The judicial process is explained from filing a petition, to the process server receiving and attempting to execute the document, thru what happens after a Judgement is granted. Once of the module goals is to emphasize the positive or negative impact a process server’s work can have on a case as it progresses. We will explain the costs & consequences to the plaintiff, defendant or the process server resulting from any oversights or errors made during the case progression, as well on how to avoid pitfalls that could harm the Defendant or Plaintiff. This modules also designed to show the server the differing documents they may be called upon to deliver during their career. We will explain the purpose of the varying service documents used throughout the Justice, County, District & Federal systems; breakdown the time limits for service of those documents; and when they should be filed back with the court when required.

It seems many servers are not aware of the ethics they should be using when serving papers in the field. The scope of this class covers an in-depth look at the definition, application, and impact of ethical standards in a business environment. The JBCC Code of Ethics is presented and discussed as a guideline for conducting business within the perimeters of a code of conduct. Various business scenarios are presented and discussed as part of the learning process. We explore the positive and negative impact of choosing to adhere or not to adhere to professional ethical standards for our profession. ...

As process servers we encounter all personality types. Verbal and non-verbal communication skills are essential. This seminar covers topics on personality types; how to pose questions to obtain a positive response; how to engage in a conversation without sounding demanding or threatening; and how to read body language to help the server gain the information needed for successful completion of delivery or proving diligence.

We will be presenting practical information regarding safety for process servers. A discussion regarding tools and equipment to increase safety; how a server can perform a Risk Assessment; and an overview of Erin’s List as it relates to utilizing the database and participating in the program. We will also cover what to do when the person we are speaking with begins to escalate. We focus on techniques used to de-escalate a situation when someone becomes agitated or threatening. During this session we will discuss and demonstrate how to avoid conflicts, physical confrontation, injury or arrest. This course will also field questions from the audience regarding trends or problems they are experiencing.

This module is designed to help create good habits in what is needed to prove the diligence you performed will be valid should it ever be challenged in court, whether the serve is successful or not. We will cover what diligence looks like and its importance; what the law requires to prove up service; customer expectations regarding diligence; and how to document the diligence you performed.

Now that you’ve done the work to deliver the documents to a respondent or defendant, what’s next? We must prove to the court that our actions were in align with the legal requirements of due process. This is where the affidavit comes in.  We will discuss the purpose & importance of an affidavit in the judicial system and how it applies to process serving.  In addition, we will breakdown the difference between an affidavit versus a declaration that a server may choose to utilize. Finally, we will take a deep dive into the various types of affidavits a server will complete in the course of their profession.