ATTORNEYS
PROCESS SERVERS
COURTS
Service Exchange Network
ServeX ‐ Powerful Interface for Law Firms and Process Servers
CONNECT ‐ AUTOMATE ‐ REPORT
• Connects the law office to all process servers (participation in the network open to all process servers nationwide) • Submit jobs to process servers electronically • Send papers for service electronically (where permitted), no more snail mail • Automatically receive service status & service affidavit documents • Auto‐populate status information and affidavit documents into law office software (for participating software vendors) • Generate management reports or statistics, manually or automatically • Service provided at no cost to law firms
Flexible Options for Law Offices
OPTIONS for LAW FIRMS
• Law office who runs a ServeX participating software gets the full integration and the benefit of automation: • New job placement automation • Status update automation • Document transfer automation • Billing invoice automation • Law office who runs software that has capability of exporting and importing in the YouveGotClaim file format can interface with ServeX for:• New job placement automation • Status update automation
• Law office with in house programming ability will be able to build interface to ServeX • Law office with no ability to interface can be equipped to use the ServeX management
Flexible Options for Process Service Firms
OPTIONS for PROCESS SERVER FIRMS
• Process server firm who runs a ServeX participating software gets the full integration and the benefit of automation: • New job placement automation • Status update automation • Document transfer automation • Billing invoice automation • Process server firm who runs software that has not become a participating vendor on ServeX can request with their vendor to join the network: • Process server firm with in house programming ability will be able to build interface to ServeX • ServeX estimate that by February at least 1,000 process servers nationwide will have the capability to be on the ServeX networkOne ServeX management console manages all jobs
THE SERVE‐X CONSOLE
• Offered at no cost to Law firms • Provides one interface to manage all jobs sent to any of your process servers, who could be on different software platforms • Provides direct communication linked through your process servers’ software • Receive alerts, address amendments, service updates, and invoice (optional) on all cases • Search for information using your internal case numbers • Automatically connects for update status as often as you desire, without human interaction • Generate status report manually or setup report automation which emails report to management • Compare performance between your multiple process serversTHE SERVE‐X CONSOLE ‐ continued
• ServeX support staff will configure the ServeX management console for installation at your office.
• ServeX offers unlimited users in your office to log into ServeX to review any job status any time.
• ServeX’s built‐in scheduler software can receive job updates at scheduled times automatically
• Data and documents move through the ServeX Network using Secure FTP
Examples of Process data that can be exchanged
SERVE‐X DATA
• Send new job for process service includes data: • Complete info on legal case; type of service requested; Person to serve; alternate address info • Electronic copy of Summons and Complaint, scan and attach PDF file • Include any number of comments and special service info • Receive from process service ‐ job status updates • Acknowledgement of job received • If serve papers sent by mail or by court pickup; acknowledgement when documents are received • Service attempts • Court case number and court date assigned (if supported by software) • Bad address notification • If skip trace is authorized – receive new address updatesExamples of Process data that can be exchanged
SERVE‐X DATA ‐continued
• Receive from process service ‐ job status updates (Continued) • Service completed successfully: includs date and time;, type of service; service address; and detail about person served • Electronic scanned copy of Signed affidavit of service as PDF. • Non Serve – No contact info; andreason for non serve• Electronic scanned copy of Signed affidavit of Non serve as PDF. • User defined activities • Support for State specific requirements – and special support services offered by process server such as filing court documents on behalf of attorney, etc. These requirements can be met by using our unique user defined process codes that permit electronic exchange of data such as dates, specific actions, etc.
ServeX management console– View Jobs and status
Jobs listed in Red have new job updates from your Process Server Jobs listed in Green are awating job updates
Search for active or closed (completed) jobs using Your account number (CL_File), Servee name, county, custom searches possible too.
ServeX attorney software – View Jobs and status
Job update on a complete Serve includes service detail, type of serve, date and time
Job update on a completed Serve may include PDF copy of affidavit of service and invoice. View, email and print by clicking on the view document button.
ServeX attorney software – View Jobs and status
ServeX attorney software – View Jobs and status
Our report interface provides job reports and updates and allows you to schedule and send reports by email to any person in your office. User defined reports are available include any field of data in Servex, Sort in any order, limit based on your criteria (includes complex query capability). Print reports to Excel Spreadsheet or PDF file or export report to a data file such as CSV, Comma delimited, Tab Delimited and more.
ServeX attorney software – Performance Reports
ServeX Snapshot performance report provides statistics regarding your process serve performance. Run a Snapshot for all jobs from all Process Servers, One process server, compare performance month to month for one or all Process Servers.
