Integration helps reduce re-keying for a more efficient Will drafting process

Best-in-class solutions for legal firms – Clio and Arken Professional – are now integrated to provide the busy private client solicitor 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 solicitors 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.

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.”

Dave Newick, MD of Arken.legal (UK) Ltd, commented,

“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. 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.”

For more information on Arken or the integration, please contact Jenny Lambert, Arken.legal, 01732 867792 or visit:

https://arken.legal/uk/products/arken-api/integration-with-clio

For more information on Clio, please contact 0800 433 2546

clio.com/uk 

 

 

This article was submitted to be published by Arken.legal as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate

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