AI agent for legal secretaries
Proof of Service Tracking Agent
Every service completed and proven on time
What it does
Missing a service deadline or filing a proof with the wrong details can delay a case or get it dismissed. After papers go out for service, this agent tracks each one: the method, the server or carrier, and the deadlines for service and for filing proof. It checks status with the process server or tracking. If service is not complete within 10 days of the deadline, it alerts the secretary. When service is complete, it drafts the proof of service from the details. It then checks the proof matches the papers served, the party, the address and the date. If something does not match, such as the wrong entity, it flags it and lists options like re-service. After failed attempts it lists options such as another address or alternate service. The secretary and attorney approve filing and any alternate service request. Edge case: the server served the wrong entity name, so the agent flags a redo.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Papers sent for service
- Record method, server and deadlines for service and filing proof
- Track server or carrier status
- List options such as another address if service fails
- Draft proof of service from the server's details
- Does the proof match papers, party, address and date?If not: flag the mismatch and list options such as re-service. Back to step 3.
- Secretary and attorney approve filingThe agent waits here for your OK.
- Proof filed and logged
How it decides
It tracks deadlines and checks proofs match papers and parties.
- No service within 10 days of deadline: alert
- Wrong entity: redo
- Failed attempts: list options
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Deadline rules
- Alert timing
- Proof template
- Servers
What keeps you in control
It always asks you first
- Filing proof
- Alternate service requests
Hard limits
- Never files
- Never instructs servers without approval
It stops when
- Done: proof filed
- Stop: service impossible
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
