ServeManager
ServeManager is a cloud-based SaaS platform that helps law firms, process serving agencies, and independent process servers coordinate service-of-process jobs end-to-end, including GPS capture, affidavits, invoicing, and online payments.
- Company typePrivate
- Founded2007
- HeadquartersDenver, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ServeManager does
ServeManager is a cloud-based SaaS platform purpose-built for the U.S. process serving industry, operated by InfoTrack US, Inc. (a private Delaware corporation) and headquartered in Denver. The platform coordinates service-of-process work across three constituencies: law firms placing orders, process serving agencies managing networks of servers, and individual process servers executing the serves in the field. Core capabilities span job lifecycle management, GPS and electronic signature capture, custom affidavit generation, online payments, and real-time client status notifications, delivered through a browser-based web app, native iOS and Android mobile applications, and a RESTful API with webhook eventing.
The product surface is reinforced by a ServerHub marketplace that pairs agencies with credentialed independent servers, a Digital Service of Process module for jurisdictions permitting electronic service, and JobCreator AI, introduced in 2024, which parses incoming law firm emails and attachments into structured jobs. SOC 2 Type II compliance, 256-bit encryption, and indefinite data retention underpin security posture relevant to legal documents. Technology integrations include Stripe for card payments, Dwolla for digital wallet functionality, Zapier (with downstream connectors to QuickBooks, Dropbox, Google Drive, Mailchimp, and Constant Contact), and a direct integration with parent InfoTrack for law firm order placement.
ServeManager's revenue mechanics combine tiered monthly subscriptions for agencies ($51.74 to $190.43 per month at 75–300 jobs, with custom pricing above 500 jobs), per-order transaction billing for law firms routed through the InfoTrack integration, freemium ServerHub accounts for individual servers, and minor ancillary fees (custom templates, client order form setup, data export services). Go-to-market is product-led with self-serve registration and a 14-day free trial, supplemented by channel distribution through InfoTrack and an official Member Benefit partnership with The Florida Bar reaching 100,000+ attorneys.
ServeManager firmographics
Firmographics- Name
- ServeManager
- Legal name
- InfoTrack US, Inc.
- Website
- https://servemanager.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ServeManager is a cloud-based SaaS platform that helps law firms, process serving agencies, and independent process servers coordinate service-of-process jobs end-to-end, including GPS capture, affidavits, invoicing, and online payments.
- Ownership category
- akta.pro rank
Where ServeManager is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ServeManager business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales
Revenue model
- Agency Subscription Plans: Monthly subscription plans priced by job volume. Plans range from 75 jobs/month at $51.74 to 300 jobs/month at $190.43, with 500+ jobs requiring custom pricing. No annual contracts required; month-to-month billing with automatic credit card charges.
- InfoTrack Law Firm Integration: Law firms access ServeManager through InfoTrack integration with per-order pricing, no subscription fees, tiers, or setup fees.
- ServerHub Free Agent Accounts: Free accounts for independent process servers to receive jobs from paying agencies. Servers must complete credentials verification to be eligible for assignments.
- Custom Template Fees: Small one-time fees for creation of custom affidavit templates upon request.
- Client Order Form Setup: One-time setup fee for client order forms that can be embedded on agency websites for new clients to submit job requests.
- Data Export Services: Fair hourly market rate charged for packaging and delivering customer data following account termination.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Agency Plans: 75 jobs for $51.74/month |
| Subscription | Monthly | Agency Plans: 150 jobs for $102.45/month |
| Subscription | Monthly | Agency Plans: 300 jobs for $190.43/month |
| Subscription | Monthly | Agency Plans: 500+ jobs - custom pricing |
| Transaction based/ take rate | Pay-as-you-go | Law Firms: Per order via InfoTrack integration |
| Freemium | Monthly | Individual Servers: Free ServerHub Account |
Go-to-market motion4 records
Distribution channels6 records
Marketing channels6 records
ServeManager product offering
Product offeringCore offering
ServeManager is a cloud-based SaaS platform that enables process servers, process serving agencies, and law firms to collaborate on service of process jobs. The platform manages the complete job lifecycle from order creation through service attempt logging, GPS tracking, electronic signature capture, affidavit generation, and proof of service delivery, with native mobile apps for field operations and integrations for invoicing and payment.
Product overview
ServeManager is a unified cloud-based software platform for the process serving industry, consisting of a core web application, native mobile apps (iOS/Android), a ServerHub marketplace for connecting agencies with independent servers, and a REST API for custom integrations. The platform serves three customer segments (law firms, agencies, and individual servers) with features spanning job management, GPS tracking, document handling, affidavit generation, invoicing, online payments, and AI-powered email-to-job automation via JobCreator AI. Additional capabilities include digital service of process (DSOP) and integrations with Zapier, Stripe, QuickBooks, and Google Calendar.
Differentiator
Problem solved
Functional benefit
Products and services
- ServeManager (Core Platform) Cloud-based process serving software providing end-to-end job management for law firms, agencies, and individual process servers. Features include job tracking, client notifications, proof generation, online payments, GPS logging, affidavit creation, invoicing, and payroll tracking.
- ServeManager Mobile Native mobile applications for iOS and Android enabling process servers to manage jobs in the field. Supports offline attempt logging, GPS data capture, electronic signatures, photo uploads, document viewing, and navigation.
- ServerHub Free marketplace feature within ServeManager connecting agencies with independent process servers. Servers must complete credentials verification (background check, insurance) to be eligible for job assignments. Servers join a pool for agencies to choose from.
- ServeManager API RESTful API enabling developers to build custom integrations and automations with ServeManager. Supports job management, company/contact management, court cases, attempts, invoices, webhooks, and document uploads.
- JobCreator AI AI-powered feature that automatically converts emails from law firms containing service instructions and document attachments into jobs within ServeManager, eliminating manual copy-paste workflow.
Quantifiable outcome
- Faster status updates and proof turnaround for law firm clients
- +1 more outcomes
Companies that use ServeManager
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
ServeManager technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability2 records
Feature11 records
ServeManager partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered flagship, core, major and minor.
- InfoTrack US, Inc.flagshipInfoTrack US, Inc. is the parent company and owner of ServeManager. ServeManager is offered as part of InfoTrack's ecosystem, with law firms accessing ServeManager through InfoTrack integration. InfoTrack operates www.ServeManager.com and www.processservers.com properties. The companies share technology infrastructure, support resources, and go-to-market coordination.
- ServerHubcoreServerHub is a marketplace feature built into ServeManager that connects independent process servers with agencies. It allows servers to join a pool for agencies to choose from and receive jobs from any agency in their service area. ServerHub agents must complete credentials (background check, insurance) to be eligible for assignments.
- The Florida BarmajorServeManager is an official Member Benefit for The Florida Bar and its 100,000+ members. This partnership provides marketing exposure to a large legal professional community and positions ServeManager as a preferred process serving software solution.
- One LegalminorOne Legal integrates with ServeManager to drive more business to tech-savvy process servers. Law firms using One Legal can access ServeManager's network of process servers.
- ZapiercoreServeManager connects with Zapier enabling users to automate workflows and integrate with hundreds of third-party applications including QuickBooks Online, Dropbox, Google Drive, Mailchimp, and more.
- Dwolla, Inc.coreDwolla provides the digital wallet functionality within ServeManager's application. Users must open a Dwolla Platform account to use digital wallet features. Funds are held or transferred by Dwolla's financial institution partners.
- StripecoreStripe integration enables clients to pay invoices and statements via credit card directly within ServeManager. Low transaction fees with no merchant account requirement.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
ServeManager competitors and assessment
Company assessmentDirect peers
- ServeNow: ServeNow operates a process server directory and job marketplace, sharing ServeManager's ServerHub network-effect dynamic and serving the same law firm and agency customers.
- ABC Legal: ABC Legal is a direct competitor offering process serving, e-filing, and related legal support services across the US, overlapping materially with ServeManager's agency and law firm offerings in service of process.
Broad incumbents
- Clio: Clio is a leading legal practice management SaaS used by thousands of law firms; it overlaps with ServeManager at the law firm buyer for case-level workflow, calendaring, and document automation.
- MyCase: MyCase is a legal practice management platform offering case management, payments, and client communication, competing for the same law firm software budget as ServeManager.
- Zola Suite: Zola Suite is a legal practice management suite providing case management and billing, serving as a broad incumbent alternative for law firms considering point solutions like ServeManager.
- Filevine: Filevine provides legal matter and case management software with workflow automation, serving mid-market and enterprise law firms with overlapping needs in document and process management.
- PracticePanther: PracticePanther offers legal practice management software with workflow, billing, and document automation, overlapping with ServeManager's law firm-facing feature set.
Emerging players
- CosmoLex: CosmoLex combines legal practice management with built-in payments and accounting, addressing a similar workflow footprint and competing for the same SMB law firm buyer.
- LawToolBox: LawToolBox offers deadline and calendaring automation for law firms, an adjacent workflow niche where ServeManager also competes for firm-level productivity budget.
Others
- One Legal: One Legal is both a ServeManager customer/partner and an adjacent provider of process serving and e-filing services, operating in the same vertical with potential overlap in customer wallet.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ServeManager social profiles
Digital presenceServeManager compliance and trust
Trust signalCompliance1 record
ServeManager financial estimates
Financial estimateRevenue estimate
Valuation estimate
ServeManager leadership team
Management profileNumber of profiles
ServeManager funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ServeManager M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ServeManager
What does ServeManager do?
ServeManager is a cloud-based SaaS platform that enables process servers, process serving agencies, and law firms to collaborate on service of process jobs. The platform manages the complete job lifecycle from order creation through service attempt logging, GPS tracking, electronic signature capture, affidavit generation, and proof of service delivery, with native mobile apps for field operations and integrations for invoicing and payment.
Is ServeManager a public or private company?
ServeManager is a private company. It is classified as corporate owned and is currently operating.
When was ServeManager founded?
ServeManager was founded in 2007. It employs 11 to 50 people.
Where is ServeManager based?
ServeManager is headquartered in Denver, United States, in the North America region.
How does ServeManager make money?
Six revenue lines are on record. Agency Subscription Plans are the primary driver. The others are infoTrack Law Firm Integration, serverHub Free Agent Accounts, custom Template Fees, client Order Form Setup and data Export Services.
Who are ServeManager's main competitors?
Direct peers on record are ServeNow and ABC Legal. Broad incumbents are Clio, MyCase, Zola Suite, Filevine and PracticePanther. Emerging players are CosmoLex and LawToolBox. One Legal is listed as an others.
Does ServeManager have an API?
Yes. ServeManager offers a public RESTful API with JSON responses. Authentication uses HTTP Basic Auth with an API key as the username (password empty). SSL is required for all requests. The API supports pagination, ISO 8601 date formatting, and webhooks for real-time event notifications (jobs, attempts, notes, attachments, documents, affidavits, invoices, server_invoices, diligence_reviews). Available endpoints include Account, Employees, Companies, Court Cases, Courts, Jobs, Uploads, Notes, Attempts, Invoices, and Webhooks. Webhooks support HMAC-SHA256 signature verification and configurable batching intervals. Developer documentation is at www.servemanager.com/api.