Learn to seamlessly automate your process serving business on a budget. Automating your daily process creates a better workflow to save time and reduce headaches. During this webinar, Michael Reid, owner of Process Server Daily and host of the Process Server Daily Podcast, will take you through the three steps to start automating and the top applications to use.

ServeNow EDU for Process Servers

Introducing Automation Domination: Streamline Your Business

Websites are essential for any business looking to be competitive today and every company, no matter their size, should have a website. In this webinar, learn the basics of what you need in a website and how to get started. We cover design essentials, content standards, technical details, and how to get the most out of your website with links! It will provide you with a foundation to start structuring your website and other marketing materials for a strong brand and online presence. Madison Markel designs websites, manages content, and creates email marketing campaigns for Lawgical. She assesses process server and private investigators’ online marketing strategies to help create useful information best suited to the legal support industry.

Website Essentials for the Legal Support Industry

As a professional process server, your affidavit is your ultimate work product. Your customers rely on you to produce legible, professional affidavits that will be accepted by the court. In this webinar Torri will discuss the basics of a properly filling out and creating affidavits. A process server with over 25 years experience in the industry, Torri Schaffer is also the president and founding member of the Mid Atlantic Association of Professional Process Servers (MAAPPS) and a former board member of the National Association of Professional Process Servers (NAPPS).

Creating Bulletproof Affidavits

It’s important for all businesses, small, medium, and large, to have a business page on Facebook. If you don’t, you run the risk of someone else creating a page for you and speaking on your behalf. In this webinar, online marketing consultant Kelsey Johnson will walk through the steps of setting up a Facebook page for a business and establish a couple of best practices with managing the page. Don’t worry, it’s easier than you think. Kelsey Johnson is an online marketing coordinator with ServeNow. She consults process servers and private investigators on marketing online, manages in-house social media accounts, does Google local optimization, and writes one-page websites.

Steps to Set Up Your Facebook Business Page

As Program Manager for One Legal’s Justice Group, Mark works directly with many eFiling court’s project teams, including court management, and so can share his unique perspective. During this session, he will provide updates on eFiling in CA; which courts are eFiling now and which courts will be. In addition, he’ll offer up a high-level overview of what’s happening in other states on the eFiling front.

eFiling in CA and Throughout the Nation – Where it Is, Where it Isn’t, and What’s Coming

Attorney and Law Practice Advisor Jared Correia discusses the use of cloud technology in the legal arena. He explains why more legal professionals are embracing cloud–based software — the pros and cons, the cost savings, how vendors (like process servers) are impacted, and the efficiencies that are created. Jared D. Correia, Esq. is the CEO of Red Cave Law Firm Consulting, which offers law firm business management consulting and technology services for solo and small law firms. Red Cave also works with legal institutions and legal–facing corporations to develop programming and content. A former practicing attorney, Jared has been advising lawyers and law firms for over a decade. He is a regular presenter at local, regional, and national events, including ABA TECHSHOW. He regularly contributes to legal publications like the Lawyerist, and he is the host of the podcast "The Legal Toolkit" which is produced by Legal Talk Network.

How Legal is Embracing the Cloud

Safety is your responsibility. In this webinar, Process Servers Association of Colorado (PSACO) President Steve Glenn shares his tips and philosophies about process server safety. This presentation covers two key parts: attitude and front door experience. Steve walks through the process of a serve, from pulling up to the house to the time you serve the person or decide that they are not there and leave. This highlights situational awareness, how to put approach a home and put yourself in safety positions, and how to even exit a porch or deal with gated properties. Steve Glenn co-founded and has served as the Process Server Association of Colorado President since 2009. He created the PSACO Certification Course, authored the Process Servers Reference Manual and sat on the Colorado Supreme Court Civil Rule sub-committee. Before his career in legal support services, Steve served in the US Navy for 8 years then went on to a 22 year career in sales.

Process Server Safety: "Think Safety First"

In this webinar, legal support strategist Bob Rusch will discuss how to use modern technology to optimize workflow and tasks like invoicing, assigning tasks, creating affidavits, and more. You will learn about ways to help improve communication with clients and courts, tools and technology currently available, and tips for leaning on software to help optimize your company's workflow. Much of this webinar will be presented using ServeManager as an example. Bob Rusch is a legal support strategist for ServeManager. A process serving and investigations professional since 2003, Bob has held virtually every position within a traditional process serving business. He was the owner of Legal Assistants Inc from 2001 to 2009 and the Operations Manager/Vice President of Operations for ATG LegalServe from 2009 to 2016, both based in Chicago, and has done everything from physically serving documents to managing in-house staff and process servers. He is also an Illinois licensed private detective and has always been involved in associations and is the current president of the Associated Detectives and Security Agencies of Illinois.

Optimizing Your Process Serving Firm with Modern Technology

Online advertising is a powerful marketing channel for expanding your client base and increasing sales. What makes online advertising so effective is that it is highly targeted, measurable and scalable. But picking the right mediums and properly implementing online ad campaigns is critical. In the webinar you’ll learn what makes online advertising so effective, the difference between branding and direct response advertising channels. The most important online advertising channels to consider, the unique benefits offered by different online advertising channels, how to identify your ideal prospects and develop a plan to attract them How to super-charge your content strategy with digital advertising, the importance of identifying your client acquisition costs, how to manage advertising like a high-return investment, how to effectively measure the ROI of your advertising spend down to the dollar, how to build a repeatable, profitable, and scalable online marketing machine to grow your business. Jason Marsh, founder of digital marketing agency MARSH8, has been working in the trenches of internet marketing since 2008, driving new business for companies spanning from Broadway to Silicon Valley. When it comes to acquiring new clients online, Jason Marsh is a nationally-known digital marketer knows how to get results. In an ever-changing digital landscape, he knows what is working right now. With an approach that is part art and part science, Jason and his team at MARSH8 develop scalable and data-driven online strategies for clients that consistently generate significant returns on investment. Jason has chaired the Legal Marketing Interest Group for the American Bar Association’s Law Practice Division, and was recently appointed to chair the brand-new Client Development & Marketing Committee. He is frequently invited to speak at conferences and legal associations across the country, and is a contributing editor for Law Practice Today.

Developing a Successful Online Advertising Campaign

This 1 hour course is designed to provide basic and advanced knowledge in the use of social media during investigations. Social media can be a gold mine of information for investigators who know how to properly access and explore cyber space for information. This course is designed for commissioned private investigators or non-commissioned investigators required to gather information for court presentations. Additional material has been added and updates have been made to the original presentation. In addition, attendees will be provided with a host of tool and resources to assist them with their investigations. JJ Goulbourne is currently the IT Manager for the Barry Lawrence Regional Library and has been with the Lawrence County Sheriff’s Office for the past 10 years. Prior to that, he was with the Christian County Prosecutor’s Office as an Investigator and System Administrator. He previously worked for the Greene County Prosecutor’s Office for 5 years as System Administrator and 1 of 3 Investigators, and a Reserve Deputy with the Greene County Sheriff’s Office assigned to the Training Division as a Firearms Instructor. He spent 4 years as an IT Technician with the Greene County Information Systems Department. He has a total of 23 years law enforcement experience. He is a Military Veteran with 16 years Military experience.

Computer Investigations and Use of Social Media

As the use of various social media platforms grows in prevalence, process servers and investigators alike are benefitting from using social media as a skip tracing tool. In this ServeNowEDU webinar, Joseph Jones of Bosco Legal will discuss the difference between a basic Google search and real OSINT searching, how to locate accounts, hidden photos and the other various pieces of information to help you locate your subject, even when it’s not obvious. Joseph will also discuss non-public information and how it can be located, how online searching for skip tracing purposes differs from a true social media investigation, and will explain supplemental skip tracing techniques and tools. Joseph Jones is a licensed private investigator and the Vice President of Bosco Legal Services, Inc. Joseph has worked in every position at Bosco, starting with taking out the trash and sweeping the parking lots and as such has an intimate knowledge of all aspects of investigations, process serving, records retrieval and various other attorney services. Joseph has a degree in psychology from California Southern University, is a member of the California Association of Licensed Private Investigators, the California Association of Legal Support Professionals, the National Association of Professional Process Servers, and the National Council of Investigation and Security Services, and has received specialized training from the military, various law enforcement agencies and the nation’s top private intelligence firms. He is also a CALSPro Certified Process Server.

Social Media Skip Tracing: Everything the Modern Process Server Needs to Know

Ethical and moral dilemmas occur within every profession including process serving. This discussion will explore different scenarios when working with clients, attorneys, individuals being served, and competitors. Being prepared is the key to maneuvering through these scenarios while guiding you towards making solid, ethical decisions for you, your company and all who are involved. Kimberly Hamilton is a private investigator in North Carolina and owns Female Agents, Inc. She was a founding member of NCAPPS (North Carolina Association of Professional Process Servers) and currently is President of the association. She has previously served on the board for NCAPI and has been very active in both the private investigative and service of process professions since 2000. Kimberly is a former deputy with the Alamance County Sheriff’s Department and currently teaches classes on Ethics; Process Serving; and Human Trafficking.

Process Serving: Ethical Dilemmas and Scenarios

Learn about local search optimization, what it means, how it differs from traditional search engine marketing, and how to get started. In this webinar, online marketing coordinator Kelsey Johnson will walk you through how to claim your Google business profile, what it takes to get listed online, and how your NAP, social media, reviews, and having a mobile friendly website can influence your ranking. Kelsey Johnson is an online marketing coordinator with ServeNow. She consults process servers and private investigators on best practices for Google business optimization and assists with citation building, listing verification, and support. Kelsey also designs mobile-friendly websites for small businesses and creates keyword-rich website content.

Local Search Optimization Basics

With regulations, technology, and logging requirements quickly changing, the demand from clients are at an all-time high with requests to adhere to strict guidelines. Paula Ashcraft, CEO of Greentree Legal discusses these new expectations can seem overwhelming to business owners. New Compliance guidelines in our industry are a result of the trickledown effect of increased regulations on our clients. This may have you wondering how this will impact your business and how you could start to prepare. In this webinar, Paula will walk attendees through how to handle a compliance request, technology, GPS, and filing needs, and what you need to create an effective compliance management system.

Impact of Compliance on Process Service Companies

David Nill’s company, Rapid Legal, has evolved from a firm with many physical locations to a virtual process serving company that’s driven almost completely by technology. In this webinar, he will discuss how the small- to medium-sized traditional process serving companies can adopt technologies that make them more efficient, profitable and prepare them for the future.

Propelling Your Company Forward With Technology

ServeNowEDU video podcast of our monthly webinars designed to educate process servers. Industry experts and leaders in legal and business share their expertise, from marketing tips and technology recommendations to the business of process serving, compliance, and more.

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ServeNow EDU for Process Servers

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