Clio
When this happens...
ServeManagerCreate Job

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

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.

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ 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