Smarter Sharing: Send Job Details to Multiple Contacts Fast

We know your clients don’t operate in a vacuum—nor do you. Whether you’re coordinating with attorneys, paralegals, or your internal team, getting everyone the right information quickly is critical. That’s why we’ve upgraded ServeManager’s sharing functionality.

With our new Multi-Item + Multi-Recipient Sharing feature, you can now:

• Select and share multiple job items at once—attempts, affidavits, uploads, notes, and photos.
• Send them to multiple recipients, both inside and outside your organization.
• Ensure all recipients see who else received the communication—just like a CC in email—enabling more effective collaboration.

Why This Matters:

• Faster Communication: Share everything your client needs in just two clicks.
• Increased Visibility: Everyone’s in the loop. No more forwarding or confusion about who received what.
• Better Client Experience: Law firms can “reply all” and collaborate just like they do in Outlook or Gmail.

This feature is built for your busy litigation support teams who expect seamless, modern communication. Whether you're updating a client or syncing with your own team, sharing just got smarter.

Available in all ServeManager plans starting Thursday, July 17.

Watch the video walkthrough here.

Have questions or feedback? Email [email protected] or hit the chat bubble in the app. We’re here to help.