A process server plays a vital role in the legal system, ensuring that court documents are properly delivered to individuals involved in lawsuits.
While the job may seem straightforward, it requires legal knowledge, training, and in some cases, certification depending on the state.
So, how do you become a professional process server? Let’s break it down.
Step 1: Understand Your State’s Requirements
Process server regulations vary by state—some require certification, while others don’t.
Licensed vs. Unlicensed States
- Licensed States – Some states require process servers to be certified or registered with the court.
- Unlicensed States – Some states allow anyone over 18 who is not a party to the case to serve legal documents.
- Training & Exams – Some states require process servers to complete training or pass an exam.
Example:
- In Arizona, California, and Florida, process servers must complete state-approved certification and register with the court.
- In Texas and Georgia, process servers must be certified by the judicial system.
- In New York, anyone over 18 can serve legal documents without a license.
Check your state’s requirements before starting!
Step 2: Take a Process Server Training Course (If Required)
Some states require training to ensure process servers understand legal procedures.
What You’ll Learn in Training
- State laws on service of process
- Best practices for handling evasive defendants
- Rules for substituted and alternative service
Example:
- In Arizona, process servers must complete an accredited training program and pass a certification exam.
Even if training isn’t required, taking a course can give you an edge!
Step 3: Get Certified & Register with the Court (If Needed)
In states that require certification, process servers must pass an exam and register before serving papers.
Certification Process
- Pass a Background Check – Some states require a criminal background check before granting certification.
- Take the Process Server Exam – Covers state laws, ethical conduct, and service methods.
- Register with the Court or Secretary of State – In some areas, process servers must register locally.
Example:
- In Florida, process servers must be certified by the judicial circuit and pass an exam before getting approved.
Once certified, you can legally serve documents in your state!
Step 4: Get the Right Tools & Equipment
A professional process server needs the right tools to operate efficiently.
Essential Tools for a Process Server
- Smartphone with GPS Tracking & Camera – For proof of service and recording delivery attempts.
- Process Serving Software – Tools like ServeManager help track cases and service attempts.
- Legal Forms & Proof of Service Templates – Each state has specific documentation for completed serves.
Example:
- A process server in Texas uses GPS tracking and time-stamped photos to verify each serve.
Using technology ensures every serve is legally defensible.
Step 5: Learn How to Handle Evasive Defendants
Some defendants don’t want to be served—you need strategies to track them down.
Tactics for Serving Hard-to-Find Individuals
- Skip Tracing Skills – Use databases, social media, and public records to locate people.
- Stakeouts & Surveillance – Wait outside homes or workplaces to complete service.
- Creative Tactics – Some process servers blend in as delivery workers or business clients.
Example:
- A process server tracks a defendant’s routine using social media and serves them at a coffee shop.
Knowing how to handle evasive individuals makes you a top-tier process server.
Step 6: Start Working for a Process Serving Company (or Go Independent!)
You can either work for an established firm or start your own process serving business.
Career Options as a Process Server
- Join a Process Serving Firm – Many new process servers work for established companies to gain experience.
- Go Independent – If you’re business-savvy, you can start your own process serving company.
- Market Your Services – Register with directories like ServeNow and NAPPS to attract clients.
Example:
- A new process server joins a local process serving firm before starting their own company.
You decide whether to work for a company or build your own brand.
Summary: How to Become a Process Server
| 1. Check Your State’s Requirements | Determine if certification, training, or licensing is required. |
| 2. Take a Training Course | Learn legal procedures and best practices. |
| 3. Get Certified & Register | Pass any required exams, complete background checks, and register with the court. |
| 4. Get the Right Tools | Use process serving software, GPS tracking, and digital documentation. |
| 5. Learn Evasion Tactics | Use skip tracing and surveillance to locate evasive defendants. |
| 6. Start Working | Join a firm or start your own business. |
Final Thoughts: Becoming a Professional Process Server
- A process server plays a crucial role in the legal system—delivering legal documents safely, efficiently, and legally.
- Each state has different requirements—know the rules before starting.
- Training and certification can set you apart from competitors.
- Using technology and smart tactics will make you more effective.
Becoming a process server takes effort, but with the right training, skills, and mindset, you can build a successful career.
Ready to start? Check your state’s requirements and take the first step today!
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The Process Server
13416 North 32nd Street #110F, Phoenix, Arizona 85032, United States
Phone: +1 (602) 675-2333
Email: [email protected]
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