Create Clio company for new ServeManager company
ServeManager + Clio Integration
Clio + ServeManager Integration
Connect Clio to ServeManager in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Job is created in ServeManager- Attempt is logged in ServeManager
- Affidavit is created in ServeManager
- Company is created in ServeManager
- Invoice is issued in ServeManager
2.
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Ready Workflows for Clio + ServeManager Integration
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular ServeManager Automations from
Integrately Community
Most popular
01
Create ServeManager company for new NetHunt CRM record
02
Create ServeManager note for new Trello message
03
Create ServeManager note for new Slack message
04
Create ServeManager note for new ClickSend SMS message
05
Create ServeManager note for new Twilio sms
Most popular
01
Create ServeManager company for new NetHunt CRM record
02
Create ServeManager note for new Trello message
03
Create ServeManager note for new Slack message
04
Create ServeManager note for new ClickSend SMS message
05
Create ServeManager note for new Twilio sms
06
Create ServeManager note for new WhatsApp message
07
Create ServeManager note for new Ziper message
08
Create ServeManager note for new Vonage SMS API message
09
Create ServeManager note for new Noysi message
10
Create ServeManager note for new Sakari SMS message
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + ServeManager Now 
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You Can Also Connect Clio or ServeManager With 1400+ Other Apps
Clio
Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
ServeManager
ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.
