Category: Collaboration

Collaborate with clients

Learn how to invite your clients into ServeManager to view job updates in real time.

Collaborate with contract process servers

  Collaboration invitations are sent from the Companies menu. Select the process serving company you’d like to invite (note: make sure the contractor is assigned to at least one job). Click the Invite & Collaborate button. ServeManager will ask if you want to invite the company as either a law firm or as a process server (read more about […]

Shared jobs count towards each member’s monthly job limit

Shared jobs count towards the total number of jobs you can create each month. Your monthly job count is the total number of jobs created by you, your employees, and jobs that were shared with you. If you need to increase your monthly job limit, you can upgrade your subscription by contacting customer support.

Collaboration Visibility

Modify visibility options for job updates.

Cancel an invitation to collaborate

If you sent an invitation by accident, or no longer wish to collaborate with a company or individual, please contact customer support with the details.

Stop collaborating with a client or server

If you wish to stop collaborating with a company or individual in ServeManager, please contact customer support with the details.

Using our API

ServeManager has a robust developer API which can be used to integrate with your system, a client’s, or third-party applications. Detailed instructions can be found in our API Documentation, and you can request an API key by contacting customer support.

Collaborators can’t see miscellaneous attachments

Collaborators unable to view miscellaneous attachments? Learn how to fix this problem.

Auto-Share Contractor Updates

Guide on automatic sharing contractor job updates with a client.