On-boarding Questionnaire


Please answer the questions so we can prepare your customized program.  It is our goal to make your company and servers the best and we can only do that with your help.


Click the button below to start.


Question 1 of 20

What is the name of your Company?

Question 2 of 20

What is the name, phone number and email address for the contact person?  You can list as many as you would like involved and all emails will be sent to everyone you listed. 

Question 3 of 20

How many Process Servers do you use?

Question 4 of 20

Will you require your process servers to take the training?  If so, how long will you give them to get signed up?  30, 45, 60, 90 days?

Question 5 of 20

What States do you cover?


Can you email us a list of rules for the States that you want taught?


Example: When can a paper be sub'd?  What is the minimum age a person can be served for substitute purposes?  How are Corporate, Business served handled?  When can a paper be sub'd?  1st attempt, 3rd attempt?

Can a paper be substitute served anywhere other than the "normal place of abode?"


We will do an entire training on the laws of the state(s) you serve in but need as much detail from you as possible to make it complete. 

Question 6 of 20

Do you currently have a training course/program/materials that you created and used?  If yes, can you send it to us at:  [email protected]  That way we can make sure we aren't missing anything specific to your company. 

Question 7 of 20

What is your policy/procedures for a bad address?  

Question 8 of 20

Do you require a certain number of attempts?  If so, what are they?  

Question 9 of 20

Are your servers required to attempt at specific times?  If so, please explain. 

Question 10 of 20

Are your servers allowed to serve on Sundays?

Question 11 of 20

What is your policy if a server has made contact with the defendant but the defendant states they don't want the papers?

Question 12 of 20

Do you have rules about serving on Holidays?  If so, can you please explain those rules?

Question 13 of 20

What are the hours of service you allow?


8am - 9pm Monday - Sunday

7am - 10pm - Monday - Saturday



Question 14 of 20

Do your Affidavits/Return of Service require a Notary?

Question 15 of 20

Do you provide "Special Instructions" on your worksheets/fieldsheets if something is different about that paper?

Question 16 of 20

What are your rules about phone contact?


Question 17 of 20

What do you currently require or want your serves to start doing?

(Select all that apply)

GPS Coordinates


Audio of Attempt/Serve


Video recording of attempt/serve?


Signature of the Defendant, when possible.

Question 18 of 20

Which could use improvement?

(Select all that apply)

More detailed Affidavits


More consistent signatures of defendants.


More GPS Coordinates on attempts and serves. Meaning, less manual attempts added but no GPS Coordinates attached.


More Audio recordings of attempts/serves


Better descriptions of the person served.


Quicker return of Affidavits.


More lessons on what a server can say to a defendant and what they can't?


More training on FDCPA so you can enlist the server to protect your clients?


More servers who have formed an LLC or S Corp.


More servers that carry E&O Insurance and a Fidelity Bond.

Question 19 of 20

Please list any other areas you would like emphasized in your customized training.  

Question 20 of 20

Please tell us anything else you feel is important that we may have forgotten to ask.  

This is customized training for your servers.  We are here to make it perfect for you!

If there isn't, please type:  Nothing

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