Integration with Clio, now LIVE!

All legal advisors
10 November 2020

Arken Professional and case management software, Clio, are now integrated to provide the busy practitioner with even more efficiency gains. Although important beforehand, the pandemic, lockdown and working from home has further increased the need and appetite for cloud-based digital solutions and streamlining of processes.

Arken Professional allows users to draft Wills and other estate planning documents consistently across the practice in a fraction of the time it takes using more traditional methods.  

Now users of both solutions will be able to integrate them to keep just one record for their clients between both systems. A new client is created in Clio which – if wanting a Private Client document – will automatically be created as a client in Arken Professional. A reduction in re-keying, a decrease in manual errors and time created to spend on more added value activities is the result.

API technology has removed the need to have a one size fits all solution for the law firm and now allows solicitors to have a choice of providers and link them together," comments MD of Arken.legal, Dave Newick. We are so excited to announce this integration with Clio. When two industry-leading brands like ours come together to provide demonstrable benefits to the user, it transforms the way people can work. Users of both Clio and Arken Professional can now have one source of the truth on their client – one master record of the client used across two best-in-breed solutions. It’s a game changer.” 

Tom Zayan, Product Manager at Clio, comments: “The future for law firms is here and that means more flexibility in how lawyers run their practice. This is why it’s exciting to be adding Arken.legal’s solution to our rapidly growing list of integrations. Law firms using this efficient and secure integration will save more time, reduce the risk of manual-entry errors, and eliminate the need to re-enter client information from Clio to Arken.legal’s Will writing software.”

 

Are you a Clio user? Or considering using Clio? Discuss your individual business requirements with a member of our Customer Success team by emailing info@arken.legal or please call 01732 867792.

Full details can be found here: https://arken.legal/uk/products/arken-api/integration-with-clio