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.
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
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.
See How It WorksIt 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.
See How It WorksServeManager 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.
See How It WorksThe 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.
See How It WorksThe 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.
See How It WorksServeManager 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.
See How It Works