Courier Service Toolbox

The Courier Service Toolbox is a software solution designed to streamline the daily operations of process serving firms and courier service businesses. It caters to businesses of all sizes, from startup process servers to large volume process servers. This versatile tool is utilized by various professions and industries including process serving firms, legal services, couriers and delivery services, private investigation agencies, and debt collection agencies.

Key Features

Quick Job Entry and Tracking: According to the vendor, the software allows users to rapidly enter jobs using saved contacts, client integration, or custom online job entry forms. It also offers efficient tracking of job progress and status, aiming to streamline the process for both startup process servers and large volume process servers.

Client Notifications: The product enables users to configure automated email notifications to keep clients updated on job progress, service completion, affidavits, and invoices. The vendor claims that this feature enhances client communication, reduces the need for manual status updates, and improves client satisfaction with real-time job updates.

Bill and Collect Payment: The software offers features to streamline the client billing process, including invoice tracking and client statements. It also provides clients with an online payment portal for convenient payment processing, aiming to simplify payment collection and reduce administrative tasks.

Professional Looking Affidavits: According to the vendor, the software provides users with a broad collection of standard affidavit formats to generate professional-looking affidavits. Users can also customize affidavits to meet specific needs and requirements, simplifying the process of generating, signing, and managing affidavits.

Streamlined Scanning Tools: The product offers intelligent barcodes and scanning tools to automatically route scanned field sheets, affidavits, and invoices to the appropriate job. This feature aims to improve document management and organization, saving time and reducing manual effort in document processing.

Powerful Reporting and Analytics: Users can access comprehensive client and financial statistics for better insights into business performance. The software allows users to generate job status reports and utilize an intelligent dashboard for full control of the portfolio of work. According to the vendor, this feature helps users make informed business decisions based on accurate data and analytics.

Ask AiMY: The software includes an AI-enabled tool that can read and extract key case and job information from any document format. According to the vendor, this feature saves time and reduces manual data entry by leveraging AI technology, improving efficiency and accuracy in job entry processes.

Mobile App: The product offers a mobile app for Android and iPhone devices, providing easy access to job management and service updates. Users can work offline and serve papers from anywhere, even without a data signal. The app also allows users to sign affidavits, upload photos, and benefit from automated routing.

Client Dashboard: Users can provide clients with 24/7 access to service data and documents through a customizable online dashboard. The vendor states that the dashboard can be white-labeled with the company's logo and style. Additionally, the software enables online payment processing through integration with PayLegal.

Trading Network: The software allows users to expand their reach nationwide by trading jobs with servers all over the US. Users can maintain full control of their jobs while collaborating with trading partners. The software also provides a directory to connect with other PST users and find potential trading partners.