Clio and ServiceM8 integration
Automate Clio + ServiceM8 workflows
Connect Clio's legal case management with ServiceM8's field service scheduling to automate client workflows, sync appointments, and streamline matter updates across your practice and service teams effortlessly.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and ServiceM8 — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect ServiceM8
Add ServiceM8 credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + ServiceM8 automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in ServiceM8
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and ServiceM8. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Clio
Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.
Learn moreAbout ServiceM8
ServiceM8 is a powerful business management platform designed for service-based businesses. It streamlines operations by providing features such as job scheduling, quoting, invoicing, and real-time communication with clients. The platform enables users to manage their workflow efficiently, track job progress, and access business insights on-the-go through its mobile app. With easy integration capabilities and a focus on enhancing customer experience, ServiceM8 is an essential tool for professionals looking to optimize their services and grow their business.
Learn moreStart automating Clio + ServiceM8 today
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