Process servers are professionals who deliver subpoenas, summons, and other court documents to individuals and/or businesses. Serve Manager is process server software, a case management software designed to support process service businesses.
Many private investigators offer process services to their clients. Therefore, Serve Manager is an excellent tool to help you manage this aspect of your business. Following is a review of the product.
Serve Manager Features and Functionality
The product’s interface is divided into four major sections: Jobs, Court Cases, Companies, and Accounting. These four sections allow you to enter or search for information on process service cases. For example, you can:
- Add company information
- Enter information on the employee or process server assigned to the case
- Enter details of the court case
- Enter details of the court location
- Update the status and instructions associated with the serve
- Enter the recipient’s personal description and contact information
- Upload and store copies of the documents to be served
- Upload miscellaneous documents related to the case, such as photos, receipts, etc.
Serve Manager is a web-based tool, so it is easily accessible via computer, tablet, or mobile phone
Serve Manager Process Server Software: Best Features
The software comprises features that help you manage a process serving business more efficiently and effectively. With the software solution, you can:
Manage process service activity
Use the software to create a file for a new process serving job. Then, you can upload documents, enter notes related to a case, record service attempts, and generate affidavits related to the case. In addition, the program also allows you to save GPS data on your smartphone.
Save Client Contact Information
Use Serve Manager to save contact information for your clients, court contacts, and attorneys. Manage interactions with your clients, make notes about conversations, and track jobs, cases, and invoices.
Generate Client Invoices
The system makes editing, printing, and emailing invoices to your clients and vendors easy. Use it to send a bill to your clients for each processing job.
Email Job Updates to Clients
The software allows you to control the information and job updates emailed to clients, employees, and process servers. It includes information such as service attempts, case notes, and affidavits.
Serve Manager Pricing
Serve Manager offers several pricing plans based on the number of serving jobs processed per month. Whether you handle 15 jobs per month or 15,000, it is built for everyone. Pricing plans are as follows:
- 75 jobs: $44/month
- 150 jobs: $89/month
- 300 jobs: $169/month
- 500+ jobs: Contact the company for details
14-Day Free Trial Offer
The process server software comes with a 14-day free trial, which allows you to test-drive its functionality before making a buying decision. No credit card is required to sign up for the free trial. Please note that these prices were current when we wrote this article. Please visit the website below for the most current pricing.
Sign Up for Serve Manager
Go to the website to learn more about the product or sign up. If you need to contact the company, you can call them at 800-280-4400. The company has an online form if you prefer to submit a question.
The company has two office locations, one in Los Angeles, California, and another in Denver, Colorado. The addresses for each are:
3120 Blake St
Denver, CO 80205
11693 San Vicente Blvd, #910
Los Angeles, CA 90049
Questions and Comments
Please visit the vendor’s website for questions about the Serve Manager process server software solution. You may also post a message below.
Sources Used for this Article
Related: Process Servers