A plain-English guide to the current ServeFlow workflow.
Add the client, service address, documents, court case and instructions.
Choose the provider company and process server responsible for the work.
Use the mobile field app to capture result, GPS, notes and proof files.
Send secure upload links to clients or use the client portal for direct uploads.
Create invoices, track payments and email professional receipts.
Review proof, prepare affidavits and send review requests when appropriate.
