ServeManager Pricing, Features, Reviews & Comparison of Alternatives

ServeManager

Cloud-based legal case management solution

4.82/5 (176 reviews)

ServeManager overview

What is 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.
www.servemanager.com

Pricing

Starting from
$39/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
ServeManager screenshot: ServeManager jobsServeManager makes process serving better.ServeManager screenshot: ServeManager job detailsServeManager screenshot: ServeManager affadavitServeManager screenshot: ServeManager job routes

ServeManager reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.7
  4.9
David Edward Owen

ServeManager Review

Used daily for 2+ years
Reviewed 2020-09-01
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Joan Warren-Owen

Process Server

Used daily for 2+ years
Reviewed 2020-08-31
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Stephanie senior paralegal, operations manager

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

Used daily for 1-2 years
Reviewed 2020-08-31
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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Chris Cloud

Love this!

Used daily for 2+ years
Reviewed 2020-08-31
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Chrissy Puckett

User friendly

Used daily for 2+ years
Reviewed 2020-08-31
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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ServeManager pricing

Starting from
$39/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

ServeManager features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Portal
Contact Management
Document Management
Invoice Management
Task Management
Third Party Integration

Client Management (54 other apps)
Collaboration Tools (44 other apps)
Document Storage (69 other apps)
Expense Tracking (44 other apps)
Reminders (51 other apps)
Reporting & Statistics (64 other apps)
Search Functionality (71 other apps)
Workflow Management (54 other apps)

Videos and tutorials

Additional information for ServeManager

Key features of ServeManager

  • CRM
  • Case & Client History
  • Legal Case Management
View All Features