CRM (Customer Relationship Management) > ServeManager
ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
CRM (Customer Relationship Management)
ServeManager
ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Auth Test
Used for testing account authentication with API key.
Invoice Issued
Triggers when an invoice is issued.
New Affidavit
Triggers when a new affidavit document is created.
New Attempt
Triggers when a new attempt is logged.
New Company
Triggers when a new company is created.
New Court Case
Triggers when a new court case is created.
New Job
Triggers when new job is created.
Create Company
Creates a new company.
Create Court Case
Creates a Court Case.
Upload File
Upload a file to an existing job.
Create Job
Creates a new job.
Create Note
Create a new note on a job.
Find Company
Find an existing company.
Find Court Case
Find an existing court case.
Find Job
Finds an existing job.
Find or Create Company
Find or Create Company
Find or Create Court Case
Find or Create Court Case
Find or Create Job
Find or Create Job
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
