Documents marked ready to serve go straight to a process server's phone, every attempt is logged with GPS and a photo, and the affidavit of service is generated and filed to the matter on the same day service is completed.
Typical results
Same day
Affidavit of service on file after service
≈22 min
Paralegal drafting time saved per served document
100%
Attempts logged with GPS, time and photo
3 tries
Failed attempts before alternative service escalation
Figures reflect typical results for this kind of automation.
The challenge
In a litigation and collections practice, documents ready for service sit in a paralegal's inbox until someone phones a process server. Servers send attempt notes by text or on paper, and the affidavit of service is typed days later from scattered details. When service keeps failing, nobody notices until the filing deadline is close.
Before and after
Hours from service to affidavit on file
−94%Paralegal minutes per affidavit of service
−88%Calls chasing process servers per week
−88%The automation
When a lawyer marks a claim or summons ready to serve, a job goes to the nearest process server's phone with the address, a recipient description and the deadline. The server logs each attempt in a mobile form with GPS location, time and a photo of the door or recipient. A completed service generates the affidavit from a template, files it to the matter and alerts the lawyer, while three failed attempts escalate the job for alternative service.
How it works
- 01
Document marked ready to serve
A lawyer flags a statement of claim or summons as ready in the case system, which creates a service job with the address, recipient description and deadline.
- 02
Job sent to the nearest server
The job goes to the closest available process server's phone with a map link, the recipient description and the documents to deliver.
- 03
Each attempt logged on site
The server records every attempt in a mobile form with GPS location, time, outcome and a photo of the door or the recipient.
- 04
Affidavit generated and filed
A completed service fills the affidavit of service template from the logged data, files it to the matter and alerts the lawyer.
- 05
Failed service escalated
After three failed attempts the job goes back to the lawyer with the attempt log and photos, ready for an alternative service request.
Starts from
- Document marked ready
- Server locations
Delivers
- Job on server's phone
- Affidavit of service
- Escalation after 3 attempts
The impact
Affidavits of service are typically on file within about 4 hours of service instead of 3 days, and drafting drops from about 25 minutes to 3 per document. Paralegals make roughly 5 chasing calls a week instead of 40, and failed service surfaces while there is still time to act.
Questions about this automation
Do process servers need to install an app?
No dedicated app is needed. Each job arrives on the server's phone as a link that opens a mobile form. The form records GPS location and time automatically and asks for the outcome and a photo of each attempt, so the record is complete before the server leaves the address.
What goes into the affidavit of service?
The firm's own affidavit template is filled with the case number, the documents served, the recipient's description, and the date, time and location of service. The draft is saved to the matter as a PDF for the server to sign, and the lawyer is alerted that it is ready to file.
What happens when the recipient can't be found?
Every attempt is logged with its outcome, such as no answer, wrong address or refused. After three failed attempts the job escalates to the responsible lawyer with the full log and photos attached, which is usually the evidence needed to ask the court for alternative service.