ServeManager

ServeManager + Clio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect ServeManager and Clio, with as many as 120 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect ServeManager + Clio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Job

Triggers when new job is created.

Create Job

Creates a new job.

New Company

Triggers when a new company is created.

Create Company

Creates a new company.

New Attempt

Triggers when a new attempt is logged.

Upload File

Upload a file to an existing job.

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.

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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.

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.

See Clio Integrations

Connect ServeManager + Clio

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