# ServeManager Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ServeManager Software - reviews, pricing plans, popular comparisons to other Legal Document Management products and more. Source: https://www.capterra.com/p/153037/ServeManager/ --- # ServeManager Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ServeManager ## What is ServeManager? The most-used process server software on the market. ServeManger is a 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! ## What is ServeManager used for? [Legal Document Management](https://www.capterra.com/legal-document-management-software/)[Legal Case Management](https://www.capterra.com/legal-case-management-software/) Top alternative Featured Overall rating Based on 177 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 1% Starting price $39 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ServeManager?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.servemanager.com&name=ServeManager) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ServeManager 4.8 (177) VS. [4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $39 Flat Rate, Per Month Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (177) Ease Of Use 4.6 (545) Value For Money 4.7 (169) Value For Money 4.5 (484) Customer Service 4.9 (172) Customer Service 4.7 (529) ## ServeManager alternatives Highest Rated [4.8 (76)](https://www.capterra.com/p/165422/CloudLex/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (286)](https://www.capterra.com/p/140815/Filevine/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (545)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [8am MyCase](https://www.capterra.com/p/115613/MyCase/) [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/153037/ServeManager/alternatives/) ## FAQs about ServeManager Overview ### What problems does ServeManager solve? ServeManager solves disorganized process-serving operations by centralizing jobs, documents, GPS-stamped attempts, proofs, invoicing, and client updates in one system. It reduces manual paperwork, missed deadlines, slow affidavit creation, and communication gaps. Process servers, legal support staff, office managers, and small firm owners benefit most from faster training, mobile access, and clearer case tracking. Answer based on 96 reviews Overview ### Which roles and teams benefit most from ServeManager? ServeManager is most used by process servers, private investigators, and small legal support business owners who manage service jobs from intake through proof of service. Operations managers, administrators, and executives use it to assign work, track deadlines, monitor field activity, and keep case documentation and billing organized. Answer based on 177 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and specific industries is ServeManager built for? ServeManager is designed for law firms and process servers, making it a fit for legal services organizations and businesses that handle service of process work. It suits firms of various sizes that need help with invoicing, email notifications, CRM, and job routing. Features and Usability ### What are the key features of ServeManager? ServeManager includes core legal case management for process serving, with job and case tracking, affidavit generation, and billing and invoicing. Differentiating features include GPS tracking for service attempts, mobile access in the field, a client portal for real-time status updates, and online payments tied directly to invoices. Answer based on 53 reviews Pricing ### How much does it cost and what fees or limitations are included? ServeManager starts at $39/month flat rate for the 75 Jobs plan, with unlimited users and devices; 150 Jobs costs 79/month and 300 Jobs 149/month. A free trial is available. Reviewers often call it affordable and easy to use, though some say pricing feels expensive for smaller businesses or higher job volumes. Answer based on 21 reviews Integrations ### Which third-party tools and platforms does ServeManager integrate with? ServeManager connects natively to Stripe for payments and supports over 40 integrations, including Gmail, Google Calendar, Google Drive, Asana, Box, Dropbox, Mailchimp, Clio, Calendly, Formstack Forms, Jotform, and Google Docs. It also works with Google Forms, Gravity Forms, Constant Contact, AWeber, ClickFunnels, Invoice Ninja, and GitLab. Answer based on 10 reviews Getting Started and Support ### How easy is it to onboard and train a team on ServeManager? ServeManager is easy to onboard for most teams, with live online sessions, webinars, videos, and documentation available for training. Reviewers say nontechnical users and new staff usually start working quickly with little formal training, while admins and teams using advanced features may need more time, often around 50 to 100 jobs. Answer based on 16 reviews Getting Started and Support ### What customer support options does ServeManager offer, and how do users rate the experience? ServeManager offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users generally describe support as responsive, helpful, and easy to reach, with quick answers, clear guidance, and regular follow-up. Some also note the team accepts feedback and custom requests, though a few mention feature limitations they wanted addressed. Answer based on 53 reviews Invoicing ### How well does ServeManager handle invoicing? ServeManager simplifies invoicing for process serving businesses with fast billing, online payments, and clear job-to-invoice tracking. Many small firms like the easy setup, automated statements, and credit card posting, though some want deeper invoice customization, better sorting, more flexible line editing, and clearer support for complex billing cases. Answer based on 37 reviews ## Features AI summary Based on 1,655 Legal Document Management reviews Capterra data shows that buyers of legal document management software rank the following features as their top priorities: - **Document Management** (**53%** of reviewers rated this feature as critical) - **Case Management** (**63%**) - **Client Management** (**53%**) ServeManager supports all three of the features reviewers value most: **Document Management**, **Case Management**, and **Client Management**. Together, these capabilities help legal teams keep files organized, track case activity in one place, and manage client information more effectively, allowing teams to work with better visibility, faster access to records, and more consistent service. Document Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Case Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Client Management 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Electronic Signature 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents Billing & Invoicing 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Access Controls/Permissions 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems ServeManager 27 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share AI models, media files, communicate, and work together Manage, organize, and store contact information Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Monitor and record expenses such as purchases or charges incurred Public or private sharing of digital files such as documents, audio/video, images, and more Specifically designed to address the needs of law firms and legal departments Captures invoice data and maintains comprehensive records for auditing and reporting purposes Access the system via a mobile application Accept and process online payment transactions Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. Features 4.6 (177) 4.6 Based on 177 reviews ## Pricing Value for money 4.7 (169) Free Trial [View pricing plan details](https://www.capterra.com/p/153037/ServeManager/pricing/) 75 Jobs $39.00 Flat Rate,Per Month It includes: - Generate Proofs - Invoice Clients - Manage Emails - Track Payroll 150 Jobs $79.00 Flat Rate,Per Month It includes: - Generate Proofs - Invoice Clients - Manage Emails - Track Payroll 300 Jobs $149.00 Flat Rate,Per Month It includes: - Generate Proofs - Invoice Clients - Manage Emails - Track Payroll Value for money 4.7 (169) 4.7 Based on 169 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/) 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. ## Support, customer service and training options Customer Service 4.9 (172) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (172) 4.9 Based on 172 reviews ## User reviews Overall rating 4.8 Based on 177 reviews Filter by rating 5(149) 4(24) 3(3) 2(1) 1(0) Mentioned topic Sorted by most recent NO Nneka O. Epic Technical Analyst Health, Wellness and Fitness ### "ServeManager is an Excellent IT Service Management Software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 3, 2025 Overall, my experience with ServeManager as a new user has been great. I have been able to quickly adapt to the software after switching from Cherwell. Pros As a newly implemented ticket management system, ServeManager is an excellent software choice. I like that it's easy to navigate as a new user. Cons So far, I can't think of anything that I don't like about ServeManager. Switched from [Cherwell Service Management](https://www.capterra.com/p/121158/Cherwell-Software/) My organization periodically switches its IT Service Management software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User PCA Hospital & Health Care ### "Will probably use this more in the future! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 15, 2023 Pros How easy it was to use and it keeps important things in one place! Cons I don't think there was really anything that I didn't like about it! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Marty C. Private Process Server Legal Services ### "ServeManager WORKS for Me" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 5, 2022 It’s been a very pleasant experience. I’ve only needed customer service twice in 2.5 years. Pros The ease of use. And while training others on the software, they have been able to comprehend and retain the information very easily. Cons I really have nothing negative to say about it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Rick R. Owner Legal Services ### "ServeManager for the Process Server On The Go" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 3, 2021 Moving from a desktop application to this mobile application has kept me much more organized since I am not relying on my memory . Pros I love that this is web based and easily traveled wherever I go. I can enter new services from my car or desk and it allows me to manager rush services quickly. Cons The affidavits are not impressive and bland. The fonts are small and dull. They charge a percentage of the invoice for stripe integration so I pay twice. Once to stripe and once to ServeManager. 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. They should cap the expense. I am forced to manually send a stripe invoice for larger invoices which defeats the purpose. Reasons for choosing ServeManager ServeManager has a great team to address any issues and are very responsive to my requests. I went with them because the software was mobile when others were not. I have stayed with them because the customer service and costs were amazing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 7, 2021 Thanks for the review Rick! I'm not sure if you're aware that we can customize affidavits to your liking. Please reach out to our support team or your rep to discuss. DK Davy K. Manager Legal Services ### "Hands down, the best software for tracking service of process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2021 Having not only servers I use but clients work within Servemanager is likely the greatest asset of Servemanager in terms of streamlining the process of receiving, serving and completion of legal service of process. Going into at least five years of use, Servemanager works very well as I have many clients uploading and comfortably navigating within my account to do functions that previously took hours of work for me or my staff to attend to. The same can be stated for the work that is assigned to my servers. For the most part, the beginning to the end of a service is achieved via all involved parties (servers, clients, my staff) connecting and communicating within jobs. This central hub for the location of each job absolutely has revolutionized the way I operate. Pros Functionality. It's designed to fulfill exactly what is needed when tracking service of process. There are countless fields of data to retain and Servemanager covers everything. The software is intuitive and easy to use. There is a very little learning curve to start working within the platform. I Cons There is no perfect software. Everyone has preconceived notions and ideas on how a platform such as this should operate. What helped me overcome this is to utilize a business practice that I often consider. Think outside the box. If the software doesn't do something you need it to do, I had to realize there may be an alternative way to do this. After overcoming a few of these hurdles, I was able to drive Servemanager to its maximum potential and find little lacking. Granted, there are some things I believe are lacking but what Servermanager does well far exceeds any of its limitations. Reasons for choosing ServeManager Other software I explored either had too much or not enough. Some were not even based in the US. Choosing a platform to use for my company was like finding my wife. It wasn't easy! I held on to my custom PSS MS Access based software for at least 10+ years. Going through the pro's and con's of every software system out there was tedious and I don't wish it on anyone. My advice to anyone would be to start using Servemanager and see how easy it is to use. Another concern of mine is how long will a software company remain in business? After personally meeting with the owners of Servemanager on numerous occasions and following their companies I felt reasonably assured that Servemanager would be available for the duration of the existence of my company. I intend to use it for that long. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Chris M. Owner Legal Services ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 September 22, 2020 Pros Usability, tracking, the communication between clients and the support staff is great to work with. Cons Price, Its expensive. I wish we could have more jobs for the money. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SS Stephen S. Owner Legal Services ### "We’ve grown with you!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 5, 2020 Love it! Refer people to it frequently!! Pros 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 one program. Cons I generally like the changes and new features. I like that we can call and request features (some have been implemented). I do not like two new things. The colors of the Rush jobs, and past due jobs have changed. I think that Rush jobs are most important and should be Red. I think that jobs that are past due should be yellow, because they need attention. Also, I do not like that the job attachments are now in the center! We get MANY attachments, and have to scroll down quite a ways just to add a note or look at the job activity. Please move it back?🙏🏼 Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TS Tom S. private investigator Legal Services ### "service bundle review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 4, 2020 I have a website now, thanks to ServeManager and I can manage my process serving . Pros Folks at ServeManager worked with me on every phase of getting a website up and running. With ServeManager I can upload papers for the servers and we can monitor the service attempt. Lawyers love this feature. Cons I have no real complaints about ServeManager at this time. Reasons for choosing ServeManager ability to get a website on line quickly and very little expense. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SB Steven B. President Legal Services ### "Love this product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2020 My overall experience has been positive and I have no intention on changing to any other product. On top of the app I would also like to see eservice available when jobs are assigned to you outside of your company. Pros I like the ease of use and how easy it is to collaborate with other companies. Keeps track of everything. The GPS feature is nice to have and all the servers use it. Cons I wish they would have a IOS and a Google App to make things easier as opposed to always having to log onto the internet site and report your attempts. Reasons for choosing ServeManager The staff and sales rep were in tune to my needs and made sure everything was working correctly. The price was on point and the ease of use were the biggest factors. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RH Robert H. Process Server Legal Services ### "Excellent Functionality Software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 2, 2020 Very positive, very happy to use this software, no complaints, ease of use is exceptional. Pros Easy to use, provides all functions necessary in the world of process serving. Cons The only downfall I have, is being required to pay for changes to the system for proofs or things necessary to my specific company. If I am paying monthly for the service, I think you should as a company, allow a handful of free changes per year, then have to pay if there are excessive changes...... Reasons for choosing ServeManager Ease of use is top notch, for the price, it is on point software! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/153037/ServeManager/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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