Give job entry a head start.
Upload service papers and let Pizzazz AI extract key details into a draft for your review.
PROCESS SERVING, WITH PIZZAZZ AI
Every job.
Every step.
Connected.
Pizzazz AI helps with the paperwork. Read uploaded documents, fill job details, and prepare proof drafts for review—while your office, servers, and clients stay connected from assignment to final approval.
AI-assisted preparation. Your team stays in control.
A CLEAR PATH FROM JOB TO PROOF
Pizzazz ServeWORKFLOW EXAMPLE
YOUR WORKSPACE
Keep work moving.
Service assignmentDocuments, instructions & proof
DEMO-001- Prepared & assignedAdministrator approves the proof setupOFFICE
- Recorded & signedProcess server submits the reviewed proofFIELD
- Pending reviewAdministrator checks the completed workOFFICE
- Client approvalReview, approve, and close the jobCLIENT
The right next step, for everyone.
Meet Pizzazz AI Document intake. Job details.
Proof preparation.
Proof preparation.
Bring the field into view.
Keep attempt details, photos, and available GPS evidence together with each assignment.
Proofs with a process.
AI-assisted preparation, electronic signatures, administrator review, and client approval.
MEET YOUR DOCUMENT & PROOF ASSISTANT
Pizzazz AI.
From paperwork
to progress.
Start with the documents you already have. Pizzazz AI helps organize the information and prepare the next steps, with your team reviewing the result.
Uploaded service papersILLUSTRATIVE DOCUMENT INTAKE
DETAILS TO IDENTIFY & REVIEW
- Case number & court
- Parties & person to serve
- Attorney & contact details
- Document titles & categories
Read documents. Reduce retyping.
Pizzazz AI extracts case, court, party, attorney, and document information from uploaded service papers to help fill a job draft. Review the suggested details before moving forward.
Get help preparing the proof.
Use AI-assisted proof research and preparation informed by the job's documents and jurisdiction. Administrators review the proposed setup and approve the proof templates used for the assignment.
Ask Pizzazz AI about the job.
Ask questions about the document information and job details. Use its suggestions and review flags to identify information that needs attention.
Carry recorded facts into the proof.
The proof workflow fills the approved template from the recorded service or non-service details. The process server reviews and e-signs it, then the administrator checks it before client release.
Available proof setups depend on the documents, jurisdiction, and service method. Some jobs need individual setup and review.
HOW IT WORKS
One job. A connected team.
Everyone knows their part.
Every handoff has a next step.
ADMINISTRATOR
Prepare & dispatch
Use Pizzazz AI to help enter the job. Review the details and proof setup, then assign your server.
PROCESS SERVER
Record & e-sign
Record the outcome and evidence. Review the populated proof and authorize the signature.
ADMINISTRATOR
Review & release
Check the signed proof. Approve it for the client, or return it for correction.
CLIENT
Approve & complete
Review the released proof and approve completion, or request a correction.
Server completion and final job completion are separate: signed work stays pending administrator review before it reaches the client.
YOUR FIRST FEW CLICKS
A simple start,
for every role.
Running a company? Create an administrator account and company workspace first, then add or invite your servers and clients. Servers and clients can also register independently.
Open the full interactive tutorialSet up your next assignment.
- Create your workspace.
Choose Administrator / Company when creating an account. Connect your staff and clients from your account and company menus.
- Start with Pizzazz AI.
Choose + Create Job, then Create with Pizzazz AI. Upload the service papers, review the extracted details, and complete the draft. You can also enter the job manually.
- Prepare the proof, then dispatch.
Open Prepare Proof and review both outcome templates. When ready, choose Approve Both Templates, then Assign & Dispatch Job. Jobs outside that setup need Advanced Proof Setup.
- Review the signed work.
Open Pending Review. Check the proof and choose Approve Proof & Release to Client, or Return for Correction.
Once released, the job is Awaiting Client Approval. If the client is unavailable, an administrator can complete an approved job with a recorded reason.
Take your work into the field.
- Connect to your company.
Create a Process Server account, then connect using the company's invitation or your connection code. Complete your profile details.
- Accept and read the assignment.
Open New Jobs and choose Confirm & Accept Job. Review the documents, address, instructions, and company requirements.
- Record what happened.
Choose Served or Attempted, add the details and required photos, and press Save Attempt. Close an unsuccessful job as non-service when the requirements are met.
- Review and sign your proof.
Open E-Sign, follow the signature and PIN prompts, and check the populated proof. Select Consent & E-Sign Document when it is correct.
The job now shows Completed for you. The administrator reviews it before releasing it to the client. Taking a photo alone does not save an attempt.
Stay connected to your service job.
- Create and connect your account.
Choose Client when registering. Use your invitation or connection code to connect with your process-serving company.
- Send in your documents.
Select Submit New Job, provide the service details and instructions, and upload the documents.
- Follow the progress.
Open All My Jobs to see your jobs and their status. The administrator reviews the signed proof before it is released to you.
- Review and approve completion.
Choose View Approved Proof, then Approve Job Completion. If something needs attention, add a note and select Request Correction.
Your approval changes the job from Awaiting Client Approval to Completed.
A FEW HELPFUL DETAILS
Before you begin.
How does Pizzazz AI help?
Pizzazz AI assists with document information and proof preparation. Review names, dates, documents, and service details before approval or signing. The appropriate proof setup depends on the job's documents, jurisdiction, and service method; some jobs require individual setup and review.
Can process servers use their phones?
Yes. Open Pizzazz Serve on your phone to use the existing mobile sign-in and field workspace. Your assigned jobs, attempt records, photos, and signature steps stay in the mobile experience.
What if a client cannot approve the job?
After the signed proof has been approved, an administrator can use Close Job as Administrator and record a reason. That closure is recorded separately from client approval.
YOUR NEXT JOB STARTS HERE