Invite your clients

Did you serve him yet?

Fewer emails. Fewer status calls. More time spent running your business. One of the most common complaints we hear from process servers and their clients is the time they spend communicating on status.

Collaboration, online status and automated notifications

By inviting your clients to ServeManager:

• they can see the status of their jobs
• they can create jobs and design them directly to you
• they can upload documents directly to the job, which you can download
• you can download docs and upload your own (invoices, affidavits, etc)
• you can write and receive job related notes
• you and your clients will receive instant email notification of changes to jobs
• ....and more!

Invite them now!

Inviting your clients is easy. Once logged in to ServeManager click on the clients tab, then click "Add Client". They will receive an email notification, and once they create their account, they will appear in your client list.

Let us know if you or they have any questions!

P.S. - you can invite other servers too!

If you have servers that you send contract work to or forward work to you can also invite them. Once they sign up you will have the ability to assign them jobs.