How to Use Clio Payments to Collect Payments with Smith.ai

Updated 5 months ago by Maddy Martin

Please note: Payment collection is not currently available for Essential plans.

Smith.ai receptionists can accept payments from your law firm's clients over the phone through Clio, an industry-leading payments processing solution for law firms interested in fast, secure, and reliable billing. Clio accepts payments via credit card, debit card, and eCheck (ACH).

How to use Clio with Smith.ai receptionists

If you're a new or existing Clio user, just email the link to your payment page to support@smith.ai, along with your directions for accepting payments. We can accept payments on an ongoing basis and also on a one-off basis (if you have a list of clients with overdue bills whom you'd like us to reach out via outbound calling, for example).

Learn more about how Smith.ai works with Clio, Clio Calendar, and Clio Grow.  

Please note: Payment collection is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.

Need help? Contact us.

Need more guidance on the best way to get set up? Contact us and we'll help you get your Smith.ai and Clio accounts in sync. We're available Monday through Friday, 5am – 6pm PT, via phone at (650) 727-6484 or via email at support@smith.ai.


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