Clio
Accept client payments securely with Helcim while managing cases in Clio.
About Extension
Clio is a legal practice management platform used by law firms worldwide. Helcim enables secure payment processing alongside Clio’s billing workflows.
Rate comparison
In-person Payments
Online Payments
In-person Payments
Online Payments
We are all about transparency.
Features
Accept in-person payments
Helcim allows Zenbooker users to take in-person card payments using Helcim’s card readers—something Zenbooker's own payment tools do not support.
Lower your processing fees
Reduce your cost per transaction by using Helcim’s transparent interchange-plus pricing instead of Zenbooker's built-in payment processor. You also have the ability to pass on your processing fees for card-present transactions effectively removing the processing fees for the payments.
Smoother reconciliation
All Helcim transactions—online and in-person—sync to your Helcim dashboard for simple tracking and clearer reporting.
How it works with Helcim
The Helcim Payment Extension enables payments to be processed through Helcim while Clio continues to manage matters, billing, and client records. Transactions sync into Helcim for reporting and deposits, while legal data remains in Clio. Refunds or payment changes made outside Clio may require manual updates. Invoice currency must match your Helcim account currency. This allows firms to use Helcim instead of Clio’s default payment processor while keeping workflows intact.
Requirements
Setup
Sign up with Helcim
Create a free Helcim account to access your payment tools and API configuration.
Install the Helcim Payment Extension
Install the Helcim Payment Extension to your browser from the Chrome Store.
Connect your active Helcim account
Grab your Helcim API credentials. You can find this under Integrations > API Access Configurations > New API Access. Then copy-paste it on your Payment Extensions tab in Clio.
Connect your Helcim hardware (optional)
If you have a Card Reader or Smart Terminal, you can pair it by copy-pasting your 4-digit device code onto your Payment Extensions tab in Jane App.
Frequently asked questions
Can Helcim Payment Extension reduce Clio's payment processing fees?
Yes — Helcim’s interchange-plus pricing is often much cheaper than Clio's built-in payment fees.
Can Helcim be used with Clio's invoicing?
Yes — you can use Helcim with Clio using the Payment Extension.
What are the advantages of using Helcim on Clio?
You get lower fees, ability to process card-present transactions, faster workflows, and reduced manual reconciliation across your invoices.
Is the Helcim Payment Extension an alternative to Clio's payment processor?
Yes — Helcim Payment Extension provides affordable payment processing which can be an alternative to Clio's built-in payment system.