Back
Arken Professional
Private Client document automation – for simple to the most complex of wills
Starting at
£85
per month GBP
Key benefits for your firm
-
Time-saving efficiencies
Benefit 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-keying
Adding 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 software
Arken 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.
Ready to improve your workflow with Arken Professional and Clio? Get Started
Browse by category
Helpful resources
-
Getting set up
To get set up, click here.
-
Security and privacy
We are committed to protecting your privacy.
View Arken Professional’s privacy policy and terms of service.
View Clio’s privacy policy and terms of service.
-
Additional support
Email [email protected].