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Overview
Process Organizer delivers a focused platform for managing legal process serving, including automated affidavits and geotracking. Its primary office application is Windows-based, which could be a limitation for some firms. However, its robust mobile apps and cloud-based client portal provide modern accessibility for field and client-side tasks.
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Starting Price
Custom
Process Organizer Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is Process Organizer?
Process Organizer is a specialized Legal Software designed to automate and manage every stage of the process serving workflow. It empowers process serving businesses of all sizes to reduce errors and eliminate paperwork by centralizing job tracking and client communication. Key features, such as the secure law firm client portal and a real-time mobile app for servers, streamline operations from the initial work order to the final automated affidavit.
Process Organizer Pricing
The Process Organizer cost is based on the number of jobs processed/month, with three main plans, alongside a free trial:
- Small: $90/month (for 0 – 400 jobs/month)
- Medium: $240/month (for 400 – 1,000 jobs/month)
- Large: Starts at $400/month (for 1,000+ jobs/month)
Disclaimer: The pricing is subject to change.
Process Organizer Integrations
Who Is Process Organizer For?
Process Organizer is ideal for professional process servers and law firms seeking streamlined, real-time service management and client collaboration.
Is Process Organizer Right For You?
Process Organizer is the right fit for legal support agencies seeking a dedicated, all-in-one system over a modular tech stack. Its standout legal capability is its deep specialization, managing the entire process serving lifecycle, from geocoded field attempts to server payments and automated affidavits. The platform is hosted on Microsoft Azure, providing a scalable, secure environment for managing sensitive legal documents and client data within a single, focused solution.
Still not sure about Process Organizer? Contact our support team at (661) 384-7070 for further guidance.
Process Organizer Features
Office Management
This feature centralizes all operations, allowing managers to monitor serves from a single hub. It enables automated affidavits, automatic invoicing, and sends real-time email updates to clients, significantly reducing administrative overhead and manual data entry.
Work Order Input And Tracking
Process Organizer streamlines order processing with automated data entry and detailed tracking. This module stores client and server details, provides geocoding tracking with date-stamping for every attempt, and generates downloadable field packs.
Accounting And Reports
The platform helps you get paid faster by integrating financials directly with operations. It handles sending invoices, applying client payments, and, critically, processing payments to your servers, complete with history and cash reports.
Law Firm Client Portal
This secure web portal gives law firm clients on-demand access. Clients can check job status, submit new work requests with attachments, and download completed affidavits directly, improving transparency and reducing support calls.
Mobile Process Server
This feature empowers field servers to record serves and attempts in real-time via native Android and iPhone apps. It captures all details, including geocodes, and syncs directly with the main office, eliminating end-of-day paperwork.
Pros And Cons of Process Organizer
Pros
Comes with a dedicated law firm client portal
Offers native mobile apps for field servers
Supports automated affidavit generation
Cons
The main application is only Windows-based
Lacks advanced, specialized legal practice features
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Frequently Asked Questions
Who are the typical users of Process Organizer?
The typical users of Process Organizer features are professional process servers and law firms seeking streamlined, real-time service management and client collaboration.
What other apps does Process Organizer integrate with?
The vendor has not listed any available third-party integrations for Process Organizer.
Does Process Organizer have a mobile app?
Yes, Process Organizer offers a mobile app for both Android and iOS devices.
What level of support does Process Organizer offer?
Process Organizer software provides support through phone and an extensive library of online training videos.
What types of pricing plans does Process Organizer offer?
The Process Organizer price ranges in the following volume-based plans: Small ($90/month for 0-400 jobs), Medium ($240/month for 400-1,000 jobs), and Large (starting at $400/month for 1,000+ jobs). Request a personalized Process Organizer pricing quote for your business.
What language does Process Organizer support?
Process Organizer is primarily available in English.
Does Process Organizer offer an API?
The official website of Process Organizer does not specify its API availability.