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ServeManager

4.8
(177)

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Cloud-based legal case management solution

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(4)

ServeManager Pricing, Features, Reviews and Alternatives

ServeManager FAQs

Q. What type of pricing plans does ServeManager offer?

ServeManager has the following pricing plans:
Starting from: $39.00/month
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of ServeManager?

ServeManager has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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Q. What languages does ServeManager support?

ServeManager supports the following languages:
English

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Q. Does ServeManager offer an API?

Yes, ServeManager has an API available for use.

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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

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Q. What level of support does ServeManager offer?

ServeManager offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum

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ServeManager product overview

Price starts from

39

Per month

Flat Rate

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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support
FAQs/Forum

Training options

Videos
Live Online
Documentation
Webinars

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Starting from

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Per month

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ServeManager pricing information

Value for money

4.7

/5

177

Starting from

39

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

ServeManager features

Functionality

4.6

/5

177

Total features

26

2 categories

Most valued features by users

Document Management
Access Controls/Permissions
Task Management
Case Management
Alerts/Notifications
Activity Dashboard
Calendar Management
Client Management

ServeManager users reviews

Overall Rating

4.8

/5

177

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.37/10
Rating distribution

5

4

3

2

1

149

24

3

1

0

Pros
The team at ServeManager is often updating the software and the software does a great job at keeping me on top of all of my serves. It keeps me organized and my clients love the quick updates.
I am pleased with the functionality and ease associated with preparation of Declarations and other legal documents.
We appreciate the work put into this system. The staff at SM is very helpful as well, and always pleasant.
Cons
I wish there was a tab under serve status for the bad addresses. When you log an attempt as a bad address it just shows up in serve manager as an attempt.
Now on the platform you click on the address and it does nothing more than give you the step, no audio or turn by turn which is very poor usage and now adds more time.
These precludes having to establish three separate accounts and confuse clients due to overlapping geographical entities.
DS
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Desiree S.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We Love ServeManager

Reviewed 4 years ago
Pros

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

Cons

I do not like that we can not print out all statements at one time. They have to be done individually for each client

AR
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Verified reviewer

Legal Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Products with new features added reguarly

Reviewed 2 years ago

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.

Pros

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.

Cons

ServeManager does not have a report writer and does not allow access to database.

CB
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Connie B.

Legal Services, self-employed

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Satisfied for what I use it for

Reviewed 2 years ago

It' been good overal.

Pros

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.

Cons

Can't status several job at the same address at the same time.

Vendor response

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.

DK
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Davy K.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Hands down, the best software for tracking service of process

Reviewed 2 years ago

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.

Pros

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

Cons

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.

KG
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Kathryn G.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Serve Manager works in New Zealand!

Reviewed 2 years ago

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.

Pros

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.

Cons

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…

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