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List of Clio Payments Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Ashley Cannon Attorney At Law Professional Services 10 $1M United States Clio Software Clio Payments Payment Processing 2024 n/a
In 2024, Ashley Cannon Attorney At Law implemented Clio Payments as its Payment Processing solution. The firm embedded Clio Payments on its website to accept client payments, support retainer collection, and streamline billing workflows for a ten person professional services practice. Clio Payments is provisioned as the primary online payment capture surface for client-facing invoices and payment authorizations. The deployment emphasizes online payment capture, invoice-linked payment collection, client portal payment flows, and settlement to the firm’s bank accounts, leveraging Payment Processing capabilities such as card and ACH acceptance and PCI aligned transaction handling. Operational scope centers on the firm’s billing and finance function and client engagement workflows, consolidating payment records and reconciliation within the Clio Payments service. Governance adjustments include embedding payment links into invoice workflows and updating receivables procedures to route client payments through the website payment flow.
Citadel Law Firm Professional Services 10 $1M United States Clio Software Clio Payments Payment Processing 2025 n/a
In 2025, Citadel Law Firm implemented Clio Payments as its Payment Processing solution, embedding Clio Payments on the firm website to support online client collections and checkout workflows. The deployment targets a 10 person United States professional services firm and positions Clio Payments as the Payment Processing layer for client billing and matter-level collections. Configuration emphasized web-embedded payment forms and invoice checkout pages, enabling client-facing payment capture, invoice reconciliation, and automated posting into the firm billing workflow. Operational coverage includes front-office billing, accounts receivable, and attorney client engagement billing processes, with governance focused on configuring payment capture workflows, website authentication for payers, and staff permissions to access payment records.
Dischley Law Professional Services 10 $2M United States Clio Software Clio Payments Payment Processing 2025 n/a
In 2025, Dischley Law implemented Clio Payments as its Payment Processing solution, provisioning the Clio Software payment module directly on the firm website for client facing payment capture. The deployment exposes Clio Payments online payment forms on intake and billing pages, enabling electronic card acceptance and direct invoice settlement through the public site, with configuration focused on secure payment collection and routing payments to the corresponding client matter within the application. Operational ownership rests with the firm’s billing and administrative staff, consolidating payment intake under a single Payment Processing workflow and updating invoice handling to use Clio Payments for reconciliation and receipt issuance. The rollout was scoped to the single US based office and involved updating client checkout flows and internal payment handling processes, with Clio Payments serving as the firm’s primary online payment channel.
Harris, Harris & Cabrera Professional Services 10 $2M United States Clio Software Clio Payments Payment Processing 2025 n/a
In 2025, Harris, Harris & Cabrera deployed Clio Payments as their primary Payment Processing solution and embedded the Clio Payments checkout on the firm website to accept client payments online. The implementation positions Clio Payments as the front-end payment capture layer for client-facing billing and intake workflows. The deployment is configured to support online checkout forms embedded in the website, tokenized card capture for PCI aligned processing, and electronic invoicing linkage into the firm billing workflow. Standard Payment Processing capabilities such as one-time e-payments and recurring payment options were used to align collections with invoicing cadence and client engagement steps. Operational coverage is scoped to the small US based law firm environment, spanning billing, accounts receivable, and client intake functions, with attorneys and administrative staff using the system to record and reconcile payments. The implementation aligns the Harris, Harris & Cabrera finance function with digital payment acceptance and client-facing collections. Governance and process adjustments focused on centralizing online payment acceptance and reconciling electronic transactions against issued invoices, updating internal billing approval and reconciliation procedures to incorporate payment events generated through Clio Payments. Harris, Harris & Cabrera Clio Payments Payment Processing supports the firm business function for client billing and collections.
Law Office of Michelle Peretz US Professional Services 10 $1M United States Clio Software Clio Payments Payment Processing 2025 n/a
In 2025, Law Office of Michelle Peretz US implemented Clio Payments for Payment Processing. The small professional services firm of 10 employees deployed Clio Payments on its public website to accept client payments and centralize invoice-driven billing workflows. Clio Payments was configured to provide online payment capture, client-facing checkout flows, payment links and electronic payment methods consistent with Payment Processing expectations for a legal practice. The deployment aligned payment capture directly to matter-linked invoicing and receipt generation to preserve billing continuity. Architecturally the solution uses embedded or hosted payment pages on the law office website, routing transactions into Clio Payments native processing and separate accounting records to support operating and trust tracking required for legal client funds. Operational coverage centers on front office attorneys and back office billing administrators who access the Clio Payments interface for payment posting and reconciliation. Governance and process changes included standardizing invoice templates, defining payment terms and establishing reconciliation procedures to match bank deposits with Clio Payments transactions. Clio Payments supplies the Law Office of Michelle Peretz US with a consolidated Payment Processing capability to support client billing and accounts receivable functions.
Professional Services 34 $7M United States Clio Software Clio Payments Payment Processing 2025 n/a
Education 200 $45M United States Clio Software Clio Payments Payment Processing 2025 n/a
Education 150 $15M United States Clio Software Clio Payments Payment Processing 2025 n/a
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Buyer Intent: Companies Evaluating Clio Payments

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FAQ - APPS RUN THE WORLD Clio Payments Coverage

Clio Payments is a Payment Processing solution from Clio Software.

Companies worldwide use Clio Payments, from small firms to large enterprises across 21+ industries.

Organizations such as University of North Texas at Dallas, UNT Dallas College of Law, Stibbs and Co, Dischley Law and Harris, Harris & Cabrera are recorded users of Clio Payments for Payment Processing.

Companies using Clio Payments are most concentrated in Education and Professional Services, with adoption spanning over 21 industries.

Companies using Clio Payments are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Clio Payments across Americas, EMEA, and APAC.

Companies using Clio Payments range from small businesses with 0-100 employees - 75%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Clio Payments include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Clio Payments customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Payment Processing.