Best Process Server Software for Windows of 2025

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices.

Paper Tracker stands out as one of the most sophisticated tools available for process servers in today's market. With the capability to operate from any location with internet access, it eliminates the need for specialized hardware and is compatible with Windows, Mac, and Linux through browsers like Chrome, IE, and Firefox, making it an excellent choice for businesses with remote employees or multiple branches. Users can efficiently monitor and create invoices, service proofs, field sheets, and billing statements for outstanding balances while organizing statements by case number, managing accounts receivable and payable, and maintaining a check register. Additionally, the Client Web Portal significantly cuts down on office calls by allowing clients to check the real-time status of their jobs, print returns, invoices, and statements, and access any documents that have been made visible to them. The mobile application enhances functionality by providing servers with routing directions for their assigned tasks, enabling them to record service attempts and details, and facilitating the upload of GPS timestamped photos linked to each job. This combination of features not only streamlines the workflow for process servers but also improves client communication and transparency.

Enhance your workflow, oversee your servers, and strengthen customer relations all through a single streamlined system. By cutting down on hours of paperwork and minimizing errors, you can run a more effective process serving business. Fully operational from Day 1, it comes equipped with pre-built affidavits and reports. With Process Organizer, law firm clients can conveniently send additional tasks to process servers, complete with service documents. The client portal allows for simultaneous viewing of multiple processes, including status updates and scanned documents for easy access. Furthermore, Process Organizer can send automated email alerts to inform clients once a process has been served, attaching signed affidavits for their records. Process servers have the ability to enter all required details of their work orders directly from their mobile devices, utilizing a user-friendly interface designed for those on the move. The system incorporates dropdown menus where applicable, ensuring quick and uniform data entry for enhanced efficiency. This comprehensive tool ultimately aims to simplify the complexities of process serving for all involved parties.

PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.