Last Updated
Overview
ServeManager is a robust process server software. It simplifies the serving process with features like serve tracking, client invitations, and online payments. While the initial setup requires time, the software provides advanced tools like e-signature and generates proofs. Furthermore, ServeManager ensures security with SOC 2 compliance and integrates with API.
Overall Rating
Based on 19 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
ServeManager Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What is ServeManager?
Overview
ServeManager is a comprehensive solution designed for process servers, law firms, and legal support professionals. It assists in managing serves, inviting clients, tracking payments, and saving GPS data. The software also supports real-time updates and automated notifications. Besides that, it enables users to request custom affidavits and collaborate with servers and clients. ServeManager is best known for its robust serve management capabilities to streamline legal processes and improve workflow efficiency.
ServeManager Pricing
ServeManager pricing offers the following four plans according to the number of required jobs:
- 75 jobs: $49.99/month
- 150 jobs: $98.99/month
- 300 jobs: $183.99/month
- 500+ jobs: Custom quote
Disclaimer: The pricing is subject to change.
ServeManager Integrations
ServeManager integrates with over 7,000 apps, including:
- Zapier
- Google Calendar
- MailChimp
- QuickBooks Online
- Clio
- Xero
- FreshBooks
- Twilio
Who Is ServeManager For?
ServeManager is for the legal industry, such as legal support professionals and process servers.
Is ServeManager Right For You?
ServeManager software is an ideal choice for legal professionals because it offers advanced service management, enhanced client communication, and automated payments. Its robust features help users improve efficiency, accuracy, and transparency, making legal processes smoother and more reliable. Moreover, ServeManager is secure with SOC 2 compliance and scalable according to a business’s needs.
Are you still unsure about ServeManager? Contact us at (661) 384-7070 for further guidance from our experts.
ServeManager Features
Manage Serves
This feature tracks a serve from start to finish and ensures data consistency throughout its lifecycle. It allows users to enter data once, which next time populates automatically, saving time and reducing errors, enhancing overall efficiency.
Invite Clients
It allows sending email notifications or inviting clients to a free account. The software enables clients to enter serves, upload documents, and view status updates without calling. Thus, it enhances communications, reduces manual follow-ups, and improves client satisfaction.
Get Paid Online
ServeManager reduces payment time and effort by enabling customers to pay online directly from its invoice tool. It improves cash flow and client convenience and streamlines the payment process. The feature ensures faster and more convenient transactions.
Save GPS Data
The software saves GPS data to provide transparency for each serve. It allows users to meet the increasing demand from clients and courts for accurate location tracking. It ensures reliability and accountability and provides verifiable proof of service locations.
Track Payroll
The feature automatically tracks payables for each process server. It sets default rates or enables editing them per job to ensure accurate payroll management. Also, it simplifies the payment process and provides clear financial records for each server.
Custom Documents
ServeManager offers a vast library of affidavits and forms. It also provides custom templates for users who need tailored document solutions. This customization facilitates flexibility and personalization, meeting specific legal requirements.
Pros And Cons of ServeManager
Pros
Easy-to-use interface
Efficient serve tracking
According to some users, it is seamless to access and upload documents
GPS tracking is excellent and accurate
Cons
Initial setup requires a little extra time
Some features require manual work for customization
Its date and info tool could be improved with extra tools for trials and other, as per some software users
ServeManager Reviews
Total 19 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars74%
4
Stars26%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Law Practice, 1-10 employees
More than a year
“Will definitely continue using it..”
Pros
I appreciate how easy it is to use, keeping all important things in one place.
Cons
I surely cannot think of anything I did not like about it!
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Hospital & Health Care, 51-100 employees
More than a year
“Gets the job done for me”
Pros
The ease of use stands out. While training others on the software, they have been able to comprehend and retain the information quite easily.
Cons
There is really nothing negative to say about it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Legal Services, 11-50 employees
More than a year
“Easily accessible from anywhere”
Pros
Loving the web based nature. It allows me to access it wherever I go. I can enter new services from my car or desk, which helps me manage rush services quickly.
Cons
The affidavits seem unimpressive and bland. The fonts are small and dull. The percentage charged for Stripe integration means I pay twice, once to Stripe and once to ServeManager. I do not like that this fee is based on the billing amount since there is no extra effort on their side for larger invoices. They should consider capping the expense. Currently, I am forced to manually send a Stripe invoice for larger invoices, which defeats the purpose.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Frequently Asked Questions
Does ServeManager offer an API?
Yes, ServeManager offers an API.
What other apps does ServeManager integrate with?
ServeManager integrates with QuickBooks Online, Zapier, MailChimp, Google Calendar, Xero, Clio, Twilio, FreshBooks, and many others.
What language does ServeManager support?
ServeManager supports only the English language.
What types of pricing plans does ServeManager offer?
The ServeManager cost comes in four plans: $49.99/month for 75 jobs, $98.99/month for 150 jobs, and $183.99/month for 300 jobs, as well as a custom quote for more than 500 jobs.
Who are the typical users of ServeManager?
ServeManager is typically used by users in the legal industry, such as legal firms, support professionals, and process servers.
What level of support does ServeManager offer?
ServeManager provides phone, email, video guides, FAQs/forums, and help center support.