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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 Dwellex?

Dwellex is a dedicated operational software tailored for eviction and landlord-tenant legal practices, providing guidance throughout the entire lifecycle of a case, from the initial notice to court proceedings, judgment, and the issuance of a writ. Notices can be served either individually or in bulk, with thorough documentation of the service method, timing, and supporting evidence such as photographs, ensuring the service log is court-ready. Landlords have the flexibility to enter their intake information through a client portal, or staff can input the data directly, with any missing documents being requested before the case can proceed. The software creates comprehensive court packets based on the case specifics, employing templates for complaints, affidavits, exhibits, and cover sheets that conform to jurisdictional guidelines. Staff members work from a prioritized daily task queue, with deadlines that correspond to each case's current stage, which aids in maintaining an efficient workflow. Landlords can effortlessly track the status of their cases across multiple properties, upload essential documents like ledgers and leases, and check on upcoming hearings. Additionally, Dwellex integrates smoothly with Clio and Practice Panther, allowing for effective billing management without the risk of duplication. This cohesive approach not only boosts productivity but also empowers law firms to concentrate on providing exceptional service to their clients, ultimately enhancing client satisfaction and trust.

Media

Media

No images available

Integrations Supported

Asana
Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
Mailchimp
Mailgun
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
Salesforce Marketing Cloud Account Engagement
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Integrations Supported

API Availability

API Availability

Pricing Information

$29 per month
Free Trial Offered?

Pricing Information

$399/month per firm

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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

Case Compass

Date Founded

2018

Company Location

United States

Company Website

www.casecompass.io/dwellex

Categories and Features

Process Server

Not specified

Categories and Features

Eviction Management

Not specified

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