Clio + ServeManager Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and ServeManager, with as many as 108 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + ServeManager and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Job

Triggers when new job is created.

Create Company

Creates a new company.

New Company

Triggers when a new company is created.

Create Job

Creates a new job.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.

See ServeManager Integrations