Win more firms
Lead with a workflow conversation around client balances, invoices, payment requests, and staff follow-up—not only pricing.
Why this matters to an ISO
Sell more than rates to professional-services firms.
Clio already sits inside the merchant’s daily workflow. PayLync gives your organization a payments value-add that can complement that environment instead of forcing a rip-and-replace conversation.
Protect payment volume
Where the supported workflow fits, keep more eligible payment activity closer to the processing relationship you already manage.
Differentiate your agents
Give sales teams a software story they can use with Clio merchants and similar prospects.
Add software economics
Create a path to partner software revenue alongside your existing processing economics, subject to your PayLync agreement.
Partner architecture
Your merchant. Their software. Your payment relationship.
PayLync sits between the supported client-billing workflow and the enabled payment setup, giving the merchant a clearer path to payment while helping the ISO stay relevant in the operating workflow.
Clio
The firm keeps using its existing client and billing workflow.
Client / matter contextInvoice / balance recordsAuthorized business records
PayLync
Turn supported merchant context into a connected payment experience.
Payment requestsSecure checkoutPayment status visibility
Your processing setup
Gateway pricing, settlement, support ownership, and enabled payment methods stay aligned to the approved merchant setup.
Gateway ratesMerchant onboardingPortfolio support
*Exact Clio records, permissions, data flow, payment methods, and update behavior depend on the supported connector and merchant configuration approved during onboarding.
Give your agents a better pitch
Turn the integration into a repeatable ISO sales motion.
Help agents uncover a workflow problem first, then position PayLync around the way the merchant already operates.
Start with the merchant workflow.
Identify whether the prospect uses Clio and where payment collection creates friction—during invoice follow-up, remote requests, client balances, or reconciliation.
Agent opener: “How are you collecting payment today when a Clio invoice or balance is ready—does your team have to jump between systems?”
Sell the connection, not another app.
Explain that PayLync is designed to complement the supported Clio workflow and the merchant’s enabled payment setup.
Agent pitch: “You can keep Clio. PayLync adds the supported payment step around the workflow your team already uses.”
Demo one representative transaction.
Use an actual merchant scenario to show the payment request, customer experience, transaction result, exceptions, and staff follow-up.
Demo focus: “Client billing context → payment request → client pays → transaction result → staff follow-up.”
Repeat across similar merchants.
Once the workflow is validated, turn it into a repeatable playbook for additional eligible Clio merchants in your portfolio.
Portfolio motion: “Segment Clio merchants → qualify workflow → demo → onboard → measure adoption.”
Merchant deployment
From qualified lead to live payment workflow.
Keep implementation disciplined so your sales promise matches the merchant’s supported configuration.
Qualify the merchant
Confirm Clio usage, the payment problem, users or locations, and the business records needed for the intended workflow.
Review the setup
Review the Clio records, permissions, locations, and users needed for the supported payment workflow.
Configure & test
Connect the merchant account, enable the approved payment methods, and run a representative transaction from start to finish.
Launch & expand
Document who handles payment follow-up, refunds, exceptions, reconciliation, and future account changes.
✓Client and matter context✓Invoice or balance requests✓Secure checkout✓Authorized staff access✓Payment status visibility✓Professional-services merchant retention
A stronger payment proposition for ISOs serving Clio firms
Plan the connection before launch
Your PayLync payment setupPayment methodsEnabled for you by account
Processing pricingYour gateway rates
Review your payment options →
Clio connection reviewSoftware accessYour active plan
Integration scopeConfirmed at setup
We review the complete workflow with you instead of publishing a one-size-fits-all rate claim.
01Payment methods02Gateway pricing03Settlement timing
04Connector access05Record updates06Support ownership
Portfolio economics
Make software part of your merchant retention strategy.
For qualified partners, PayLync can create software economics alongside payment residuals. Your actual buy rate, retail price, processing terms, and eligibility depend on your partner agreement.
Illustrative portfolio100 merchants
Illustrative software margin$20per merchant / month
Illustrative monthly software revenue$2,000before processing residuals
Illustrative example only. Not a published PayLync offer. Actual partner economics vary by agreement, merchant setup, product eligibility, and processing relationship.
See a PayLync workflow
Walk through a typical payment request and discuss how it would fit your Clio setup.
Help Clio merchants get more from your payment offering
Let the merchant continue using Clio while PayLync handles the supported customer payment step.
Connect eligible client, matter, invoice, and balance records to PayLync so more payment activity can stay within the processing relationship you manage.
Carry supported client, matter, invoice, or balance references from Clio into PayLync so the merchant has a clearer payment trail.
Position PayLync as an additional solution for similar merchants using Clio, subject to connector and account eligibility.
How to bring PayLync to merchants using Clio
Connected payment journey
Start the handoff
Identify a merchant using Clio, confirm the supported client, matter, invoice, and balance records and payment use case, then match the merchant to the appropriate PayLync setup.
Review the outcome
After configuration, run a representative client invoice payment from Clio through PayLync, confirm the customer experience and transaction result, and document the merchant's ongoing support and reconciliation process.
Workflow touchpoints
✓Client and matter context
✓Invoice or balance requests
✓Secure checkout
✓Authorized staff access
✓Payment status visibility
✓Professional-services merchant retention
Before you bring a merchant live
Use a checklist your onboarding team can actually follow.
These are the core items an ISO should validate before making the supported Clio payment workflow live.
Active Clio merchant
Merchant has access to the business records required for the intended workflow.
PayLync merchant account
Intended gateway and supported payment methods are enabled.
Authorized merchant user
A merchant contact can approve the supported connection and testing.
ISO onboarding owner
Your team knows who coordinates setup, test transaction, and launch support.
Test transaction completed
Validate the customer experience, transaction result, exceptions, and follow-up.
Support ownership documented
Define who handles refunds, payment questions, reconciliation, and future changes.
ISO Questions
What your sales and onboarding teams will want to know.
It gives your organization another way to solve a payment workflow need inside software the merchant already uses. Where the connector and account setup support it, this can strengthen the merchant relationship and create additional processing opportunities without requiring the merchant to replace Clio.
No. The goal is to complement the supported Clio workflow with PayLync payments. The merchant continues using its existing software while PayLync handles the approved payment step.
PayLync supports partner-led configurations, but the exact gateway, pricing, settlement, and commercial terms depend on the merchant account and your PayLync partner agreement. Review those items before launch rather than assuming a one-size-fits-all configuration.
The exact records and permissions depend on the supported connector and merchant configuration. Potential context may include client, matter, invoice, and balance records. Confirm the exact scope during onboarding.
The merchant can use the card, ACH, or other payment methods enabled for its PayLync merchant and gateway configuration. Availability depends on the account and processing setup.
Build your Clio merchant playbook
Give professional-services firms another reason to stay with your ISO.
Walk through a representative Clio merchant workflow with PayLync, validate the supported payment experience, and turn it into a repeatable sales motion for your portfolio.