{note}Pre-Call Prep{endnote}
Is the customer located in the US? {formtoggle: default=no}{endformtoggle}
Is the Customer LawPay Enabled? {formtoggle: default=no}{endformtoggle}
{note}Check status in ‘Clio Payments Enabled’ Field {endnote}
Has the Customer processed a payment through Clio Payments? {formtoggle: default=no}{endformtoggle}
{note}Check status in ‘Clio Payments Processed’ Field{endnote}
Are there any payments in 'Authorized'? {formtoggle: default=no}{endformtoggle}
Does the customer have Grow? {formtoggle: default=no}{endformtoggle}
{note}Check subscription description{endnote}
Does the customer have any stored payment methods? {formtoggle: default=no}{endformtoggle}
{note}Check the Card Table{endnote}
Does the customer have any payment plans? {formtoggle: default=no}{endformtoggle}
{note}Copy Clio Account ID into filters section of Log in{endnote}
{note}Discovery{endnote}
What is their current billing workflow?
{formparagraph: name=(How do you bill and accept payments at this time?)}
Do they do transactions outside of Clio? {formtoggle: default=no}{endformtoggle}
{note}ACH or payment plans through LawPay?{endnote}
{formparagraph: name=(What will they need to recapture after the migration to Clio Payments?)}
What do they know/what would they like to learn about Clio Payments?
{note}How can I best help today?{endnote}
{note}Demo{endnote}
Rates
{note}Clio Payments rate and fee structure as they compare to LawPay {endnote}
Sending a bill to a client
{note}Client workflow:
- The email they receive when a bill is shared with them
- Paying using the link in the email via credit card or eCheck{endnote}
What is Plaid*
{formparagraph: name=(Feedback)}
Storing payment info for future billing*
{formparagraph: name=(Feedback)}
Payment Plans upgrades
Refunds, Voids, Challenges and Chargebacks
{note}No longer able to refund from Trust to original payment method{endnote}
Deposits net of fees*
{formparagraph: name=(1. Current process of the attorney’s /accountants 2. Why the changes that make each payment net in their bank account creates confusion 3. What they would need to do now which is different)}
New reports
{note}Before Migrating{endnote}
Does the customer have a payment link listed on their website? {formtoggle: default=no}{endformtoggle}
Does the customer have any outstanding bills?{formtoggle: default=no}{endformtoggle}
Additional Notes
{formtext: name=(Anything else of relevance?)}