Process Servers are Making the Switch to ServeManager

One of the most difficult decisions an established legal support firm can make is to move to a new software. It can be a daunting prospect, and it can be disruptive to a business. But, it’s something that will need to happen if you want to continue to compete and stay relevant in the legal support industry.

At ServeManager, we aim to make switching as smooth as possible. We’ve helped dozens of process serving firms transition away from legacy software. Contact us or check out the videos below to learn how Bosco Legal Support, a 50-person firm, made the move.

Watch the Videos:

• Bosco Success Story
• Transitioning to ServeManager
• Managing Service of Process
• Managing Records Retrieval

Success Story: Bosco Legal Services

The Transition Process

Joe and Jeremiah discuss what the transition process looked like - what to expect, what worked for them, and how to manage your customers during the process. Changing software solutions isn’t just about using new technology; it’s an opportunity to analyze how you’re operating as a whole and boost your company’s longevity.

You have to change your processes... and that’s kind of the point. If you want to progress, if you want to do better than you did yesterday, you’ve got to change. Once you do it, you’ll be so happy you did.

—Joseph Jones, VP of Bosco Legal Services

Managing Service of Process

Carla, Edith, and Joanne all work in the Process Department at Bosco and are ServeManager power users. They each have a different perspective on ServeManager based on their day-to-day job functions. But overall, the theme in their message is common. ServeManager is easy-to-use, they save tons of time communicating with their customers and their process servers, and they can easily find what they’re looking for in ServeManager.

Managing Records Retrieval

Often referred to as “Photocopy” in the state of California, many legal support firms offer records retrieval and production. However, many of these firms are on aging legacy systems and are looking for modern technology to keep this part of their business relevant and competitive.

As long as you know how to use a computer, you know how a keyboard works...you’re going to be able to use ServeManager

—Ryan Egbert, Record Manager at Bosco Legal Services

Ryan shares how his department uses ServeManager for creating orders for subpoenas and authorizations for records. He talks about the transition to ServeManager and how their processes and client interactions have improved since the move.