New Client Onboarding v2

New Law Firm Onboarding
New Paralegal/Attorney Onboarding
Law Firm Information
Law Firm Name*
Firm Speciality*
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Primary Contact Information

Attorney or Paralegal
Main Contact*

First NameLast Name
Primary Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Attorney Information
Is the Attorney the same as your Primary Contact?*

YesNo
1. Please list the Attorney's name you intend to send jobs for.
2. Click "Save".
3. If you need to add more than one Attorney, another line will appear after clicking "Save".
Accounts Payable
Is the Accounts Payable Contact information the same as your Primary Contact?*

YesNo
Accounts Payable Contact*

First NameLast Name
Accounts Payable Email Address*
example@example.com
Accounts Payable Phone Number*
Please enter a valid phone number.
eFiling

Pro Legal Serve is able to eFile your Verified Return of Service Affidavits and Non-Serve Affidavits, saving you time.

We currently support eFiling in the following states: Florida, Georgia, Texas, Pennsylvania, Illinois, Oregon, Minnesota, Maryland, New York, California (select jurisdictions). The cost to eFile is $2 per affidavit.
Would you like Pro Legal Serve to automatically eFile affidavits?

YesNo
Preferred Contact Methods
Preferred method for submitting jobs?*

EmailGoogle DriveDropboxOneDriveDirectly From Your Case Management SystemOther
Preferred method for receiving affidavits?*

EmailGoogle DriveDropboxOneDriveDirectly To Your Case Management SystemOther
Preferred method for receiving status updates?*

EmailTextGoogle SheetsDirectly To Your Case Management SystemMicrosoft Excel - OneDrive
What case management software do you use?*
After clicking "Submit" you will be redirected to a secure form to enter your billing details. Billing details are securely stored through Stripe and help us streamline the billing process.
Does your Firm currently use Pro Legal Serve?*
Should be Empty:

New Law Firm Onboarding

New Paralegal/Attorney Onboarding

Law Firm Information

Primary Contact Information

Attorney Information

Accounts Payable

eFiling

Preferred Contact Methods