Client intake checklist

Use this before you request each process-serving assignment. One recipient at one location per routine quote.

1. Customer contact: name, business (if applicable), email, phone, customer account.
2. Court reference: case number, court or issuing agency, case reference, any relevant order.
3. Documents: complete, current copies of every item required for lawful service.
4. Deadline: date and time service is requested by, including any court-imposed schedule.
5. Recipient: accurate full name and correct service address including unit and ZIP.
6. Location instructions: entrance, business hours, known access restrictions and useful attempt windows.
7. Safety considerations: objective hazards relevant to a lawful service attempt.
8. Service method: any judge-specified restrictions; upload the underlying order securely once available.
9. Return paperwork: court-specific proof requirements and recipient for completed return.
10. Quote & documents: confirm total rate and use approved private document delivery before dispatch.