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.

ServeManager Specifications

  • Case Management
  • Document Management
  • Client Management (CRM)
  • Billing & Invoicing

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.

See How It Works
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.

See How It Works
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.

See How It Works
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.

See How It Works
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.

See How It Works
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.

See How It Works

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 87 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

83%

4

Stars

14%

3

Stars

2%

2

Stars

1%

1

Stars

0%

Share your experience

NO

Nneka O.

Health, Wellness and Fitness, 500+ employees

Less than 6 months

5.0
February 2025

“Happy with this tool”

Pros

Being a newly implemented ticket management system, ServeManager has been an excellent choice for us. As a new user, I was able to get around the platform without any trouble and the navigation is very easy too.

Cons

I honestly cannot think of anything I dislike.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A

Anonymous

Healthcare, 1-10 employees

More than a year

5.0
July 2023

“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

M

Marty

Legal, 51-100 employees

More than a year

5.0
April 2022

“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

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.