ServeManager

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.

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

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales

Revenue model

1. 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.
2. InfoTrack Law Firm Integration: Law firms access ServeManager through InfoTrack integration with per-order pricing, no subscription fees, tiers, or setup fees.
3. 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.
4. Custom Template Fees: Small one-time fees for creation of custom affidavit templates upon request.
5. 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.
6. Data Export Services: Fair hourly market rate charged for packaging and delivering customer data following account termination.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels6 records

Core 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

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability2 records

Feature11 records

Partnerships

Seven partnerships are on record, tiered flagship, core, major and minor.

• InfoTrack US, Inc.flagshipStrategic or Co-development PartnerInfoTrack 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.
• ServerHubcoreStrategic or Co-development PartnerServerHub 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 BarmajorGTM or Marketing PartnerServeManager 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 LegalminorGTM or Marketing PartnerOne 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.
• ZapiercoreTechnology or IntegrationServeManager 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.coreTechnology or IntegrationDwolla 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.
• StripecoreTechnology or IntegrationStripe 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

Direct 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

• LinkedInlinkedin.com/company/servemanager

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ServeManager