Creating and managing serves
To get started, click create new serve
Next. upload your documents for service. You have 2 options:
Pull documents directly from SmartAdvocate using the dropdown on the left
Upload documents from your local folder on the right
After uploading your documents, Run Autofill. Proof will extract data from your documents and pre-fill the entire job form eliminating the need for manual data entry and saving you time!
Job details are auto-populated by Autofill. Review for accuracy, then add a credit card to pay for service.
Servee details like servee name, servee type, and address are also auto-populated by Autofill. If you'd like to pre-authorize ordering a skip trace in the event of a bad address, simply check the box.
Select a serve speed as well as any add-ons like mailing of service documents. You can also create job specifications to ensure your jobs are execute to preference.
Last step - submit the serve! Once submitted, a nearby server will claim the job and begin attempts based on the serve speed selected.
The serve table provides an overview of status for each serve on the case. At a glance you can see the overall health
đ˘ on track
đ behind schedule
đ´ action required
Click on the servee name to see more detail attempts notes, chat with your server, review affidavits, and more!
Serve tracker provides a clear overview of what is happening now and what's happening next. Use the timeline to get a sense for timing of each step.
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.
Quick Actions. When action is neededâlike a bad addressâquick 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
Documents center gives you visibility into every document tied to a serve - like files uploaded for service, skip traces reports, or servee photos. You can also upload your own documents and preview files without leaving your case management system.
Affidavits tab. View and download your affidavit directly in Proof. If attempts are made by multiple servers, you may see multiple affidavits associated with the servee. If you spot an issue with the affidavit, simply flag the job and our team will review the request.
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