ABC Legal Integrations: Clio, Legal Software

Mar 2, 2023 5 min read
Heather Thomas

Written by 

Heather Thomas

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.

Today in part three, we’re going to explore Clio, for anyone who is unfamiliar with the platform, and how to get started with the ABC Legal app integration for Clio.


What Is Clio?

Clio offers an array of cloud-based software for legal professionals. The software ranges from document automation and case management to billing and client intake. Options for firms are available as separate services or as a full end-to-end legal service suite. They work to ensure that their services are available for attorneys to streamline their processes whether they’re working at the office, in their homes, or on the go.

Who Is Clio For?

Clio designs software with the intent of driving inclusivity and “transforming the legal experience for all,” with cloud-based legal software and services. Clio is looking to help law firms embrace the transition to a digital and much more remote world. Like ABC Legal, they offer a variety of solutions to empower legal professionals or firms of any size to select the solutions and services that best fit their firm and position themselves for growth.

What Are Clio’s Products/Offerings?

Clio’s Products

Clio Complete. Clio Complete includes both Clio Manage and Clio Grow. It’s designed to help legal professionals maintain their efficiency as they seek to grow and engage clients.

Clio Manage (Case Management Software). Clio Manage includes Clio’s case management software, which allows you to organize Matters, record time tracking, manage associated documents, calendaring, and billing for your cases in one place.

Clio Grow (Client Relationship Management Software). Clio Grow is Clio’s client relationship management software and streamlines client intake and communications to help firms looking to grow.

LawYaw. LawYaw is Clio’s document automation solution, which can help “cut routine legal drafting by 80%.”

ABC Legal's app integration connects to Clio Manage.

Do More For Your Clio Matters

A Matter is the home for a legal professional’s case in Clio Manage. A Matter can be associated with different calendar events, tasks, contacts, activities, communications, and documents, ensuring that legal professionals can manage their cases from start to finish. With ABC Legal’s app integration, Clio users can now order service of process for a Matter right from their Matter record and further streamline all the tasks related to getting a case to court.

Clio users can add ABC Legal Services to their Clio Manage instance by searching for “ABC Legal” in the Clio App directory to view our App Directory page or by signing up for an ABC Legal account (it’s a free, no-commitment signup!).

After validating the email address associated with your ABC Legal account (or if you already have an account with ABC Legal),  simply navigate to the Integrations tab in the left-hand menu of your ABC Legal account and "Connect" the Clio integration. Grant ABC Legal the ability to read/write to your account so you can automatically associate your Clio Matters to your service of process orders in your ABC Legal account.

Once the accounts are connected, placing an order is easy. Simply navigate to the Matter and select “Order Service of Process” from “More Actions”. Once the Matter is associated with a service of process order, updates about progress will appear as related Notes, documents as related Documents, and invoice information as a related expense Activity. It’s that simple. Learn more about what data you see in Clio from ABC Legal here.

Firms using Clio want a modern option for managing their casework, without the traditional limitations imposed by desktop software. ABC Legal aims to make service of process as digitally accessible as possible. While most document delivery requires a human touch, we do our best to automate the rest. With a tech-forward focus and secure online accounts that provide complete transparency to enable the best possible service of process experience, we’re as close as we can be to that goal. With the largest network of process servers in the U.S. and nearly 50 years in business, you know you’re getting the best experience possible from your service of process provider when you use ABC Legal.

Adding ABC Legal to Clio means you’re taking another piece of work off of your team’s plate, automating a lot of data entry, and getting the best possible service of process experience for your clients. And your clients deserve the best.

Heather Thomas

Written by

Heather Thomas
Product Marketing Manager, ABC Legal Services. Heather combines her natural curiosity and organizational skills to develop content and nurture stories at ABC Legal. A believer in good design and great brand experiences, she looks for opportunities to investigate, design, and create within the brand.

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