Legal and process serving
Emailed service requests, entered in ServeManager the way each client wants.
Law firms email you a claim, a cover letter and who to serve. Spirit reads the email and every attachment, follows that firm's own instructions, and creates the ServeManager job with the right parties, addresses and documents.
The work today
Every client firm sends work its own way. One puts the instructions in the email, another in a cover letter, a third in a memo listing four debtors. Your intake clerk knows each firm's habits and retypes it all into ServeManager.
Most of a document is not needed to open a job. The parties and the court file number are on the first page and the serving instructions are in the email. Reading forty pages to find them is where an intake desk loses its morning.
How Spirit does it
It reads your intake mailbox
Requests arrive at a shared address such as intake@. Spirit reads each message and its attachments, including forwarded emails and Outlook .msg files.
It knows who sent it
Each client firm has its own instructions: where they put the service details, how they name files, what they always want. Spirit applies the right ones by sender.
It reads only what it needs
The first and last pages of a long claim carry the caption, the parties and the serving firm's details. Spirit reads those and leaves the rest.
It creates the job
One ServeManager job per person to be served, with the court file number, the addresses, the client's reference and the documents attached under the names your team uses.
It asks when it is unsure
If an email does not make clear who to serve, Spirit asks your team instead of guessing.
What comes back
- A ServeManager job for every person the email asks you to serve
- The documents to be served attached, with the client's original email
- Every run listed with what it read and what it created, searchable by file number or name
What stays with a person
- Only the people the email names are served. Spirit does not add parties from the claim on its own
- Approvals can stay on for every new job until you trust a client's setup
- A correction to one client's instructions changes that client's work, not everyone's
- Mail is read with read-only access. Spirit never moves, marks or deletes anything in your mailbox
Works with
- ServeManager
- Microsoft 365 and Google Workspace mailboxes
- SharePoint
- Saved .eml and Outlook .msg files
Questions
- Does every client firm need its own setup?
- Your largest clients each get their own instructions. Everyone else shares one general setup, with a note for any firm that does something differently.
- What if one email asks to serve several people?
- Spirit creates one ServeManager job for each person to be served, each with its own address and the same documents.
- Can it read scanned documents?
- Yes. Scanned PDFs are read like any other, and a bundled scan can be split into one document per form before it is attached.
- Do we have to change how clients send us work?
- No. Spirit reads what your clients already send, the way they already send it.