Clio + ServeManager
Create ServeManager court cases from new Clio contacts
Efficiently manage your legal processes with this Clio and ServeManager integration. When a new contact is added in Clio, a court case will be created in ServeManager, streamlining your casework by seamlessly connecting the two platforms. Save time and stay organized with this automated workflow.
Efficiently manage your legal processes with this Clio and ServeManager integration. When a new contact is added in Clio, a court case will be created in ServeManager, streamlining your casework by seamlessly connecting the two platforms. Save time and stay organized with this automated workflow.
- When this happens...New Contact
Triggers when a new contact 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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Zapier Interfaces
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.