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Management Assistance Program

Clio and LawPay: Check Your Payment Workflow Before It Breaks

By Julie Bays, OBA Management Assistance Program Director

Many Oklahoma lawyers, especially solo and small firm lawyers, have used LawPay for years. LawPay has long been one of the best-known payment processing tools for lawyers because it was designed with law firm trust accounting concerns in mind.

So, this latest news is worth noting.

Bob Ambrogi reported this week that Clio will discontinue its longtime integration with LawPay on August 31, 2026. After that date, Clio Manage users will no longer be able to use LawPay inside Clio to process payments. Clio has stated that firms may continue using Clio Payments within Clio Manage, and LawPay has stated that firms may continue using LawPay directly outside the Clio integration. Practice Management Platform Clio To Discontinue Its Longtime Integration with Payments Processor LawPay

For firms that do not use Clio, this may be only an interesting legal technology development. But for firms that use both Clio and LawPay, it is time to look at your payment workflow.

This does not mean a firm must make an immediate change today. But August 31 is less than four months away, and payment processing is not something to sort out at the last minute.

Start with a few practical questions. Are you currently accepting LawPay payments inside Clio? Are your payment links connected to LawPay, Clio Payments, or something else? Do you have recurring payment plans in place? Are payments automatically recorded in Clio, QuickBooks, or another accounting program? Are trust account and operating account deposits being handled correctly?

Those questions matter because online payments are no longer just a convenience. For many firms, online payment processing is part of billing, collections, client communication, and trust accounting procedures. A broken payment workflow can create confusion for clients and extra work for the office.

For Clio and LawPay users, the next step is simple: review your current setup. Then contact your vendors, ask what will change, and document the answers. If you decide to stay with LawPay outside of Clio, make sure you understand what will no longer sync automatically. If you decide to move to Clio Payments, make sure you understand the setup process, fees, trust accounting features, recurring payment plans, and client communication changes.

Legal technology integrations change. Companies merge, compete, rebrand, and shift strategies. But when an integration touches client payments, lawyers should treat it as more than a software update.