What information is required to set up payments in Clio Manage? Firm information: Business and personal information Social Insurance Number Bank account, transit and institution numbers for any accounts you want to connect to Clio Payments Personal Information for all firm owners with at least 25% ownership: Name Date of birth Social Insurance Number Email Phone number Address
What is Clio’s chargeback guarantee? Credit card disputes happen, and if and when they do, Clio has you covered. Chargebacks are fees charged by banks when a client disputes a charge, but rest assured that a credit card chargeback will never be taken from your trust account. If a chargeback occurs you will be alerted and our team will walk you through the dispute process and support you all the way through.