How to Start a Legal Process Server Business

Want to start a Legal Process Server Business but don’t know where to begin? This beginner-friendly guide walks you through the process step by step.

The How to Start a Legal Process Server Business – Beginner Master Startup Guide was created for aspiring entrepreneurs who want to understand both the business side and the professional responsibilities involved in serving legal documents.

Inside this eBook, you’ll learn:

• What a Process Server does

• Common types of legal documents you may be asked to serve

• Different Process Server business models

• Independent Process Server vs. working with agencies and law firms

• How to choose your service area

• Business registration and insurance considerations

• How to research your state and local Process Server requirements

• Licensing, registration, certification and appointment requirements to investigate

• How requirements can differ by state and jurisdiction

• How to contact the appropriate court or agency and what questions to ask

• Understanding service instructions and deadlines

• Personal service and substitute-service considerations

• Attempts of service and documenting every attempt

• Proof/Affidavit of Service

• Maintaining accurate service records

• Client intake and job assignment procedures

• Confidentiality and protecting sensitive information

• Safety considerations when serving documents

• Difficult or unsuccessful service attempts

• Rush and same-day service considerations

• Mileage and travel planning

• How to calculate your service rates

• Startup-cost and revenue examples

• Forms, logs, policies and procedures you may need

• Invoicing and client-account management

• How to approach attorneys, law firms, collection agencies and other potential clients

• Professional phone and email outreach scripts

• Capability statements and proposals

• Marketing and building repeat business accounts

• Common beginner mistakes to avoid

• Examples throughout the guide

• “What Do I Do Next?” guidance throughout the eBook

• Startup worksheets and planning tools

BEGINNER FRIENDLY: This guide helps explain what to research, who to contact, what questions to ask, how to organize your business and what steps to take next.

BONUS: The guide also explains how The Forms Lady can assist with customized client intake forms, service-attempt logs, affidavits/templates where appropriate, invoices, policies & procedures, SOPs, service agreements, scripts, proposals and other business documents.

PLEASE NOTE: This eBook is for educational and informational purposes only. Process-serving laws, methods of service, licensing, registration, certification and court requirements vary by state and jurisdiction. Always verify the current rules for the jurisdiction where service will occur.

DIGITAL PRODUCT: Instant-download eBook. No physical product will be mailed.