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CanServe

How it works

A clear path from order to proof

What happens at each stage, and what you'll see in your dashboard while it does.

  1. 1

    Open an account

    Sign up with your firm's details and choose a password. We review new firms, and once your firm is approved you sign in to the customer portal and invite your team.

  2. 2

    Place an order

    Enter who is being served and where, add your matter reference, pin the exact spot on the map, attach the documents, and choose Rush, Priority, or Standard. You see the price before you submit.

  3. 3

    Intake checks

    We review the documents and the address. If something is missing or unclear, the case is marked as needing your action with a note explaining why.

  4. 4

    Dispatch

    A process server who covers the area takes the job. The first-attempt due date for your chosen speed appears on the case.

  5. 5

    Attempts and updates

    Every attempt is recorded with its time, place, and outcome. Bad addresses are flagged straight away so you can decide what to do next.

  6. 6

    Proof and billing

    Once service is made, the signed affidavit is ready to download. Your invoice and receipt are on the same case. If service isn't possible, you receive a declaration listing every attempt.

Example case

Smith v. Northbay Holdings

CS-260914-0418

Priority · first attempt due Thu 9:12 amDue date met
  1. Order receivedMon 9:12 amOrder placed · location pinned on the map
  2. Documents verifiedMon 10:40 amDocuments and address checked
  3. Assigned to process serverMon 11:05 amProcess server for the area accepted
  4. Attempted — not servedTue 6:48 pmNo answer at the door
  5. ServedWed 7:31 amPersonal service
  6. Proof of service signedWed 2:15 pmAffidavit ready to download
Example of a case timeline in the CanServe dashboard.

Statuses

The statuses you'll see on a case

These are the actual statuses in the CanServe dashboard, so your team always knows what each one means.

Getting started

Order received
The order and documents were received by CanServe intake.
Documents verified
Intake checked the documents, party details, and service address.
Address investigation
A skip trace is locating the best current address for the party.
Assigned to process server
A licensed process server in the service area accepted the job.

In service

Out for service
The process server is on the way to the service address.
Attempted — not served
A service attempt was made but the party could not be served. Another attempt is scheduled.
Bad address
The party is not at the service address (moved, vacant, or unknown). A new address is needed.
On hold — action required
Service is paused until the firm responds.

Served and proven

Served
The documents were served on the party.
Proof of service signed
The affidavit / proof of service was signed and is ready to download.
Proof filed with court
The proof of service was filed with the court.
Completed
Service is complete and all documents are available.

Put your next serve on track

Open an account for your firm. Once it's approved, your team can order service, follow every attempt, and download proof from one dashboard.