Key benefits for your firm
Time-saving efficienciesBenefit from the time-saving efficiencies of Arken Professional’s new integration with case management software, Clio. Cut down on mistakes caused by manual data entry by linking together your trusted software solutions.
Reduce re-keyingAdding in new clients shouldn't be something you need to generate in all the systems you use - you need one version of the truth of your client. Now, all client details created in Clio will flow through to the Arken Professional software, reducing re-keying and ensuring that one important version of the truth of your clients is kept within Clio. Resulting documents can also be downloaded from Arken and saved within your Clio application.
Intuitive softwareArken Professional aids the drafting of private client documents with an intuitive questionnaires which builds the Will and commentary in real-time on the right hand side for you to see. With inbuild system controls and flexibility for delivering the most complex of Wills with Trusts, multi-parts, complex distribution over 6 levels, 99 different gifts, to name but a few, your documents can be drafted in a fraction of the time. There will also be consistency across your practice for all documents produced so you can manage your risk and there is a manual edit function for those one-off special instructions. No need to write a letter to your clients explaining all the clauses as the commentary is bespoke and covers the Will in plain English with additional helpful features for example a sample memorandum for distribution of personal chattels.
How Arken Professional works with Clio
Create a client in Clio and the client profile is automatically created within Arken Professional (client name, date of birth, address, partner details, contact details, etc.)
Updating client details in Clio? This will also automatically update in Arken Professional .
Matter references synced to ensure consistency across both systems.