ServeManager
“Can a workflow SaaS for process servers become the payments and marketplace rail for legal service-of-process nationwide?”
HQUnited States
IndustryVertical SaaS / Legal
The story
ServeManager is vertical SaaS for the process-serving industry — law firms, agencies, and individual process servers — used by 1,000+ firms handling 130,000+ serves per month. It has evolved from a pure workflow tool into an embedded-finance layer for the process-serving vertical: ServeManager Payments (Stripe) for client invoicing, a Digital Wallet for paying subcontracted servers (Dwolla-powered), and an AI job-intake feature. It is now owned by InfoTrack US, Inc. and operates as the process-serving execution layer for the InfoTrack Exchange marketplace connecting law firms to serving agencies.
Product timeline
2018
ServeManager approved as ABA Blueprint technology partner· partnership
2018
Launched ServeManager Payments (powered by Stripe) and integrated order form· payments
2019
Introduced Zapier-based integrations with QuickBooks Online, Xero, and FreshBooks· accounting
2024
Achieved SOC 2 compliance· compliance
2025
Launched JobCreator AI to auto-create jobs from client emails· product
2025
Owned by InfoTrack US, Inc. (Delaware); privacy policy updated under InfoTrack branding· acquisition
The stack
5 layers disclosed in ServeManager’s embedded-finance stack
Payments / PSP
Banking / BaaS
in the full report
Open banking
in the full report
KYC
in the full report
Accounting
in the full report
Accounting gap: significant
8 more providers across 4 layers, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.