A Guide to ServeManager: The Best Process Server Software

ServeManager

Process servers are critical in any legal case. They do tasks like filing court papers, serving legal documents, and document retrieval. But their primary job is to serve legal documents to a defendant or person involved in a court case.

Many legal services companies offer process servers to their clients. ServeManager is there to help such companies manage their process serving jobs.

This post goes into detail about the features of ServeManager and how it can make a process server’s life easier.

But before we move further, are you a home service business owner, a franchisor, or any other field service business owner? Then you must try Serviceminder. It is one of the best field service management platforms.

What is ServeManager?

ServeManager is the most used cloud-based process server software. It is a process serving management solution designed for law firms and process servers.

The software helps you manage serves, notify clients, generate proofs, and get paid online. It streamlines all the processes related to CRM, invoicing, job routing, and email notifications, among other things.

It can cater to everybody from the smallest agencies to the largest firms. Some of its customers include Bosco Legal Services, HSPS Legal, United Legal, etc.

Features and Benefits of ServeManager

The software has a powerful range of features to handle your every need.

Manage Serves: You only need to enter the data once as the info populates throughout the life cycle of each serve. Track your serves throughout its life cycle.

Invite Clients: You can invite your clients to use a free account to enter the server details, upload docs, and monitor the status without having to contact you constantly. You can also send email notifications.

Track Payroll: You can fix default rates or edit them based on the job. Automatically track payables for the process servers and mark them as paid.

Online Payment: Save time and effort by letting clients pay online directly from their copy of the invoice.

Save GPS Data: You can save GPS data of your serves for increased transparency. The data can be useful if it is required for some clients or courts.

Custom Documents: You can choose from the vast library of affidavits and forms and edit them to your requirements. You can also build new templates if you need custom solutions.

Compatibility: It is compatible with Windows, Mac, iPhone, Android, and even Linux. All it needs is the internet to run. There is also a mobile version of the site to help you manage on the go.

Security: Every session is secured with 256-bit encryption and all your data and files are backed up daily.

Integrations: Automate tasks using existing integrations or connecting new apps like Mailchimp, QuickBooks, etc., with Zapier to your account. You can also work with their API to make your own solutions.

Getting Started

To get started, click on “Try for Free” on their home page to start your free trial. They offer a 14-day free trial. Submit your contact information to create your free trial account.

ServeManager Free trial

After the 14-day period, you have different subscription plans to choose based on the number of jobs you do per month.

75 jobs-$35/mo

150 jobs-$79/mo

300 jobs-$149/mo

If you take on more than 500 jobs, contact them to get a price quote.

Process Server with ServeManager

With this robust software, it is straightforward to manage your serves. Below, you will be lead through a serve life cycle with ServeManager to familiarise you with the software.

Create a job

1. After creating an account, you will be taken to the platform.

2. Go to Jobs from the menu.

Creating a job

3. Click on “New Job” on the right-hand corner.

New job details

4. Fill in all the required job details like information about the client, process server, court case and location, recipient details, service instructions, etc., upload the documents, and save it.

5. Finally, a job is created.

Service Attempts

1. You can click on the Jobs to view service attempts.

new service attempt

2. Click on “New Attempt” to save attempts and service details.

3. You can add attempt details and choose which events to share with the clients.

Generate Affidavits

1. Under Jobs, click on “New Affidavit” to generate one.

affidavit of service

2. You can edit all the affidavit details by clicking on “Advanced Edit”.

3. Select save to generate the affidavit.

ServeManage Overview

This is how a basic workflow looks like with ServeManager. You can manage all the jobs, companies, court cases, server payments, and invoices from the main menu.  You can explore all these features with the free trial.

In the End…

ServeManager is an ideal software managing process servers for law firms and process servers everywhere. This robust platform is easy to use and functions as a one-stop-shop for all your process server needs, from tracking a serve to accepting payments. You can always check if it suits your needs with the free trial. But more often than not, it is everything you want such a platform to be.

FAQs

What is ServeManager?

ServeManager is the most used cloud-based process sever software.

Does it work on Mac/Windows?

Yes, it works on all major operating systems, including Windows, Mac, iPhone, Android, and even Linux.

Can I integrate with other applications?

Yes. It’s quick and easy to connect your ServeManager account to third-party apps like Mailchimp, QuickBooks, etc., with the help of Zapier.

Are there any alternatives to ServeManager?

There are a few other laternatives like Firefly Legal, LegalConnect, etc.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top