Create ServeManager jobs from new Clio matters

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

  1. A new matter is created in Clio
  2. Zapier creates a new job on ServeManager

Apps involved

  • Clio
  • ServeManager
Create ServeManager jobs from new Clio matters
Clio integration logo

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 integration logo

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.

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