Centralized Case Control for Process Servers & Investigators
The Case Management System in IntelServe is built to handle the complete lifecycle of legal service and investigation cases. From case intake and assignment to field execution and affidavit generation, the system ensures accuracy, accountability, and compliance at every stage.
Designed for Admins, Case Managers, Process Servers, Field Agents, and Clients, IntelServe provides a single platform where all case-related information stays organized, secure, and accessible in real time.
IntelServe uses a role-based access structure to ensure each user interacts only with the information relevant to their responsibility, improving security and operational clarity.
Admins and Case Managers have complete oversight of operations. They are responsible for creating cases, assigning them to the appropriate team members, managing users, and monitoring case progress across the organization. Admins can add users to the team, including Process Servers and Field Agents. This feature is available for plans that support team management and is not included in the Standard Plan.
Process Servers access only the cases assigned to them. They manage service attempts, perform GPS check-ins, update case status, and generate affidavits directly from the system.
Clients can securely log in to view their cases, monitor progress, and download case-related documents, ensuring transparency without compromising internal workflows.
IntelServe provides a secure login system for all user roles. Access is controlled based on permissions, ensuring sensitive legal and investigation data remains protected. Each action performed inside the system is recorded, creating a reliable audit trail for compliance and accountability.
The Case Management System allows Admins and Case Managers to create Process Server cases through a structured case intake process.During case creation, users complete a case form that captures all required service details. Server information can be added, and supporting documents such as court papers and instructions can be uploaded securely. Once the case is created, it can be assigned to a specific Process Server, making it immediately available in their dashboard.This structured approach ensures that Process Servers receive complete and accurate information before attempting service.
Once a case is marked as served or a service attempt is recorded as failed, IntelServe automatically generates the corresponding affidavit. These affidavits are created using verified case data, including timestamps, GPS locations, and attempt details.The generated affidavits follow court-ready formatting and can be downloaded or printed instantly, eliminating manual document preparation and reducing the risk of errors.
Each user can manage their profile directly within IntelServe. This includes uploading a profile image, updating personal details, and changing passwords securely. Profile management ensures that user information remains current and secure across the platform.
IntelServe also supports Private Investigation case management using the same structured and secure system.
Admins and Case Managers can create Private Investigation cases by completing a case form and uploading relevant documents. Investigation subjects can be added to the case, allowing teams to maintain organized records throughout the investigation.
Once created, cases can be assigned to Field Agents, enabling controlled access and clear accountability for investigation activities.
IntelServe’s Case Management System is built specifically for legal service professionals and investigators who require accuracy, transparency, and efficiency. By combining structured case intake, role-based access, GPS-verified field activity, and automated affidavit generation, the system removes manual work and improves operational reliability.
Whether you manage process serving or private investigations, IntelServe gives you a centralized, secure, and compliant case management system that scales with your operations.