Last updated: April 17th 2026
We've made significant upgrades to your Proof integration. These changes bring more transparency, less back-and-forth, and a cleaner workflow—all without leaving your case management system.
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)
Serve ID vs Job ID
Proof now shows a single record of activity for the serve. All chats, attempts and affidavits are aggregated in one single record. That means one entry in the collection for each serve, rather than one per servee.
Each record (the "serve") now has a unique number called the Serve ID.
If a serve gets redispatched, you will see multiple Job IDs, which is the unique identiier for the activity specific to each individual server
For example:
Serve is created on the platform
Serve ID generated: SRV-12923
Server A claims the job and makes 4 attemtps: Job ID #99029
New address added for a different state
Server B claims new job: Job ID #99282
Filevine Users - How to update your Proof collection
Step 1: Open the Proof collection from custom editor
Log in to your Filevine account. You must be a Filevine admin users.
Within the Advanced section of the sidebar, click on Customs Editor
Choose your Org and Project type
Click on the Proof custom collection
Step 2: Add the Serve ID field
Within the Proof collection, click add new field
Field type: Text - Single line
Field Prompt: Serve ID
Field selector: serveID
Visibility: Show always
Step 3: Add the Affidavits field
Within the Proof collection, click add new field
Field type: Multiple file attachments
Field Prompt: Affidavits
Field selector: affidavits
Visibility: Show always
Step 4: Mark the existing "Final Affidavit" field obsolete
All affidavits from all servees will be added to the Affidavits field moving forward so the current Affidavit field is no longer needed. This field will only receive the latest affidavit on the job.
Within the Proof collection, find the field "Final Affidavit"
Go to advanced properties
Mark obsolete (bottom right checkbox)
Litify Users - How to update your Proof collection
To receive the new fields Serve ID and Affidavits, please update to the latest package version 1.35
Steps
Click the Salesforce link to install the integration: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000r7E2
Creates the
proofMatterServiceOfProcesscomponent in LitifyAdds the component to the Matter page
Navigate to Matters and open any Matter
Click the Setup (gear) icon in the top-right
Select Edit Page from the dropdown
Click Add Tab and create a new tab named “Details”
Open the new Details tab and select Custom to create a tab
Enter “Proof” as the Custom Label (creates a new “Proof” tab)
Select the “Proof” tab in the Tabs component
From the Components menu, find proofMatterServiceOfProcess
Drag the component into the “Add Component(s) Here” area in the Proof tab
Confirm API URL is set to:
https://lpms.proofserve.com
FAQ
When do I need to update the collection by?
Your existing collection will continue to work, but your collection may be missing Affidavits if more than one are issued on the serve. Please update the collection as soon as possible.
Will I lose my historical data by updating to the new Proof collection?
No, all data will be retained
How does this impact existing automations?
Any automations that rely on th Affidavit field should be updated to point to the new Affidavits field
Have questions or need help updating your Proof collection? Please reach out to support@proofserve.com