Case Caption
Full court name, case number, and party names exactly as they appear on the complaint or filing to tie the service to the correct matter.
A complete Proof of Service preserves procedural rights, prevents delays, and creates a record for courts and opposing parties. It demonstrates compliance with rules such as FRCP 4 and supports later filings like affidavits, motions for default, or enforcement orders.
The document is commonly completed by the server, filing attorney, or administrative staff immediately after service to ensure accuracy.
Keeping a signed, dated, and filed proof of service helps prevent challenges to jurisdiction, delays, and possible sanctions.
Full court name, case number, and party names exactly as they appear on the complaint or filing to tie the service to the correct matter.
Specify the method used (personal delivery, certified mail, substituted service, statutory service, or electronic service) and note any statutory authority permitting that method.
Exact calendar date and clock time of service, including time zone if serving across jurisdictions, to establish compliance with response deadlines.
Name, business address, phone number, and badge or license number of the individual or agency that performed the service, plus their relationship to the case.
Name and physical description of the person served or the address served, and any notation if the recipient refused or accepted delivery.
Attach delivery receipts, certified mail tracking records, screenshots of electronic delivery, A/V recordings for RON, and any signed acknowledgments.
| Field Setup | Add required fields: case caption, date/time, method, server info |
|---|---|
| Authentication | Choose email, SMS code, or ID verification for server attestation |
| Attachments | Enable upload for tracking receipts, photos, or A/V files |
| Audit Trail | Record IP, timestamps, and action history for each event |
| Retention | Configure automatic archival and export in PDF/A |
Ensure the platform you use supports required file types and preserves an immutable audit trail for each service event.
Preserve exportable signed PDFs and audit reports and maintain secure storage that supports legal admissibility and reproduction when needed.
Typically 21 days after service in federal court (FRCP 12(a)(1))
Plaintiff must generally serve within 90 days of filing (FRCP 4(m))
File proof of service promptly after completing service per local rules
E-service acceptance and notice periods vary by state and local rule
Keep service records for years matching the case retention policy
Complete summons and documents before attempting service.
Deliver documents and collect any signed acknowledgments.
Submit affidavit or declaration to the clerk promptly after service.
Track response and motion dates tied to the service timestamp.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |