If you are using the LawPay integration and have been wondering how it compares to the new Clio Payments available with your Clio Manage subscription, this webinar is for you. In this free 30-minute webinar, you’ll learn: - How Clio keeps you compliant with trust accounting rules - The difference between flat-fee processing rates and interchange plus pricing - How to calculate the true cost of your processing fees - What is included in the new Clio Payments and the new features available Duration: 30 minutes

1. Everything you
want-and need to
know-about Clio’s
payment processing
platform
January 26, 2022
Jordan Carter

2. Customer Account Management, Team Lead
2
Jordan Carter
TODAY’S SPEAKER

3. 3
Agenda
● Payment processing with Clio
● Demo of new features
● How to calculate your effective rate
● Switching to the new Clio Payments
● Q&A

4. 4
● Built-in for and by Clio
● Remain compliant with IOLTA/Trust
Accounting rules without any effort
● PCI compliant payments and customer data
collection
● Support from Clioʼs 24/5 team
Payment
processing with Clio

5. ● Fees are always deducted from the
operating account
● No 3rd party can touch your IOLTA account
● Separation of earned and unearned funds
Trust compliance
guaranteed

6. ● Secure eCheck
● New Payment Plan features
○ Include Secure eCheck
○ More installment cadences
○ Multiple payment plans per client
○ Enhanced flexibility with more
editing capabilities
● Enhancements to the ability to save
payment methods
● New Payment reports
What’s new?

7. Interchange Plus
vs
Flat fee

8. Poll Question #1
What is your credit card processing rate with LawPay?
a. 1.95% +20¢
b. 2.95% + 20¢
c. I have a special rate
d. No idea, it varies
8

9. 9
Interchange plus
pricing
Each card brand and card type is associated with
different interchange fees and network fees. There
are hundreds of card-specific fees that depend on
various factors such as whether the card is debit or
credit, rewards or traditional, and more.
● Fees vary by card used
● Card network fees are passed-through
● Impossible to know monthly costs

10. 10
Flat rate
Know exactly what rate youʼre paying from period
to period. Clio covers the inherent cost associated
with processing each card.
● One rate for all cards
● No additional fees added
● Transparent, simple pricing and no
unexplained line items in your statement

11. 11
● Find the total sales and fees or total amount deducted
● Divide the total fees/total sales
● Compare at least 3 months of statements to get a representative number
Effective
rate
calculation
Book an appointment with an Account Manager!

12. 12

13. 13

14. 14

15. Simple, transparent pricing with no hidden fees
● One rate for all cards: 2.8%
● eCheck flat fee: $2.00/transaction
● No card network fees
● Already included in your subscription

16. 16
New online
payment reports
Know exactly what rate youʼre paying from period
to period. By using our easy to read reports:
● Customize Dates
● CSV & PDF

17. Poll Question #2
Would you like to speak to an account manager about switching
to the new Clio Payments?
a. Yes
b. Not at this time
17

18. 18
Questions