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What is ServeManager?

Effectively oversee service tasks, keep clients updated, produce documentation, enable online payments, and much more. Start by initiating a new job and entering the required details, which will automatically synchronize across various job stages. Preserve your attempts and specific service information while choosing which events you want to share with the client. The job and service details will be displayed according to the template you select. Once you review or modify the information, you can print and sign the necessary documents. Track your services from inception to conclusion, entering data just once to conserve time, as information seamlessly transitions throughout each service's lifecycle. Additionally, you can send email notifications or invite clients to set up a complimentary account, allowing them to submit services, upload files, and monitor their progress independently. Streamline your payment collection by allowing clients to pay directly from the invoice online, minimizing the time and effort spent on collecting payments. By integrating GPS data into your services, you enhance transparency, catering to clients who increasingly demand this information, especially as it is mandatory in certain legal cases. This streamlined approach not only elevates client satisfaction but also creates a more structured and efficient workflow. With these tools at your disposal, you can focus on delivering exceptional service while automating routine tasks.

What is AgileCase?

Interact effectively with your clients, keep a detailed record of all communications, update your knowledge regularly, and collaborate seamlessly with your peers. Manage cases through your workflow from initiation to resolution, ensuring they progress through key stages while monitoring their development closely. Protect your data by importing emails, documents, notes, and images from multiple sources, including external services. With AgileCase, you can efficiently store, back up, audit, and process your information. You can also add, update, or remove data securely, with changes being immediately reflected across the AgileCase platform, which streamlines your workflow and reduces the likelihood of mistakes. The intuitive interface facilitates smooth data entry and updates, enabling you to focus on the substance of your work rather than the intricacies of input processes. Each type of information is assigned a specific field type, which helps you maintain high standards of data quality. AgileCase complies with stringent security measures, ensuring that your information is well-protected and securely stored on our servers. We prioritize adherence to GDPR regulations, handling your data with the utmost responsibility and respect. Furthermore, our dedication to transparency guarantees that you can trust our practices are always aligned with your best interests, fostering a secure and efficient working environment. By utilizing these features, you can enhance both your productivity and data management capabilities.

Media

Media

Integrations Supported

AWeber
Asana
Box
Gmail
Google Calendar
Google Docs
Google Forms
Mailchimp
Microsoft 365
Microsoft Excel
Process Server Software
QuickBooks Online Advanced
Salesforce Marketing Cloud Account Engagement
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Integrations Supported

AWeber
Asana
Box
Gmail
Google Calendar
Google Docs
Google Forms
Mailchimp
Microsoft 365
Microsoft Excel
Process Server Software
QuickBooks Online Advanced
Salesforce Marketing Cloud Account Engagement
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ServeManager

Date Founded

2010

Company Location

United States

Company Website

www.servemanager.com

Company Facts

Organization Name

AgileCase

Date Founded

2013

Company Location

United Kingdom

Company Website

www.agilecase.com

Categories and Features

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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