List of Clio Payments Customers
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Since 2010, our global team of researchers has been studying Clio Payments customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clio Payments for Payment Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clio Payments for Payment Processing include: University of North Texas at Dallas, a United States based Education organisation with 200 employees and revenues of $45.0 million, UNT Dallas College of Law, a United States based Education organisation with 150 employees and revenues of $15.0 million, Stibbs and Co, a United States based Professional Services organisation with 34 employees and revenues of $7.3 million, Dischley Law, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Harris, Harris & Cabrera, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Clio Payments, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clio Payments customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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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.
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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.
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Professional Services | 34 | $7M | United States | Clio Software | Clio Payments | Payment Processing | 2025 | n/a |
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Education | 200 | $45M | United States | Clio Software | Clio Payments | Payment Processing | 2025 | n/a |
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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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