What it does
The legal industry's largest practice-management platform. Servd pulls case + party data from Clio at intake, then pushes signed proofs of service, invoices, and case-status updates back as document attachments + matter notes — no copy-paste between systems.
Data sync
- Pull matter / contact / address from Clio
- Push affidavit PDF as matter document
- Push invoice as Clio bill line item
- Sync case status (served / completed)
- Time-entry capture for paralegal review
How firms use it
- Drop a Clio matter ID in chat — Servd auto-fills caption, parties, and service address.
- Affidavit is signed → Clio matter gets the PDF + a status timeline entry within seconds.
- Invoice posts as a Clio bill so client billing stays in one place.
- OAuth login means no API keys to manage — your firm admin clicks "Connect" and Servd is in.