Clio + ServeManager
Create ServeManager court cases from new Clio activities
Stay on top of your legal activities and streamline your court case management with this efficient workflow. When new activities are logged in Clio, the information is sent to ServeManager, where a court case is created. This seamless connection between the two apps saves you time and ensures that important case details are always up to date.
Stay on top of your legal activities and streamline your court case management with this efficient workflow. When new activities are logged in Clio, the information is sent to ServeManager, where a court case is created. This seamless connection between the two apps saves you time and ensures that important case details are always up to date.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Court Case
Creates a Court Case.
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About Clio
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.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout ServeManager
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.