A little help taking action on the matters that require service of process can go a long way. Activate this integration and we'll take care of everything. From that point on, whenever you create a new matter in Clio, Zapier will automatically set up a job for it in ServeManager, ensuring you can keep your processes moving expediently without wasting effort.
*Note: You can use a Filter to conditionally create jobs only for Clio matters that require service of process.
How this Clio-ServeManager integration works
- A new matter is created in Clio
- Zapier creates a new job on ServeManager
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Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when new job is created.
Creates a new company.
Triggers when a new company is created.
Creates a new job.