ServeManager 2026: Benefits, Features & Pricing

Wondering if ServeManager is right for your practice?

Our Legal Document Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ServeManager

4.8

(177)

Pricing

Starting at $39.00 per month

About ServeManager

ServeManager is a cloud-based legal case management solution that enables process servers and law firms to streamline operations related to electronic signatures, job routing, invoicing, client collaboration and more. Professionals can utilize the platform to secure workflows through a Secure Socket Layer (SSL) connection with 256-bit encryption capabilities.

ServeManager allows law firms to view, select and create job routes using maps, track payments and collaborate with stakeholders in real-time. It provides in-built customer relationship management (CRM) capabilities, which helps process servers manage contact information and client interaction records. Additionally, it lets lawyers send case updates to clients via email and generate affidavits as per individual requirements.

ServeManager helps law firms print invoices based on job, date or case range and create aging summaries. The product is available on monthly subscriptions and support is extended via phone, video tutorials and other online measures.

ServeManager Screenshots

ServeManager Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

75 Jobs

$39.00

flat rate, per month

Plan includes:

Generate Proofs
Invoice Clients
Manage Emails
Track Payroll

150 Jobs

$79.00

flat rate, per month

Plan includes:

Generate Proofs
Invoice Clients
Manage Emails
Track Payroll

300 Jobs

$149.00

flat rate, per month

Plan includes:

Generate Proofs
Invoice Clients
Manage Emails
Track Payroll

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

ServeManager Features

Popular features found in Legal Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Management
Contract/License Management
Document Classification
Document Generation
Document Management
Electronic Signature
Optical Character Recognition
Secure Data Storage
Version Control
More features of ServeManager
Accounting
Activity Dashboard
Alerts/Notifications
API
Billing & Invoicing
Calendar Management
Case Management
Case Notes
Client Management
Client Portal
Contact Management
Email Management
Expense Tracking
File Sharing
For Legal Professionals
Invoice Management
Mobile App
Online Payments
SSL Security
Task Management
Third-Party Integrations

ServeManager Integrations

Wave

Stripe

Zoho Desk

GitLab

Calendly

Clio

See all 45 integrations

ServeManager User Reviews

Overall Rating

4.8

Ratings Breakdown

84%

14%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.9

Functionality

4.6

David Edward O.

Verified reviewer

Legal Services

Self-Employed

Used daily for more than 2 years

Reviewed September 2020

ServeManager Review

I have been very satisfied

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to ServeManager

Because I own my own business and Proof is not accommodating for this function

Nneka O.

Verified reviewer

Health, Wellness and Fitness

5001-10000 employees

Used daily for less than 6 months

Review source

Reviewed February 2025

ServeManager is an Excellent IT Service Management Software

Overall, my experience with ServeManager as a new user has been great. I have been able to quickly adapt to the software after switching from Cherwell.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a newly implemented ticket management system, ServeManager is an excellent software choice. I like that it's easy to navigate as a new user.

Cons:

So far, I can't think of anything that I don't like about ServeManager.

Reasons for switching to ServeManager

My organization periodically switches its IT Service Management software.

Alan R. J.

Verified reviewer

Legal Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed January 2020

A must have for process servers & Constables

The largest benefit is keeping my business finances in order. I can now stay on top of who has paid and who hasn't. I used to be at a few thousand dollars on open invoices. Now, thanks to their account aging report, I can stay on top of customers that don't pay timely. The integration with stripe has been awesome. Many of my non-local customers love paying online. The rates are in-line with everyone else out there. Customers also love the automated updates when there is an activity with their case. Happy customers return!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

So many reasons to love this software. I would truly be lost without it. I like how everything is organized. It tracks all by serves, does the billing, generates reports (even specific court forms) and the dashboard lets me keep it all in check.

Cons:

I do wish it had a few other features. But good news, they are always updating the software. I would like to see a field sheet in the format of a #10 envelope. That way we can have a handy-sized field sheet that holds the documents in it or can be paperclipped for larger jobs.

Joan W.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed August 2020

Process Server

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing ServeManager

I had used PST at another firm but changed to Serve Manager there as well. Serve Manager let me set up and be ready to go immediately without having to create every form from scratch and other things. I also didn't need a server - I can log in from any device.

Chris C.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed August 2020

Love this!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing ServeManager

cost and great reviews. The free trial showed me the value, I was hooked.

Chrissy P.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed August 2020

User friendly

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing ServeManager

ServerManager was a bit more user friendly/easier to use.

Reasons for switching to ServeManager

Time Matters was a ton of extra steps and not made for process service.

Jeremy H.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 2 years

Reviewed August 2020

Excellent Software

Overall it’s been an excellent experience. If I’ve had any difficulty using features customer service has been very helpful in giving me directions to a solution

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ServeManager allows you to work on every job fro start to the invoice being paid.

Cons:

I would like to see a mobile app. It’s relatively easy to sign into the mobile site but I think it would increase productivity for Servers to have access to an instant app

Reasons for choosing ServeManager

Ease of use along with other companies using it with the ability to share jobs with them.

Michael R.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed June 2018

Servemanager is the leader in automation software for legal firms

Secure Online Document Management, Integration with every app I use on a daily bases and Customer Support that is out of this world.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how I can sit back and watch jobs flow into my account with an easy to use interface and affidavits that fill themselves out from the service details entered in the field and with customer log in access we can move from old and tired to easy and automated. Thank you Servemanager!!

Cons:

I use serve manager for court filings as well as serves and eFilings. I wish there was a way to attach a file to a note and share it with my client. I've mentioned this to the awesome customer support staff at Servemanager and I'm excited to hear that Servemanager is constantly upgrading their software! They added recently added "Server Pay" so now I can keep track of how much I owe my servers in the field.

Michael B.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed December 2018

Serve Manager for Process Serving

We are very pleased with ServeManger. I've used many other process serving software over the passed 12 years and I can say this is the most user friendly system I've used to date.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The fact that it is web-based is very important to our business. Being able to check status, update jobs or enter new jobs on the go using our laptop or ipad saves us tons of time. Being able to collaborate with our clients in real time about a job is also a great feature and keeps us connected with our clients. Hook up our ServeManager account with Strip was one of the best things we could of done. We can bill our clients and have they pay online with just a click of a button.

Cons:

I am looking for more search features being added in the future. It would be nice to search jobs by address or by the actual person served.

Joseph J.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Reviewed June 2018

Game changer for our company. Software is great, people are even better!

We're more efficient, have been able to reallocate staff to other positions and our profits have never been higher. The analytics we get out of Serve Manager have helped us make some really well informed decisions about what direction to take our company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very Intuitive/ training new staff on the platform is easy Streamlines process for handling paperwork Flexible proofs of service/ documents Easy uploads for client documents Great client interface Customer service is excellent Easy to track open jobs

Cons:

There are some features we'd like that aren't available yet. That being said, they are constantly adding new features that we didn't even know we needed until they gave them to us!

Showing 1 - 10 of 177 Reviews

See All Reviews