Clio Integration

Connect Clio to Zil Money in a few clicks. Then import your invoices and pay your bills by ACH, wire, virtual card, or check, all in one place.

Bill and Invoice Import

Bring your invoices and records across from Clio without re-keying a line.

Multiple Payment Methods

Pay vendors and contractors by ACH, wire transfer, virtual card, digital check, or printed check.

Enterprise-Grade Security

Advanced encryption, multi-factor authentication, and account safeguards on every payment.

Zil Money, is a financial technology company, not a bank. Banking and money movement services are provided through partner financial institutions and licensed service providers. FDIC insurance coverage applies only to eligible deposit products and accounts, and is subject to applicable terms, conditions, limitations, and requirements. Additional information regarding partner institutions, products, and services is available in the applicable terms and agreements.

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Strengthening Customer Trust with Every Payment

1M+

 

online business
accounts

100B+

 

transaction
value

16M+

 

checks
processed

Invoices imported from Clio ready for ACH and wire payment in Zil Money

One Platform for Every Clio Payment

Your cases and invoices live in Clio. Your payments should not live somewhere else. So once you connect Clio, the invoices and bills you manage become ready to pay inside Zil Money. Then pay each one by ACH, wire, virtual card, digital check, or a check we mail for you. Plus, you choose the method per vendor, and you keep one clear record of each payment.

Invoices imported from Clio ready for ACH and wire payment in Zil Money

How the Clio Integration Works

1

Select Clio

Open the Third Party Integration menu in Zil Money, find Clio, and click Connect.

2

Authorize the Integration

Sign in with your Clio credentials to grant Zil Money access to your account.

3

Select Your Data

Choose the invoices and records to import from Clio, then start the import.

4

Import and Pay

Bring in your invoices and records. Then map the bank account and pay each one your way.

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ACH, wire transfer, virtual card, and digital check payment options in Zil Money

Pay the Way Each Vendor Prefers

Use ACH for routine vendor runs. For faster moves, send a wire transfer, subject to cut-off times, network conditions, and compliance reviews. You can also issue a virtual card for subscriptions and small one-off buys. Plus, you set a limit on each card. Finally, email a digital check to the payee. Or let us mail a printed check when a vendor still needs paper.

ACH, wire transfer, virtual card, and digital check payment options in Zil Money

Fund Payments With a Credit Card

You can fund your payments with a credit card, even when your vendor does not accept cards. So your vendor still gets funds by ACH, wire, or check. Meanwhile, you keep working capital in place. Note that credit card funding carries a processing fee. Check the pricing page for current rates, which may change.

Integration

 

Zil Money connects with over 22,000 financial institutions. It also works with the accounting, practice management, and payroll tools your team already uses, including Clio and QuickBooks. For more options, explore the full accounting software integration lineup. From there, you can import your invoices and records, print checks, and pay from your phone.

Integration

Why Zil Money!

A technology-first approach
to payments and finance

Easy to Access

High Security

Easy Payment

Payment records with method, date, amount and payee tracked in Zil Money

Keep Your Records Straight

 

Zil Money records every payment with its method, date, amount, and payee. As a result, the trail from a Clio invoice to a settled payment stays clear. That helps at month-end review and audit time. Plus, you manage payments, invoices, and bills from one platform.

Payment records with method, date, amount and payee tracked in Zil Money
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Frequently asked questions

What is Clio?
Clio is cloud-based legal practice management software for law firms and attorneys. Firms use it to manage cases, clients, time tracking, and billing. It also connects with Zil Money. As a result, you can manage your payments and pay your vendors and bills from one platform.
How do I connect Clio with Zil Money?
First, open the Third Party Integration menu in Zil Money, select Clio, and click Connect. Next, authorize the connection with your Clio credentials. Then choose the invoices and records to import. Finally, start the import to bring your invoices and records across.
How can I pay a bill through Zil Money?
First, import your invoices and payment records from Clio. Then pay your vendors and bills by ACH, wire, virtual card, digital check, or a check we mail for you. You can also fund the payment with a credit card, even when your vendor does not accept cards. Note that processing fees apply and may change.
Clio vs MyCase
Clio and MyCase are both legal practice management platforms. Clio is known for its broad feature set and integrations, while MyCase is known for its all-in-one simplicity. Whichever one you use, you can bring your payments into Zil Money and pay by ACH, wire, virtual card, or check. Clio and MyCase are trademarks of their respective owners. Zil Money is not affiliated with, endorsed by, or sponsored by either company.

Ready to Manage Clio Payments From One Platform?

Connect Clio to Zil Money and go from imported invoices to settled payments without re-keying a line.

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Zil Money, is a financial technology company, not a bank. Banking and money movement services are provided through partner financial institutions and licensed service providers. FDIC insurance coverage applies only to eligible deposit products and accounts, and is subject to applicable terms, conditions, limitations, and requirements. Additional information regarding partner institutions, products, and services is available in the applicable terms and agreements.