A new integration transforms the way lawyers provide legal document delivery—from serve creations to execution—all within the world’s leading legal technology platform
DENVER, COLORADO—Oct. 10, 2022 — Proof, an innovative service of process platform powering the delivery of legal documents, today announced its integration with Clio—the world’s leading cloud-based legal technology. The integration is one of the first embedded apps in Clio, where customers can conveniently utilize Proof legal document delivery directly from Clio’s legal practice management software, Clio Manage.
Proof’s service of process platform directly connects law firms to a national network of independent professional process servers for the delivery of legal documents. Proof serves documents across all 50 states in the US, including territories. Thousands of law firms use Proof each month for efficient and transparent legal document delivery.
With this integration, the 150,000 legal professionals that use Clio can seamlessly tap into a nationwide network of servers on Proof. Serve requests can be created in seconds to serve summons and subpoenas locally or nationwide. Legal professionals receive verified updates as they occur, and chat directly with their server for updates and transparency at every step. Once delivered, proof of service, invoices, and expenses are automatically stored in Clio.
“Clio provides an unmatched app ecosystem in legal technology with over 200 integrations, and we’re excited to be part of the next iteration of technology partners embedded directly into Clio Manage ,” said Proof Founder and CEO Eric Voogt. “Maximizing a law firm’s efficiency is key. Bringing Proof directly into Clio’s legal practice management software ensures seamless access to document delivery conveniently where lawyers are managing their matters.”
Together, Proof and Clio can have an immediate impact on a firm’s bottom line. According to Proof’s Cost Savings Calculator, firms can save an average of 1,800 hours in busywork, $81,000 in cost savings per year, and as much as $405,000 in annual reallocated billable revenue.
“As a law firm partner, I was frustrated with the hours lawyers and paralegals spent finding a process server,” continued Voogt. “Every step of the service delivery process was slow and manual, from providing the server with the subpoena or summons, to wondering when attempts were being made, and requesting updates. Once served, there was little information available to ensure that the job was done pursuant to the rules. Proof changes the entire system, and with Clio, we have an even greater capacity to expand how documents are delivered.”
“Document delivery is a vital part of many legal matters, and too important to be mishandled. Proof has done an incredible job utilizing trackable technology and delivery innovation to improve this legal workflow,” said Jonathan Watson, Chief Technology Officer at Clio. “The convenience of Proof’s platform first excited us as an investor. Bringing that efficiency and transparency directly into Clio was a natural next step. Clio customers can now access simple, and efficient document delivery while running their firms on Clio.”
Clio’s cloud-based legal practice management, client intake, and legal CRM software streamlines law firm operations, improves productivity, and enables legal professionals to increase their revenues from one central location. Approved by more than 90 bar associations and legal societies, Clio provides industry-leading security and 24/5 customer support.
Proof is revolutionizing service of process. Proof is a legal technology company that has created a powerful web-based platform to instantly connect law firms with independent process servers nationwide. Law firms can create electronic serve requests 24/7, receive live updates, see mapped verification of all attempts, and connect directly to servers via our Live Chat feature. Proof’s technology provides time and date-stamped proof that your serve was performed successfully plus a notarized affidavit from the server. Proof offers 1, 3 or 7-day service nationwide as well as internationally. Learn more at proofserve.com.
Vas Edelen, VP Digital Marketing, Proof
Clio is transforming the legal experience for all by creating the world’s leading cloud-based technologies for law firms—to keep lawyers and their clients better connected throughout the legal process. Firms of all sizes and practice areas use Clio products—Clio Manage, Clio Grow, and Lawyaw—to manage firm operations, streamline billing and payments, automate legal documents, and improve client experiences. Following its US$250M Series D funding, led by TCV and JMI Equity, and its US$110M Series E investment, led by T. Rowe Price Associates, Inc. and OMERS Growth Equity, Clio has made history by becoming the first legal practice management unicorn in the world. Learn more at clio.com.
Juliet Mafua, Senior Public Relations Specialist, Clio