Who Uses This Software?

United States, Canada, UK, New Zealand, Australia


Average Ratings

40 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month
  • Pricing Details
    Pricing is based on monthly job volume.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business Hours

Vendor Details

  • Lawgical
  • www.servemanager.com
  • Founded 2010
  • United States

About ServeManager

Full-featured software solution for management of service of process designed for law firms and process servers. Generate affidavits, manage billing, payments to servers, update jobs from the field, client portal and much more!


ServeManager Features

  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

ServeManager Reviews Recently Reviewed!


The best process serving software

Dec 12, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I held off switching over to Servemanager for years. The way my previous software operated and the way SM operated were polar opposites. What took me so long is to finally realize that what Servemanager could offer, far outweighs what it lacks. The ability to have a platform that is user friendly that my servers and clients can use is where SM shines the most. There is no learning curve. I don't have to instruct clients how to join or add a new job. It's intuitive. SM has everything we need and an internet based platform is in my opinion the only way to go. No more downloading software and access is instant.

Cons: Restrictions in place. There is not enough control by me on the limited contractor and law firm account. I should be able to control service type, and affidavits that I don't want and contacts without having my client have to change them. SM has a one size fits all for a variety of things and this isn't always the best approach. Collaboration between other paying members is a disaster. When I change my service due date, instructions or anything else it changes their job. I have found it best to not collaborate with shared jobs for other companies that I'm working for that are paying SM members. Print screen has too many screens to go through to get invoices to print. I've lost hours off my lifespan opening screens to print invoices.

Overall: Overall A+. They are quick to respond to any and all requests.

Servemanager just makes things easier

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The best part of the software is that it allows us to enter cases easily. When we have a similar Court case already entered, the software picks up that prior entry and auto fills, saving us time.

The other best feature is how easily our outside Independent Process Servers can update us instantly of what is going on in the field. They send to us realtime information!

Third, we love the Online Billing feature. We invoice a client, and sometimes within minutes they pay the invoice through STRIPE, a fantastic way to get paid quickly.

Cons: The typeset seems a bit small, and there is not a way to adjust for that, to my knowledge. So a Field Sheet may not allow a Bold set of letters, other than capitalization.

Overall: Myself and my Office manager find it extremely user friendly, and very low maintenance.

Capterra loader

Servemanager is the leader in automation software for legal firms

Jun 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how I can sit back and watch jobs flow into my account with an easy to use interface and affidavits that fill themselves out from the service details entered in the field and with customer log in access we can move from old and tired to easy and automated. Thank you Servemanager!!

Cons: I use serve manager for court filings as well as serves and eFilings. I wish there was a way to attach a file to a note and share it with my client. I've mentioned this to the awesome customer support staff at Servemanager and I'm excited to hear that Servemanager is constantly upgrading their software! They added recently added "Server Pay" so now I can keep track of how much I owe my servers in the field.

Overall: Secure Online Document Management, Integration with every app I use on a daily bases and Customer Support that is out of this world.

Capterra loader

Serve Manager for Process Serving

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The fact that it is web-based is very important to our business. Being able to check status, update jobs or enter new jobs on the go using our laptop or ipad saves us tons of time.

Being able to collaborate with our clients in real time about a job is also a great feature and keeps us connected with our clients.

Hook up our ServeManager account with Strip was one of the best things we could of done. We can bill our clients and have they pay online with just a click of a button.

Cons: I am looking for more search features being added in the future. It would be nice to search jobs by address or by the actual person served.

Overall: We are very pleased with ServeManger. I've used many other process serving software over the passed 12 years and I can say this is the most user friendly system I've used to date.

Capterra loader

Game changer for our company. Software is great, people are even better!

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very Intuitive/ training new staff on the platform is easy

Streamlines process for handling paperwork

Flexible proofs of service/ documents

Easy uploads for client documents

Great client interface

Customer service is excellent

Easy to track open jobs

Cons: There are some features we'd like that aren't available yet. That being said, they are constantly adding new features that we didn't even know we needed until they gave them to us!

Overall: We're more efficient, have been able to reallocate staff to other positions and our profits have never been higher. The analytics we get out of Serve Manager have helped us make some really well informed decisions about what direction to take our company.

Best choice I ever made

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is super easy to learn and I love that it is cloud based so I can update on the go. It beats the days of dragging my laptop around.

Cons: My only complaint is that I would like to be able to track my mileage for each job. I can work around it in the invoice section, but would really like to put in a starting reading and ending reading.

Overall: The team is great. I get a monthly call from my rep. To make sure everything id going well with me and to keep me up to date on new features, training opportunities and anything else coming down the pike.

Clean, Excellent & Efficient Software

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how much time this saves me on tasks. It also keeps me so organized with each service. Having access to all the information and files in one place is great. The team at ServeManager is excellent at response and improving the software regularly.

Cons: I wish that the Server Pay feature was a little more advanced. Example, being able to provide job reports to the servers with their pay.

Overall: I have had a great experience with this company and continue to see the value in the software. I am able to prodice more on a daily basis. This frees up my time to expand my business which means more profit for me and my team.

Great experience

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Continues to improve always a work in progress. Love the credit card invoice acceptance the ability to share each attempt and multiplte document printing.

Cons: Would like to share individual misc attachments one by one. Would like to get an error message if I send something to a client and the client email not accepting so i know they didnt recieve the email

Overall: Invoicing daily organization attempt sharing invoicing companies server pay.

Capterra loader

I save time and make more money

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love that i no longer loose track of cases. Affidavits are prepared efficient and effortlessly my clients love the email updates

Cons: I like just about everything. They keep improving it all the time. Only thing else they could add would be ability to more easily see in over view month to year profits rather than just culminative year. For ex april to april

Overall: Saves time and makes me money

Capterra loader

One of the best system for Legal Support Professional

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: As a Small Business Owner the ServeManager team is easy to get ahold of, easy to understand and communicate with, and they get the needs of their clients. The software has help run a successful business in daily

Cons: I have none. I was one the first pioneer users when it started, I didn't except much at first but I have seen rapid growth in adding new features and upgrades

BEST YET!

Sep 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: End-user friendly; all-around support couldn't get any better; advanced technological updates on trends; staying-in-the-loop regular webinars, well worth paying for, etc., etc....

Cons: Can't think of a single iota! They do have weekdays off and holidays even though we work 24/7.

Overall: No situation has been too unusual to have customized to meet needs. In other words, "you need it? You'll have it!"

Capterra loader

Very pleased

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: That it is web based program that Allows us to use the program why we are on in like. We also like the interface

Cons: No scan bar program to allow easy access to the particular job and intern. Check check or you would prefer to have a simple system to scan a barcode enter the detailed information and creating proof of service.

Overall: Easy access to jobs and improve our services, very organized.

Capterra loader

My company loves Serve Manager

Jun 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is easy to use, the staff is very responsive when we have needs or concerns, and they are just all around good people. With Serve Manager, you get a ton on bang for your buck. I highly recommend them.

Cons: My biggest issue is that it feels like it takes a step or two more than I would like to print anything out, but it's a pretty minor inconvenience.

We use this daily in our business. We rely on it quite heavily, and it never fails.

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the ease of use of the software. For my process servers it is an invaluable tool. The GPS Tracking is a big help to stay on top of things and helps verify that the job is being done. In addition, the accounting side works very well for our invoicing.

Cons: I don't really see a downside to anything. As soon as I see something that would be a benefit, without contacting support, it is added like features. They almost seem to be reading my mind

Overall: Saves time, money, and organizes things nicely

Excellent software for any serve coming

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, easy to invoice customers and keep them updated. Great price. Wonderful mobile version and desktop version.

Cons: not much to say bad about it. Should be nice to have more of the desktop integrations integrated into mobile version.

Overall: Expedition of all of our serves, easy customer notification, fast payment service

Here for the long haul

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Customer Service in conjunction with the user interface.

Cons: I'd like more ease of branding and customization with affidavits but overall an pleased. It's not a deal breaker

Overall: Always a good experience when dealing with them. A live person is always at the other end with information or ability to get the answer you need.

Capterra loader

ServeManager is the best process server software hands down.

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I have looked and looked to find something that I don't like, and after 3+ years there is not a single thing.

Cons: There is nothing I dislike about ServeManager, if you can find something wrong all you have to do is call and they can fix it or ad something to your liking.

The staff is awesome

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use

My clients love the features (Gps feature and auto updates to their inbox

Streamlined and effective

Cons: Hmmmm not a single one

No issues

No hassles

Not overpriced

Customer service is awesome

Never had a software glitch

Overall: More happy customers

FANTASTIC!

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Love the program and its abilities that it brings to the industry. I would never change it for the world. Helps us track all the information and keeps great details on each service.

Cons: I wouldnt change anything with the program. Over all it works great.

Overall: The business overal experience is great. This system will help you be very organized and clients will always know the status of there jobs, which they reaaly appriciate and like.

Fantastic

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy Accessibility, easy to use no major training required.

Cons: Great for process servers but wished they could add more utilities for private investigators.

Overall: My business and life depends on servemanager. I'm very happy I will never leave.

The ABSOLUTE BEST software available

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of use and customer service is second to none.

Cons: I would be able to attach multiple pictures at one time, rather than having to save each one individually in the mobile app.

Overall: I have been in this industry for 20 years and when I found ServeManager, it was a game changer. Everything you need is right at your fingertips. The customer service and followup is outstanding. Any questions or concerns they immediately address.

Excellent! Makes my job so much easier and faster. Wouldn't go back to the manual way ever again.

Jun 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The ability to manage all aspects of my business. From the options to map and route jobs to the accounting features.

Cons: Really dont dislike anything about ServeManager. The functionally and features are a HUGE time saver

I am the owner of EZ Small Claims. This program is perfect for my business, it works flawlessly

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Administration. Ease of Use. The accounting functions to help us make sure we are paying, and getting paid in a timely fashion.

Cons: This is a difficult question as this program works rather well. Perhaps the job status could be a little more definitive. I would like to see a choice in the drop down for "Proof out for filing to court"

ServeManager

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's a easy program to use, a young child can operate the program.

Cons: The Software has no problem at all, I love using it.

Overall: My business is optimized by the program.

Awesome Software

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I appreciate the affordability and the ease of use. This program allows me to save time and create affidavits on the go.

Cons: Only wish that it had an actual app from the play store or the App store that I can download onto my phone instead of going in online using a web browser.

Capterra loader

Absolutely the Best

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I have tried other platforms and have found Serve Manager the easiest and most comprehensive program on the market. The interaction between my servers and the attorneys is phenomenal.

Plus they have the best customer service I have ever experienced.

Cons: I cant say I have any cons about the program.

Overall: I love this and I really cant imagine using anything else. It has been a great promotional tool when seeking new clients as well.

Capterra loader

Good Serve Management Software

Dec 03, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Great a keeping track of serves and following each case from beginning to end

Cons: I wish the layout was more user friendly. I find myself having to search for options more often than not.

Overall: I think this is one of the best management programs out there. It will keep your cases organized. Which is really useful if you have a big case load. The customer service i received was always great and fast at responding.

Professional

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: All the features that make running the business more efficient . The accounting that you are capable of doing is impressive.

Cons: Need more affidavits to choose from. I would like to be able to make changes with the affidavits without messing up the template.

Overall: Saves time and money

Seve Manager is the go to software for process servers worldwide! You can do everything with this ap

Apr 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

Pros: I like how wherever you go you can access serve manager from the phone or from the computer. Keeps you connected in the field and off.

Cons: There is nothing I like least on this software you can basically do everything you need to for your company especially with high volume coming in!

Great Business Tool

Sep 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software is very functional and is very user friendly for efficiency.

Cons: Some of the Accounting features are not user friendly for automating fields.

Overall: This software has helped save me time and be more transparent to my customers. It is an excellent tool in my business.

Quick Learning Curve with Simple Layout!

Dec 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The clients and jobs are sorted so simply

Client export for easy analysis

Cons: Search features are limited. I would like to be able to search for clients by street name, street address, or other information on their profile. At this point i can only search by city.

Overall: I deal a lot with marketing and serve manager is the main way i keep up with the work my clients have submitted. I can filter out the active jobs, and see dollar amounts relatively easy.

I don't want to have to spend my time dealing with complicated software and ServeManager has made it simple and productive.

BlueAngels Process & Research

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of setting up a new job and the ability to have the Client follow along.

Cons: Have no least comments to add but whoever created this software needs to get a raise.

Overall: Great customer service and technical assistance.

Excellent software, that's easy to use

Jun 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I'm a server and using this app has been great and helpful. I started using it in 2016 and it's been smooth ever since.

Cons: It costs some money, but it's very minimal, especially if your employer covers it. Not much else to complain about.

The Best Simplified System made for data entry & maintenance

Sep 21, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very easy & simple to use and maintain. It functions on the basic necessary information to conclude each job was thoroughly documented & explained what was done.

Cons: How to separate cases that are needing more than 2 attempts to complete.

Overall: Couldn't be more satisfied at how it is just simple & easy to use & maintain your documents & cases & relationships with clients observations.

Capterra loader

The best decision ever

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is an amazing management tool makes my job so much easier

Cons: I love servemanager but it would be nice to be able to enter multiple defendants under on work order and what is being served for each one

Overall: It is by far the best tool we can have in our line of work !!

Great software

Sep 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software helps me track jobs and invoices. It works very nicely with my operation.

Cons: Nothing to complaign about. So far so good.

Overall: Also a great tool for documenting your activity.

Easy to Use !

Aug 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: love all the features of software, easy to set up and start working !

Cons: So far no problems, just getting started with software.

Awesome software!!

Oct 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: This software can be used from any place wherever internet connection is available. It is very easy to use. Its response is fast regarding proofs and status. Love the collaboration of important files and folders and also has bank level security.

Cons: As such nothing till now except that if unavailability of internet connection.

Best out there!

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very easy to use. Both desktop and mobile version.

Cons: Can't really think of any major other that a direct link to QuickBooks online.

Overall: I have tried other software starting out and found a Serve manager to be a way better program and for the price you can't go wrong. I have tried other software starting out and found ServeManager to be a way better program and for the price you can't go wrong