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 ind...


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Supported Operating System(s):

Web browser (OS agnostic)

112 Reviews of ServeManager

Average User Ratings

Overall

4.88 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(98)

98

4 stars

(14)

14

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 112 results

December 2018

Jeremy from JJN LLC

Verified Reviewer

Company Size: 2-10 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

ServeManager Software Review

Overall, ServeManager has delivered. In an ever changing industry of process service and investigations, I am often given new hoops through which to jump. ServeManager has stayed ahead of the game and has consistently delivered results that make my clients feel at ease with the option of personal interactivity with their case. Data entry is a breeze and is as universal from state to state and court to court as I have ever seen in any process service software. When I first toured the ServeManager site and took a trial, I knew that they had taken the industry to a new level. This software has yet to be on the market until ServeManager brought it and I haven't seen anything out there that even comes close in terms of user friendliness and accountability. Look... If you want to be a shade-tree process server and make a little spending money on the weekends, this probably isn't for you. However, if you want to be a professional, stand tall above your competition and offer the very best, welcome to the network-family of the best process service companies this industry has to offer. Welcome home. Now, let's get to work!

Pros

ServeManager is extremely user friendly and dare I say it.... "Fun to use..." Of course, I am one of those who love to get up and tackle the day. I love to work. ServeManager works for my small, yet growing business and keeps me at the forefront technologically. I absolutely love the fact that I can brag to my current and potential clients that I am using ServeManager and what they have to offer, such as GPS coordination and the ability to Route jobs, saving my clients money and the wear and tear on my vehicle. My clients also enjoy the idea that they can create their own accounts, tracking my serves and their own invoicing. ServeManager has never let those small, yet mounting invoices slip through the cracks and I'm actually getting paid on-time, everytime!

Cons

The only things I am wanting from ServeManager are the same things the entire industry wishes we had. I'd really appreciate it if all my serves were home to accept their summons at 1500 hours. But that's just a dream.

January 2020

Alan R. from South County Constable Office

Verified Reviewer

Company Size: 1 employee

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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!

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.

Reasons for Choosing ServeManager

ServeManager offered all the features and tracking I was looking for. Checked all the points, if you will.

March 2019

William R from WRM SECURITY SERVICES INC

Verified Reviewer

Company Size: 2-10 employees

Industry: Security and Investigations

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Software service

Very Happy

Pros

After learning how to use the program, inputting the information into the software has made doing business so much easier , keeping track of all jobs , preparing affidavits sending notes to clients , invoices , getting paid.

Cons

Don’t know, any problem I was having was corrected by the service people

June 2018

Michael from Process Server Daily, Inc.

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

December 2018

Michael from CCS Process Serving

Verified Reviewer

Company Size: 2-10 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.