Law Firm Process Serving Intake Checklist

What law firms should send with a process serving request: papers, names, addresses, deadlines, and access notes for documented attempts.

A complete packet gets a cleaner first attempt. Use this list when counsel or a paralegal is packing a PPS Serve request. Send a packet the field can use The request should match the papers in your hand. Names, addresses, and the deadline belong in writing. Intake reviews the file before anyone is sent to a door. You do not need a perfect legal theory. You do need readable documents and an address counsel authorizes. Include these items If something is missing, say so. A short note beats a guess in the field. Every page counsel wants served, in a clear scan or upload The name as it appears on the caption The authorized service address, including unit, suite, or lot A second address if counsel wants work and home attempted The real deadline, not only the caption date Gate codes, office hours, or vehicle notes you already have Whether the file is routine, rush, or same-day Fees and extra pages Starting points for routine, rush, and same-day work are on the pricing page. Printing: first 20 pages included. Additional pages are $0.25 per page. Extra addresses, skip-trace support, and clerk steps are confirmed before that work begins. After you submit You should see confirmation that the file is in review, then attempt notes as the work moves. If the address is vacant or wrong, send the next authorized location in writing. Can we send one email with several files? You can start from Submit a Request and attach the documents there. If several defendants are involved, pair each name with an address in the same packet. What if we do not have a unit number? Send the best address you have and say what is missing. Large complexes stall when the unit is blank. Add it when counsel has it.