In celebration of the release of ABC Legal’s app for Clio Matters, we’ll be publishing a 3-part series explaining the integration, including an overview that explains why legal professionals will love this integration, how the ABC Legal app for Clio works, and more about Clio, a cloud-based case management system.
We're hosting a webinar as part of our introductory celebration. Join us for a quick, 20-minute presentation where we'll discuss the integration and all you need to get started!
Today, we’re talking about the release of the application and the two connected platforms - ABC Legal and Clio.
Service of Process, From ABC Legal, In Clio
The ABC Legal app was released in Clio in January 2023. The integration streamlines service of process for Clio users, dramatically simplifying how they can order service of process for legal cases.
The ABC Legal app integration allows users to order service of process for their cases directly from Clio Matters. The app connects the two platforms via a secure API, allowing everything a legal professional needs for service of process to be available in their case management system, from invoices and proof of service documents to real-time updates regarding service status.
It’s service of process - optimized for Clio.
What Is Clio?
Clio is a leader in the cloud-based legal software industry, providing client-centered legal service solutions for over a decade. Clio offers an assortment of products geared toward supporting firms in their business and day-to-day operations.
Clio Grow is a legal client relationship management software that supports and automates tasks related to client intake and communication. Clio Manage helps firms to centralize case billing, document management, and case management. With Clio Complete, firms can opt to use the full suite of solutions including Grow and Manage, for a true end-to-end solution.
The ABC Legal app integration connects with the case management solution, Clio Manage.
What Does ABC Legal Do?
ABC Legal is the leading provider of service of process in the United States, with a network of more than 2,500 active process servers, covering all 50 states. We set the bar for service of process with the highest standards in the industry and innovative legal technology. Our secure platform provides a seamless experience for legal professionals to manage service of process for their cases, no matter where they need documents delivered.
Legal professionals can place orders online in seconds and see progress live in their accounts, including definitive evidence from attempts corroborating where and when service took place. Legal professionals can access time-stamped GPS coordinates, photos, and descriptions online, anytime. It's service of process, optimized.
The ABC Legal app integration brings that first-class experience to Clio!
5 reasons to Use ABC Legal With Clio
At ABC Legal, we deliver more than legal documents, we deliver great experiences.
1. Unmatched Industry Experience
Get service of process backed by professional expertise. We have more than 50 years of experience, the largest process server network in the country, and deliver more than a million documents a year. We’re in constant contact with courts, so we not only know but get constant affirmation about what’s working and what’s not working at courts throughout the United States.
2. Everything You Need, In Clio
The ABC Legal app integration brings the best service of process experience in the U.S. to Clio, automatically syncing information about service of process to the case management system. Within Clio, legal professionals can order service of process, see progress updates in Matter Notes, review invoices and proof of service in Matter Documents, and invoice information within Matter Activities. Learn more here.
3. No-Nonsense Pricing
Know you're getting the best value in the industry. Our listing price starts with what you need for personal service of process, not just a posting. We want this to be as easy as possible for you. ABC Legal Services offers flat pricing within a state. No hidden fees or charges for rural or “out-of-area” work. You can choose between standard and rush delivery speeds or serve multiple defendants. With every order, you get 4-6 attempts (or attempts until court diligence requirements are met).
*Additional fees may apply if the documents to be served are over 100 pages in length.
4. Next-Level Support
With ABC Legal, legal professionals have more than a process server at their back. They have a support team, the best tech in the industry, and process servers who are engaged and continually evaluated for performance. If you have any questions, you can send us a message anytime using “Messages” in your account or give us a call. Our support team is on standby and we’re here for you.
5. Complete Transparency
With ABC Legal, we don’t hold information back, what we know - you know. You have options to customize the communications you wish to receive and how those updates get to you. Whether you want updates by text or email at key progress points, or if you just want to check for updates when you need them in your account, we have you covered. Learn more about our communication options here.
It’s more than service of process. It’s the service of process solution.
Who Should Add the ABC Legal App To Clio?
Are you a legal professional currently using Clio?
Do you ever need service of process for your cases in Clio Matters?
If the answer to those questions is “yes” or even “potentially, yes,” the ABC Legal app is for you. It’s a fast, easy, and efficient way to order service of process from the leading service of process provider in the U.S. while streamlining how you get information and updates in your case management system of choice, Clio.
What Do I Need To Get Started?
To get started all you need to do is be a Clio Matters user, have an ABC Legal account, and have the ability to add apps to your Clio instance.
What If i'm an ABC Legal customer with Clio?
- Sign in to your account.
- Go to the "Integrations" section and select "Connect" for Clio.
- Authorize the connection.
What If i'm not an ABC customer yet?
- Sign up for an account or search for us in the Clio App Directory and sign up.
- Go to the "Integrations" section of your ABC Legal account.
- Find the Clio app and click "Connect" to start the secure OAuth process (you may need to log in to your Clio account to proceed).
- Once you approve the connection, you're set!
what If i don't Have Clio?
You do not need a Clio account to get service of process with ABC Legal. You can always get service of process from ABC Legal by placing your order online and accessing our platform directly via your secure account.
If you're interested in Clio as a case management system, you can learn more about Clio here. If you decide that their case management system is a good fit for your firm and get an account, you'll be able to connect to Clio using the link in the "Integrations" section of your ABC Legal account.
What If I Don't Have Either?
If you're neither a current Clio or ABC Legal customer, that's just fine. Both platforms are accessible anytime. If you're interested in Clio you can learn more about it here and see if it's a good fit for your firm. Learn more about Clio on their website.
If you decide that you're still interested in ABC Legal but aren't looking for a new case management system, that's fine. You do not need a Clio account to order from ABC Legal. You can place an order online with us anytime to get service of process for your case!
Written byHeather Thomas