Clio POS Integration

About

Clio is a suite of cloud-based legal technology products that helps law firms manage and automate their daily operations, from client intake to billing. The company's mission is to "transform the legal experience for all" by making legal services more accessible and efficient.

Website: https://www.clio.com/

Integration Details
Integration Type	Cloud: Browser Extension. Training: POS+ Extension Training Installation: Installing POS+ Extension
Features	Card on File Stored card to quickly recharge a known customer. Deposit Payments Take a down payment against an invoice. Refund Split Refund Refund a partial amount of a purchase. Void
Browser Extension Payment Flows	Push to Terminal Payment Links Keyed Transactions Keyed ACH
Additional Payment Flows	N/A.

Important Notes

Once a payment flow has been built for a software, it becomes available to all users.

Marketing Demo Video

Browser Extension:

No video yet.

POS+ will assist you with onboarding your account until a demo video becomes available

Integration Type

This integration requires the POS+ Extension software to be installed.

Browser Extension

Support

Turn off two factor authentication where possible. This can prevent POS+ access.
Ensure the software username and password in the POS+ portal are always up to date. This can prevent POS+ access
If the integration does not work AND you are on the correct invoice page in the software, please contact POS+.