About ServeManager

ServeManager is a cloud-based legal case management solution that enables process servers and law firms to streamline operations related to affidavit management, invoicing, job routing, automated notifications, and more. Professionals can utilize the centralized dashboard to track job statuses and access job history using GPS and timestamp data, files, or service photos.

ServeManager allows law firms to track payments and secure workflows through a secure Socket Layer (SSL) connection with 256-bit encryption capabilities. The customer relationship management (CRM) module helps users record client interactions and add contact information in a centralized database. Attorneys can invite multiple stakeholders to facilitate real-time collaboration on projects and notify clients about job updates via email. Professionals can generate affidavits, create job invoices, and build job routes based on service requirements.

ServeManager connects with Zapier to facilitate integration with various third-party platforms such as Google Calendar, Dropbox, MailChimp, Microsoft Excel, Slack, Microsoft Office 365, and more. The software also helps law firms maintain compliance with various jurisdiction and industry standards.

Pricing starting from:

US$39,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Pricing starting from:

US$39,00/month

  • Free Trial
  • Subscription

Images

ServeManager jobs
ServeManager job details
ServeManager affadavit
ServeManager job routes
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ServeManager video
ServeManager screenshot: ServeManager jobs ServeManager screenshot: ServeManager job details ServeManager screenshot: ServeManager affadavit ServeManager screenshot: ServeManager job routes

Features

Total features of ServeManager: 35

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Archiving & Retention
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Document Generation
  • Document Management
  • Document Storage
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Sharing
  • Financial Management
  • For Legal Professionals
  • GPS
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Multi-Location
  • Print Management
  • Records Management
  • Route Management
  • SSL Security
  • Task Management
  • Third Party Integrations

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Reviews

Overall rating

4,8 /5
(176)
Value for Money
4,7/5
Features
4,6/5
Ease of Use
4,7/5
Customer Support
4,9/5

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Showing 5 reviews of 176
David edward O.
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ServeManager Review

Reviewed on 2020/09/01

I have been very satisfied

I have been very satisfied

Pros

I used to be a computer technician so it is easy to get used to.

Cons

I like collaborating and I like the ease of use. I think the updates are good.

Joan W.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Process Server

Reviewed on 2020/08/31

I have had a wonder experience with ServeManager. I talked to them about specific forms I needed...

I have had a wonder experience with ServeManager. I talked to them about specific forms I needed integrated for specific clients and they set the forms up so that everything worked perfectly. They have helped my business grow and grow.

Pros

I use Serve Manager daily as I run a process service business. Serve manager allows me to interface with my servers and clients and I am able to store all info on a serve in one place - in my job on serve manager. I can upload emails and documents. I can utilize the mobile site which will allow me to upload photographs into the job that also has the GPS coordinates and a date & time taken. My clients like it in that they can upload and assign jobs to me from their desktop. I could not do my job with ServeManager!

Cons

I wish there was another date field in which we could place the depo/hearing/trial date into that we could see as well a our follow-up date.

Stephanie S.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Needs the plaintiff's name in the subject line of system generated emails, dashboard needs...

Reviewed on 2020/08/31

We need the plaintiff's name in the email updates subject line. The system's API does not...

We need the plaintiff's name in the email updates subject line. The system's API does not integrate fully with other platforms. There is no email add-in feature like other platforms have. The reporting information is very limited. We can't see at a glance old jobs, their status, from the jobs board or a report.

Pros

The platform is limited. Most beneficial features are the updates from servers and to clients. The form affidavit that uploads the service attempts automatically. The ability to share all details with servers and clients.

Cons

The reports are generally cumbersome and not intuitive. The reporting is very limited. Could not assign multiple servers to 1 job for a long time which was not helpful. The email updates to the clients have no reference to the plaintiff's name in it. The servemanager order # means nothing to their case and filing system. We NEED THE PLAINTIFF'S NAME IN THE EMAIL UPDATES SUBJECT LINE.

Chris C.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love this!

Reviewed on 2020/08/31

This organizes my service of process business! Billing, jobs, contracting jobs out, managing...

This organizes my service of process business! Billing, jobs, contracting jobs out, managing customers... EVERYTHING.

Pros

I like that this not only makes the serve process easier, but it integrates billing, affidavits and customer updates in a super simple process.

Cons

Setting up the customer accounts... I want more control over adding and removing the customer access. I don't want the customer to have to add users for every single paralegal or attorney. I don't add them so that one of the paralegals have to play an administrative role for my management software. Some of the firms I have get some turnover and they have many lawyers, paralegals and admin staff.

Chrissy P.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

User friendly

Reviewed on 2020/08/31

Super easy to use, always evolving and the staff is super helpful and accommodating. I recommend it...

Super easy to use, always evolving and the staff is super helpful and accommodating. I recommend it to other servers!

Pros

Very easy to use and straight to the point.

Cons

There is no app for ServeManager. That would really be my only suggestion. Makes life easier for the servers out in the field.

Showing 5 reviews of 176 Read all reviews

ServeManager FAQs

Below are some frequently asked questions for ServeManager.

ServeManager offers the following pricing plans:

  • Starting from: US$39,00/month
  • Pricing model: Subscription
  • Free Trial: Available

ServeManager pricing starts at $39 per month and a free trial is available.

We do not have any information about ServeManager features

ServeManager has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages ServeManager supports

ServeManager supports the following devices:

ServeManager integrates with the following applications:

AWeber, AppsForOps Core Apps, Asana, Box, Calendly, ClickFunnels, Clio, Constant Contact, Dropbox Business, Formstack Forms, GitLab, Gmail, Google Calendar, Google Docs, Google Drive, Google Forms, Gravity Forms, Invoice Ninja, JotForm, Mailchimp, Mailgun, Microsoft 365, Microsoft Excel, OneDrive, Pardot, PayPal, PracticePanther Legal Software, Quickbooks Online, SendGrid, SignNow, Slack, Square Payments, Squarespace, Stripe, Tookan, Trello, Typeform, Wave Accounting, Wix Answers, WooCommerce, WordPress, Xero, Zapier, Zoho Books, Zoho CRM, Zoho Desk, Zoho Invoice

ServeManager offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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