We've made significant upgrades to your Proof experience within Clio, Filevine, Litify, and MyCase. These changes bring more transparency, less back-and-forth, and a cleaner workflow—all without leaving your case management system.
Here's what's new:
⚠️ Action required: Filevine and Litify collections
If your firm uses Filevine or Litify, there are two new fields to add to your proof collection:
Serve ID — links to the unified serve record
Affidavits — supports multiple affidavits per serve (the current field only accepts one)
Filevine: This is a self-serve update. Your firm admin can add the new fields directly in the collection settings. Setup guide link
Litify: A new Salesforce package includes the updated fields. Your admin will need to install the package.
Both updates are backwards compatible—nothing breaks if the fields aren't added right away, but you may not see all affidavits in the collection for re-dispatched serves until the update is made.
From jobs to serves
Previously, every time a job was re-dispatched to a new server, it created a new job ID—splitting attempts, chats, and documents across separate views. Now, all related activity is grouped under a single Serve ID, giving you one unified record no matter how many servers work the case.
You'll see a Serve ID on the details widget alongside any associated job IDs.
Simpler, clearer statuses
No more guessing what's happening on a serve. We've simplified and consolidated statuses so you can understand where things stand at a glance—with consistent, plain-language labels throughout the experience.
The serve table
Quickly spot what needs attention without clicking into each job. The jobs table has been replaced with a serve table—one row per serve instead of multiple rows per re-dispatched job—with new columns for health status, service outcome, and plaintiff name.
Serve details and the serve tracker
When you click into a serve, you'll now see a tabbed layout: Overview, Documents, and Affidavits.
Serve tracker: Always know what's happening now and what to expect next. The serve tracker on the Overview tab shows the current status, health, and expected timeline—including SLAs and upcoming steps. Health is represented by color:
🟢 On track
🟠 Behind schedule / Under review
🔴 Action required / Canceled
When action is needed—like a bad address—quick action buttons let you resolve the issue in one click:
Approve the suggested address
Provide a new address
Continue with additional attempts at the current address
Close out the serve and obtain an affidavit of non-service
Attempts
No more jumping between pages to piece together what happened. All attempts across all servers on a serve are displayed in one place, in chronological order. Each attempt shows the server name, address, outcome type (e.g., "Residential substituted" vs. just "Successful"), and all photos and descriptions.
Chat
Stay in the loop across every server who touches a serve. Chat now includes two tabs:
Active: Your current conversation with the active server and Proof Specialist.
Past: Chats from prior servers on re-dispatched serves.
See all chats across all servers chronologically, along with key events like attempts and reassignments.
Addresses
Take action on addresses without waiting on Proof. The address widget now shows all addresses attempted across the full history of a serve, and you can directly approve, reject, add, or edit addresses yourself.
Documents tab (new)
A new Documents tab gives you visibility into every document tied to a serve—from files uploaded for service to documents generated along the way, like skip traces. You can also upload your own documents and preview files without leaving your case management system.
Affidavits tab (new)
Find every affidavit in one place. Rather than a download button in the header, affidavits now live in their own tab. If a serve involves multiple servers and generates multiple affidavits (including affidavits of non-service), they'll all appear here in one view.
Job creation updates
Address intelligence: Catch address issues before they cost you an attempt. Proof now scans addresses for potential problems—like a missing unit number—and flags them during job creation.
Document assignment: Choose which documents go to which servees when creating a job.
Simplified address entry: One field for the full address instead of separate fields for address line 1, city, state, and zip.
Billing
No changes to billing in this release. You'll still see the download invoice button in the header. A dedicated billing tab is coming in a future update.
Have questions? Reach out to us at support@proofserve.com.