• Process Server Pilot - Dashboard
  • Process Server Pilot - Grid
  • Process Server Pilot - Kanban
  • Process Server Pilot - Manage
  • Process Server Pilot - Settings
1 5

Process Server Pilot

Process Server Pilot

Serve documents with speed and certainty

$49.99 CAD
$49.99 CAD
Sale Sold out
Shipping calculated at checkout.
  • Web App
  • Instant access
Start 7-Day Free Trial Full access. No credit card required.
View full details

Serve documents with speed and certainty

Service Tracking

Track every document from assignment through successful service with real-time status updates.

Attempt Logging

Record date, time, location, and notes for every service attempt to build a court-admissible history.

Team Management

Assign servers, balance workloads, and monitor each team member’s active service queue.

Priority Routing

Flag rush and same-day jobs so your fastest servers grab the most urgent assignments first.

Affidavit Pipeline

Track affidavit preparation and filing status so every served document is properly sworn and recorded.

Deadline Calendar

Never miss a court-ordered service deadline with calendar views of all upcoming due dates.

Rate Management

Maintain a service rate schedule and apply the correct fee to every job for accurate billing.

Location Tracking

Store service addresses and route details so servers know exactly where to go.

Performance Dashboard

See service volumes, success rates, and team productivity at a glance.

Smart Filtering

Filter jobs by server, status, priority, or date range to find what matters instantly.

Rich Case Notes

Document skip-tracing efforts, recipient descriptions, and special instructions with formatted notes.

Service Analytics

Analyze service method success rates and team performance with insightful dashboard charts.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Every document you serve is a legal deadline in motion. One missed attempt, one late filing, one unserved defendant — and your client’s case comes to a halt. Process Server Pilot gives you and your team a shared command center to track every service job from assignment to affidavit filing. Monitor each server’s progress in real-time with kanban boards organized by service stage — assigned, attempted, served, or undeliverable. Log every attempt with date, time, and notes to build a complete service history for court admissibility. Track service rates and fees so every job remains profitable. With smart filters, a calendar view of deadlines, and a full service history log, your team stays coordinated and no document falls through the cracks. From routine substituted service to rush same-day attempts, Process Server Pilot keeps your process serving operation running smoothly and your affidavits filed on time. Stop juggling spreadsheets and sticky notes — give your team the tools they need to serve with confidence.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
★★★★★ 9,000+ Sales & 5-Star Reputation
Verified Secure Checkout
Instant Digital Delivery