding balances.
How It Works
Confido connects with Clio to turn approved bills and trust requests into secure, client-ready payment experiences.
Sync Your Bills
Bring Clio invoices and trust requests into Confido for review and payment collection.
Send Payment Requests
Select one or multiple bills, customize the message, and send payment links by email.
Track & Record Payments
Identify completed payments, then record them against the corresponding bill in Clio.
Key Workflows
Manage individual bills, high-volume reminders, trust funding, and recurring client payment needs.
Cut the Cost of Getting Paid
Automatically charge the credit card fee to the client while still offering free-to-them methods like bank transfers or debit cards. Benefit from transparent pricing.
Everything Stays in Clio
Continue managing your firm's finances in Clio while Confido handles secure legal payments, trust accounting, and payment reconciliation behind the scenes.
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Split Trust and Operating Accounts
Allow clients to pay trust requests and invoices in a single checkout. Confido automatically routes funds to the appropriate trust and operating accounts, making it ideal for evergreen retainers and flat-fee matters with client cost deposits.
Why Clio + Confido?
Clio and Confido work together to give firms more control over how bills are sent, paid, and followed up.
Faster Bill Delivery
Send all outstanding Clio bills in a few steps with payment links already included.
Simpler Client Checkout
Offer card, ACH, and combined invoice and trust payments through one secure experience.
Flexible Fee Handling
Absorb card processing fees or pass them to clients where permitted.
Clear Payment Oversight
Track payments, stored methods, trust funding, and collection activity through Confido.
Explore the Partnership
Confido Legal's Dan Lear Featured on the Clio Daily Matters Podcast
Emery Wager
Gravity Lega's Dan Lear and Clio's Jack Newton discuss ways to shore up your firm amidst the Covid-19 Coronavirus pandemic
How to Charge Credit Card Fees to Clients in Clio
Emery Wager
In this step-by-step guide, we walk through the process of automatically charging credit card fees to clients in Clio using the Confido Legal integration.
Bulk Send Invoice Reminders using the Confido Legal & Clio integration
Emery Wager
This video goes over the process of sending out invoice reminders in bulk using the Confido Legal/Clio integration.
