When this happens...
ClioNew Matter
Then do this...
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

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Easy

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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 Activity

Triggers when a new activity is created.

Create Person

Creates a new person.

New Calendar Entry

Triggers when a new calendar entry is created.

Create Contact Note

Creates a new contact note

New Task

Triggers when a new task has been created.

Create Company

Creates a new company.

New Communication

Triggers when a new communication is created.

Create Matter Note

Creates a new matter note

New Bill

Triggers when a new bill is created.

Create Communication

Creates a new communication.

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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.