Document pack
Process Server Starter Kit: Service Log Workbook, Proof of Service Guide, Due Diligence and Safety Checklists
The paperwork habits that make a serve hold up: every attempt logged with time and place, a proof of service drafted from your notes, and a client intake that gets the details right first.
$29 one time · 14-day full refund · Word and PDF · download link by email
Who it is for
People starting out serving legal papers, and notaries or couriers adding process serving to the work they already do.
Not the right fit if
You need papers served in your own case (hire a server or ask the court), or you want legal advice on whether service was valid. Not legal advice, and no work is promised.
Why it is different
- The state page quotes only what official court pages say, and says so plainly where we have nothing confirmed.
- The workbook marks the time of day of each attempt, so you can see at a glance whether your attempts are spread out.
- No income or volume of work is promised, and no legal advice is given.
What is inside
- Service log workbook (Excel). Jobs and attempts with date, time, day, GPS or location notes, descriptions and outcome; mileage and fees per job; a summary of open, served and unserved jobs.
- Proof of service fill-in guide. The details a proof or affidavit of service usually asks for, to draft from your log. Courts have their own forms; use them.
- Due diligence attempt checklist. Spreading attempts across days and times, what to note at each one, and when to ask the client for more.
- Client intake sheet. Case, court, documents, the person to serve, addresses, description, deadlines and fee agreed.
- Rate sheet template. Your own prices for routine, rush, stakeout and mileage, with blanks and no suggested figures.
- Safety checklist. Before you go, at the door and when to leave.
- State rules lookup. Each state's small claims service methods where the official pages we checked state them, with links; otherwise: check your state's court rules.
A look inside
The first pages, as you will get them
Get it
Process Server Starter Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General checklists and templates, not legal advice; we are not lawyers. Your court's rules and forms decide who may serve and how service is proved. No income or volume of work is promised. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What's in the download?
Seven Word documents with matching PDFs (Start Here, proof of service guide, due diligence checklist, client intake, rate sheet, safety checklist and the state rules lookup) and the Excel service log. The link arrives by email after payment.
Does it include an affidavit of service form I can file?
No. Courts have their own proof of service forms, and you should use the one your court requires. The kit's guide lists the details those forms usually ask for, so you can fill in the court's form from your log.
Does it tell me whether I need a license?
No. Rules on who may serve differ by state and sometimes by county. The state page quotes what official court pages say about small claims service where we have it confirmed, links the source, and otherwise says to check your state's court rules.
Will it work in Google Sheets or on a Mac?
Yes. The workbook uses ordinary formulas that work in Excel, Google Sheets and LibreOffice, and the documents open in Word, Google Docs or any PDF reader.
Is this legal advice?
No. We are not lawyers and this is not legal advice; ask an attorney about your situation. No income or volume of work is promised.
Free sample
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