Confidential Intake
You explain the documents to be served, the case information, the person or entity to be served, the known addresses, the deadline, and any safety or location concerns. The conversation is private and free of judgment.
- Client Role
- Bring the documents, case number, party names, service address, contact details, deadline, prior attempts, attorney instructions, and any known schedule.
- Investigator Role
- Listen carefully, clarify the assignment, identify missing information, and confirm whether the request fits process serving and can be handled within the deadline.
- Expected Result
- A clear starting point for service planning and a written intake summary.



