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Q. Who are the typical users of ServeManager?
Q. What other apps does ServeManager integrate with?
ServeManager integrates with the following applications:
Constant Contact, Google Forms, WooCommerce, PayPal, Dropbox Business, Zoho CRM, signNow, Formstack Forms, PracticePanther Legal Software, Calendly, Zapier, Google Docs, Gmail, OneDrive, Tookan, ClickFunnels, Trello, Google Drive, Box, Zoho Books, Square Payments, GitLab, WordPress, Gravity Forms, Stripe, Zoho Desk, Jotform, Salesforce Marketing Cloud Account Engagement, AppsForOps Core Apps, Squarespace, SendGrid, Slack, Microsoft 365, Typeform, Invoice Ninja, Quickbooks Online, Clio, Mailgun, Wave Accounting, Google Calendar, Mailchimp, Asana, Xero, AWeber, Zoho Invoice, Microsoft Excel
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.
Typical customers
Platforms supported
Support options
Training options
Starting from
39
Per month
Flat Rate
Starting from
No pricing info
Value for money
4.7
/5
177
Starting from
39
Per month
Flat Rate
Value for money contenders
Functionality
4.6
/5
177
Total features
26
2 categories
Functionality contenders
Overall Rating
4.8
/5
177
Positive reviews
149
24
3
1
0
Overall rating contenders
Desiree S.
Legal Services, 1-10 employees
Used daily for 2+ years
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This software is so easy to use. We tried switching over to another software and it was very difficult to use. We went back to ServeManager right away
I do not like that we can not print out all statements at one time. They have to be done individually for each client
Verified reviewer
Legal Services, 51-200 employees
Used daily for 2+ years
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I started using ServeManager while it was a free product and have used it ever since. As stated above I would like to have a report writer and access to the database file or the ability tom export each and every database table for use in other programs. I would like to be able to filter exports be all fields in the database. It’s my data and I should be able to use my data for my purpose.
ServeManager is very intuitive and easy to learn without referring to a manual or online help. I learn best by doing rather than someone telling me how to do something, so when we hire a new person, we setup a screen share, hand them an order to enter and let them figure it out under our supervision. We find most legal savvy and computer savvy can enter the first order within 10 to 15 minutes and then with minor coaching they can be up to full speed on order entry within a day or two. We try to keep things simple and don’t try to scare new server or office staff with BS stories about the industry. I tell people we are High Priced Couriers that follow specific rules and have a lot more paperwork.
ServeManager does not have a report writer and does not allow access to database.
Connie B.
Legal Services, self-employed
Used weekly for 2+ years
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It' been good overal.
It's easy to use and keep track of my work from attorneys and pro per people. I don't use it for much more than that at this time.
Can't status several job at the same address at the same time.
Hi Connie, Thanks for the review, in regards to your concerns with multiple jobs at the same address, are you referring to updating the job status for multiple jobs or making a mass attempt? We recently released a feature that allows you to update multiple jobs at the same address with a mass attempt. To turn this feature on, go to My Account > Settings > Enable Mass Attempts. Check the box and press the Save button. Please let us know if you have any other questions or concerns and we thank you for the feedback.
Davy K.
Legal Services, 1-10 employees
Used daily for 2+ years
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Having not only servers I use but clients work within Servemanager is likely the greatest asset of Servemanager in terms of streamlining the process of receiving, serving and completion of legal service of process. Going into at least five years of use, Servemanager works very well as I have many clients uploading and comfortably navigating within my account to do functions that previously took hours of work for me or my staff to attend to. The same can be stated for the work that is assigned to my servers. For the most part, the beginning to the end of a service is achieved via all involved parties (servers, clients, my staff) connecting and communicating within jobs. This central hub for the location of each job absolutely has revolutionized the way I operate.
Functionality. It's designed to fulfill exactly what is needed when tracking service of process. There are countless fields of data to retain and Servemanager covers everything. The software is intuitive and easy to use. There is a very little learning curve to start working within the platform. I
There is no perfect software. Everyone has preconceived notions and ideas on how a platform such as this should operate. What helped me overcome this is to utilize a business practice that I often consider. Think outside the box. If the software doesn't do something you need it to do, I had to realize there may be an alternative way to do this. After overcoming a few of these hurdles, I was able to drive Servemanager to its maximum potential and find little lacking. Granted, there are some things I believe are lacking but what Servermanager does well far exceeds any of its limitations.
Kathryn G.
Legal Services, 1-10 employees
Used daily for 2+ years
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My first concern with Serve Manager was that it wouldn’t work for us being an NZ based company. But we have found this not to the be the case. It manages service of process exceptionally well. I find managing invoices, statements and payments simple. Serve Manager have also customized a number of affidavits for us to allow us to work in accordance with the NZ Court requirements. We would highly recommend Serve Manager to all process servers. We find it cost effect, easy to use and the support (if required) is excellent.
I have been using Serve Manager now for over 3 years. I am the owner of a small process serving business in New Zealand. I found it simple to set up (I used the trial for 2 days before deciding that this was perfect for my needs), and very user friendly. I have agents throughout the country who use it to manage jobs I send them, and even the most computer resistant process servers find it easy to use.
There are things we would like to see improved in the system, but they are minor. One example for us would be the ability to have the country added in as an address field. We have clients in New Zealand, Australia, the UK, the US. We would also like the ability to edit the Service Type drop down menu. I would like see a calendar connected where you can manage tasks and reminders for agents. And for marketing I would like the ability to easily export the names of all contacts (not just the main contact for a company) to a third party. But having said that there are new features and updates coming out all the time that have seen the system continue to evolve and improve – which is excellent. We look forward to seeing what is next…