ServeManager

RATING:

4.8

(178)

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 individua...

ServeManager Pricing

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

Starting price: 

$39.00 per month

Free trial: 

Available

Free version: 

Not Available

ServeManager affadavits
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ServeManager Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for ServeManager

1 - 5 of 178 Reviews

User Profile

Joseph

Verified reviewer

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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!

Amanda

Verified reviewer

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Absolute Must for any Process Server

Overall I am very satisfied.

PROS

I love how this software is user friendly. As a business owner, I have never had an issue training any new server, as the software is self explanatory. I love the GPS stamped attempts and the fact that my clients are automatically updated. The option for my client to pay online is also very efficient! I love the newest improvements such as mass attempt updates. The company is very customer service oriented and takes recommendations from servers to heart! I have tried a couple other programs but Serve Manager is by far the best.

CONS

I wish the mobile site had more options. I find myself needing to switch to the desktop site from my mobile device which can be hard to read and time consuming to do.

Christopher

Legal Services, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2020

Satisified

Satisfied for my purposes wish it were easier to get questions answered and documents were useable instead of having to go to other sites to get useable docs for court

PROS

Professional appearing but system is not clearly explained so u need to do a lot of trial and error? POS templates when printed look small print and overlapping printing on bottom of last pages making it unusable? System seems to keep closed files on active status and doesn’t remove finished jobs from gps routes so I can’t use it? Just a few of my personal issues? But it still is better than nothing so I continue using it and try to resolve problems and print out my own docs for court I just don’t use servemanager templates? That’s my biggest disappointment?

CONS

Confusing system for less tech people like me, it keeps old files and closed accounts and can’t seem to remove them from gps routes and lists?

Gregory

Verified reviewer

Legal Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

A must have in the Process Serving Industry!!

The software handles my entire business. I only scratched the surface using it the first year for primarily invoicing. These guys are here to help. Their customer service is amazing and they tell you what they can do for you not what they can't. Find out the full potential. It has saved me and my business countless hours and money.

PROS

The customer service is like no other. It is super easy to use. There are plenty of Webinars, videos, product information and they are always looking for more ways to make my life easier.

CONS

My only complaint is not having control over my Job number.

Charles

Verified reviewer

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Increase Productivity with Great Service

Customer service is probably the best I have experienced with a vendor! I get responses back right away and if a problem can be solved immediately, it usually always is taken care of right away if not the same day at the latest.

PROS

You can hit the ground running with this software. It is very intuitive and although SM offers many training modules you really don't need them to get started right away.

CONS

Sometimes a new upgrade can take time to be rolled out. However, this can be expected with many large companies.