{=`customer name`} | Agenda - Clio Payments Consultation on {=`consult date`}
Hi {formtext: name=Customer name},
Thanks for booking a consultation with me for your free upgrade to Clio Payments on {formdate: MM/DD/YYYY; name=Consult Date}. It is totally free for you to use and is included in your Clio subscription.
Just wanted to share the agenda for the call with you here. We'll be discussing:
- How you are collecting payments from your clients and how they generally pay
- How 'Clio Payments' is different from Lawpay and how it brings more value to you as a firm
- Using e-checks (ACH) to significantly decrease your payment processing fees
- How less do we charge as compared to Lawpay and how much you will be saving overall
- Using Clio payment plans to get paid faster (with more flexibility) and how to make the best use of them (if required)
- Storing client's credit cards/e-check details and how that can benefit you as a firm
- Clio Payments reports tracking how much you are paying in processing fees
- Make the switch to Clio Payments during the call (optional)
- Any other questions you have related to Clio Payments
Looking forward to speaking with you!
Best regards,
Jaspreet