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)

176 Reviews of ServeManager

Average User Ratings

Overall

4.82 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(149)

149

4 stars

(23)

23

3 stars

(3)

3

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 176 results

August 2020

David Edward from D.E. Owen And Associates

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

August 2020

ServeManager Review

I have been very satisfied

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

August 2020

Joan from Hill Country Litigation Services

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

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.

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.

August 2020

Stephanie from Legalis International

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

3.0

Customer support

1.0

Functionality

1.0

August 2020

Needs the plaintiff's name in the subject line of system generated emails, dashboard needs updating

We need the plaintiff's name in the email updates subject line. The system's API does not integrate fully with other platforms. There is no email add-in feature like other platforms have. The reporting information is very limited. We can't see at a glance old jobs, their status, from the jobs board or a report.

Pros

The platform is limited. Most beneficial features are the updates from servers and to clients. The form affidavit that uploads the service attempts automatically. The ability to share all details with servers and clients.

Cons

The reports are generally cumbersome and not intuitive. The reporting is very limited. Could not assign multiple servers to 1 job for a long time which was not helpful. The email updates to the clients have no reference to the plaintiff's name in it. The servemanager order # means nothing to their case and filing system. We NEED THE PLAINTIFF'S NAME IN THE EMAIL UPDATES SUBJECT LINE.

August 2020

Chris from Qualified Investigations

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

4.0

Functionality

4.0

August 2020

Love this!

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

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.

August 2020

Chrissy from MICPS

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

August 2020

User friendly

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

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.