InfoTrack users can order process serves in all 50 U.S. states, with or without a related court filing. Orders placed online in InfoTrack are fulfilled locally by experienced, vetted process servers who are versed in applicable statutes.

To start a stand-alone process serve order from the InfoTrack Matter view, click the Process Serving (ServeIT) action button at the top of the page.

Alternatively, you can also click the Services menu in the top navigation bar and select Process Serving (ServeIT) from the National Legal Services section.
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In some jurisdictions, InfoTrack can complete and file a proof-of-service automatically when your serve order is finished (pending your approval). To take advantage of this feature, choose Serve and File. Or, click Serve Only and continue through the workflow.

If you are integrated with a case or document management system, a menu will appear displaying the files in the matter or case you are integrated with. Check the document(s) you wish to serve and click Next.
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If you need to serve documents that are not in your matter record, click the Add from computer button.

On the next screen, you'll have a chance to review your selected documents. Click the edit icon next to any document to change its name.

A preview of your chosen documents will appear on the left-hand preview pane for your reference. Click the file names to navigate between them.
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When you are satisfied, click Import to continue.

If you are integrated with a specific matter or case in your primary legal software, you'll see the name of that matter entered automatically as pictured.

If instead the field is blank, fill it in.

Next, you'll need to add information about your party (or parties) to serve, including any details about the service location that might help the server.

If party information is available from a linked case record or matter record, the party name field will allow you to choose a name from a drop-down field.

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Selecting the name will cause any saved information about that party to pre-populate in the workflow, as shown.

Complete any required fields in this section. (Any required fields will be denoted with a red asterisk.)

You can also click the Add physical details link to provide more detailed physical descriptors of the party to be served.

ServeIT's workflow lets you modify which documents each party in the serve order receives. By default, all documents you imported earlier will be served.

If you would like to omit documents from service to this recipient, click the trash icon next to the document. If you would like to add more, click the Add additional documents link.

You may also add supporting document types to your serve that only the server will see. These may include photos of the party to be served or maps detailing the service location.

When you have entered your address, InfoTrack will check to see if you are connected to a process serving agency that covers this area. If you are, this agency will be your default option unless you choose otherwise.

If you are not connected to an agency that covers the service location, you may select from the available options, or let InfoTrack choose an agency on your behalf.

Once you have chosen your server, click the drop-down menu to choose your latest acceptable date for the first service attempt. Note that same-day service or next-day service, where possible, may incur an urgent service fee, which will be reflected in your estimate at the bottom of the screen.

The Special instructions box allows you to add comments to the server that might assist in making the serve.

Before you submit your order, you should see yourself or the firm's primary contact listed as the default contact for order updates (yellow box).

If you'd like a different primary contact to receive order updates by email, click the edit icon on the top right corner of the box. Or, choose an additional recipient from the list below.

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Review your entire order before submitting, including the estimated fees. Note that your total may vary based on variables such as service location, process server used, the first attempt due date, etc.

When you are satisfied, click Submit.
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