Podcasts about servemanager

Meet some of the brilliant startups that took the stage in the Tech Showcase during the Summit on Legal Innovation and Disruption (SOLID) East 2018 at Hogan Lovells in New York City. In this On The Road report from the conference, host Abby Rosenbloom talks to showcase participants Trent Carlyle of ServeManager, Alma Asay of Allegory Law, Mike Dalewitz of Review Right, and Rob Feigenbaum of vTestify about how their companies are encouraging innovation. They also discussed how much they appreciated the captive, engaged audience during their presentations. Trent Carlyle is the co-founder and chief technology officer for ServeManager, a business management software used by process servers and lawyers. Alma Asay is the founder and CEO of Allegory Law, a legal technology company that provides a software platform for litigation management. Mike Dalewitz is the president of HaystackID’s Review Services (ReviewRight) and was the founder and CEO of Inspired Review, now a HaystackID company. Rob Feigenbaum is the VP of sales and strategy at vTestify where he specializes in complex issues related to electronic data discovery, review and production.

Blockchain is not just a theory, it is a technology that real life lawyers and law firms are implementing into their practices. In this On The Road report from the GLBC Annual Meeting 2018, hosts Amy Braunz and Cori Goudchaux talk to Trent Carlyle, Kate Briscoe, James Cornell, and Brian Kuhn about how their companies are utilizing blockchain technology and the problems this technology could address to improve the experience of consumers. They discuss the issues that motivated them to pursue an interest in blockchain and how they are ensuring that they apply this technology in the most efficient way. Trent Carlyle is the co-founder and chief technology officer for Lawgical, the parent company of Legal Talk Network, ServeManager and a number of other brands that serve the legal industry. Brian Kuhn serves as the Global Co-Leader for the IBM Watson Legal Practice driving global strategy and execution across clients, legal markets and internal groups. Kate Briscoe is the co-founder LegalBeagles, a small company whose directors believe strongly in community, independence and ethics. James Cornell is a strategic leader focused on creating and implementing innovative ideas and solutions that allow legal organizations and their personnel to perform at their best.

Developing blockchain is still considered the Wild West and the key to navigating this new technological terrain is to keep things brutally simple. Amy Braunz and Cori Goudchaux of Integra Ledger go behind the curtain to discuss getting practical about simplifying when developing a blockchain app. They talk to Trent Carlyle of Lawgical, Brad Clements and Peter Buck of NetDocuments, and David Berger of Integra Ledger about their experiences building effective blockchain apps. They also share about the Global Legal Blockchain Consortium's newly formed Technical Committee and how it will set standards for the formats of transactions recorded on the blockchain. Find out about blockchain applications being developed for the legal and medical fields and the importance of establishing a trusted network to create interoperability across applications. Trent Carlyle is the co-founder and chief technology officer for Lawgical, the parent company of Legal Talk Network, ServeManager and a number of other brands that serve the legal industry. David Berger is the CTO at Integra Ledger, a Permissioned Blockchain for the Global Legal Industry. Brad Clements is chief architect at NetDocuments where he has been since 1999. Peter Buck is the VP of product strategy at NetDocuments where he focuses on the art and science of product design, with an emphasis on machine learning and expert systems.

Mighty Mike: What's up, Server Nation? My name is Michael Reid, the Podcast Server. You are listening to Process Server Daily. On this podcast, we interview the top legal support professionals and get the tips, tools and tactics that they use to get the job done and build a successful company. I'm a big fan of storytelling and I'm excited about today's guest. Mighty Mike: Before we get started, let's give a big shout out to my new sponsor, ServeManager. They have a special gift for all of my listeners at the end of today's episode. Mighty Mike: Okay, Server Nation. We are joined by the owner of On Time Process Services, located in Klamath Falls, Oregon. He specializes in skip trace investigation and serving hard to find individuals. Gary Clayton, welcome to the show. Gary Clayton: Thank you. Mighty Mike: It's good to have you on. Gary, tell us a little bit about yourself and how you got started in this industry. Gary Clayton: So I started in 2014, as kind of a just a side gig as I worked for Sears for approximately 10 years. I went through a divorce myself and during the processes of the divorce, I had to hire a process server to serve my ex-wife. It took him about five minutes, cost $125 that was the moment that said I was in the wrong industry. Mighty Mike: That's so funny, because that's exactly how I got started. Except for he got paid ... Actually, I'm the one who got served and he told me he got paid 50 bucks. How funny. It's crazy. Gary Clayton: Yeah. Mighty Mike: Some of the saddest moments in our lives end up giving us the greatest joys, so that's pretty cool. And so, how about now, you got a family? Gary Clayton: Yeah, so I got five kids, a wife. Being in this industry and being a business owner, sometimes it's got its ups and its downs, and I like the idea of being able to make my own schedule to be with the kids more or with the wife more. Mighty Mike: Yeah, family's definitely the most important and that's one of the reasons I started my own business because I didn't someone to tell me that my life would be turned upside down because I missed one day to go to my daughter's dance recital or something like that. I didn't want anyone to have that kind of control over me and so I'm with you there, brother. Mighty Mike: So Gary, there's a reason why you're on this show, as I always say, you know everybody's got different things going on, but I noticed you over the last doing a lot of really cool things, and so sometimes in the most tragic things come out the greatest triumphs, and so what is your worst experience working the field? Gary Clayton: So probably our worst experience was doing a serve for a divorce party kind of like that are what a majority of our serves are. And we were actually, there two of us servers out there, me and a colleague and we had actually gotten held at gunpoint by three individuals, two males and a female, for about two hours before we had actually gotten rescued. Gary Clayton: That was probably our worst experience as far as serving goes. Mighty Mike: Wow, so tell me more about that. And I don't wanna take you back to you know, much trauma, but take me back to the moment when they were ... did they just pull the gun out, you were at the door, knocking on the door? How did it happen? Gary Clayton: Yeah, so we walked up, we knew it was gonna be a difficult serve, and we were warned that the defendant actually had firearms and was hostile. So we went in a team. We knocked on the door, as soon as we knocked on the door, the defendant opened the door and had had a pistol in his hand right, both me and my colleague. Gary Clayton: We proceeded just to back out of the situation, but as soon as we backed out, two individuals come around the side of house, and both of them had pistols as well. So we were kinda trapped. I was able to reach down and hit real quick on my phone for dispatch, and I threw the phone into the bed of my truck and it took them a little while to get out there to us. Gary Clayton: But we were pretty well trapped, they had us go around to the back of that house and we were stuck there. Mighty Mike: Oh my gosh, what do you think they were gonna do? What were they saying? Gary Clayton: Well there's so many things that go through your head at that time. We were both confident that we were gonna get out safe, but when you're in the moment, five minutes turns into five hours in a couple of seconds. You know it's just crazy how fast it goes. Gary Clayton: When the sheriff's department pulled up there, and finally got us out of that situation, it felt like a ton of bricks off of your shoulders. Mighty Mike: Wow, so tell me about when the sheriff arrived. I mean, they had to have came out guns blazing, right? I mean, hey, "Put your guns down," this type of thing, or? Gary Clayton: Well, actually what happened was, because they didn't have any communication back and forth through the phone, it was just an open line, they didn't really know what was going on. So they came in being cautious, but they didn't bring nearly enough manpower with them. And so it was one officer that came out and once he kinda realized what was going on, he retreated back to his car and then that's when they just started coming in from every angle. Gary Clayton: The defendant and his team, the two individuals that was with him, they came to their senses fairly quick, put their guns down, and surrendered. Mighty Mike: Oh, okay, good. Yeah. That's a pretty ... man that's an intense situation. I've actually never had something that intense. Mighty Mike: You know, I gotta tell you, being able to have ... in the pre-show, we had a little conversation about, you know, being connected to dispatch and stuff. You guys have that privilege I guess you could call it, to be able to speak directly to dispatch, right? Gary Clayton: Yeah, so we all have radios here, where we had to go to actually a pretty extensive training class, each one of us, to be able to connect with dispatch. And when we're out in the areas where cell phones don't work, that's our only communication and so dispatch is pretty good at making sure we're checking in with them and they're checking in with us. Gary Clayton: And if we need backup, depending on what it is, they'll send a sheriff out. We had the incident last week that you had seen online about me following an individual down into California. We had actually radioed to dispatch to see if they would assist us in stopping the vehicle and they were like, "Nope, it's civil, follow them until he stops or you run out of gas." Mighty Mike: Wow, that's crazy. And then, in that story, you followed him down there and then the, what is it, CHP, the state police? Gary Clayton: Yeah, we were originally at the individual, the defendant's house, and as soon as we'd seen him pull in, we pulled in behind him and he was able to wedge his self around my car. And so I pulled out, followed him through town, he jumped on Highway 97, which a highway here, and he started heading towards south. Gary Clayton: A lot of the individuals here Klamath, since we're so close to California, they think that if they go into California, that they can't be served. So as soon as they get on 97 South, we automatically know that they're heading into California, so we contact the Department of Agriculture down there, 'cause they have the transfer station, the bus station we call 'em. Gary Clayton: And they'll typically assist us in stopping 'em, however this day, there was a CHP officer that was actually passing through about ten minutes before we were coming through, and the transfer station supervisor actually stopped CHP and asked him if he would hang out to assist with that. And they did, they were really good at helping us with it. Gary Clayton: However it ended up being a pretty serious situation, they did step in and help us. Mighty Mike: So, a couple things I want to say about your worst experience. First of all, do everything you can to be prepared, because when you think, "Oh, it's probably just one guy, and we got this handled. You know, I got my gun, if he has a gun then we'll handle it," right? Mighty Mike: I know that's a very simplified version, but you know, in this case there were multiple people and then if you did have a gun, now you're having a shootout with three guys. I mean, it's insane what can happen if you're trigger happy. That's one thing. Mighty Mike: It's insane, I mean, did anyone end up getting shot that day? Gary Clayton: No, there was no gunfire and actually we don't carry here. Each one of my process servers, I allow them to make the decision, however, I strongly discourage my individuals or my process servers from carrying, maybe keeping it in a vehicle or something like that. Gary Clayton: We've seen in the past with open carry or concealed carry if the defendant or the individual we're serving sees it, it brings a higher threat. And so we were seeing a lot of pushback from it, so without having a firearm ... Gary Clayton: And yeah, it's a dangerous industry, but we were able to eliminate a lot of problems just by taking the firearms out of the equation. Mighty Mike: Yeah that's, I mean, each business has to make the decision based on their area, based on their ability to handle different situations and I think that's commendable that you made that decision. Mighty Mike: I think maybe too, another way could be to have a concealed weapons permit so that ... I'm not familiar with Oregon's laws on that. Are you able to, is it a law where you can conceal carry? Gary Clayton: Yeah, you can conceal carry. And my process servers, they do conceal carry. We just try to keep the intensity between a firearm and open carry at a bay. Mighty Mike: Well what I get from your story most is be prepared, and be cool and calm and collected and then to be able to get your phone like that and hit it and throw it in the back of the truck the way that you did, I don't know that I could have or would've done, thought to do something like that. 'Cause had you not done that, you'd have been at their mercy for who knows how long. Gary Clayton: Right yeah, and so the idea was that when we went into this group, we were prepared because we had gotten word beforehand that the individual may act like this. So before we'd even gotten to the house, we had already had 911 dialed into our phones. 'Cause we didn't know what we were walking into. And you never know what you're walking into. You can walk in and they can have a conversation with you for 20 minutes about their day, or you can walk into guns. Mighty Mike: And sometimes you walk in to have a five-minute conversation, and then they find out you're there to serve them, and then they're pulling out guns. That can happen too. Mighty Mike: Well, that's great. So Gary, what do you want Server Nation to get from your story, your worst experience? Gary Clayton: Well, just to be safe and always be prepared. And the idea is to go home, if you have a family, to go home to your family every day, or if you don't have a family to go home alive every day. You know, stay safe and always be prepared for the worst. Mighty Mike: So Gary, that's awesome. Tell me your greatest experience working in the field? Gary Clayton: So this actually just happened not too long ago. We had a locate, a serve locate. It was kind of like a will, where an individual here in Klamath County was getting an inheritance from relatives out of Texas, and we were hired to do a locate and then to do the serve. Gary Clayton: And when we did the locate and found that this individual who was inheriting a large amount of money had to be notified of it, we were kind of intrigued that most of the time we're bringing bad news to people and this instance, it wasn't bad news, it was kind of a cool story where this guy has been living a mediocre life working 9 to 5, and now he no longer has to. Gary Clayton: So it was kind of a cool experience to have. Mighty Mike: That's a really cool experience. How much money was it? Gary Clayton: Oh, you know, I don't remember right off hand, but I think we're ... it was well over $2,000,000. Mighty Mike: Oh man, how much did you make on that one? Gary Clayton: Well, first we quoted it at 65 for this serve, and then at 65 an hour to do the locator, 125, whichever one we went to. Afterward we were like, wow, we don't think we charged enough for this one. Mighty Mike: Exactly. You were more like private security for that delivery. Gary Clayton: Yeah, you know the funny thing is, is that the individual when we were going to serve them, he avoided us. For several weeks he avoided us. We had a location form, we tried to explain to him what it was and he didn't believe it, he kinda blew us off. And then finally when we got him pinned down to actually get him served with the notice of what he needed to do next, it was ... he still didn't believe it. It took him several minutes to actually comprehend what was going on. Mighty Mike: Wow. And so you just never know, that's one of the other cool things that I love about this industry, is you never know what you're gonna get. You know one day, you know ... I don't know. You get some of the same things over and over, and I look at it like those keep the lights on. And then other days you get things you're like, yeah, this is cool. And I get to serve a pro-NBA player, you know? Or you know, Fergie or you know you go serve some celebrity that's always fun. Gary Clayton: And challenging. Mighty Mike: And challenging. We're up here in the sticks, you're further up in the sticks, but I'm up in Chico and it's still pretty far up here, so the best we get is I guess, Tom Hanks. He lives in Redding. Gary Clayton: That's always fun. Mighty Mike: Yeah, good deal. So that's great, that's what I get from your story. What do you want Server Nation to get from your greatest experience? Gary Clayton: Take everything positive. And enjoy what you're doing. If you don't enjoy what you're doing in a career, then you always should change things up. So even though we're typically, as I call doing this devil's work, or bearing bad news for people, you're just a messenger. It's all we are is we're messengers. We're just out here to do our job and be positive with it. Gary Clayton: If you're ... Most of the time if you go out, and you're negative when you're going out to do these serves, you're gonna get a negative reaction. If you go out and you be positive with these individuals or these defendants, they're only defendants to somebody else, they're not a defendant to you. So being positive can take you a long way. Mighty Mike: That's great. Gary, what are you working on right now that has you most excited? Gary Clayton: So we're actually expanding. Our biggest thing right now is that we want to move from just Klamath County or Oregon, we serve all of Oregon, but we wanna take this nationwide with the approach that what On Time Process Services has been doing for multiple years. You can go to our Facebook page or our Google page, and you can see our reviews that we've even had positive reviews from individuals that we've served. And we wanna be able to take that across the nation and open it up across the nation and we're working, doing our due diligence to make everything work right. Mighty Mike: What I take from what you're most excited about, you say you're growing nationwide. How does somebody even fathom that when they're just starting out. How do they go from just starting out to where you're at, where you're like, "Okay, we're getting ready to set off on a nationwide jaunt."? Gary Clayton: So I would say, starting out, definitely get used to your area, the law, the restrictions, and the way service is done before you even approach going nationwide. If you can't make your local customers happy, the chances of you going nationwide and making customers all across the country happy is probably gonna be slim. Gary Clayton: Know your area, know what you're doing, read, do a lot of research, reach out to mentors. NAPPS is a very good platform for new process servers to reach out to and get the education that they need. Gary Clayton: Your local associations is also huge, you know reaching out to your local associations. Mighty Mike: Yeah, Gary does Oregon have an association? Gary Clayton: Yeah, Oregon has the Oregon Association of Process Servers. I think the people that's been sitting on the board has been doing it for quite a long time, and we're not too involved with the association, we're members of the association, but we're working on our business, our [inaudible 00:16:32], our PR, to work with that, to start moving that in the direction we want it to. Mighty Mike: That's great, so if you're an Oregon process server, definitely go and check out the Oregon Association, the National Association of Process Servers. Mighty Mike: Server Nation, Gary has been dropping some major value bombs on us today, but prepare yourself because we're headed into the rapid fire round right after a word from our sponsors. Mighty Mike: Server Nation, imagine what you could do with another 25 minutes per job. This is how much time process servers who use ServeManager are saving. At just 100 jobs per month, that's over 40 hours that can be spent growing your business but doing more important things like spending time with your family. From job creation to affidavit generation, ServeManager is fully featured and hands down the most intuitive process serving software on the market. I use it for my business, I think you should use it too. Mighty Mike: In my firm it's important for me to be able to automate the systems that get things done. ServeManager has done just that with their API integration, where you can set up literally any app that integrates with Zapier will integrate with ServeManager. I love it. I have set my whole firm up. Mighty Mike: Go to ProcessServerDaily.com/ServeManager to get your free trial. If you like it after the 14 day free trial, they've offered to give you another 60 days for free as a thank you for being a Process Server Daily listener. That's ProcessServerDaily.com/ServeManager. Mighty Mike: Okay, welcome back to the show. Gary, are you ready for the rapid fire round? Gary Clayton: Absolutely. Mighty Mike: Awesome. What is your favorite skip trace tactic? Gary Clayton: I would definitely say that we use court records a lot. Most of the defendants that we're trying to locate at one point in time or another they've either had a traffic violation or some of type of a civil case. Gary Clayton: And you can pull a lot of information just from your local court records. I know Oregon is huge, we're set up with tailor hosting, which we get to pull all the records for that. And then of course we run plates. DMV's really good here, we can link [inaudible 00:18:46], we can run names and first and last name with a possible date of birth, and they give us a lotta information from that as well too. Mighty Mike: Yeah, California's got it pretty locked up unless you have a, I think there's maybe 500 certificates or something like that. It's very difficult to get that kind of information here. That's pretty cool that Oregon does that. Are you able to just be able to just search it right on the database or do you have to call 'em, or? Gary Clayton: There are multiple platforms so you can, for DMV we can call in, so if we're in the field and we have an individual who believes is there, we have a car in the driveway, we'll run the plate right there and if it comes back to that individual, we'll go up and confront him that. Gary Clayton: We can call in, we can fax it in, or they'll have an online access come 2020, they're gonna go online for DMV. Court documents, we can call or we can access it online for court documents. Mighty Mike: Wow, that's really cool. So you're the first person who's come on this show and mentioned the court documents, so I wanna dig a little ... I know this is rapid fire round but I want people to learn from it as well. Mighty Mike: So when it comes to a court document, do you go ... so you get Michael Reid, how do you use the court documents. Do you search for my name via the court record? Gary Clayton: Yeah, so we can pull up records with just a name, first and last name, and then we can kinda plug and play to see where it's at. It's not just putting in somebody's name, and then you get just that individual, 'cause there's a lot of Gary Claytons and there's a lot of Michaels out there. Gary Clayton: You have to pinpoint ... if we have a small claims document we're serving, we can see that they have this small claims, so we can link it to that individual and then we go back and ... We had a hard to find individual, the credit union, that we were looking for. They were trying to find this individual for almost a year, and then they contacted us. Gary Clayton: We put him into the court records, and come to find out, he had a restraining order put on him a couple weeks ago and so we were able to link the address to where he was served by the sheriff's department to link right back to him. So it was a very good tactic to be able to use that and the credit union didn't have that information. Mighty Mike: What is your favorite skip tracing tool? Gary Clayton: Favorite tool ... I like Delvepoint, I think it is? Or IDI, I like both of those programs. I really use, I try to go for what is inexpensive first. There's actually a program out there called SpyFly.com and it's very inexpensive, and it gives you pretty good record information. Gary Clayton: Sometimes you have to look through and go through different things, but SpyFly was our number one platform that we used for a long time. Mighty Mike: What is your favorite tool for defense? Gary Clayton: So, favorite tool for defense is for one, our dispatch. Being able to reach out to dispatch, that's huge for defense for us. Gary Clayton: I use ... I don't carry a firearm, but I do carry a baton or ASP. I carry a bear mace just in case. And also, my flashlight. I have a high powered flashlight and if I'm serving at night, ain't nobody gonna see me once that goes into their eyes. Mighty Mike: Is it like a spotlight? Gary Clayton: It's not really a spotlight, it's Bushnell, it's just a high powered, high Lumens Flashlight. Mighty Mike: What book would you recommend? Gary Clayton: The NAPPS book, that's what I would recommend. Mighty Mike: Yeah, that's a good one, no that's a good one. It's actually kind of shocking that those books are huge, and they ship 'em out to all the members. Mighty Mike: What is the greatest advice you have ever received? Gary Clayton: So, the greatest advice that I have ever received, I have a mentor that's been in the industry for about 35 years that retired out and I ended up purchasing his business from him just to basically let him out and take over the contracts that he had. And he said, "Always be pleasant. Always be pleasant to the person you're serving, don't ever come at 'em with judgment. If you're judging the individual, it's not your place to judge, whatever they're going through is their own deal, it's not your deal, so don't ever judge 'em." Mighty Mike: Yeah Gary, that's perfect. Being able to go out and to be able to handle yourself well around people and not judging them. Okay, that's great advice. Mighty Mike: Gary, what parting piece of advice do you have for the struggling server out there, where his business is circling the drain? What advice do you have for that server? Gary Clayton: Always pay, if you're outsourcing serves, always pay your outsource companies in advance or fairly quickly. Customer service is huge. If you're making your customers or your clients happy, they're gonna come back and use you every time. Gary Clayton: We're fairly expensive for our area, roughly $35 more than any other server in our area. So we have a majority of the business just because they can track our information online. We send them regularly updates, and they know that they can call and get one of us on the phone at any time of the day. Gary Clayton: I'm not saying answer your phone at ten o'clock at night, but customer service is huge and it's key for this industry. Mighty Mike: So Gary, what I take most from what you just said is that, 'cause you said to pay your servers on time and to pay them ahead of time, many times if you deal with these big process serving companies, many times how a lot of severs get started, right? They contact all these companies all over the country and say, "Hey, I can do your serves." Mighty Mike: But even though they're doing serves so inexpensive, they end up still being owed, you know, five thousand, seven thousand, some outrageous amount by this huge company that should be able to pay them on time. Gary Clayton: Yeah, definitely. You know, I have a philosophy about the big companies out there. It's different for different areas. My area is small, we don't have a lot of people, a lot of process servers to choose from here. But if you're in a secluded area where you don't have a lot of competition, if you are not using those big companies, then that serve's still gotta be done. And if they can't get that big company to do that serve, who are they gonna call? They're gonna call you, and you're gonna get that business, and you're not gonna be paying the middle person. Gary Clayton: I started out doing serves for ABC and a lot of other pro reps and other big companies, and then I slowly kind of backed out because I was paying them for what I was gonna do anyway. Mighty Mike: Hey brother, one man's failure is another man's success, you gotta capitalize on that stuff, so that's good Gary. I really feel Server Nation has gained a lot from this interview. Mighty Mike: Gary, what is the best that we can connect with you? And then we can say goodbye. Gary Clayton: You can go to www.ontimeproserv.com without the e at the end, or 541-810-3411. Look up process servers for Oregon, we come up typically #1. Or if you wanna get directly to me, call our office in Klamath Falls, 541-810-2172. Gary Clayton: I'd be more than happy to, if anybody's out there that's wanting to get into process serving, or has questions about it, give me a call, I'll sit down. I'm all about working for yourself and mentoring with the information that I have. Mighty Mike: Gary, I wanna personally thank you for being on the show today. I've been impressed with your story and I'm excited to share it with the world. Gary Clayton: Thank you Michael for having me on the show. It was a pleasure. Mighty Mike: Until next time Server Nation, you've been served up some awesomeness On Time Gary, and Mighty Mike, the Podcast Server. Mighty Mike: Don't forget to get your free 14 day free trial of ServeManager. If you like it, you get another 60 days for free, Server Nation. Even if you love your current software, you should at least check it out. ProcessServerDaily.com/ServeManager

Mighty Mike: What's up Server Nation? My name is Michael Reid, the podcast server. You are listening to Process Server Daily. On this podcast, we interview the top legal support professionals and get the tips, tools, and tactics that they use to get the job done and build a successful company. I'm a big fan of storytelling and I'm excited about today's guest. Mighty Mike: Before we get started, let's give a big shout out to my new sponsor, Server Manager. We have a special gift for all of my listeners at the end of today's episode. Mighty Mike: Okay, Server Nation. We are joined here by the owner of Love to Serve Them, LLC. He has 20 years of experience serving papers both privately and for Los Angeles County Sheriff's Department. He has covered Los Angeles County and surrounding counties in Southern California since March of 2012. Dave Luce, welcome to the show. Dave Luce: Thanks Mike, glad to be here. Mighty Mike: Awesome, Dave. Tell us a little bit about yourself and how you got started in the industry? Dave Luce: Well, I started serving papers in 1996. What had happened is the company I was working for ... The Northridge Earthquake happened and basically imploded the owner's house. So that business went away. And I was in the bar one night talking to one of my high school friends who had an attorney service. He was like, "Why don't you go come work for me for a while?" I was like, "Yeah, I'm not doing anything else right now." Dave Luce: And within a couple of months I started noticing that these attorneys were asking, "Hey, we want this Dave guy to go serve it." And probably about six months later, that business went belly-up. So I'm like, "Well hey, I'll just go get the license and bond." And then I went back to all these attorneys and was like, "Hey, I'm in business for me now. I just do the process service. Let the attorney service do your other stuff." So I already had a built-in clientele. Mighty Mike: That's awesome, Dave. Do you have a family? Dave Luce: Yeah, I have a family. One daughter. Was a single parent for her. We moved back in with my mom a couple years ago to help take care of her. She's 83 now. Mighty Mike: That's really cool, yeah. Family's really important. How old's your daughter? Dave Luce: She's 21. Mighty Mike: Whoa, that's cool. Adult kids. I look forward to that day. Dave Luce: Cherish the time now. Mighty Mike: That's what I hear. So, Dave, there's a reason why you're on the show. You have a lot going on. You're ... I watch you on Facebook and the different things, hearing your posts about the different awards that you've won and things like that. So I'm really excited to hear your story. Lots of good stories, I'm sure, that you have. But we always start here at Process Server Daily, we start with your worst experience working in the field. Tell us a little bit about that. Dave Luce: My worst experience definitely has to be with the Sheriff's Department. In 2003, I was serving a criminal subpoena on a lady for probably the 300th time in three years, and she sicked her 70-pound Chow on me. And I ended up putting two fractures in an ankle, 20 fractures in my knee, unit broke my wrist and got a nerve disease that spread body-wide from there. They were going after her for 8-10 for assault with intent, and she pled out to a year and a half in the state. But that's gotta definitely be my absolute worst because that ended that career. I was not able ... Because I had nerve disease, I could not return to active duty. Mighty Mike: Oh my gosh. And that was while you were with the Sheriff's Department? Dave Luce: Yes. Mighty Mike: Oh man. So it was a Chow Chow, the black ones with the purple tongue? Dave Luce: Yeah, yeah. I was about halfway back to my unit and I heard her open the door and was like, "Sick him." I used to carry a little micro cassette recorder in my pocket, because people would call in and say I said a derogatory name or whatever. And even though it's a he said-she said, something will go on my file. So I'm like, "Oh, no, no, no, no. This ain't happening." So I turn that on, radio in, and then continue on serving case number so-and-so on such-and-such and let it run. And then when I would get one of these complaints, I'd play that tape for my sergeant and my lieutenant. There's my proof that none of this happened, so nothing goes into my file. It's not for legal reasons, it's more just to CYA for me. Mighty Mike: Yeah, no. That's smart. Dave Luce: And you hear all of that on that tape. Mighty Mike: Yeah, that's smart. So you were able to hear the, "Sick him?" Dave Luce: Oh yeah. Mighty Mike: Okay. Dave Luce: And the funny thing is, is she came out and she's laughing because I couldn't get up off the ground. I couldn't even reach the microphone on my shoulder. I just had to hit the red button, what we call the EPIRB button, which as far as the department's concerned, I've just been shot. And you hear her laughing and then all of a sudden you hear her stop and literally every point on the compass sirens are screaming in. I'm right on the border of Altadena, so I've got Altadena sheriffs coming, Pasadena PD coming, fire, ambulance, helicopter. Mighty Mike: Wow. Dave Luce: Yeah. Mighty Mike: Oh, man. And now, did you already tell me? Did she do jail time? Dave Luce: She pled out to a year and a half. So I was like, "Welcome to the family." That's why I served her so many times. She wasn't a criminal, but her all her family and relatives were. And in LA County, only the Sheriffs can serve criminal subpoenas from the DAs and public defenders. And so at least once a week for three years, sometimes two or three times a week, just where she lived, I'd be banging on her door about 10 after five in the morning with one of these subpoenas. And she just went crazy that morning. Mighty Mike: I can't tell you how many times I've interviewed people and the response I got was, "You know, I served her a bunch of times," or, "I served him a bunch of times and I thought, it's gonna be fine. It's been fine every time before. And then this one time." Mighty Mike: And I gotta tell you, dogs are my biggest concern when I'm out serving. I carry a little taser. I don't carry it as much anymore. Maybe just I think I can handle myself more by having a gun and things, but I try not to ... I really don't carry very often. And as far as tasers go, have you ever carried a taser, Dave? Dave Luce: No. No. When needed I'll take a weapon with me, or I have body armor. I'll wear my body armor. But for the most part I just try to keep very low-key. And I've gotta say, I've had way more problems serving for the Sheriff's Department than I've ever had serving privately. Mighty Mike: So what I take privately from your story Dave, for the most part, is to CYA. Having that recorder on you allowed you to be able to prove that she wanted her dog to do that. In some circumstances, the dog could have bit you and she could have gotten in no trouble at all. The dog broke out of the gate, or whatever, depending on what her defense might be, so that was a really good thing. So this was an audio recorder, or a video recorder? Dave Luce: No, no, an audio. It's one of those little tiny cassette recorders where the cassette is maybe an inch. Totally old school. This 2003 when this happened, but I started doing it in 2001. Mighty Mike: Oh, okay. Dave Luce: Well no, 2000, because I started with the Sheriff's Department in 2000. Mighty Mike: But that's the technology that they had at that time and you guys were utilizing it, luckily, so that's a great story. What do you want Server Nation to get from your story? Dave Luce: Well for me, I think the best thing for any process server is to have total situational awareness. Be aware of what's going on around you, what's going on in front of you and what's going on behind you. Because I have some areas that I go into, covering all of Los Angeles County, that are really nasty areas. I've served down in Watts and Compton. I've never even felt fearful down there. Mighty Mike: Wow. Either that's because it's not as bad as they say or you're just a bad mamma jamma... Dave Luce: It can be as bad as they say, but like I said, I keep situational awareness. I see what's going on when I first pull up in front of the property. And if there's stuff going on that I don't feel safe doing it, I'll call for backup. I'll call LAPD or I'll call the local PD and say, "Hey, I'm a registered process server. I'm here to serve eviction papers. I just need some backup to keep the peace." And they respond. Mighty Mike: I was gonna say, do they ... Because in a lot of counties they're like, "Well, we'll see if we can send someone out." And you're there for an hour. Almost doesn't make sense to even sit around, because sometimes you wonder if they're even gonna show. So they were pretty supportive down there? Dave Luce: Yeah, they're very supportive. And you just tell them not, "I'm just here to serve this." It's, "I'm registered LA County." I give them my number. "And I'm here to serve such and such. This is what's going on. I just need some backup." Or, if I show up at say a private community, which as you know here in California, they have to allow us access when there's a guard at the gate. There have been some times where the guard doesn't want to let me in, and it's like, "Here's the deal. Either you let me in or I'm gonna call the PD. One, you're required by state law, and two, you could end up getting arrested for obstruction." Dave Luce: And every now and then they'll be like, "Yeah. No, go ahead and call." I had one, it was hilarious. I waited probably an hour, hour and a half for them to come. It was right up at the top of the mountains in Mulholland in the Hollywood Hills. The unit they dispatched was from Santa Monica, and it was a sergeant and a senior officer. And I said, "Yeah, I'm here. I showed them my ID and the papers and he wouldn't let me in. I even showed him the statute." He's like, "Wait a minute. You showed him the statute and he's still not letting you in?" No. Went right over to him. "You're gonna open this gate or I'm gonna put the cuffs on you. He showed you you're required to let him in." Dave Luce: "But they said we're not supposed to." "I don't care." And I went in and I served the papers and I came out, he was still lecturing this kid. Mighty Mike: That's cool. You like those little wins when you can stick it to them like that. That's awesome, Dave. Tell me about your greatest experience working in the field? Dave Luce: Well, my fondest one where I get the most satisfaction is where I get those people that just absolutely think I'm not gonna be able to get them. And that one I was just telling you about was actually one of those. And I had six bad addresses. And it was for a debtor examination, so I had to get her personally. Dave Luce: ... and it was for a debtor examination. So I had to get her personally and finally came up with this address and when I served her she was just ... Because I had another guard go with me, she's just screaming and losing her mind about, "You're not supposed to let them on here." I was like, "LAPD's out there, they said we have to let him go on." "Well, I'm going to have you fired." "I'm not getting fired over you." And I'd actually talked to her on the phone and she said, "Good luck finding me." And hung up. Mighty Mike: Oh wow. Dave Luce: So those are the ones that I'm just like, "Yeah." You know, the ones that I also really enjoy are when I can get somebody that is an abuser, someone that abuses women or children that I can get them served and get that restraining order on them. So that there's at least something to stop this abuse from going on. Those are the ones I get a really good satisfaction out of. Mighty Mike: Those are good ones. So, Dave, I gotta call you out on this one man. I know that you have a story in your back pocket that you call the greatest story of all time. We gotta hear it. Dave Luce: 20 years in this business, this story will never be beat. I've got an attorney-client that his ... one of his clients, he shares an office with a modeling agency and they've discovered that a lot of their models their images are being used without their knowledge and consent to advertise for strip clubs and swingers clubs and sex magazines. So in the last three years, I've probably served every stripper club, nudey bar, gentleman's club, sex rag in LA and Orange County. Mighty Mike: You poor guy. Dave Luce: And I got this one ... I got this one and it was for a swingers club down by USC campus and my family knows what I'm doing and when I get an amusing one I'll be like, "Oh this ought to be interesting." And I told my daughter, and so she actually looked the place up and I was out in the field and she called me and she's like, "Dad, Dad, guess what night it is at that place you're going." "I don't know, what night is it?" "It's pantsless night, what are you wearing?" "I'm not there to participate, I'm wearing my pants of course." So I get there and while I'm waiting for the owner to come out, this big white limousine, stretch limo pulls up and this fine woman, I mean a perfect ten gets out of the car holding a dog leash and I think, "Well it's going to be a little Pomeranian or something come out of the car." No. This guy comes out of the car wearing a leather hood and no top and assless chaps. Dave Luce: So I start laughing and this guy goes running up to me till he gets to the end of the dog leash and it's like eek, and now I'm busting a gut, I can hardly stand I'm laughing so hard, he's like "Officer, officer, I want your badge number, I'm reporting you to your supervisor." It's like, "Good luck with that, I own the company, besides that you're the one on the end of a dog collar wearing a leather hood and assless chaps. You earned the laugh." Mighty Mike: Oh man, that must have been quite an experience. Dave Luce: It was funny, like I said, 20 years in this business that story will never be beat. Mighty Mike: I don't think ... I'm going to put it on the show notes and we're going to see as time goes on, we'll see if anybody ... that'll be the challenge. Dave Luce: Okay, yeah, there you go. Mighty Mike: So Dave, what are you working on right now that has you most fired up? Dave Luce: Well as far as things in the industry, the thing that has me most fired up are the unscrupulous people that pass themselves off as professional servers. You know that they go out and they'll promise service or no payment or they charge a ridiculously small price. I mean I had a friend that she lost her house because of fraudulent service. Dave Luce: And she contacted me, she was in the middle of her house and got a notice that the house had been foreclosed and auctioned off and they had 30 days to leave. So she called me and I said, "Well the first thing you gotta do is you gotta get in that file and look at that proof of service because of your schedule, you're all over the place. And if you can prove you were not there and it says Personal Service you've got a case." So they've got a huge lawsuit going against the process server, the attorney service, the attorneys and the bank, but because it was already sold in auction she has no prayer of getting this house back and she was really devastated because three of her five kids were home birthed in that house. Mighty Mike: That's terrible. I experienced that same situation with a lot of the unlawful detainers I do in mobile home parks. A lot of times the mobile home park people, they do the eviction. I've actually done an eviction on a friend of mine because they were saying she was a nuisance, I told her, "You need to get an attorney." And she waited too long till the last minute and she ended up having to move out of the house. They get the property and they make it difficult, so even in the auction, you'd have to ... If you won the auction you'd have to move the trailer off the park, that's the way they word it. Mighty Mike: So sewer service has been running rampant, in a few other states I noticed that they were talking about passing a law to have cameras on process servers, it's one of the ideas that I saw that was proposed, and I'm not sure exactly what state it is, I'll have to look it up maybe post it in the show notes for this episode, but what do you think about that? Making something like that required for process servers? Dave Luce: Well, I think it was New York that actually changed their law that the anything that is served in attempts has to have some sort of a photo that's date, time and geocoded stamped and that's because of all the sewer service and I think the one, in particular, was ABC Legal got a huge judgment against them for that. Mighty Mike: I heard about that, yeah, ABC Legal. Dave Luce: And it's like ... Really the only attorney service that I do work for is called Firefly Legal, they've got 16 offices in the Midwest and the east coast and I'm contracted to do all their LA County stuff, and the reason I work for them is they pay me my rate. They don't pay me some pittance, they pay me my rate and when I do the attempts and stuff, as I've filling it out in their software it shows the geocode. You know, 'cause I have to put in all the other information, but right at the bottom, it shows the geocode where I'm at, the GPS location. So they have a record of that, so I think that kind of stuff is a really good idea. On my own if I'm doing a posting I just take a picture on my camera phone and that has that on that and then I'll print the picture out and sent it to the attorney so they've got it. Mighty Mike: Yeah, that's really good and now most of the apps have an option to be able to take a photograph and attach it right there on the job. You know, ServeManager, Tristar and I'm sure there are others that do the same thing. Mighty Mike: So Dave what do you want Server Nation to get from what you're working on right now? What do you think that the servers out there should be thinking about when it comes all of this sewer service talk? Dave Luce: I think the best thing is to keep very detailed notes. I keep hard copy notes of all my attempts, all service situations, who I've served, what their description is, and probably once a year I'll get called into court because of somebody's challenging service. And about half those times, once I write up my declaration and send it to the attorney I don't even have to show up, they just drop it and other times when I've actually had to go in and testify I've had the judge look them dead in the eyes and say, "You say you were out of town, I want to see some receipts and notes because according to his testimony and his description of you, you were absolutely served." Mighty Mike: That's good yeah, I always love when I go in there and they say they weren't served the notice, they always like to contest the notice, and I have a date and time and GPS stamped photograph of the posting on their house, you know, in some cases them walking into the door or whatever. And the judge just shakes his head like, "So you never saw this man. You know, come on." Dave Luce: I mean, another thing that I also do when I have to do a mailing is I send my clients back the receipt that shows that at this post office on this date at this time to this city and this zip code there was a letter sent. So that's further back up that the mailing went out. Mighty Mike: Are you talking about the certification, or are you just put them as the return address? Dave Luce: No when you do a posting and mailing. Mighty Mike: Yeah. Dave Luce: Or when you do a subserve and have to mail the copy. Mighty Mike: Oh the certified, yeah. Dave Luce: What I have to put on the proof of service, you know, I mailed a copy on this date from this location to the address where served. I'd make sure that I don't just ... You know I pay for it at the post office so I get that mailing receipt and then I send my clients that too so they've got more back up. Mighty Mike: Right, that's good. Yeah what we started doing was printing a ... You know how when you send certified, not certified, but just a first-class mail when you subserve something, we started putting our clients as the return address so we don't have to shred the documents and it's like a double verification when it gets sent back, 'cause a lot of times a lot of the evictions that we do it's a vacant property, so it ends up the certified stuff ends up getting send back to our client. Mighty Mike: Server Nation, Dave has been dropping some major value bombs on us so far today, but prepare yourself because we're headed into the rapid fire round right after a word from our sponsors. Mighty Mike: Server Nation, imagine what you could do with another 25 minutes per job. This is how much time process servers who use ServeManager are saving. At just 100 jobs per month that's over 40 hours that can be spent growing your business or doing more important things like spending time with your family. From job creation to affidavit generation, ServeManager is a full featured and hands down the most intuitive process serving software on the market. I use it for my business, I think you should use it too. Mighty Mike: In my firm, it's important for me to be able to automate the systems and get things done. ServeManager has done just that with their- Mighty Mike: They get things done. ServeManager has done just that with their API integration. When you can set up literally app to integrate with Zapier or integrate with ServeManager. I love it. I've set my whole firm up. Go to ProcessServerDaily.com/ServeManager to get your free trial. If you like it after the 14-day free trial, they've offered to give you another 60 days for free, as a thank-you for being a Process Server Daily listener. That's ProcessServerDaily.com/ServeManager. ServeManager Special Offer Get an Extra 60 Days Free! Listeners of the Process Server Daily podcast get a total of 74 days to try ServeManager free of charge. That’s an additional 60 days longer than ServeManager’s typical 14 day trial.   To receive an additional 60 days, you must provide a credit card at the end of your 14 day trial. Your card will NOT be billed until the end of your additional 60 days. You can cancel at anytime before that date. After your additional 60 days, your card will be billed. This offer is only valid for new Servemanager users.*   Mighty Mike: Welcome back to the show. Dave, are you ready for the Rapid Fire Round? Dave Luce: Yes, I am. Mighty Mike: What is your favorite skip trace tactic? Dave Luce: My favorite tactic is to definitely find out where they were before, get whatever information that I from the client first. Because then that allows me to do a better skip trace. Because it might be that one little piece of information that leads me to the correct information that I'm looking for. Mighty Mike: That's good. Do you use a form, or are you just working with email? Dave Luce: No, I just work it with email and whatever information. That's how I get most of my jobs is by email. They mail them to me by email, and I tell them I've printed and received OK, and then I keep them advised throughout the whole process. Mighty Mike: That's great. Dave, what's your favorite tool for defense? Dave Luce: Definitely would have to be my fists. I don't play around. Again, my first defense is situational awareness. But if somebody takes that first swing, mine's going to break your nose and my second one's going in your throat. You're not getting up. We're done. Mighty Mike: So Dave, I want to know more about that really fast. Are you a ninja? Dave Luce: No. I've just had a lot of good training over the years. I spent most of the 80s running security for most of the NFL and all the Super Bowls, concert tours all over the country. I've been in riots from 50 people to 5,000 people. Mighty Mike: That's good stuff, Dave. What book would you recommend? Dave Luce: For the Process Servers, I would recommend whatever your code of civil procedure is. Know exactly what you can do and when you can do it, and how you can do it. Mighty Mike: That's good. Dave, what is the greatest advice you've ever received? Dave Luce: Greatest advice I ever got was from my grandfather, who's actually the man I considered to be my father, because he taught me what it was to be a man, and how to be a father. And he always said, "Having integrity is doing the right thing even when nobody's looking." And we as Process Servers, we have to have integrity. Number one, our clients have to know that, when we do something and we say that we did something, they have absolute confidence that it happened exactly the way we said it did. Mighty Mike: That's a good one. One of my favorite quotes is, "Your actions are speaking so loud, I can't hear what you're saying." Dave, what would you do if you woke up today, you had all the same skills and knowledge, had no clients, a smartphone, a car, and only $100, what would you do in the next week? Dave Luce: Definitely it would be to get a website, to get a website and then take whatever I've got left from that and get some nice flyers printed up. And the way that I got a lot of clients when I first started back in '96 is, I would stand out in front of courthouses, dress nice, and give them my card and a flyer, and let them know what I do. And I've picked up a lot of clients like that, especially a lot of those coming out from doing the self-filings for small claims. Mighty Mike: That's good. I've always said that when I retire, I'm going to go stand in front of the courthouse and I'm going to have a new company. It's going to be called The Bad News Bear. And I'm just going to have a big bear suit on and going to stand in front of the courthouse and hand out cards. It'll be a little plastic bear that'll be like, "I serve people." And then a, because you're retired. You could do whatever you want to do when you're retired. Dave Luce: Technically, I am retired. This is my retirement job, was to go back into this. I finally got my pension and benefits for life from the Sheriff's Department, because it was injured in the line of duty. And I really enjoy process serving. I've always liked helping people, and I've always viewed what we do as process servers as, we're helping start the wheels of justice for the person that got screwed over to begin with. Because they can't get any justice until somebody serves somebody else. Mighty Mike: That's good. Yeah, that's good. Some of my attorney clients' friends will say, well, as soon as we get in the courtroom, the first thing they say is, "Do you have a proof of service?" And if you don't have a proof of service, you got to have a reason or a declaration or something to continue the hearing. And sometimes, it just means you lose your case. So that's good. Yeah, we get the wheels of justice moving. We got quite a few good quotes going here. So Dave, so we talked about the website. We talked about standing out in front of the courthouse. Would you agree that networking is one of the most important things? Dave Luce: It definitely is important. Join your local Chamber of Commerce, join some of the national associations, if you can afford it. But definitely get your name out there, and make sure that the name you're getting out there is a good one. Because that's how I get most of my referrals. I mean, I had one of my clients actually referred me to the Michigan Office to the Attorney General, that I now serve stuff that they send out here to LA. Mighty Mike: Wow. Dave Luce: I mean, I thought it was a joke when I got the email, and I replied back and was like, "No." It actually is the Michigan Office to the Attorney General. Mighty Mike: Well, I got to tell you, I was going to say, because networking, to me, seems like one of your big strengths. Anybody that I'd talk to that I asked serving in that area, they go, "Go to Dave, go to Dave Luce." So that's a- Dave Luce: Yeah. And my clients, especially the ones that are new, one thing they really appreciate is that, they don't have to think about it. Once they give it to me, it doesn't go into that black hole and they don't know the progress with it or the attempts or anything like that. I mean, I have clients that will, like I said, [inaudible 00:25:50], they'll pay me a lot of money to go as far south as San Diego and as far north as Santa Barbara. Mighty Mike: Wow. Dave Luce: They know they can find somebody else cheaper, but they know they're not going to find anybody better. Mighty Mike: Right. Dave Luce: So they'll send me and pay me several hundred dollars. Mighty Mike: Well, Dave, you are the man. And what I take most from that story is, to watch your name and your credibility. What are some of the main things that Process Servers do to ruin their credibility? Dave Luce: I would say, promising the moon and not delivering it. Saying, "Oh, well I'll get this done within x amount of time," and then not doing it. Mighty Mike: That's good. Dave Luce: The way I base my regular service is, three attempts done within a week of me getting the papers. And so, sometimes it's a lot faster. But I'm not going to say, "Oh, well, I'll get to it tomorrow," because I may have a rush that's going 30 miles the other way, and I can't get to it. So I just give them a range of dates. They're also happy that I get it done so quickly. Mighty Mike: So Dave, what is the best way that we can connect with you, and then we'll say goodbye? Dave Luce: Well, my website is www.LoveToServeThem, all one word, .com. You can find me on Facebook at LoveToServeThemLLC. You can also find on Yelp at Love To Serve Them. I try to, I'm on LinkedIn under the same. I try to keep it fairly simple, because again, I'm a one-man operation. Mighty Mike: Yeah. Dave Luce: And I would much prefer that I get. Like with Yelp, I almost never get a client off Yelp. The ones that call me off Yelp, they're looking for an attorney or they want something for nothing, or I'll tell them my price and it's like, "Well, do you guarantee service?" "No." "Well, I've talked to others that guarantee a service for less." And I'm like, "Run, run. Do not use that." Because of course they're going to say they served it when they didn't, because they want to get paid. Mighty Mike: Yeah, that's one element that people don't really recognize sometimes is like, this isn't a McDonald's drive-thru. Right? You're not just like, transactionally paying them and then they're doing something that's. If it's important to you, then pay the money. Right? Like, I've noticed that most of the time, attorneys and paralegals, they don't even blink an eye at my $79, $99 rates. They don't even blink an eye. They'd just say, "Okay," because they'd pass it on their clients and they know that you're a professional and you're going to take care of it so. I love that Dave. All of Dave's information is going to be available in the show notes on his page. You can go to ProcessServerDaily.com/dave and that'll take you to his show notes page. Dave, I want to personally thank you for being on the show. I have been impressed with your story and I'm excited to share it with the world. Dave Luce: I appreciate it, Michael. I see all your posts all the time, and you definitely keep me laughing, but you also have a lot of great information, especially for those new servers. Mighty Mike: That's good, it- Dave Luce: I would say that one thing for somebody that's new coming into this that doesn't know what process serving is all about is, you just have to remember that you're blindsiding people with legal notices. And yes, they're going to get upset, but don't take it personally. You have to have a thick skin to do this job. Mighty Mike: That's good. Thank you for that, and now, Dave, I appreciate it. So until next time, Server Nation, you've been served up some awesomeness by Dave Luce, the Process Server, and Mighty Mike, the Podcast Server. Mighty Mike: Don't forget to get your free 60-day trial from ServeManager at ProcessServerDaily.com/ServeManager. Server Nation, I want to personally thank you for listening to today's episode, and ask you a question: Do you or your staff need additional training? Can you handle more clients, but not sure where to get them? I've developed a solution, PSDUniversity.com offers a step-by-step online training by the top legal support professionals in the industry. Visit www.PSDUniversity.com 

This Episodes Sponsosr: ServeManager Special Offer Get an Extra 60 Days Free! Listeners of the Process Server Daily podcast get a total of 74 days to try ServeManager free of charge. That’s an additional 60 days longer than ServeManager’s typical 14 day trial.   To receive an additional 60 days, you must provide a credit card at the end of your 14 day trial. Your card will NOT be billed until the end of your additional 60 days. You can cancel at anytime before that date. After your additional 60 days, your card will be billed. **THIS OFFER IS VALID FOR NEW CUSTOMERS ONLY** ---------------------------- Server Nation, welcome back to the show! Our guest today is none other than the man, the myth, the legend, and the Sasquatch of the Northwest. The owner of Central Washington Legal Services, he has 10 years of experience serving papers and can bowl his butt off with a regular score of 300. Chris Svelnys, welcome to the show.     Hey. Thanks a lot, brother. I appreciate it.   Chris, tell us a little bit about yourself and how you got started in this industry?     Well, it all started back in 2000 ... I want to say around 2007. I was working at Wal-Mart and I kind of befriended the department manager really quick. That's how I roll, make new friends with the bosses. He's a little ... He's just a couple years older than me and he's a nice guy. He just ... He asked me one day, after working for him for about six months to a year, he's like, "Hey, you want to make some extra money on the side?" I kind of knew what he did on the side and I said, "Oh, doing what?" He's like, "Serving papers," and I'm like, "Oh, man. Okay. I've seen the movie "Pineapple Express," it is kind of like that?" and he's like, "No, no, no. Well, sometimes."He's like, "Tell you what." He's like ...   His mom kind of half-ran the office, It used to be her business 30 years ago. Her and this guy, Junior, was helping out this older lady that was doing it. She only had 10 customers, just barely making a few hundred bucks a month. Well, they took it over and she passed away, so they took it over and they ran it 10 times fold and grew the business exponentially.    Her son, Derek, my boss, he was helping out, and so he was like, "Well, just swing by the office and the guy will take you out for a day. I'll text you and make sure your mind is all cleared and you're not a crazy person, which I know you're not," that's why he was telling me about it, kind of like who you know, not what you know. I said, "Okay."   Took me out for a day and went up North to Oroville, to the border of USA and Canada, and we maybe hit three or four houses, all of which he went out of the car and I didn't get to see any of the dialogue so I'm getting super nervous and wondering how I'm actually going to serve papers if I don't know what the dialogue is like. He comes back and we just ... He asks me about my whole life story, the 12 hours that we drove, and i came back that night. The next day, I guess he told the owner, said, "Hey, yeah, he's a good guy. Hire him." The rest is history.     The first few days, I went ... I started out as an independent contractor for a few months. I was only doing it part-time so it really wasn't worth my time, especially being new to the areas and not knowing where everything was at and new to the business. I ended up going on the books with the company for eight, nine years until last year. We took over the business again, my buddy and his mom, because she shared the business with another owner in Alaska, in the west-side, and he broke off. He's doing his own thing so they took it over last summer, so now I became an independent contractor again. It just ... It's more fortunate for me now, since I know everywhere, all the counties and all the clients and the clientele and the process and everything. That's pretty much how I started it.     Well, that's awesome, Chris. You got a family?     I do, yeah. I have a dad out here, I have a mom ... I'm from Connecticut, born and raised. I moved out here in '05. After 9/11, my dad moved out here and I have a bunch of step-family out here. One of my middle brothers is out here. My oldest brother is back east with my mom, so I got family up and down the east coast and New York and New England area, and then I have a bunch of step-family out here in Washington state, Idaho, and parts of Oregon.     That's awesome.     Super blessed. Just awesome people out here in the west coast.     That's awesome, Chris. I've got to tell you that one of the main reasons I wanted you to come on the show is when I heard your story. We may get to that. If you want to share that same story, that's fine, but you got a lot going on. With these kind of stories, you got to be able to share it, man. You can't keep them to yourself!     I know, I know. Really, really quick on that one story, if I do get into it, my boss was actually at a NAPPS meeting, N-A-P-P-S meeting, a couple states away. After it happened, I was so distraught and I called her up and she just starts busting out laughing. She's like, "Hold on, repeat what you just said to me. You're on speakerphone with about 10 other NAPPS members. Go ahead, Chris. What happened?" I told them and they were all just around a bonfire or something, just dying laughing. They're like, "How does this happen?"     Then, from that point on, just the most bizarre, craziest stuff happens to me, and it's just laughable.     Yeah. Well, we always like to get started ... We don't want to focus on the negative things in life, but there's a reason why you're on this show. You got a lot going on, you got a lot of great stories.    First, we're going to start with your worst experience in the field. Can you tell us about that?     Yeah. My worst experience by far would have to be ... I was going to a house and I'd been there a couple times before. It's a repeater house. Every time I go there, something bad happens.    The first time, I got bit by a dog. Flesh wound, cut the skin. Second time I went there, I locked my keys in my car. The guy I served was the boyfriend of the lady I was serving and he was nice enough to accept the papers and help me get back in my car. I had to break into my car.   Then, the third time, which was the worst serve ever, I was going ... It just rained out and it was like a single-wide trailer. I walked around the corner and I ended up slipping on the mud and pretty much thought I broke my leg. I did a full half split, right to the ground, screaming bloody murder. I thought I broke my leg. I'm rolling around in the mud, in the grass, yelling for help from anybody. No one's around, so I ended up crawling back to my Chevy Tracker that I had and hoisting myself up. Called my boss, got to my phone, called my boss. Screaming at her, telling her I broke my leg, I broke my leg, I need to go to the hospital, and she's like, "Oh, my God." She's like, "Okay, just call 911 and have the ambulance come there." I'm like, "No, I'm already in the car."   All of a sudden, the people come up and they pull up, the owners of the property, and they're ... I'm screaming at them. Not at them directly, but just in pain.    I was in so much pain. They said, "Did you want us to bring you to the hospital?" I was like, "No, I'm already in here," and they're like, "Oh, my God. I'm sorry." You could see the streak of where my leg came out under me on their property there and I just said, "Yeah, I got to go now. I got to go now." I just ... All I could think about was getting to the hospital. I was going, "Hey, by the way, is so-and-so here?" They're like, "Yeah." I said, "Here you go. You've been served."     I got the papers served, that was all that matters, and I drove to the hospital, which was just five minutes away from there. I couldn't get out of the car. I saw a couple EMTs washing the EMT van, the hospital track, and I yelled at them. They came and got a wheelchair for me. I ended up pulling the worst hammy of all times, from my lower back down to behind my leg and my knee. Just completely black and blue. I couldn't walk for about three weeks, had to go on unemployment for a few weeks and physical therapy and ...Yeah, so I have yet to be back to that property.    I'm prepared to wear all body armor and just go back there again. That was by far the worst, painful experience, serve I've ever had to deal with.     Now, would you say that you fell because of the rain, the mud, or ...     Oh, yeah, that was the rain and the mud.     Right on.     There was really nothing they could do about it. People say, "Oh, you go after the property owners." I'm like, "Nah, it was pure accident, myself." There's nothing they could have done about it. The way their low land is at, it's just mud and grass everywhere.     That's a pretty terrible experience.    What do you want Server Nation to get from your story?   Oh, with that experience, just to really watch where you're going and tread lightly on all different kinds of terrain and property. That's not the only time I fell in the 10 years I've been doing this. I fell a lot, but that was definitely the worst. It can happen in our line of work. Just to really be careful. Safety is your number one concern, as always. Just to be careful and just watch where you're walking, watch where you're stepping.     No, that's great. I got to tell you, people so often think, "Oh, have you ever had a gun in your face?" No, but I stepped wrong and went down a flight of stairs, and not just any, concrete stairs with the little rocks on them. I think that's worse.     Right.    Funny, I've actually had a few guns pulled on me over 10 years, all of which were really respectful once they found out who ... They knew who I was, they disengaged their weapon and put it in their holster or away from me, and they were super nice. I was way out in the country. I wouldn't expect anything less from the owners out there. Nothing still as far as scarier as that. I literally thought I broke my leg bad.     Yeah, that's a terrible experience. Yeah, Server Nation, watch where you're going and be prepared.     I got to tell you, wearing the right shoes, Sometimes, I wear dress shoes if I know I'm serving businesses. If I go up to the mountains, I don't just carry a .38, I carry a cannon     Right.   Right.     It just depends on each ... Every situation is different.     Right. Yeah.     Being prepared for all those situations ... It's hard to prepare for something like mud. If you slip in the mud, I guess just having your cell phone on you always, because you could've ...     True, yeah.     You could've called from the mud if you had to.     Right, yeah. crawling around and getting back into the vehicle, yeah.   That's true.     Yeah. Chris, that's a good story to start with. Tell us about your greatest experience working in the field.     I serve papers as professionally as I can. I try and treat others the way I want to be treated, respect. This one is a little different than most, I would say. My grandmother passed away ... My last known grandparent ...   My grandmother passed away last ... My last known grandparent passed away last September and I got the news at the start of my day. She lives back East in Connecticut with my other family over there and I was driving, I was heading to my first job, just a couple minutes away my stepdad calls me up. Everything was good with her health-wise, but she ended up passing away right then and there that morning. I was just really in shock and I get to my first serve and I try to compose myself and really didn't get emotional. I was still kind of in shock. I get to the door and this older lady who kind of reminded me of my grandmother answered the door and I just bawled right when she came to the porch on the steps.     Oh wow.   She had no idea why I was there and I just bawl for about five, ten minutes and she just hugged me and held me. Told her that I ... Finally, it took me about 10, 15 minutes to tell her who I am, why I'm there, and why I'm bawling like a baby. I served the papers. She was super nice, super friendly, one of the nicest people that I ever served. To show that kind of compassion, you know, being served papers from one human being to another, she just knew that I needed a hug and a shoulder to cry on. I tell people about her all the time. Well, I just went and served her again a few weeks ago and I pull up, and as soon as I get out of my car and turn around to face her house, she's already outside with her arms wide open to give me a hug.     I just ... You know, of course, I was more composed this time and I just told her, I said, "I tell people about you all the time, this lady who I served who was there for me when I needed somebody, just a human interaction." That's definitely one of my best serves that I can ever think. After that, after I served her, and composed myself, I had one of the best serving days ever. It's almost like my grandma was like, "You know what? It's okay, Chris. I'm gone, but I'm going to make sure everybody's home today," and I knocked out over 35 jobs that day.   Oh, wow.     It was just like she was with me. I could have gone home and taken the day off. I said, "No, this job needs to get done. Clients need attempts and statuses and everything, so I'm going for it." It was like one of the best serving days I've ever had.     That's the part of this job that we don't talk about a whole lot that ... I think in both of your experiences that you've shared today, what I've taken from it is that we're people too. The people who we're serving are people; like the guys that pulled up in the car, imagine if they were what everybody else portrays people that we're serving to be. They pull up in their car and they're like, "What the hell are you doing on my property?"     Absolutely.     "I'm injured." "I don't care. Get off my property."     Exactly, yep.     That's cool.   "Get injured somewhere else."     "Yeah, not on my property." "Are you so and so?" "No." You're like having to deal with all that. You know, I think you were fortunate, blessed, lucky, whatever you want to call it. I call it blessed. But, the elderly lady, I have a lot of respect for elderly people and the wisdom that they can share with us.     Absolutely.     That's good. What do you want Server Nation to take from your story?     Again, back to the beginning of that story, I just try and serve everybody with respect. A lot of times when I serve people that have not been served in the past by other servers, and I'm not trying to put down other Process Server companies and any other independent contract servers, but a lot of them tell me that a lot of them just get the papers served and the server is super rude, sometimes nasty, and throw the papers in their face. I never do that. I'm always professional with every serve. I take it ... I don't know where everybody else serves if there's like no cell service or connection, but when I'm serving people up in the mountains and I'm super nice to them like I am with everybody, if your car breaks down and you were nice to that person, you can go back to that house and say, "Hey."     It's happened to me before. They gave me shelter, and they gave me a phone, they gave me water, they let me use their restroom. They remembered me serving them as a professional and it goes a lot way by treating people with respect. Treating people ... You're serving, no matter what the paperwork with the utmost respect that you wanted to be treated with.     That's awesome. I love that story and I love that perspective. I like to say, "Treat others the way that you want to be treated." They're a human. When you're out there serving papers, of course, be prepared, be respectful, number one things. Chris, what are you working on right now that has you most fired up?     Getting to jobs that are way up in the mountains that there's just no way, again, to the jobs, and keeping the clients happy, keeping the clients as customers, and trying my hardest to get to properties that I can get to with all the snow up here in the Pacific Northwest and the terrain of the mountains the way they are. Every winter I look forward to this. It's really tough to try and get to these. I've had jobs, I'm not going to lie, that I've had since the middle of November and beginning of December that I just cannot get to. With the three, four feet of snow, I don't own a snowmobile so I can't park up and get a truck, and get up and get my snowmobile onto the terrain and get up there. Now with the snowmelt, it's ... Spring's right around the corner, everything's melting, so now clients are getting happy where I can finally get to these jobs that I haven't been able to get to just because of the terrain that we have jobs for.     Right. Well, that's awesome. I've got to tell you, there's a guy up in Alaska who, on most of his jobs, he was telling me that he goes up to the mountain on-     Helicopter?     Snowmobile.   Oh.     Helicopter. No, he did say that. He said that on some of them he does have to go wait until the ice is actually frozen so that he can go on a snowmobile over the ice.     Wow.     Yeah, and then also he'll ride quads and things like that. Most of the serves that he does is on quad or snowmobile. I'm just like, wow. What I wanted to ask you is, how bad do these clients want these people served? Because one time I had a situation where I had to serve a pot grower and they wanted me to get pictures and I said, "Well, there's gates and I might be able to serve them, but as far as the pictures go, you know, you're probably not going to get very good pictures because they have these big, old fences with tarps up and stuff," and they wanted to get pictures of the pot. I was like, "You know, I could get a drone and fly it over and take pictures." They said, "Okay, yeah, do that." I said, "Well, I'm going to have to charge the expense for the drone to you." I was able to do that $750 drone.   Wow, I'm actually really impressed.   Yeah, so maybe you want to call your client and go, "Look, between you and this guy, we could get ourselves a snowmobile up here and then we'll be in operation."   No, that's correct. For the most part, all clients ... We've had the same clients for years, and years, and years, they know us, they trust us, and as long as they know that I am trying at least every few days or once a week to go to these impossible areas ... I mean, every time I get a little bit closer, a little bit closer, I'll take a picture of the road, the street sign, "Okay, I'm getting this close or this close." They see that we're working and they're really good with that. Clients are really relaxed with that and they're like, "Okay, this company, they're trying. Chris is trying." They just sit on the paperwork and know that I'll get it done when I can get up there.   Server Nation, Chris has been dropping some major value bombs on us today, but prepare yourself because we're headed into the rapid fire round right after a word from our sponsors.   SPONSOR: Servemanager   Server Nation, imagine what you could do with another 25 minutes per job? This is how much time processors at ServeManager are saving. At just 100 jobs per month, that's over 40 hours that can be spent growing your business or doing more important things like spending time with your family. From job creation to affidavit generations, ServeManagers full featured and hands down the most intuitive process serving software on the market. I use it for my business. I think you should use it too.     In my firm, it's important for me to be able to automate the systems that get things done. ServeManager has done just that with their API integration where you can set up literally any app that integrates with Zapier, will integrate with ServeManager. I love it. I set my whole firm up. Go to processserverdaily.com/servemanager to get your free trial. If you like it after the 14 day free trial, they've offered to give you another 60 days for free as a thank you for being a Process Server Daily listener. That's processerverdaily.com/servemanager     Welcome back to the show.    Chris, are you ready for the rapid fire round?     I'm ready now. Sasquatch of the Northwest is ready.     Yes. That's what I'm talking about. That's awesome. What is your favorite tool for defense?     My mind and my mouth. I've gotten into many, many altercations that could have ended up being physical. If I was talked my way out of them because of a couple things of advice I was always taught by the veteran server who trained me for that day was that, one, no paper is worth getting punched, stabbed, shot, or killed over, and no paper is worth spending a night in jail with Bubba. That's for you and the person you're serving. I mean, if they start to get angry say, "Hey, you know what? I'm a legal courier. I'm just trying to do my job." When I worked for the old owner, for the good eight years right there, we weren't even allowed to have a weapon on us. We weren't even allowed to have bug spray. We weren't allowed to have any weapons.     Now that I'm an IC, I've always had my concealed weapons permit, but I never really brought it with me because I learned to not have to use weapons. I just use my mind, and my quick talking, and talk my way out of every possible physical confrontation. I've never been swung at. I've been, of course, yelled at and pretty close to being spit at, and people in my face to get me off the property. I just put my hands up and say, "Okay, sorry to bother you. Just trying to do my job."     Yeah. I've got to tell you, situational awareness and being able to look at a situation and come at it from a perspective of, "I'm just trying to do a job." Just yesterday I was down in Yuba City and I had a situation where I pulled up to a property and everyone's outside, everyone and their mother's outside. I think they were even cooking on an actual stove in the front yard. There's a car parked sideways and another one, a car parked out of the window. It's just insane. It was an insane ...    You're walking up there thinking, "I shouldn't be walking up here." Because I'm a little bit stubborn and I have like 40 serves to do, I don't want to come back.     Right.     In this situation, I just walk up. Before I could even get out of my car though, one guy's like peeking over my shoulder in the car to see what I'm doing-     One guy is like peeking over my shoulder in the car to see what I'm doing. Am I getting out? Am I an officer? I don't do anything to make people think that I am a cop for multiple reasons, but this situation I got out, and I just said, "Hey, guys. How's it going guys?" And you just be like that nice guy that's like, "Hey, what's going on? Do you know the people that live in that house?" This guy yesterday was like, "No, nobody by that name lives in there. Some lady named Tina lives in there," and I said, "Oh, okay and what's your name?" And he just walked away.     He walks inside the house that I was talking about, but then there's this young kid like 16 something, somewhere around there, and he's like, "No, that girl moved out. She's my age. She moved out a long time ago," and he seemed a little bit more ...     It's crazy situation awareness being able to see a situation where there's like five guys, and you see they're carrying guns, don't stop, just keep going, like it's not worth your life.    Chris, what is the greatest advice you have ever received?     On top of no paper is worth getting killed over or spending a night in jail with over, but the greatest advice, everybody talked about it before is just to treat people the way you want to be treated, and it goes so far with everything, you know, not just this job, but in your in period, in general, but that is definitely. You want to definitely be sociable, be friendly, be professional, and that will just go a long way.     This next question, it trips up a lot of people when they come on here. They're not sure how to go about it, but I know that with your awesome skills, the man, the myth, the legend, the Sasquatch of the North.     That's right.     What would you do if you woke up today, had all the same skills and knowledge, had no clients, a smartphone, a car, and only $100, what would you do in the next week?     In the next week, with just that I would immediately start making friends with all the local attorney offices, all the local courthouses, the clerks are your best friends at all the courts, the district courts, superior court, clerks offices. I can't tell you how much I love all of them over here in the six counties that I cover. They are a huge resource for you. So, definitely befriend them. Most of them are good people. A lot of them can get a little frustrated with the people they deal with, and even the service they deal with, but definitely with making revenue, generate a lot of business for you.     They turn a lot of people your way, because they get a bunch of walk-ins every day, all different counties. Different, you know, I said district or superior court. So, that would be like your first step is just to befriend the clerks offices, and then make your way into the attorney's offices, and just be very professional, very sociable, and have just a good persona of what you're doing and what you plan to do with your business, and you'll see it grow, just exponentially.     That's awesome, Chris. That's great advice. I have a question. So, when you talk about going to clerks and things like that, what is the best way? Because in many counties they don't allow you to, they're not allowed to promote any individual, independent contractors, or any companies, they usually just send people to the sheriff. Do you find it's different in your county or is there something you're doing that I'm not doing?   You know, some of the courts, they actually have business card slots there.     Oh, wow.     You put your business cards next to the window of the clerk's office windows. Their rules is they can't give any legal advice to people, that's their biggest rule, but as far as referring to people to process servers, I haven't had a problem in any of the counties here in Washington state. They say, "Hey, check out the servers here." There's a list of business cards here, and if you develop more of a better relationship with them, a more personal relationship with them by seeing them every week, day in and day out, they kind of know you personally, and they'll say, "Hey, this guy, he's a good guy, a good server. Go send the business that way."     Yeah, and I've said this a 1,000 times. I'll say it again. The court clerks have all the power.     They do.     If you go there, if you make an enemy out of a court clerk ...     Oh, yeah. No. We've had our run ins with some of the clerk's offices and even our clerk's offices, there might be one or two, they're having a bad day and you step on the wrong toe, and man it's no help at all.     Yeah, you'll show up to their window, and they'll take a lunch.   Yeah, oh yeah. Most of them do here, like from 12:00 to 1:00, you can't get help, but even if I'm running a little bit late, I can just call a direct number here and there, and I'll talk to my favorite person, and they'll wait for me and file my paperwork before they go to lunch.     That's awesome.     It helps if you're just really friendly with the clerk's offices.   That's a really good tip.    So, what I take most from your story, like we talked about before, you treat others the way you want to be treated, get out there and make friends with people. You just find situations to be able to grow your network. They say your network is your network. You know, if you don't know anybody, nobody knows you, you're probably working a minimum wage job. It's just usually how it works.     Yep.     So, that's what I get most from your story. Chris, we're going to go ahead and wrap it up.    What is your parting piece of advice for Server Nation?     Is just to network, treat people with respect, treat your affiliates with respect, your neighboring partners in businesses. We do so much work for neighboring county affiliates of ours, and they really, without them, you know, we wouldn't see quite a bit of business that we do see, and I'm so grateful to just have that kind of connection and networking capabilities with the neighboring affiliates and other serving companies in this state and surrounding counties, and just to draw out there everyday and there's no sick days in this job.     Isn't that the truth?     You're in your car for most the day, so it's fine, and just go out there and be safe, and just every day is a new day. Every paper is a new paper. Every person is a new person, and that's one of the reasons that I love this job is because you meet all different kinds of characters. Mostly good. Some bad. Some interesting, but enjoy what you do.     Chris, what is the best that we can connect with you, and then we'll say good-bye.     The best way to connect with me is my email, which is chrissvelyns@gmail.com, and my phone number is 509-770-3336 and call me day or night, I will always be around. If anybody has any questions or needs advice, I'm here, and I'm located here Mosaic, Washington, and another email would be A2Zlegalcouriers@gmail.com   That's awesome. Is that your web domain as well? Legal Couriers?   Yeah, A to Z Legal Couriers, yeah, that's where I'm contracted for.     Chris, I want to personally thank you for coming on the show. I have been so impressed with your story, and I'm excited to share it with the world.     Thank you for the opportunity.     Until next time, Server Nation. You have been served up some awesomeness by the man, the myth, the legend, the Sasquatch of the northwest, and Mighty Mike the Podcast Server.    Server Nation, I want to personally thank you for listening to that episode, and I want to invite you to visit the website. ProcessServerDaily.Com/Podcast. Check out the episodes, you can even ask a question. I will air your voice clip on my podcast so that my guests can answer your question directly.    www.ProcessServerDaily.com  

For the first time in On The Road history, guests from three different Global Legal Hackathon locations wired in for this episode. Hosts Laurence Colletti and David Fisher, speaking from New York, chatted with Trent Carlyle and Chad Jolly from Denver, and Aileen Schultz from Toronto, Canada. They discussed the winners of the New York section of the hackathon and the projects in the works for the Denver and Toronto teams.   Aileen Schultz is the director of network intelligence at Integra Ledger and a co-founder of the Global Legal Hackathon. Trent Carlyle is the co-founder and chief technology officer for Lawgical, the parent company of Legal Talk Network. Chad Jolly is the senior software developer for Legal Talk Network and ServeManager.

Trent Carlyle, CTO and Co-Founder at ServeManager visits us again as a guest in this member spotlight episode with with Mary Juetten. ServeManager is a software solution for process serving firms and their law firm clients. For the latest topics, trends and tech in the legal industry, subscribe to the Evolve Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at info@evolvelawnow.com Links and Resources from this Episode For additional information of this episode go to evolvelawnow.com/show Connect with Trent https://www.servemanager.com https://www.linkedin.com/in/trentc https://twitter.com/trentcarlyle http://evolvelawnow.com/podcast/trent-carlyle-from-servemanager-episode-035 Evolve your legal practice with technology Access the Legal Tech Toolkit Show Notes Tell us more about ServeManager - 0:22 How did this legaltech problem come to light to you? - 1:56 How long have you been in the market and who are your primary customers? - 2:39 What is your background and what makes you a legaltech expert? - 3:57 Feedback and case studies - 4:51 What metrics can you share with us? - 5:59 Review and Subscribe If you like what you hear please leave a review by clicking hereSubscribe to the podcast on your favorite player to get the latest episodes. Click here to subscribe with iTunes Click here to subscribe with Stitcher Click here to subscribe with RSS  

As Hurricane Irma swept through Florida, it left a number of lawyers stranded without their usual resources so the providers of The Florida Bar's member benefits stepped up, offering free services and access to resources during this time of need. In this episode of The Florida Bar Podcast recorded at the 2017 Clio Cloud conference, host John Stewart talks to ServeManager's Trent Carlyle, Fastcase's Ed Walters, Clio's Andrew Gay, and Ruby Receptionist's Austin Lindsey about their products and what their companies are providing to those affected by hurricane Irma. For more details on what services are being provided, see the list below or check out The Florida Bar's website. ServeManager 6 months free Concierge service Fastcase Access to full National Law Library (3 months) Clio Free 3 month access to Clio Ruby Receptionists 269 dollars off service Unlimited outbound calling NetDocuments 3 months free Trent Carlyle is the CTO and co-founder of Lawgical, parent company of ServeManager. Ed Walters is the CEO and co-founder of Fastcase, an online legal research software company based in Washington, D.C. Andrew Gay is a Stanford graduate who was hired by Clio initially as a Support Specialist in 2015, and is now responsible for the leadership and vision of Clio's Partnerships team. Austin Lindsey is the corporate concierge at Ruby Receptionist.

So you want to get the name of your firm under as many eyes or into as many ears as possible. You know some sources that can accomplish this but what is the best way to approach them with a pitch? In this report from On The Road, host Laurence Colletti talks to Adam Camras, Molly McDonough, Elie Mystal, and Sam Glover about the best ways for lawyers to pitch to the media in order to get exposure for your firm. Some of their tips include being intentional about building a relationship, knowing the publication, and straight up flattery. Adam Camras is the Chief Executive Officer of LAWgical, the company that owns and operates leading legal brands, including Legal Talk Network, ServeNow, and ServeManager. Molly McDonough is the managing editor of the ABA Journal. Elie Mystal is managing editor at Above the Law Redline and editor-at-large at Breaking Media. Sam Glover is the CEO and Editor-in-Chief of Lawyerist.com, an online magazine and reference manual for solo and small firm lawyers.

In this webinar, legal support strategist Bob Rusch will discuss how to use modern technology to optimize workflow and tasks like invoicing, assigning tasks, creating affidavits, and more. You will learn about ways to help improve communication with clients and courts, tools and technology currently available, and tips for leaning on software to help optimize your company's workflow. Much of this webinar will be presented using ServeManager as an example. Bob Rusch is a legal support strategist for ServeManager. A process serving and investigations professional since 2003, Bob has held virtually every position within a traditional process serving business. He was the owner of Legal Assistants Inc from 2001 to 2009 and the Operations Manager/Vice President of Operations for ATG LegalServe from 2009 to 2016, both based in Chicago, and has done everything from physically serving documents to managing in-house staff and process servers. He is also an Illinois licensed private detective and has always been involved in associations and is the current president of the Associated Detectives and Security Agencies of Illinois.

Summary Today on the Evolve Law Podcast, our host Mary Juetten sits down with Trent Carlyle from ServeManager, a cloud based application that allows anyone who hires processors to check the status of their serves. ServeManager has created a better way to serve legal papers, and aims to stop lawyers from losing cases because of difficulties with the serving process. Tune in to find out more about the latest innovations happening in the legal tech world! For the latest topics, trends and tech in the legal industry, subscribe to Evolve Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at info@evolvelawnow.com!   Show Notes 0:00 Intro 0:34 Introducing Trent Carlyle from ServeManager 2:44 How Did You Discover this Legal Tech Problem? 4:21 How Long Has Server Manager Been Live?   5:59 Do You Have Any Lawyers Involved With Your Team? 7:06 Do You Have Any Feedback or Case Studies You Can Share? 9:12 Do You Have Any Metrics You Can Share? 9:45 Outro