Automation for Process Servers
Posted March 20, 2019 in Technology
by Samantha Cole
What is automation?
Automation is the use of computer software and other technologies to make certain functions happen with minimal human intervention. Automation technology can vary from the machines used to build cars to automatic email responses.
The ability for automated processes to replace manual labor have often lead to fear that machines will steal the jobs of humans. Contrary to knee-jerk reactions, technology actually makes businesses run significantly smoother when used correctly. Automation allows for less time working on tedious tasks and more time focusing on other aspects of the business.
How can process servers use automation?
In order to succeed, process servers have to run their business effectively. This means the majority of a server’s energy is dedicated to tasks that keep a business healthy which are often time-consuming and menial. These tasks could include answering and responding to phone calls, data entry, billing, posting on social media, and asking for reviews. With the right applications and software, all of these tasks can be automated, freeing the process server up to spend more time in the field.
The Tools You Need
While using technology in this way may sound futuristic, it’s actually completely attainable and reasonable to set up automation systems within your business. Set aside some time to familiarize yourself with these tools that will help you get started:
For a lot of process servers, answering phone calls can be extremely time-consuming. Using a virtual receptionist company like Ruby Receptionists saves you from having to wade through unnecessary phone calls to get to the ones that matter. Ruby uses real-life receptionists that interact with your customers and technology that allows them to answer calls with your company’s information.
Between interacting with clients, scheduling jobs, and marketing, you move between a lot of web applications as a business owner. Zapier integrates these different web apps so they interact, passing information and creating workflows. Whether it’s automating your online review requests or publishing a Tweet when you post on your blog, Zapier can save you time by simplifying your processes.
Making the payment process simple and easy is beneficial for both you and your customers. Using Stripe allows you to build a scalable online billing platform that is secure and efficient. You can use the app and its integration capabilities to accept payments, manage revenue, and maintain your business online.
Built specifically for process servers, ServeManager provides the perfect tools to help you save time and energy while in the field and managing serves. Its online platform allows servers to easily collaborate with clients and contractors by sharing notes, affidavits, and updates from the road. It also enables you to invoice clients through the software, log your GPS coordinates and photos from the field, and print and share affidavits easily.
Whether you’re meeting with employees or potential clients, having a reliable video conferencing system in place can save you time in avoiding the hassle usually associated with video meetings. In addition, Zoom also offers options for video webinars, recording meetings, collaboration-enabled conference rooms, and a phone system.
There are a variety of ways you could use forms to collect data or reviews for your process serving business. Formstack allows you to create functional and clean forms without coding knowledge. It can also connect your online forms to other apps and safely collect your data so you can make informed business decisions.
You may be a one-man business, but that doesn’t mean you can (or should) do everything yourself. Whether it’s finding writers, designers, or digital marketers, Fiverr connects you with professional freelance services. Search on the largest freelance services marketplace for everything you could ever need to outsource to someone else.
A Worthy Cause
Many experience the initial growing pains of investing in and learning how to use new technology. Despite reservations and setup time, the payout is worth it in the long run. Ultimately, you will spend less time on the brain-numbing, repetitive tasks and more time focusing on your clients and their needs. Being a process server is about fulfilling due process as this is an essential role in the legal system. Getting pesky busy work out of the way enables you to dedicate your energy to the most important part of your job, which is successfully serving papers.
For more tips and tools for automating your process serving business, check out the ServeNowEDU Webinar, Introducing Automation Domination: Streamline Your Business.