# Compare Clio vs ServeManager 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Clio and ServeManager based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/105428-153037/Clio-vs-ServeManager

---

# Clio vs ServeManager Features and Cost Comparison

Last updated March 25th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

ClioServeManager2/4 selected

[Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

[ServeManager](https://www.capterra.com/p/153037/ServeManager/)[4.8 (177)](https://www.capterra.com/p/153037/ServeManager/reviews/)

[## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.5

Functionality

4.5

Ease of Use

4.6

Customer Service

4.7

Reviews Sentiment

Based on [1,691 reviews](#user-reviews)

Positive

1,593

Neutral

50

Negative

48

[## ServeManager](https://www.capterra.com/p/153037/ServeManager/)[4.8 (177)](https://www.capterra.com/p/153037/ServeManager/reviews/)

Starting Price

$39.00/month

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.7

Customer Service

4.9

Reviews Sentiment

NO

RR

Based on [177 reviews](#user-reviews)

Positive

173

Neutral

3

Negative

1

## Summary

* * *

Key features rated by users

Features selected based on 1,650 reviews from legal document management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

86%Fit

High performer

Feature ratings

Billing & Invoicing

4.5

Secure Data Storage

4.3

Electronic Signature

4.8

Case Management

4.7

Document Management

4.3

74%Fit

Missing features

Not enough reviews

Feature ratings

Billing & Invoicing

5.0

Secure Data Storage

NA

Electronic Signature

4.5

Case Management

5.0

Document Management

5.0

User satisfaction

User satisfaction

4.7

User reviews[1,691](https://www.capterra.com/p/105428/Clio/reviews/)

Ease of use

4.6

Functionality

4.5

Value for money

4.5

Customer support

4.7

User satisfaction

4.8

User reviews[177](https://www.capterra.com/p/153037/ServeManager/reviews/)

Ease of use

4.7

Functionality

4.6

Value for money

4.7

Customer support

4.9

Price starts from

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Price starts from

$39Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Proudly used by 400,000+ legal professionals

Best for

Designed for law firms and process servers, it is a cloud-based solution that streamlines processes related to invoicing, email notifications, CRM, job routing, and more.

## User reviews

Pros & cons

CP

Christopher P.

Attorney

> "The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235)

VR

Verified Reviewer

Managing partner

> "The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of a..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793)

KA

Keirsten A.

Client Care Coordinator

> "The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is going..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577)

TG

Tania G.

Paralegal

> "I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who and..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7048409)

KA

Keirsten A.

Client Care Coordinator

> "I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577)

RZ

Ryan Z.

Owner

> "Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister..."

[See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037)

LC

Lou C.

Managing Partner

> "Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945)

JP

Jay P.

Attorney

> "I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612)

DY

Deborah Y.

Partner

> "I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

RM

Ryan M.

Attorney at Law

> "In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6619003)

JC

Josue C.

Founding Partner

> "Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc)."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152)

RZ

Ryan Z.

Owner

> "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of..."

[See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037)

Eric B.

Owner

> "From billing to CRM to scheduling to task management - it handles everything with ease."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7039024)

VR

Verified Reviewer

Principal Lawyer

> "Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming. If you’re based in Australia, I’d strongly..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

Cralissa H.

Senior Paralegal

> "It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869445)

VI

Vanessa I.

Legal Assistant

> "I do not like how it does not alert when there are duplicate entries."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453)

VR

Verified Reviewer

Certified Paralegal

> "Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868890)

VW

Victor W.

Office Manager

> "It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next one. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745799)

BS

Brenda S.

Case Manager

> "Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities is not..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579)

JC

Josue C.

Founding Partner

> "Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152)

HS

Hannah S.

Attorney

> "Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6887168)

Lisa S.

Partner

> "Also, sometimes the launcher does not work, and I have to download the document sought to revise it."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868804)

AS

Ashley S.

Attorney

> "I’m able to easily track intake from first contact through execution of engagement."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6805060)

CV

Carolina V.

CFO

> "Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6560388)

FEP

Frederick Ezekiel P.

Legal Secretary

> "I like the tasks feature that I find useful for planning and tracking workflow."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868274)

JK

Jenifer K.

Billing Administrator

> "Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590075)

VI

Vanessa I.

Legal Assistant

> "It is great with managing data and storing information."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453)

AD

Ashley D.

Attorney

> "It was difficult to build out my intake form to send to clients. Once they started to fill out the form, they had to complete it."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679)

JC

Joel C.

Attorney

> "I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7040057)

LG

Laura G.

Paralegal

> "Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555130)

BS

Brenda S.

Case Manager

> "Clio's functionalities are useful in the ability to maintain clients information in a organized database."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579)

JP

Jay P.

Attorney

> "The responsiveness to my complaints about this, has been underwhelming."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612)

Kelcey S.

Firm Administrator

> "Our firm also loves the tasking feature and the several ways to capture time."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869389)

VR

Verified Reviewer

Paralegal

> "The banking system is a little complicated."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878)

Erin P.

Attorney Owner

> "Customer support is always available to assist, and Clio offers options to test new product features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6870008)

VR

Verified Reviewer

Account Executive

> "Have a lot of features and can be hard to keep up"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739)

TT

Tania T.

Law Clerk

> "client intake & document management system - billing tool is easily accessible and convenient for time tracking."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6654790)

JH

Jodi H.

Legal Assistant

> "There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6097967)

CP

Christopher P.

Attorney

> "It is well worth the cost and I just upgraded to a higher version for the additional features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235)

EL

Elizebeth L.

Owner

> "Collab with Clio for Co Counsel is not functional for document share or notating the file properly"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6610648)

VR

Verified Reviewer

Paralegal

> "I love the customer service if I ever have an issue they will address it right away."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878)

VR

Verified Reviewer

Principal Lawyer

> "Key integrations promised at sign-up still don’t exist (two years later)"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

VR

Verified Reviewer

Managing partner

> "This is a good program for a solo or small office but a below average program for a large office. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793)

MJ

Maria J.

Admin Staff

> "Mixnor bug fixes: sometimes when you go back on a page, it doesn't load."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6600916)

EL

Emily L.

Paralegal

> "It has really saved me a lot of time when it comes to communicating with my clients and providing them copies of their records."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745689)

CO

Caroline O.

Paralegal

> "Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590103)

Daniel G. V.

Attorney

> "For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation,..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141279)

CM

Catlan M.

Owner

> "Implementation and sales team disappeared once I signed the contract, and I was left calling regular support like everyone else; really pushed to..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081638)

JB

Jessica B.

Operations Manager

> "Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590365)

AM

Alex M.

Attorney and Practitioner at law

> "Sometimes it freezes up if I’ve forgotten to stop a timer on my phone."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555066)

PG

Peggy G.

Legal Assistant

> "I like that it offers an academy so you can learn how to properly work the software. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6810033)

VR

Verified Reviewer

Principal Lawyer

> "Poor accountability from support and product teams"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

Verónica M.

Attorney

> "The platform's user-friendly design simplifies navigating through different modules, whether I'm tracking billable hours, organizing case files,..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4832891)

MC

Maria C.

Attorney

> "These software programs do not fully communicate."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6838038)

VR

Verified Reviewer

Principal Lawyer

> "Good for basic matter management and time recording"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

MR

Markell R.

Lawyer

> "We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081577)

Juan B.

CEO

> "The ability to track time and handle billing intuitively has greatly simplified my daily routine, freeing me from many tedious administrative..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6134103)

EH

Erika H.

Paralegal

> "Sometimes the way the bills are displayed can be confusing for clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6605465)

VR

Verified Reviewer

Account Executive

> "The support received is excellent with many avenues for learning."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739)

BH

Brad H.

Partner

> "Some of the services are not as intuitive as some staff would like, especially older staff."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590992)

CL

Christopher L.

Owner

> "Aside from that minor, negative Con above, I Love Clio, as does my staff and colleagues. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036895)

JB

James B.

MD

> "Not having two way syncing with email"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6252898)

VR

Verified Reviewer

Web developer

> "so I found Clio for this, here are some features about Clio, Clio is basically a law practice tool which use to understand law management and grow..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4735600)

William K.

Manager

> "Well of course the cost."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028)

AD

Ashley D.

Attorney

> "It was great for keeping track of tasks and where clients were in the pipeline."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679)

KAD

Keri-Ann D.

Paralegal

> "Clio tends to have latency issues."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6341821)

NO

N O.

Partner

> "Support is always available and help you with the different products to enhance your legal representation of clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6556269)

KH

Karen H.

attorney

> "Reports and tracking are not always helpful."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6324293)

Michael B.

Attorney

> "I especially like that Manage and grow share data very well."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6874110)

JW

Jessica W.

Lead Paralegal

> "Not enough custom fields."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213)

DH

DeAnna H.

Attorney

> "Clio offered me guidance when I first set up my firm, and they continue to offer support and innovation as my practice becomes larger. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6676141)

AI

Alexander I.

Managing Attorney

> "The customer support is not 24/7 and not being able to send reminders as text messages rather than by email or in app"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141167)

LC

Lou C.

Managing Partner

> "The customer service attention is outstanding. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945)

CT

Chin T.

Finance Exec

> "Somehow, it doesn't look very professional, we couldn't use a high-res logo and there are limits in the extent to which we can change the format."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4778154)

DY

Deborah Y.

Partner

> "Great for solo practitioners and larger firms alike!"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

WC

William C.

CFO

> "Minor complaints about user access/authorizations. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555217)

DY

Deborah Y.

Partner

> "This user friendly system continues to amaze me as it has added more and more desirable features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

SP

Stephanie P.

Director of Operations

> "Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6170046)

CB

Christine B.

Chief of Staff, Lead Paralegal

> "Setting reminders is also great to help you take on task and meet your deadlines."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555060)

JP

Jim P.

Certified Law Clerk and Office Manager

> "I do not like how restrictive the software is when trying to create different fields and areas that work best with our firm."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4732331)

[View Reviews](https://www.capterra.com/p/105428/Clio/reviews/)

NO

Nneka O.

Epic Technical Analyst

> "I like that it's easy to navigate as a new user."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___6677417)

RR

Rick R.

Owner

> "I don't like that it is based on the billing amount since there is no extra effort on their side for a larger invoice. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___3232421)

RR

Rick R.

Owner

> "I can enter new services from my car or desk and it allows me to manager rush services quickly."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___3232421)

LB

Laura B.

Administrator

> "It will only add a line at the bottom, but when we need to date things in order, that doesn't work. And there is no way to copy..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368817)

SK

Sandra K.

Administrator

> "The business problems that ServeManager is helping me solve is the ability to have a platform that I can use in the field and the..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2370085)

LG

LARRY G.

Legal Analyst

> "Now on the platform you click on the address and it does nothing more than give you the step, no audio or turn by turn which is very..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369491)

TS

Tom S.

private investigator

> "Folks at ServeManager worked with me on every phase of getting a website up and running. With ServeManager I can upload papers for..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2376759)

KD

Kenneth D.

Partner

> "It does not periodically update automatically so you can sometimes lose a job If you step away and forget to hit the update button."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368736)

EJ

Erich J.

Private Investigator

> "Are use a different software program for my private investigation cases, and this software is much easier to use and helps keep my..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368955)

JN

Jeremy N.

Agency Investigator & Owner

> "That particular software stated that they could handle my process service portion of my business as well. But they couldn't keep up..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368789)

SS

Stephen S.

Owner

> "All in one, I appreciate that we can enter and keep track of our jobs, Bill them, and create our Affidavits/Proofs of Service all in..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2377422)

DH

Dawn H.

Executive Director

> "No more missing deadlines, missing invoices, which always leads to missing income."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2371630)

VR

Verified Reviewer

President

> "I started using ServeManager while it was a free product and have used it ever since. As stated above I would like to have a report..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369013)

LB

Laura B.

Administrator

> "Also, when making a payment for more than the invoice shows due is not possible. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368817)

JW

Joan W.

Process Server

> "I talked to them about specific forms I needed integrated for specific clients and they set the forms up so that everything worked..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369039)

SS

Stephanie S.

director

> "Could not assign multiple servers to 1 job for a long time which was not helpful. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368646)

JN

Jeremy N.

Agency Investigator & Owner

> "Tracking invoicing has become much simpler and while that came to mind first, I can't help but acknowledge that ServeManager gives..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368789)

LB

Laura B.

Administrator

> "There is no reason for the court case and it's information to be listed at the top for the server. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368817)

PK

Peter K.

State Constable

> "Utilizing ServeManager has saved our company a bundle in administrative work by streamlining the entire serving process."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369162)

LG

LARRY G.

Legal Analyst

> "It no longer give you a vocal turn by turn, you need to read while driving which is not good. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369491)

PK

Peter K.

State Constable

> "The newest feature "e-serve" will be a great feature when more courts start to allow/accept e-serves."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369162)

LB

Laura B.

Administrator

> "The invoice is very difficult to utilize when you cannot add lines where you need them. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368817)

TT

Troy T.

President

> "Serve Manager has increased our efficiency easily 100% because of the speed of the database and how well it is laid out."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368653)

SS

Stephanie S.

director

> "The servemanager order # means nothing to their case and filing system. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368646)

LH

Lori H.

Owner

> "I love being able to set my clients up as a collaborator and more time is saved when they upload their jobs for me to do."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369485)

TL

THOMAS L.

Process Server

> "There is no mobile application that we can utilize."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368834)

TT

Troy T.

President

> "The Serve Manager team is also extremely responsive to issues or questions as they arise, we typically receive an email response..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368653)

SS

Stephanie S.

director

> "The reports are generally cumbersome and not intuitive. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368646)

TS

Tom S.

private investigator

> "I have a website now, thanks to ServeManager and I can manage my process serving ."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2376759)

MC

Mike C.

Manager

> "The invoices are generic."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368660)

MD

Matthew D.

President

> "This software has made my organization very efficient and we plan to continue to grow and know that ServeManager is there for us."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368658)

SS

Stephen S.

Owner

> "Also, I do not like that the job attachments are now in the center!"

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2377422)

SR

Stacey R.

Owner

> "Did I mention the even have a mobile version which makes things easer for servers in the field!"

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368973)

SS

Stephanie S.

director

> "The reporting is very limited. "

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368646)

CC

Clint C.

President

> "I am pleased with the functionality and ease associated with preparation of Declarations and other legal documents."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368791)

MH

Michele H.

Private Investigator

> "For some reason every time you update we have an issue"

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368656)

GP

GENARO P.

Owner / Process Server

> "Everything is very easy to use and self explanatory but not only does Serve Manager gives you a free trail to use for FREE so you..."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2369896)

JH

Jason H.

Owner

> "To me defeats the purpose."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2372099)

SC

Shaun C.

Process Server/ private investigator

> "The Real time GPS Location and communication with clients is invaluable."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368777)

JH

Jason H.

Owner

> "It should show as a bad address."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2372099)

PG

Paul G.

Owner

> "Recently, they just changed some of the color schemes in the program to make it more attractive as well."

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2368657)

GD

Gary D.

Private investigator process server

> "I have nothing I dont like about the software or service"

[See full review](https://www.capterra.com/p/153037/ServeManager/#Capterra___2370928)

[View Reviews](https://www.capterra.com/p/153037/ServeManager/reviews/)

## User interface

4.65 (1,691)

[ServeManager](https://www.capterra.com/p/153037/ServeManager/)

4.81 (177)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Clio

Top features

43/47

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Archiving & Retention
-   Audit Trail
-   Billing & Invoicing
-   Calendar Management
-   Case Management
-   Client Management
-   Client Portal
-   Collaboration Tools
-   Compliance Management
-   Contact Management
-   Contract/License Management
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Deadline Management
-   Document Automation
-   Document Capture
-   Document Check-In/Out
-   Document Classification
-   Document Generation
-   Document Management
-   Document Review
-   Document Storage
-   Electronic Signature
-   Email Management
-   Expense Tracking
-   File Sharing
-   For Legal Professionals
-   Full Text Search
-   Generative AI
-   Optical Character Recognition
-   Reminders
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Two-Factor Authentication
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/105428/Clio/#features)

ServeManager

22/47

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Archiving & Retention
-   Audit Trail
-   Billing & Invoicing
-   Calendar Management
-   Case Management
-   Client Management
-   Client Portal
-   Collaboration Tools
-   Compliance Management
-   Contact Management
-   Contract/License Management
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Deadline Management
-   Document Automation
-   Document Capture
-   Document Check-In/Out
-   Document Classification
-   Document Generation
-   Document Management
-   Document Review
-   Document Storage
-   Electronic Signature
-   Email Management
-   Expense Tracking
-   File Sharing
-   For Legal Professionals
-   Full Text Search
-   Generative AI
-   Optical Character Recognition
-   Reminders
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Two-Factor Authentication
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/153037/ServeManager/#features)

### Recognition

No recognitions have been awarded to Clio

No recognitions have been awarded to ServeManager

### Deployment & support

Clio

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

ServeManager

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Clio

-   By Clio
-   Located in Canada
-   Founded in 2007

ServeManager

-   By Lawgical
-   Located in United States
-   Founded in 2010

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