ServeManager: Law Firm Operations software
Manage serves, notify clients, generate proofs, get paid online
ServeManager is cloud-based process serving software for law firms, process serving agencies and individual process servers. It covers job management, service attempts, proofs and affidavits, client notifications, online payments and server payables. Law firms can place orders through an InfoTrack integration, while agencies can assign jobs to other servers in the nationwide ServerHub network.
Product
ServeManager
Headquarters
United States
Last updated
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What ServeManager does
Agencies and law firms can track each serve from start to finish, with data entered once and carried through the job. Process servers can use ServeManager Mobile to log service attempts, capture electronic signatures, record GPS data and upload photos from the field. Templates merge job, case and service details onto affidavits and forms, drawn from a document library, and custom templates can be built on request. Clients can be emailed or invited to an account to submit serves, upload documents and view status. Customers can pay invoices online, and payables for each process server can be tracked and marked as paid. An API and Zapier support connections to third-party apps such as QuickBooks Online and Dropbox. The platform runs in a browser on Windows, Mac, iPhone, Android and Linux, and email support is included. Data is backed up daily, stored indefinitely and protected with 256-bit encryption, and the company states that it is SOC 2 compliant. A free ServerHub account is available for process servers, who may receive jobs from paying agencies, although work is not guaranteed.
What it does
ServeManager core capabilities
Manage Serves
Tracks serves from start to finish with data entered once.
Invite Clients
Email notifications, or client accounts to submit serves and documents.
Get Paid Online
Clients pay invoices online directly from the invoice.
Save GPS Data
Records GPS location on serves, required by some courts.
Track Payroll
Default or per-job rates, with payables tracked per process server.
Custom Documents
Large library of affidavits and forms, plus custom templates on request.
Technical specifications
- Cloud-based, browser-based web application
- Native iOS and Android mobile apps
- Works on Windows, Mac, iPhone, Android and Linux
- API and Zapier integration
- Integrations: InfoTrack, QuickBooks Online, Dropbox
Who it is for
Who ServeManager is built for
Target audience
- Large Law Firm
Team size
- 1-10
- 11-50
- 51-200
- 201-500
- 500+
Case studies
No case studies yet
ServeManager doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
ServeManager security at a glance
Security certifications
Named enterprise customers
Pricing details
ServeManager pricing
Starting price
Pricing model
Free version
Law firms pay per order via the InfoTrack integration. Agency plans start at $59/month for 75 jobs; a free ServerHub account is available for process servers.
Product videos & screenshots
See ServeManager in action
Product interface
ServeManager Interface
Comparisons
Popular ServeManager comparisons
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Transparency
ServeManager sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about ServeManager
Law firms are charged per order through the InfoTrack integration, which has no subscription, tier or set-up fees. Agency plans are 75 jobs for $59 per month, 150 jobs for $119, 300 jobs for $219, and 500 or more jobs by sign-up. Free ServerHub accounts are available for process servers.
ServeManager is designed for law firms placing orders, agencies managing their own or client work, and individual process servers. It is trusted by small agencies and the largest firms. Agencies can invite contractor process servers, and ServerHub agents receive jobs from paying agencies in their service area.
Yes. ServeManager connects to Zapier, which links it with third-party apps such as QuickBooks Online. Accounts with API access can also work directly with the API to build their own solutions. Law firms can place service orders through an InfoTrack integration.
ServeManager states that it is SOC 2 compliant, with a stated commitment to uptime and security. Data is backed up daily and stored indefinitely, and every session is protected with 256-bit encryption. Security information is published on a dedicated page.
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