# Page 2 | ServeManager Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is ServeManager the right Legal Document Management solution for you? Explore 177 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/153037/ServeManager/reviews --- ServeManager 4.8 (177) [View alternatives](https://www.capterra.com/p/153037/ServeManager/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of ServeManager ## Showing most helpful reviews Showing 26-50 of 177 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NO Nneka O. Epic Technical Analyst Health, Wellness and Fitness Used the software for: Less than 6 months ### "ServeManager is an Excellent IT Service Management Software " February 3, 2025 5.0 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 VR Verified Reviewer President Legal Services Used the software for: 2+ years ### "Great Products with new features added reguarly" August 31, 2020 4.0 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 writer and access to the database file or the ability tom export each and every database table for use in other programs. I would like to be able to filter exports be all fields in the database. It’s my data and I should be able to use my data for my purpose. Pros ServeManager is very intuitive and easy to learn without referring to a manual or online help. I learn best by doing rather than someone telling me how to do something, so when we hire a new person, we setup a screen share, hand them an order to enter and let them figure it out under our supervision. We find most legal savvy and computer savvy can enter the first order within 10 to 15 minutes and then with minor coaching they can be up to full speed on order entry within a day or two. We try to keep things simple and don’t try to scare new server or office staff with BS stories about the industry. I tell people we are High Priced Couriers that follow specific rules and have a lot more paperwork. Cons ServeManager does not have a report writer and does not allow access to database. Reason for choosing ServeManager ServeManager was the first Legal Service specific software we used, we have looked at other products over the years and have always found ServeManager out performs the competitors and or the learning curve involved in switching outweighs the benefits of switching. We like ServeManger and plan to stick with them. Review Source RR Rick R. Owner Legal Services Used the software for: 2+ years ### "ServeManager for the Process Server On The Go" December 3, 2021 4.0 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. Reason 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 Response from Lawgical 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. LB Laura B. Administrator Legal Services Used the software for: 2+ years ### "Ins and Outs of ServeManager" August 31, 2020 4.0 ServeManager is a very useful and tool to navigate the Process Serving world. It is becoming a way to interact to other process servers as well, but that needs to be tweaked a little more. We appreciate the work put into this system. The staff at SM is very helpful as well, and always pleasant. Pros The ease of finding all the information in one place per company and person. The ability to upload anything to keep all information in one location. The ability to email our servers, customers, etc. ServeManager is a good system to track jobs, company information, invoicing and server pay. Cons The movement of the Notes box to the lower portion is not convenient. Also in Notes or Service Instructions, it would be nice to be able to make words bold, larger font, italicized, underlined or in different color, etc. Also, the layout of service attempt information (once you click on the attempt) has made it impossible to copy and paste the information and place in an email in a neat arrangement. The invoice is very difficult to utilize when you cannot add lines where you need them. 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 and paste an entire line to move it down the page. Also, when making a payment for more than the invoice shows due is not possible. We should be able to put in whatever amount they pay. On the Field Sheets, a new layout is needed. There is no reason for the court case and it's information to be listed at the top for the server. It would be nice to have the recipient, due date and job # much larger. It also would be nice to have the address at the top by the recipient's name, and much larger too. For the new uploading of files, why do we click the upload button in the middle of the page to be redirected to the bottom of the page where we would usually upload anyway? That just added more work for us. In Job Activity, we need to know when the invoice has been sent to our client. Also, an email when payment is made on invoice via credit card needs to happen. Reason for choosing ServeManager Easier to navigate and more comprehensive Review Source PG Paul G. Owner Legal Services Used the software for: 2+ years ### "Smooth as Butter" August 31, 2020 5.0 I’ve been using ServeManager since their inception over five years ago. It’s been exciting to see them grow over the years and they pretty much have been there and taken care of any needs that I’ve had without issue. Pros I love how easy and clean the program is. Recently, they just changed some of the color schemes in the program to make it more attractive as well. Everything is neatly placed and easy to locate. I like how they continually are striving to keep the program fresh and Up-to-date with the latest needs and not throw in any unnecessary or gimmick like features. Cons There’s not much to say about what I don’t like. If I had to think of one thing, it would be nice to click a single button that can wrap up an entire package for the client. Such as, affidavit, invoice And a copy of the summons to send back to the client. You can do this but there’s a few steps. Also, a lot of Process Serving companies do surveillance. So it would be nice if they had an option in the drop-down menu other than “unsuccessful attempt.“ Their work around is to simply go into the affidavit and place your notes in there as you go. Reason for choosing ServeManager Again, serve manager is just very clean, crisp and friendly to use. It’s good on the eyes and I actually look forward to getting into it on a daily basis. It shows me what I’m making on a monthly basis, annual basis and I love how you can run various reports within it aside from just your standard process serving needs. Review Source VR Verified Reviewer PCA Hospital & Health Care Used the software for: 1-2 years ### "Will probably use this more in the future! " July 15, 2023 5.0 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 KG Kathryn G. Director/ Owner Legal Services Used the software for: 2+ years ### "Serve Manager works in New Zealand!" August 31, 2020 5.0 My first concern with Serve Manager was that it wouldn’t work for us being an NZ based company. But we have found this not to the be the case. It manages service of process exceptionally well. I find managing invoices, statements and payments simple. Serve Manager have also customized a number of affidavits for us to allow us to work in accordance with the NZ Court requirements. We would highly recommend Serve Manager to all process servers. We find it cost effect, easy to use and the support (if required) is excellent. Pros I have been using Serve Manager now for over 3 years. I am the owner of a small process serving business in New Zealand. I found it simple to set up (I used the trial for 2 days before deciding that this was perfect for my needs), and very user friendly. I have agents throughout the country who use it to manage jobs I send them, and even the most computer resistant process servers find it easy to use. Cons There are things we would like to see improved in the system, but they are minor. One example for us would be the ability to have the country added in as an address field. We have clients in New Zealand, Australia, the UK, the US. We would also like the ability to edit the Service Type drop down menu. I would like see a calendar connected where you can manage tasks and reminders for agents. And for marketing I would like the ability to easily export the names of all contacts (not just the main contact for a company) to a third party. But having said that there are new features and updates coming out all the time that have seen the system continue to evolve and improve – which is excellent. We look forward to seeing what is next… Review Source jB jacqueline B. owner Legal Services Used the software for: 2+ years ### "THE BEST" August 31, 2020 5.0 one of the few things i pay for that i am always happy with Pros WHere do i even begin. Servemanager keeps myself, my servers and my business organized. I could not handle the volume i have without servemanager. Everything is organized. I am able to communicate with my clients easily and they just keep improving my experience. Just when i think the software is PERFECT they add another feature i didnt even know i wanted or needed and make it BETTER. I have client reviews who rate me 5 starts by specifically naming features im able to offer because of my secret weapon- servemanager. Cons not really. i suppose i would like to be able to share attachments like photo's from the software but i have no doubt in an update soon i will be able to. thats what is soo great about servemanager they are always updating the software. Reason for choosing ServeManager free trial and salmesman kept calling me. normally that does not work on me but after a year of doging his calls he hit me on the right day and im soooo glad he did. Review Source Response from Lawgical September 28, 2020 Hi Jacqueline, Thank you for your kind words, we really appreciate the fact that we can lend a hand in successfully operating your business! In regards to sharing attachments, at this time we would advise to collaborate with your client and/or contractor if you want to share job attachments and other uploads. Collaboration gives them the ability to log in directly to download and view these files. You are correct however, our development team is cooking up a future update that should improve upon the sharing capabilities of ServeManager. Please feel free to reach out with any other questions and concerns, and we thank you again for the rave review! TT Troy T. President Legal Services Used the software for: 2+ years ### "Review from Pro Legal in Minnesota" August 31, 2020 5.0 Serve Manager has increased our efficiency easily 100% because of the speed of the database and how well it is laid out. Invoicing, creating statements and collections are a breeze, before Serve Manager it would take two days to send out client statements to all our clients, with Serve Manager that task now takes 1/10 of that time. Pros We love the fact that every attempt and service is GPS tracked, also that we can access all records via desktop or remotely from handheld devices. The database is very easy to navigate and very clean, uncluttered and fast! We also love the ability to collaborate with our clients and service companies directly through the online portal. The Serve Manager team is also extremely responsive to issues or questions as they arise, we typically receive an email response within minutes. Cons The only con I would say is the lack of the ability to search past jobs by street address to look up previous jobs by address alone but it is rarely needed and we can always quickly find what we are looking for using other modifiers such as name case #, etc. Review Source Response from Lawgical September 28, 2020 Hi Troy, Thanks for the review! We always love hearing from our users and the feedback goes a long way in terms of how we can be a better software. In regards to your concern with searching via address, what you could do is enter the zip code of the service address into the Job search bar, and it will filter the list to show all jobs associate with that zip code. Additionally, you can use the Map tab to zoom in on a specific area which will then filter the job list based on location. Please let us know if you have any other questions or concerns, and we thank you again for the kind words. JW Joan W. Process Server Legal Services Used the software for: 2+ years ### "Process Server " August 31, 2020 5.0 I have had a wonder experience with ServeManager. I talked to them about specific forms I needed integrated for specific clients and they set the forms up so that everything worked perfectly. They have helped my business grow and grow. Pros I use Serve Manager daily as I run a process service business. Serve manager allows me to interface with my servers and clients and I am able to store all info on a serve in one place - in my job on serve manager. I can upload emails and documents. I can utilize the mobile site which will allow me to upload photographs into the job that also has the GPS coordinates and a date & time taken. My clients like it in that they can upload and assign jobs to me from their desktop. I could not do my job with ServeManager! Cons I wish there was another date field in which we could place the depo/hearing/trial date into that we could see as well a our follow-up date. Alternatives considered [Courier Service Toolbox](https://www.capterra.com/p/79296/Process-Servers-Toolbox/) Reason for choosing ServeManager I had used PST at another firm but changed to Serve Manager there as well. Serve Manager let me set up and be ready to go immediately without having to create every form from scratch and other things. I also didn't need a server - I can log in from any device. Review Source Michael R. President / CEO Used the software for: 2+ years ### "Servemanager is the leader in automation software for legal firms" June 12, 2018 5.0 Secure Online Document Management, Integration with every app I use on a daily bases and Customer Support that is out of this world. 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. Review Source Michael B. Business Owner Legal Services Used the software for: 2+ years ### "Serve Manager for Process Serving" December 5, 2018 5.0 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. 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. Review Source GE Gina E. Owner Legal Services Used the software for: 2+ years ### "EXCELLENT PRODUCT" September 2, 2020 5.0 I have used many software programs during my career and ServeManager is "by far" the most concise, user friendly program I have ever used. As a person who is not "tech savvy", this is extremely important to me. The layout is simple and easy on the eyes; not complicated at all. Everything you need is on one page and laid out nicely. I was able to obtain the program and immediately begin to function. The ServeManager Support Team is "stella". Again, as I have been in the industry for many years and have used and worked with many software programs and their support teams, the "norm" was to put a "ticket" into support and wait days for a response only to have to go back and forth with them. Not with ServeManager. If you can't find the help you are looking for in the video tutorials (which are priceless) that are at your disposal at the top of your home screen, you simply email support and by the very next day you have a response............that you can understand. No fancy "tech lingo", just plain English language. I have and will continue to recommend ServeManger to everyone! Pros Simply laid out Easy to understand and follow Everything you need is on one page Easy on the eyes Not complicated Cons There are no cons to write about. I cannot say enough "positive" about this software program. Review Source Joseph J. Private Investigator and Social Media/Cyber Investigation Expert Legal Services Used the software for: 2+ years ### "Game changer for our company. Software is great, people are even better!" June 8, 2018 5.0 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. 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! Review Source MC Marty C. Private Process Server Legal Services Used the software for: 1-2 years ### "ServeManager WORKS for Me" April 5, 2022 5.0 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 MC Mike C. Manager Legal Services Used the software for: 2+ years ### "The good and the more good." August 31, 2020 5.0 We solved the management of our field agents who are out serving the papers. Increased efficiency means we can manage more services in less time. Pros Ease of job management. Customer support is beyond great. Many integrations with other applications. Desktop or device use is the best. GPS and photo management. Security with documents. Sharing/collaborating. Cons The only thing I worry about is differentiating us from others who use ServeManager. The invoices are generic. We need total customization of the invoices. And customization of the sharing email that is sent to our clients. Review Source Response from Lawgical September 28, 2020 Hi Mike, Thanks for the review! We love to hear how ServeManager increase the efficiency of our User's workflow. In regards to your invoice, we can add your logo to the template and you have the ability to modify the terms of payment and default message that is included with the Invoice when sending to clients via email. Please let us know if you have any other questions or concerns regarding ServeManager, and we thank you again for the feedback. CC Chris C. Owner Legal Services Used the software for: 2+ years ### "Love this! " August 31, 2020 5.0 This organizes my service of process business! Billing, jobs, contracting jobs out, managing customers... EVERYTHING. Pros I like that this not only makes the serve process easier, but it integrates billing, affidavits and customer updates in a super simple process. Cons Setting up the customer accounts... I want more control over adding and removing the customer access. I don't want the customer to have to add users for every single paralegal or attorney. I don't add them so that one of the paralegals have to play an administrative role for my management software. Some of the firms I have get some turnover and they have many lawyers, paralegals and admin staff. Alternatives considered [Courier Service Toolbox](https://www.capterra.com/p/79296/Process-Servers-Toolbox/) Reason for choosing ServeManager cost and great reviews. The free trial showed me the value, I was hooked. Review Source JG Jose G. Private Investigator /Process Server Legal Services Used the software for: 1-2 years ### "Great Product & Service" August 31, 2020 5.0 Great experience all around! Pros I love the way the software instigates with the billing and the call that I get from \[SENSITIVE CONTENT HIDDEN\] every month (Rep) to make sure our people are doing GOOD! Cons That jobs that have a due date are moved to the end of the program. Reason for choosing ServeManager I looked into other process server programs but Servemanager was easier for me to use and the features to allow my process servers access to the program. Review Source Response from Lawgical September 28, 2020 Hi Jose, Thanks for the review! We definitely try to make ServeManager accessible and easy to use for all of our users. When it comes to sorting your job list, by default the jobs are sorted when they were chronologically entered into the system. Adding a Rush Priority pushes the job to the top of the list, and adding a due date pushes it to the bottom, where jobs are then sorted based on the date due. You can use our filter system to further sort your jobs, such as date ranges and the option to view all jobs in your account, which will sort your job list chronologically regardless of rush priorities and due dates. Please don't hesitate to reach out with any other questions or concerns regarding ServeManager and we thank you again for your kind words and feedback. David Edward O. Process Server Legal Services Used the software for: 2+ years ### "ServeManager Review" September 1, 2020 5.0 I have been very satisfied Pros I used to be a computer technician so it is easy to get used to. Cons I like collaborating and I like the ease of use. I think the updates are good. Switched from [Proof Pulse](https://www.capterra.com/p/177433/Proof/) Because I own my own business and Proof is not accommodating for this function Review Source JR Jayne R. Owner Legal Services Used the software for: 1-2 years ### "Made My Life Easier!" September 1, 2020 5.0 I am happy with the ServeManager software and the support group is great. Pros The software is user friendly and I had no problem switching from my old software to ServeManager. I have the ability to somewhat customize the software to meet my needs and I especially like the pay by credit card option. Not only do I get paid, the credit card software posts the payment to the job which saves a step and shows "paid" on the invoice. Cons In my neck of the woods, our clients still want the original notarized affidavit of service. After it is notarized I have to scan the affidavit to my desktop, email a copy to the client, download the affidavit to the job, then mail the original. Is it possible to add a feature to attach the affidavit to the invoice and email both at the same time. Review Source JM Johnny M. Owner Legal Services Used the software for: 1-2 years ### "Stream line Data Repository " August 31, 2020 5.0 Serve Manager has helped our company expand and grow. It has helped keep track of all the data associated with Serving legal documents. It has helped us with credibly on several occasions with the gps tracking for status attempts and serves. Our clients are impressed by our system and it has helped increase productivity on both ends by getting all jobs input by our clients. Pros Serve Manager does exactly what the title says. It manages all the serves we have. From start to finish all the data is stored and organized very clearly for each and every job. After you get over the learning curve, it is very hard to goto anything else. Constant compliments from our clients on our data organization. Cons I would say The learning curve takes about 50-100 jobs to master and be proficient on all the features. Alternatives considered [Courier Service Toolbox](https://www.capterra.com/p/79296/Process-Servers-Toolbox/) Reason for choosing ServeManager Recommended by an affiliate. Review Source SS Stephen S. Owner Legal Services Used the software for: 2+ years ### "We’ve grown with you!" September 5, 2020 5.0 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 TL THOMAS L. Process Server Legal Services Used the software for: 1-2 years ### "ServeManager Review" August 31, 2020 5.0 Super friendly staff and keeps everything organized for us. Pros The team at ServeManager is often updating the software and the software does a great job at keeping me on top of all of my serves. It keeps me organized and my clients love the quick updates! Cons There is no mobile application that we can utilize. Sometimes in a bad signal area we cannot record attempts on the web application but if we had an application that could sync serves and we can log things there, the attempts can be recorded and later uplaoded when signal is restored. Also, we have to contact support to upgrade/downgrade our account and cannot do this on our own. If we could freely upgrade/downgrade at will it would be great. Alternatives considered [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Review Source SS Stephanie S. director Legal Services Used the software for: 1-2 years ### "Needs the plaintiff's name in the subject line of system generated emails, dashboard needs updating" August 31, 2020 2.0 We need the plaintiff's name in the email updates subject line. The system's API does not integrate fully with other platforms. There is no email add-in feature like other platforms have. The reporting information is very limited. We can't see at a glance old jobs, their status, from the jobs board or a report. Pros The platform is limited. Most beneficial features are the updates from servers and to clients. The form affidavit that uploads the service attempts automatically. The ability to share all details with servers and clients. Cons The reports are generally cumbersome and not intuitive. The reporting is very limited. Could not assign multiple servers to 1 job for a long time which was not helpful. The email updates to the clients have no reference to the plaintiff's name in it. The servemanager order # means nothing to their case and filing system. We NEED THE PLAINTIFF'S NAME IN THE EMAIL UPDATES SUBJECT LINE. Review Source PH Parks H. Owner Legal Services Used the software for: 2+ years ### "Excellent Products " August 31, 2020 5.0 So far no problems. Pros The software is easy to learn and covers everything I need to do the job. Customer service is excellent. Cons I would like to be able to changer some the drop down boxes. Review Source Response from Lawgical September 29, 2020 Hi Parks, Thanks for the review! We try our best to make the software easy to use and accessible for any and all process servers in the industry. In regards to your concerns with customizing dropdown boxes, what portion of ServeManager are you referring to? Users have limited capabilities to customize various parts of ServeManager based on their own workflow and business management approach, let's see what we can do to make the ServeManager experience even better for you. Please let us know if you have any other questions or concerns and we thank you again for the kind words. Similar Products Featured