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For lawyers and legal assistants.
Built for the person running the file. One email in, a sworn affidavit out, and a total you know before the documents leave your desk. Be as involved as you want, or leave every aspect to us.
Intake to invoice.
Intake
Email documents with the party's name and address. Standing instructions for your firm are on file, so a repeat matter is one email. Confirmation and a file reference follow on receipt.
Attempts
Logged with time, address and outcome. Updates on request, or through your client portal.
Affidavit
Drafted and sworn by us. PDF affidavit standard on every job, emailed the day it is sworn and ready for upload to Court Services Online. Original filed at the registry or mailed to your office.
Invoice
Sent from QuickBooks with your file number, payable once service is complete.
Set once. Applied to every file.
Your firm's preferences are kept on file so no matter needs more than the documents and an address.
- PDF affidavit, standardIncluded on every serve. Emailed the day it is sworn, ready for upload to Court Services Online.
- Affidavit templateYour Form 15 or Form 4 template, or ours.
- Who receives updatesLegal assistant, file lawyer, or both, on request and when the affidavit is sworn.
- OriginalsFile at the Kelowna registry, or mail to your office.
- BillingMonthly or per file, payable once service is complete. Credit card, cheque or e-transfer. File number and client reference on every line.
High-volume clients: your files, one click.
A client portal for firms that send regular volume. See what is happening with every file without an email or a call.
- Review attemptsEvery attempt as it is logged: time, address, outcome and what was observed.
- Real-time billingCharges by file as they are incurred, with your file numbers. No surprises at month end.
- Edit draft affidavitsOpen the draft, adjust wording or exhibits, and release it for swearing. Or leave it to us.
- File statusReceived, attempted, served, sworn, filed. All of your matters on one screen.
Questions from the file desk.
How do we send documents?
Email PDFs to OkanaganProcessServers@gmail.com with the party's name and address, or use the form on the contact page. Standing instructions for your firm are on file, so a repeat matter is one email.
How are we updated?
Updates on request, or through your client portal. Every attempt is logged with time, address and outcome.
Who prepares the affidavit?
We do. The affidavit of service is drafted from the attempt log, sworn, and delivered with the file. Your office receives a finished affidavit, not a draft to complete.
What form does the affidavit take?
Form 15 Affidavit of Personal Service or Small Claims Form 4, or your firm's template. Drafted and sworn by us. A PDF is standard on every serve, ready for upload to Court Services Online. The original is filed at the Kelowna registry or mailed to your office.
Rule 4-3(2) · Form 15 · Small Claims Form 4
What if the party is evading or cannot be found?
Additional attempts are made as needed, spread across different days and times of day, until the party is served or you tell us to stop. Each is billed at the follow-up rate. If personal service proves impracticable, the court may order an alternative method under Supreme Court Civil Rule 4-4. That application rests on an affidavit of attempted service, so ours is written for it: each attempt with date, time of day, address, what was observed, who was spoken to and inquiries made to confirm the address, with attempts spread across different times and days as evidence of diligent effort.
A refusal is not a failed attempt. Where the party is identified and declines the documents, they are left at their feet and the affidavit records personal service.
Rule 4-4 · Rule 4-3(2)
How do you invoice?
Sent from QuickBooks, monthly or per file, with your file number. Payable once service is complete, by credit card, cheque or e-transfer.
Ask about an account.
Standing instructions, portal access and monthly invoicing set up in one call.