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Description
Enhance your workflow, oversee your servers, and strengthen customer relations all through a single streamlined system. By cutting down on hours of paperwork and minimizing errors, you can run a more effective process serving business. Fully operational from Day 1, it comes equipped with pre-built affidavits and reports. With Process Organizer, law firm clients can conveniently send additional tasks to process servers, complete with service documents. The client portal allows for simultaneous viewing of multiple processes, including status updates and scanned documents for easy access. Furthermore, Process Organizer can send automated email alerts to inform clients once a process has been served, attaching signed affidavits for their records. Process servers have the ability to enter all required details of their work orders directly from their mobile devices, utilizing a user-friendly interface designed for those on the move. The system incorporates dropdown menus where applicable, ensuring quick and uniform data entry for enhanced efficiency. This comprehensive tool ultimately aims to simplify the complexities of process serving for all involved parties.
Description
PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.
API Access
Has API
API Access
Has API
Integrations
ACH Payments
Android
Apple iOS
Azure Cloud Services
CaseAware
Chrome OS
Cogent
Docusign
HTML
HelloWorks
Integrations
ACH Payments
Android
Apple iOS
Azure Cloud Services
CaseAware
Chrome OS
Cogent
Docusign
HTML
HelloWorks
Pricing Details
$90 per month
Free Trial
Free Version
Pricing Details
$40 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Process Organizer
Founded
2014
Country
United States
Website
www.processorganizer.com
Vendor Details
Company Name
DreamBuilt Software
Founded
1988
Country
United States
Website
www.dbsinfo.com