Recent Articles

ServeManager ProSeries: Accounting

Use this guide to learn advanced techniques to record and retrieve your accounting information!

Adopting or Transitioning to New Technology, and TPSA Recap

To stay competitive, professional process serving firms need to have their finger on the pulse of their business anytime, anywhere. If you want to maintain a healthy work-life balance while continuing to grow revenues, you need to find ways to streamline or automate repetitive administrative tasks.

ServeManager ProSeries: Collaboration

Collaboration is one of ServeManager's most used features. The guide goes over the ins and outs, of the collaboration feature.

Feature Update: Private Notes

A new feature that lets users create internal private notes for clients and/or collaborating companies.

Using ServeManager for Records Retrieval, Photocopy and other Legal Support Work

ServeManager can support a variety of legal support jobs and workflows through custom fields and documents including photocopy, document retrieval, court filings and more.

Success Story: Making the Switch to ServeManager

Thinking about making the switch? This video series chronicles a 50-person legal support firm's transition to ServeManager. They also discuss the improvements in their business that have enabled them to grow their revenues, increase profits and provide a higher level of service to their customers.

ServeManager Pro Series: Setting Up Your Account

Whether you are a new user or an old pro, this guide will provide you with some essential tips to use ServeManager as efficiently as possible.

New Save and Share Button for Affidavits

Indroducing ServeManager's new Save and Share feature for affidavits. You are now able to share and make affidavits visible directly from the affidavit screen.

ServeManager Tutorial Series: Adding an Employee

ServeManager Tutorial Series going over adding an employee.

ServeManager Online Order Form

Our order forms connect your clients to your ServeManager account so that their service requests automatically populate a new job in your account!

Open Your Files in Browser

It's now possible, in ServeManager, to open files without downloading.

Customize Recipient Ethnicity

The recipient description, ethnicity field can be customized.

ServeManager Tutorial Series: Adding an Electronic Signature

ServeManager Tutorial Series going over adding a signature to your account.

Automatically Copy Defendants to Recipient Field

This new feature, allows you to automatically copy the defendant to the recipient field.

Mass Assign Jobs to Contractors

This much requested feature has finally arrived. You can now mass assign jobs to contractors, just like your employees.


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