ServeManager Reviews

“process standardization is helpful”

Pros

Using ServeManager has made things much more easy thanks to how user friendly it is and how well it helps standardize our processes.

Cons

A few parts of the workflow could be more user friendly since some steps in the process flow are not as clear as they could be.

“fantastic fit for our agency”

Pros

After more than three years with ServeManager, it has turned out to be an excellent match for my small process serving business in New Zealand. Getting started was easy too and after using the trial for just two days, I knew it suited what I needed. The system is very user friendly and I have agents across the country using it to handle the jobs I assign them. Even those who are not very comfortable with computers have been able to use it without trouble.

Cons

There are a few areas we would still like to see improved although they are fairly minor. One thing that would help us is having a country field included in the address section since we work with clients in New Zealand, Australia, the UK and the US. It would also be useful to have the option to edit the Service Type dropdown menu. I would also like to see a connected calendar where tasks and reminders for agents could be managed. From a marketing perspective, it would be helpful to export all contact names for a company, not just the main contact, to a third-party system. That said new features and updates are released regularly and it is clear the platform keeps evolving and getting better which is excellent. We are definitely looking forward to seeing what comes next.

“Fast affidavit completion”

Pros

The layout is simple to navigate and it fills out the affidavits for me which saves a lot of time.

Cons

One thing missing is the ability to view completed affidavits after the job is finished and I'd really like to have access to them afterward.

“reliable and time-saving platform”

Pros

Using this software has not been a problem. It's extremely user friendly, saves a lot of time and money and has been very reliable.

Cons

A problem comes up when you have more than one service and that is they all appear under Jane Doe especially on the posted application.

“Powerful real-time field tools”

Pros

ServeManager is packed with standout features and they keep getting better with regular updates and new additions. The mobile remote access gives me everything I need while I am out in the field in real time. GPS logging helps document actual service attempts and it can email those attempts directly to both the client and the server when that setting is turned on. I can also keep detailed notes on each case throughout the entire time it stays active or open. The newer e-serve option looks especially promising as more courts begin accepting electronic service. Honestly it would take forever to list everything it offers. Between the product itself and the support behind it, it's hard to go wrong here.

Cons

One thing that would make it even better is adding more electronic payment processor options, such as Square.com.

“Was quick to setup”

Pros

The software is pretty decent and using it day to day is simple and convenient.

Cons

It could still be a bit more user friendly especially when adding jobs for the same company.

“Offer outstanding support”

Pros

After using ServeManager for a long time, I can say it really stands above the other options I have tried. The platform is incredibly user friendly and getting comfortable with it doesn't take much effort at all. On top of that the team is fantastic as whenever help is needed, they are approachable and quick to assist.

Cons

Honestly I have been happy with every part of it so there really isn't anything I dislike about it.

“affordable and very user-friendly”

Pros

ServeManager software is really user friendly and the monthly price is low enough to make it an even better value.

Cons

One thing that's missing is printable contractor statements when sending in payments. Also some affidavits need to be customized and it would be helpful to save those versions for later use.

“Allows process-serving coverage”

Pros

It really handles the full process-serving workflow from start to finish. Everything is covered, from uploading documents to recording service attempts and then completing and sending out the affidavits.

Cons

What could be better is uploading customized affidavits. Right now we have to send the request to them and wait for them to upload it which feels a bit inefficient. It would be much better if we could customize and upload the affidavits we use most on our own.

“affordable tool”

Pros

The pricing works well and getting into cases is very accessible. It also does a great job of helping me manage my workflow.

Cons

I'd still like to see more custom visual options for customers especially giving clients several display or layout choices.

“Reliable tool for my business”

Pros

Running a process service business means I am in ServeManager every day and it's become essential to how I work. It lets me stay connected with both my servers and my clients and I can keep everything related to a serve organized in one place within the job. I am able to upload emails and documents which helps keep the full record together. The mobile site is especially useful because I can add photos directly to the job and those images include GPS coordinates along with the date and time they were taken. My clients appreciate it too since they can upload and assign jobs to me right from their desktop. Honestly I couldn't do my job without this one.

Cons

One thing I'd really like to see is an additional date field where we could enter a depo, hearing or trial date and view it alongside the follow-up date.

“Offer great training”

Pros

ServeManager is a great tool and it's simple to pick up without needing a manual or digging through online help. I tend to learn by actually doing the work instead of having someone explain every step so when we bring on a new hire, we usually share the screen, give them an order to enter and let them work through it while we supervise. Most people who are comfortable with legal work and computers can usually enter their first order within 10 to 15 minutes and with just a little guidance, they're often handling order entry at full speed within a day or two. We try to keep the whole process simple and avoid filling new servers or office staff with unnecessary industry horror stories. I usually describe the job as being high-priced couriers who have to follow specific rules and deal with a lot more paperwork.

Cons

It doesn't include a report writer and it also doesn't provide access to the database.

“reliable and glitch-free performance”

Pros

Everything has been consistent with this software and it runs really well without any glitches.

Cons

One limitation is that it doesn't allow multiple files to be entered under a single account and the document merging options are fairly limited.

“Best investment for process serving”

Pros

Back when I launched my company five years ago, I needed a lot of guidance and this software made the service-of-process workflow much easier to handle. There were plenty of things I wasn't sure about after completing a serve and the platform helped me work through them. Features like national affidavits of service, invoicing, the automatic address generator when setting up jobs and tools for tracking different clients and court cases make it an outstanding product and far better than similar options out there. It even has a mobile version which makes life much easier for servers out in the field. I honestly cannot imagine running my business without ServeManager. Aside from getting my business license, it was the best early investment I made.

Cons

I do wish there were a better way to update court names and addresses after they've already been entered into a field.

“Case tracking that delivers”

Pros

Keeping my workflows organized with this software has been a huge help. I can manage ongoing cases, close them out, archive both cases and companies and pull everything up right away whenever I need it. Editing information is simple and that makes day-to-day updates much less of a hassle. I use another program for my private investigation work and this one feels much more user friendly while also helping me keep my investigation files separate from my process serving cases.

Cons

It does ask for quite a bit of information during data entry and some of it is not always necessary for the actual process service job. Because of that, entering new cases can take a few extra minutes when they first come in. Still, I see that as a pretty minor issue since having those details stored in my records is useful and the overall value of the program easily outweighs that inconvenience.

“Field-ready mapping that delivers”

Pros

Getting around the platform is very easy and the mapping system really impressed me. Being able to use it out in the field is a huge advantage because by the time I come back from a job, everything is already finished.

Cons

I wasn't using any system before this one so I didn't have much to compare it to. The only downside for me was that I wasn't aware of any training being available.

“The best for field usability”

Pros

Being out in the field is much more manageable now because ServeManager is easy to use and simple to navigate on the go.

Cons

No cons to share as bringing it into our existing business processes was easy and completely hassle free.

“user-friendly invoicing tools”

Pros

Once the details are filled in, the proofs and invoicing tools are very user friendly.

Cons

It does require customization since there aren't any preset options available.

“Keeps every thing organized”

Pros

ServeManager gets updated regularly and that ongoing improvement really shows. The software does an excellent job of helping me stay on top of all my serves, keeps everything organized and my clients really appreciate the fast updates.

Cons

One thing that would really help is having a mobile app available. When we're working in areas with poor signal, we sometimes cannot log attempts through the web app. If there were an app that could save serves offline and sync them later once service comes back, that would solve a big issue. Another limitation is that we have to reach out to support anytime we want to upgrade or downgrade our account instead of handling it ourselves. Having the option to manage plan changes on our own would be much better.

“centralized tracking that helps a lot”

Pros

Having everything tied to one company or person in a single place makes this system really useful. We can upload just about anything and keep all of the related information together instead of searching in multiple places. It also helps that we can email servers, customers and others directly from the platform. Overall ServeManager does a great job of tracking jobs, company details, invoicing and server pay.

Cons

A few parts of the setup still feel awkward. Moving the Notes box lower on the page is not very convenient and it would be much better if Notes or Service Instructions allowed basic formatting like bold, larger text, italics, underline or different colors. The service attempt layout, once opened, also makes it nearly impossible to copy and paste the details into an email in a clean format. Invoicing is another frustrating area because you cannot insert lines where they are needed, only at the bottom. That creates problems when items need to be dated in order and there is also no option to copy and paste a full line and move it further down the invoice. On top of that the payment field does not let us enter an amount higher than the balance shown, when we really should be able to record whatever amount a client pays. The Field Sheets could also use a redesigned layout. There is no real need for the court case information to appear at the top for the server, while the recipient, due date and job number should be much larger and more prominent. The address should also appear at the top next to the recipient name and be easier to read. The new file upload flow adds extra steps too since clicking the upload button in the middle of the page just redirects to the bottom where uploads were already being done before. In Job Activity, it would also help to see when an invoice has been sent to the client and there should definitely be an email notification when a credit card payment is made on an invoice.