Create a Job

For Agents or Agencies

From the Jobs menu, click the New Job button.

You’ll be prompted to enter the following information for the job:

Client Company — the law firm or company requesting the service
Process Server — Employee/Contractor who will be assigned to complete the job
Court Case — the case name, number, and related court details
Court Location — the court where the case is filed
Service Instructions & Status — any special handling notes for the server (e.g. “gate code is 4521,” “recipient works nights, best reached after 6pm,” or “do not serve at place of business”)
Recipient — the person or entity being served
Service Addresses — you can upload one or multiple addresses. Specify in Service Instructions which one to attempt first (additional addresses may incur extra fees depending on the agency).
Documents to Be Served — the documents the server will physically deliver. No upload limit, but file names must be accurate, since they auto-fill into the affidavit later.
Miscellaneous Attachments — supporting materials not served to the recipient (e.g. recipient photos, existing affidavits, reference files from the firm or agency). No upload limit.

Once all relevant job details have been entered, click the Save button.

From the Jobs menu, click the New Job button. You’ll be prompted to enter:

Client Job No. — an optional reference number of your own choosing, useful for matching this job to your internal file or billing system
Process Server — select the agency or individual who will be serving the papers, along with a contact person at that agency
Court Case — enter the case number, plaintiff(s), and defendant(s), along with the date filed and court date. Tip: typing in the Case Number field will search your previously saved cases by number, plaintiff, or defendant, so you don’t have to re-enter details for a case you’ve used before. New cases are saved automatically and can be edited later from the Court Cases menu.
Court Location — enter the court name and address. Like court cases, new courts are saved automatically and can be edited later from the Court Cases menu.
Service Instructions & Status, Recipient, Service Addresses, Documents to Be Served, and Miscellaneous Attachments — filled out the same way as described above

Once all relevant job details have been entered, click the Save button.