You can invite third-party process servers to a free account with limited features, and collaborate on jobs. This allows you to setup contract process servers as companies instead of employees.
Learn about the benefits of inviting your clients and contractors to a free account, and how to collaborate with them in ServeManager.
Set a default court location for new jobs. Choose the court location you most often serve papers for, and save some time and data entry.
There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.
A new setting has been added to optionally display the client name and phone number on fieldsheets in case you want your process servers to contact your clients directly.
We've added a handful of email settings to help you customize your workflow and speed-up repetitive tasks.
Now you can edit court cases while editing a job. If the case is associated with more than one job, you will be warned that multiple jobs are going to be updated.
Learn how to prioritize, schedule and find jobs that need attention, then archive jobs that are completed.
Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed.
This new feature calls attention to high priority, rush jobs regardless of the due date. These jobs will appear at the top of the Open jobs list, and a "Rush" watermark appears on the fieldsheet.
Now you can save Service Instructions for states, courts, clients, rush jobs, etc..
Just below the Jobs search field is a link(Search Filters) that will open additional filters which work in combination with the text search. These filters can be used to find jobs that may need your attention.
The Activity tab has been added to the Jobs menu. This new page displays current and past job activity, grouped by date and job number.
Statements can now be generated for a company by date range.
When adding or editing an address on a company or job select "Enter Value" and a field will appear for a custom label.
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