Process server software
Process service from intake to proof, built clean.
CaseCore Process Service is a focused workspace for service jobs, attempts, addresses, documents, deadlines, proof, and billing. It is built for process servers who want a cleaner daily workflow from intake to invoice.
$49/month after trial. Includes 1 seat and 100 GB storage.
Focused
Only the service workflow.
A process-only account opens the Process Service workspace and the supporting records needed to run service jobs clearly.
Practical
Built around the attempt.
The record keeps party details, addresses, documents, outcomes, proof, billing, and deadlines close to the work.
Upgrade-ready
Move into full CaseCore later.
If your agency grows into full investigations, client portal, CRM, Intel, or advanced team controls, you can move up without starting over.
Workflow
Everything a service job needs to stay clear.
Upload documents first, let CaseCore read what it can, confirm the details, then work the job from documents to attempts, proof, billing, and routes.
Service jobs
Create a focused service record with party details, documents, address context, deadline, billing notes, and next action.
Attempts and outcomes
Log attempt date, time, location, notes, result, and follow-up so the service history is easy to review.
Address planning
Keep primary, employer, alternate, people, vehicle, and saved location records connected to the service job.
Proof workflow
Organize served, not served, affidavit, proof, and service-package context without burying it in a generic case file.
Calendar and deadlines
Track service deadlines and calendar events beside the record that created them.
Billing basics
Record service fees, mileage, flat rates, hourly court-appointed work, and billable context in the same workspace.
Included
Process Service plan
- Process service jobs and attempt history
- Addresses, saved locations, and route planning support
- Documents to serve, files, proof workflow, and simple reports
- Client records, global search, calendar support, and billing basics
- 1 team seat and 100 GB secure storage
Growth path
Upgrade when the work expands
Start lean for process service. When your agency needs more, broader CaseCore plans add the investigation, client, research, and operations tools around it.
- Add full investigation casework when your agency is ready
- Unlock website intake, CRM, client portal, and broader team controls
- Expand into CaseCore Intel, advanced research, reports, and agency operations
- Keep the process-service records you already created as your workspace grows
Start focused
Try Process Service for $49/month.
Start with a 14-day trial. Billing begins only after the trial unless the subscription is canceled first.