Audience
Companies looking to streamline work flow, manage servers and improve customer relationships all within one concise system
About Process Organizer
Streamline your work flow, manage your servers and improve customer relationships all within one concise system. Eliminate countless hours of paperwork and reduce mistakes to help you to run a more efficient process serving business. Ready to go on Day 1 with built in affidavits and reports. Process Organizer allows law firm clients to send process servers additional jobs, with service documents attached. Through the client portal, multiple processes can be viewed at once, including status reports and scanned-in documents. Process Organizer can also send automatic email notifications to notify clients that a process has been served and include attached signed affidavits. Process servers can complete all the details of their work orders right from their device using an entry screen that is designed for ease of use for someone on the go. Dropdown selection where appropriate makes for fast and consistent entry.
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Paper Tracker
Paper Tracker is one of the most advanced software for process servers to hit the market. Work Anywhere: Work from anywhere you have an internet connection, requires no special hardware to maintain or purchase, works with Windows, Mac, Linux with Chrome, IE and FireFox, great for companies with branch offices or remote workers. Track and generate invoices, returns or proofs of service/affidavits, field sheets and request for service, billing statements of all outstanding balances or create statements by case #, accounts receivable, accounts payable, and check register. Client Web Portal reduces phone calls to the office, checks real time status on jobs, print off returns, invoices and statements, and gives them access to any document you have marked visible to the client. Mobile - smart phone application provides server with routing directions for jobs assigned to them, record attempts and service information, and GPS Timestamps photos uploaded to associated job.
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Process Server Software
There are many aspects of process serving that a software must take into account. GPS Tracking, collaboration, custom affidavits, and just some of the features that modern process service software needs. Think about your work flow and what you need to get the job done. However, keep in mind that updating your workflow (and therefore cutting out a few steps) may be the sign of a modern software that will save you time. Process servers deal with sensitive legal information as well as payment methods. It is crucial that the software remains secure to keep this information out of dangerous hands. Be sure that your process server software has bank-level security. Server-side encryption and private URLs are a necessity for any process service software. Additionally, make sure that not only is your software secure, but provides regular backups of your data so nothing will be lost. "Availability" has many meanings when it comes to process server software.
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Process Server's Toolbox
PST is simple enough for the small process server and powerful enough to scale for the largest process serving firm with powerful features like job trading, robust analytics, and automatic client emails. Manage your process serving business from anywhere. Our Windows desktop application is fast and efficient, and our web version is cutting edge and accessible from any computer or mobile device. Bill and get paid quickly with invoicing, client statements, batch invoices, receivable and payment tracking, online payment and more. Your process servers are the lifeblood of your business. PST has one of the most powerful document management systems in the industry with document classification, document trading, permissions management to control what your clients and servers can see, and advanced barcoding for automated attachment. Effortlessly keep your clients in the loop with automated emails that notify them of important job updates and job completion.
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Pricing
Starting Price:
$90 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Process Organizer
Founded: 2014
United States
www.processorganizer.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Videos
Support
Phone Support
Online
