Serve Manager Software for Process Servers

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Serve Manager
Learn about Serve Manager. - Software for Process Servers

Serve Manager is a case management software application designed specifically for process servers. Process servers are professionals who deliver subpoenas, summons and other court documents to individuals and/or businesses.

The process server software solution,  designed especially for Process Servers. Many private investigators also perform service of process, so this is a great software tool to help manage that aspect of your business.

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 Features

The software is packed with 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 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, track jobs, cases and invoices.

Generate Client Invoices

The system makes it easy to edit, print and email invoices to your clients and vendors.

Email Job Updates to Clients

Control the information and job updates that are emailed to clients, employees and servers. Includes information such as includes service attempts, case notes, and affidavits.

Serve Manager Pricing

Serve Manager offers a number of pricing plans based on the number of serving jobs processed per month. Pricing plans are as follows:

  • 40 jobs per month, $19 per month
  • 100 jobs per month, $49 per month
  • 300 jobs per month, $99 per month
  • 600 jobs per month, $149 per month

14-Day Free Trial Offer

The product comes with a 14-day free trial, which gives you the opportunity 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 as of the date we wrote this article. Please visit the website below for the most current pricing.

Sign Up for Serve Manager

To learn more about the product, or sign up, go to https://www.servemanager.com/. If you need to contact the company, you can call them at 800-280-4400. The company has an online form on its website 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

If you have any questions about Serve Managers process server software solution, please visit the vendor’s website.

Related: Process Servers

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