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How to Start a Process Service Business with Little or No Money

1/11/2021

2 Comments

 
Author:  Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
​

Is it possible to start a process service business with no money? It is not easy, but for certain type of businesses like process service, the answer is yes, and here is how it is done.
Start a process service business

​Process service is one of these service businesses where in most cases,  you spend money only when you make money. What it means is that if you have organized your business frugally (you have not rented an outside office and have not hired an office assistant before you have even served one process), then you spend money only when a client hires you to deliver legal documents. The "secret" to launching your process service business with little or no money is to get creative and be determined. Contrary to the cliché, it does not always "take money to make money." There are plenty of process service business owners who started their businesses with little or no cash.

Here are 11 strategies that work to start a process service business without capital:
1. Recognize and Use the Assets You Have as a Process Server

If you are reading this article, chances are you have little or no cash to invest in a business. But you do have assets and abilities that you can use to get a process service business started. Most likely you already have skills and knowledge that would help you launch your process service business. Perhaps you are a retired law enforcement officer,  a former military, have worked as a courier or even a delivery guy. Many skills you  have developed while working other jobs could be applied and used as assets when starting your process service business.  Using those skills and assets  - in other words, using what you already have – is the key to getting your process service business started when you have little or no money.  

Begin by making a list of things you already know how to do, are good at doing and like doing that are related to process service. Do not limit this initial list. List even the simplest tasks like delivering pizza or mail, as well as more difficult or skilled things like analyzing financial data or creating software. 

Next, think about the physical things and money you do have that could be used in your process service business. For instance, if you are reading this page on a computer or a mobile device that you own, you already have a piece of equipment that you can use to get your process service business started. You can use your word processor (or other software if you have it) to keep track of your services or prepare affidavits of service or even write up promotional materials and distribute them by email to paralegals or attorneys who want information about your services. If you have an inkjet or laser printer, you can print some of your initial promotional materials in very small quantities. Once you know what works and want to print, say 100 copies, it may be cheaper to have a local UPS or Staples or an online printer run them off for you.  Your smartphone can be used to create snapshots or videos to publicize your process service business to people you know on Instagram or other social media platforms.  And if you own a reliable vehicle, then you already have one of the most important physical assets to launch your process service business, particularly if you do not live in a metropolitan area with regular and reliable public transportation.

2. Make Money by Saving Time While Launching Your Process Service Startup
To increase your chances of success with your business, consider getting proper process server training through online or in-person programs. Your investment in such programs ensures that you have the right skills and knowledge to serve legal documents in the most efficient way and cut time spent per service. Why do things the hard way, particularly if you have little or no money to invest in your process service business?  Wasting time while attempting to serve a respondent or getting affidavits ready translates into wasting money. The better equipped you are, the more efficient you become and the more money you will make as a process server. Learning and acquiring process service know-how teaches you to pay attention and minimize spending. It also helps you keep business costs down once you get your process service business going.

3. Work as a Process Server from Home
Many process servers complain that they are struggling to make ends meet, even though they have clients and they regularly serve legal documents. While the reasons behind this could be many, one key expense may be pulling you down and preventing you from seeing that profit. Renting office or retail space for your process service business is expensive and most times unnecessary. It is something you may want or need to do once you grow the business in the future and have solid savings in your business account. But when you are just starting out as a process server, find a way to work from home. If you work from home as a process server, your business will not need money for rent, utilities, and office furniture.

4. Conserve Your Cash as a Process Server
Yes, a faster computer might be nice. Or a new desk, a better camera, an expensive software package or cloud service. But make do with what you have and look for the lowest cost options for anything you need to acquire until you start bringing in paying customers for your process service business.  Conserve cash by organizing your day better and being more efficient when setting your routine. Most legal documents need service attempts during the day if the address given is a business, or early in the morning or later in the evening if the address is a residence. In addition to making attempts to deliver the documents, process servers also need to dedicate time to prepare affidavits, to update their clients on the status of the services, to market themselves and in general, to run their business. Many process servers start making attempts early in the morning and work on their office work in the evenings. Such repetitive routine leads to deadlines being missed, affidavits and invoices being delayed, and ultimately leads to poor business outcomes. Instead, consider alternating your daily routine, where you work on your office and business duties in the morning, then begin attempts toward service at noon. Follow that with attempts early in the morning and office work in the afternoon the next day.  Alternating your daily routine increases your due diligence toward service, maximizes your chances to catch a respondent home while it ensures that your office, marketing and business duties will not be neglected.

5. Use Free and Low-Cost Marketing Techniques
There are dozens of free and low-cost ways to market your process service business. Learn them and implement them before you start spending money on paid advertising via Google or any other search engines. Using free promotional strategies at first will help you gauge your marketing goals better, and it will help you start to understand what attracts or what motivates your customers to try your process services. Consider joining state and nationwide process service organizations and directories like PROServer list where competition for your local area is low due to its exclusivity which allows only three process servers to be included in each county served.

6. Do All the Process Service Work Yourself at First
Rely on your own sweat equity to start a process service business with no money. Expect long days and the need to learn how to do things you have not done before, such as marketing, selling, accounting or even building a website. You can learn how to do some of these tasks for free by searching the web or YouTube for “How to…” followed by the skill you need help with. Consider serving all legal documents yourself and hold off on hiring another process server until you have a good amount saved in your business account. Doing all these tasks yourself at first saves you money and will also help you understand what type of skills each activity requires when the business is making enough profit to hire office or process service help. 


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​7. Start Simple
Your dream might include a pretty big process service business offering a wide variety of products and services and serving large-volume accounts, but for now, keep it simple. Focus on serving process and take excellent care of each and every client who trusts you with their legal documents. Build your customer base and later branch out into other products and services. One of the most expensive parts of running a process service business is acquiring customers. If you gain their trust with one service now, selling another one or attracting a new customer will become much easy.

8. Work for Somebody Else
Although they may not admit it, most process service business owners became entrepreneurs thinking they knew more than what they did. In fact, many process servers fail because the person was ill-equipped to build a successful business. Before you start your own process service business, make sure to complete what we call the 2 Factor Success Tools: know-how and field training. Know-how training builds your skills and knowledge necessary to build an efficient and successful process service business. Field training involves practical training of your know-how skills while attempting to serve legal documents. Working for someone else allows you to practice your process service skills while continuing to learn from other process servers' past experience. As a process server working for an agency, you will also gain insider knowledge of the industry that is valuable to the success of your own process service business.

9. Use Free Services
The Internet is full of high quality services you can use for free while launching and growing your process service business. Mailchimp is a powerful e-mail marketing platform that is free for the first 2,000 e-mail addresses. Wufoo allows you to make online forms, and although Facebook and other social media platforms will not put your ad in front of large amounts of people unless you pay, you can still gain some traction by telling people about your process service business or by joining Facebook groups and communities. There are also freelance platforms like Fiverr, Elance, and Upwork that have quality freelancers willing to help with logo and web design, and another service for cheap. You could get a logo made for $5! 

10. Hustle!
Finally, go into your process service business endeavor with a hustling mindset. Be ready to do anything legal and ethical to get your business off the ground. Do not like cold calling? Do it anyway! Not a graphic designer? You can find templates online for just about anything. Do not want to do any free work? It might be worth it to get your name out there. If you do not have the money to pay for services, you have to do them yourself or find somebody who can and will do it for free.
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Do not let a lack of funds discourage you from starting your process service business. You may have to work harder than someone with more financial resources, and it may take longer. But resourcefulness, creativity, hustle, and determination are often better predictors of success than money!
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How To Ensure Proper Service of Process Every Time

11/14/2020

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Author:  Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
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Can a perfectly executed service of legal documents, known as process, go wrong?

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how to ensure correct process service every time
Mary, a paralegal from ABC Law firm in Texas, retained John, a process server in the state of New York, to serve a set of legal documents on a defendant (all names in this story are fictitious). When Mary first approached John about process service, she called him on the phone number listed and asked him how much he charged for a routine service in his local area. John provided the information, and Mary emailed him the legal documents with the name and address of the defendant to be served. John diligently recorded the information about the service and began making attempts. Before long, the process server was able to catch the son of the defendant at the given residential address and completed the service as a service on a suitable age person. John duly prepared the affidavit of service and sent it back to the paralegal. When Mary saw the end result, she was very unhappy. The legal documents were not correctly served. 
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So what really went wrong with this perfectly executed service of process?

The legal documents in this case were filed in the state of Texas. As such, the originating court rules apply and the method of service under Texas law requires a personal only service on the defendant. John closely followed the rules of the state of New York which allow service on a suitable age person in addition to personally serving the defendant. Both Mary and John neglected to communicate about the specifics of the documents and the allowed methods of service based on the originating court and the type of documents served. Mary had to ask John to make attempts toward personally serving the defendant again. The defendant avoided service, and John had to prepare an affidavit of attempted service showing all attempts made to personally serve the defendant. Mary obtained a court order to serve the documents by a substitute service and John had to attempt yet again in order to serve the same legal documents. A simple service of process became long and costly. Both Mary and John felt frustrated.
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What happened with John and Mary is not an isolated incident. Just because process service is simple, it does not mean it is easy...  A nationwide survey, conducted by the Process Server Center, shows that more than 87% of process servers struggle to retain their clients in the long-run, while 89% of legal professionals are ready to change their process server. 

Among legal professionals, process service is often associated with headaches! What usually happens is that either you or your legal team spend valuable time chasing process servers to check on the status of legal documents being served or to obtain a completed affidavit on time for a court hearing. Even when filed with the court, a defendant may still appear and challenge the sufficiency of the service or the veracity of the return. Your headaches from improper service of process are mounting and your legal team spends valuable resources to ensure compliance and due diligence.
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​Among process servers, service of process is also associated with frustrations! Most of the time clients provide very scarce information when contacting a process server for a new job. The information a client usually seeks is how much a process server would charge for serving legal documents in his/her area. Hardly any further details are provided, such as originating court, type of legal documents, methods of service allowed by the court. It is rare that a client would offer any other information pertaining to the person to be served, such as when he/she is usually home; does he work?; how is the address verified? Lack of information provided by the client and lack of details oftentimes lead to incorrect service of process or unnecessary attempts without proper due diligence, similar to what happened with Mary and John. 
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How can paralegals, legal professionals and process service managers ensure proper service of process?

​Every successful process service must start with thorough information gathering prior to making attempts to deliver the legal documents. In order to ensure correct and timely process service and avoid unnecessary delays, expenses and frustration, paralegals and process servers must communicate the information necessary for the successful completion of every process service. 

client happy with her process server work
In our example here, Mary should have provided John with clear instructions on how the legal documents should have been served. If Mary failed to do that, John should have asked her about the permissible methods of service prior to making any attempts to serve the legal documents on the son of the defendant.

​Paralegals, legal professionals and any client sending legal documents to a process server must:
  • Provide the Right Information:
The first step in process service must include a clear understanding of the laws and regulations that pertain to this particular type of service. Each state, court and type of document has a strict set of rules that must be followed in order to ensure the proper execution of process service. Process servers are generally knowledgeable about their own state rules, but it is rare that they would understand all the laws and regulations on the federal, state and county level. Many paralegals and legal professionals wrongly assume that they should just call a process server and hand him the legal documents with the name and address of the defendant. In reality, it is the client's responsibility to properly advise the process server.

Next time Mary has a legal document she needs served, she will provide the following information to the process server:​
*    name and address of the person being served
*    methods of service allowed by the originating court
*    legal deadlines as prescribed by the court to deliver the legal documents
*   additional information about the defendant, if known: does the person live alone? is he/she working? when is he/she usually home?  
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​At the same time it is the process server's responsibility to gather as much information as possible about a service prior to beginning his/her attempts. When accepting legal documents from a client, a process server must:
  • Ask the Right Questions:
Gathering all pertinent information before making the first attempt is a very important part of every process server's duties. In fact, asking the right questions before attempts are made is crucial to the outcome of process service. The better prepared is a process server, the higher the chances that the legal documents will be served correctly and on time. In our case shared here, Mary failed to provide any details about the service. At the same time John failed to ask the right questions which led to the delay in this case. If John realized that Mary neglected to tell him how to serve the legal documents, he could have asked her the right questions and the service of these documents would have been successful the first time.

To help paralegals and process servers, like Mary and John, the Process Server Center has developed the Process Server Questionnaire, offered as part of the process service Toolbox. It is a fillable form that can be used every time a paralegal sends out service of process. It contains all the necessary information a process server must have before making attempts. Using the fillable Process Server Questionnaire paralegals and legal professional can:
  • ensure proper service of process every time
  • minimize time spent per service
  • decide on the best approach to attempt to serve the legal documents
  • eliminates unnecessary delays, expenses and frustration for both you and your client



​Discover How the PROServerCENTER Helps Paralegals, Legal Professionals and Process Servers with Practical Solutions for Successful Process Service
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Is Process Service Riddled with Sewer Service?

10/7/2020

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Author:  Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
​

​​Rarely anyone hears about process servers in the media unless there is a problem...
Process servers through the lens of the journalists media

Media covers topics that range from "a process server got shot in..." to changes in legislation due to improper service of process. Then there are the articles that mention "sewer" service and the implications on people affected by "bad" process servers. So how do we change that? How do we speak up for the thousands of great process servers who perform their duties and diligently serve the legal documents to help people exercise their Constitutional right to be heard and to defend themselves?

Two articles from DCist this week are particularly disturbing to all professional process servers as the word "sewer service" popped up quite a few times in them.  The first article "Thousands of D.C. renters are evicted every year. Do they all know to show up to court?" describes a months-long investigative project that turned up more than 600 cases in just two months where two process servers filed affidavits containing discrepancies. The result was that tenants were not properly notified of their court hearing dates and had little time to properly defend themselves. The article further addresses the fact that there is no mechanism in place in D.C. to check whether process servers are truthful in their affidavits and have accurately delivered the summonses.  

The second article "D.C. Council strengthens requirements for notice of eviction cases" follows up on the actions taken by D.C. Council to remedy the situation with sewer service and unanimously approve a new measure requiring landlords to provide photographic evidence that tenants have been given proper notice of evictions filed against them. This article further points out that this amendment came in response to the lengthy investigation as described in the first article. The Council is also planning on moving forward with additional legislation and a broader permanent measure in order to reconsider how to regulate the process service industry.

Emergency Legislation Does Not Help Process Servers
It is not a surprise that legislators move in to address issues whenever they arise as is the case in D.C. after the months-long investigation that uncovered wrongful tenants evictions due to sewer service. If self-regulation is not possible in the industry, then government as in this case has to act and fill in the gaps with what looks like an emergency legislation or legislation that arises from improper service of process. Such legislation is usually not beneficial to most process servers and does not provide a meaningful method in incentivizing process servers who diligently perform their duties. 

Sewer Service Media Coverage Does Not Improve Process Servers Reputation
In addition to the emergency legislation that often comes out following media coverage of sewer process service, the effect on the reputation of all process servers is at stake. Both articles mentioned above make general statements that tend to imply that the process service industry is riddled by sewer service. The articles also lead us to believe that if it is not for the efforts of legislators, process servers will continue to fake service and provide false affidavits of service to the courts. None of the two articles emphasize on the fact that the sewer services that led to problems with tenants evictions in D.C. were the product of just two process servers. 
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​Sewer Process Servers in NAPPS? 
Prompted by a hint from a process server, the Process Server Center completed an independent research and confirmed that at least one of the process servers mentioned in these two articles is a current member "proudly" shown and marketed on the website of the National Association of Professional Process Servers (NAPPS). This fact itself is very troublesome as it further fuels the assumptions made by the two articles. It further leads us to believe that it is entirely possible that there are many other "sewer" process servers proudly marketing themselves as professional process servers on national process servers platforms.

Self-regulation of the Process Service Industry is Necessary
The two articles in DCist oblige us to react and stand up for all process servers in the United States who are professional and diligent, honest and hard-working. At the Process Server Center we are very disturbed by the findings described in the two articles and we strongly believe that all tenants will be properly notified of a pending case against them if they were being served by one of the many professional process servers in the country. Why legislation to correct improper service of process always targets process servers? Are law firms, paralegals and clients, in general, not responsible for selecting, hiring and managing these same process servers? 

At the Process Server Center we believe that the process service industry needs to advance nationally as an industry. We believe that self-regulation is the best approach in regulating not only process servers but also process service managers, lawyers, paralegals and legal assistants who manage, instruct and oversee process servers. We aim to change the way clients select process servers and offer a practical solution to find process servers based on their qualities and prior service record. We believe that self-regulation is always better than emergency regulation and we offer a progressive approach to limit the ease of entry to the process server profession, and award the truly professional process servers with the reputation and increased fees they deserve. 

Perhaps the time will come soon when media coverage would also tell us the story of the many great professional process servers throughout the country and we will be proud to read about them!



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How to Find the Best Process Server for Your Legal Documents?

6/24/2020

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Author:  The Process Server Center | PROServerCENTER is a legal professional organization whose mission is to set a national standard for the process service industry in the United States. 
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A door on which a process server knocks to serve legal documents

​Most people turn to the internet when they need a product or a service. Government agencies and law firms are no exception when trying to find the best, most professional and reliable process server. They search the local area for any business listings or tap into online directories like NAPPS, Serve-Now or the Process Server Center. The task to find a process server who you trust to do the work can be daunting, and most times it may lead to a few times of trial and error in order to find the most professional process server.

Whether you are a government agency seeking to deliver support collection documents or a law firm having to serve a number of subpoenas in several states or a pro se client with a family law case, how do you find a reliable process server? What are some of the qualities to look for when you are trying to choose a process server? Is there a way to find the best process server in any zip code without the trial and error?
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  • Training
The process service industry attracts many new people from different backgrounds looking to start and grow their own business, set their own work hours and make money. The ease of entry into process service and the lack of national required training translates to many people embracing process service as a career without the proper training and education. When looking for a process server, it is imperative to select a process server who has the required training and knowledge to help you serve your legal documents. Professionals who demonstrate continuous professional development and seek to keep abreast of current law changes are most likely to handle the service of your legal documents right the first time. The Process Server Center | PSC is the first organization that has accepted the challenge to set a standard for the process service industry by creating training programs for process servers.
  • Experience
When trying to find the best process server to deliver your legal documents, make sure they have enough experience serving. The more years of experience a process servers has, the more likely it is that he/she will perform to the highest standards of the legal profession. It is important to ask questions if a process server has delivered this particular type of legal documents before. Finding out what their success service rate is imperative to the outcome of your service.
  • Feedback
When selecting a process server, find out if you can get a couple of references to ensure the quality of their past performance and the level of their knowledge and education. Take the time to call and talk to a few of these references and discover if this particular process server has met their expectations. Proper feedback from other lawyers or paralegals serves as a type of a ranking system and can provide you with the information you need in order to make a qualified decision when locating a process server. Business listings and online directories usually present you with a long list of process servers in a local area but leave you without a reliable way to differentiate who to select. PROServerLIST is The Process Server Center Exclusive Directory of Pre-Screened and Certified Process Servers that eliminates the guesswork when trying to find a reliable and professional process server. It is the first organization that aims to eliminate the hassle of hiring a process server by offering its client members the options of Pre-Screened and Certified process servers.
  • Pricing
It is customary in the process service industry to hire mostly based on pricing. Based on feedback from law firms and government agencies, when they reach out to a process server, all they ask for is the price or service fee they charge. When you are pressed on time and have important legal documents to be served, as an attorney or paralegal you do not have the resources to fully research a long list of process servers, to ask questions as described above and then compare the results of these job interviews. Pricing is indeed important, but it should not be the defining factor in selecting one process server over another. Improper service and delays in court cases must be the primary consideration when selecting a process server.
  • ​Trust
Perhaps the most important quality when looking for a process server in a local area is the question of trust. Can you trust that this particular process server can successfully serve your legal documents as per your instructions and the requirements of the originating court? How do you find out if you should trust? Perhaps it all comes down to a combination of the factors we described here: training, experience and feedback. If you can answer “yes” to all three of these factors, then most likely you have found the best process server to deliver your legal documents.

Next time you need to find a process server, eliminate the hassle of finding the best professional process server by joining PROServerLIST - the Exclusive Directory of Pre-Screened and Certified Process Servers at the Process Server Center.


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