Tuesday, March 17, 2015






Is It Served Yet?: 5 Clever Ways To Satisfy Your Client With Status Updates

Many of us in the process serving industry are more than familiar with the need to provide our clients with an unremitting status of service. Of course, it’s sometimes not taken into account that we just received the documents less than 24 hours ago; that standard service was acceptable with no unnecessary rush; that the service address provided may not be correct; or that the confirmation email you received ensured timely service attempts and immediate notification of completed service. But as a process serving company our mission statement often relays the common blurb of quick and fast service with “satisfaction guaranteed.” Does that always mean the client gets what the client wants? Probably not. However, here are a few tips to help keep your client happy through consistent, open communication on the status of their service.

1)    E-Mail

It’s always a good idea to send your client a quick confirmation upon receipt of every job. This lets them know you are acknowledging their request and taking action right away. Additionally, this allows the client a venue to communicate and provide any additional documents, instructions or other helpful information that may be necessary for successful service. In part, this also works in your favor because any information received by the process can also be attached and provided to the client whether it be skip tracing reports, images, or surveillance.

2)    TEXT

Let’s face it, many of our clients are young, tech savvy individuals who prefer a quick go-to for questions and answers. Sending a quick update advising your client whether a service is completed or in progress can go a long way. Affixing a simple snapshot of a server’s field activity can provide your client with enough confidence in your company to ensure them their service is receiving the attention it warrants.

3)    Website

Many company websites have the ability to offer secure options in which clients with a login and password can access their files. Some of the features on a company page may provide clients with specific status updates such as service attempts with dates and times along with specific results.

4)    Phone

Let’s not forget before cellular phones, there were landlines. Always have a main telephone number that is answered by a live person during business hours. Sometimes it’s comforting for a client to hear that friendly voice that ensures that their service is important and matters to the company.

5)    Apps

There are several process serving applications available for download on most smartphones. If your company is not already using one, this would be a wise investment. These applications contain very useful features that may allow your clients access to service details, including detailed server notes, photos, GPS coordinates, or other relevant information. 



While these are just a few ways to sustain effective communication with our clients on providing status updates, we must continue to develop happy clients and healthy professional relationships overall. The process serving industry is a “service” industry first and foremost, therefore honesty, integrity, and fairness should consistently reign in our work ethic.