Process server: keep jobs and business admin together

Keep your jobs and the ordinary business details of process server work in one place: contacts, locations, reminders and payments.

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A process server checks a sealed unmarked envelope against a blank route checklist inside a parked car.
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Features

Keep the business side moving

Keep the practical business side of process server work connected, from the next booking through to payment.

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Calendar

See your jobs, locations and the next part of the day in one diary.

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Your own enquiries

Use your own channels for process server enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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Online booking

Let people request process server work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous process server jobs and everyday business notes together.

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Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

Process serving jobs need accurate recipient and address details, the documents to deliver and a clear record of each attempt.

Recipient’s address or other service location

Check that the process server has the correct papers and service address, then plan a visit window under the proper legal process.

Confirm the next attempt or client update without putting recipient details or proof of service in general business notes.

The practical difference

One booking. Every part connected.

Booked process server work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Check that the process server has the correct papers and service address, then plan a visit window under the proper legal process.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Confirm the next attempt or client update without putting recipient details or proof of service in general business notes.

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Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for process server work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for process server work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial