For Legal Staff

Law Firm Assignment Checklist

Use this quick checklist before sending a process-service assignment. Complete information helps us review the request promptly and document each step clearly.

EBO's Serve & Ledger Co.A division of The E-Book Oasis LLC
615-881-5741support@ebocreations.comebocreations.com

Before You Send

A stronger packet gives the assignment a stronger start.

Gather the details below before uploading documents or sending an assignment. If a detail is unavailable, share what you know and note anything that may help locate the recipient.

  1. 01

    Service documents

    Include every document that must be served, along with any summons, complaint, exhibit, or required instruction.

  2. 02

    Recipient details

    Provide the recipient’s full name and any information that helps identify the correct person.

  3. 03

    Best known address

    Share the complete address, including apartment, unit, business name, or other location details.

  4. 04

    Access and safety notes

    Include gate codes, entry instructions, workplace details, known schedule information, or relevant safety concerns.

  5. 05

    Deadline or court date

    State the service deadline and any court date or time-sensitive instruction at the start.

  6. 06

    Special instructions

    Tell us about any requested service timing, additional locations, or information that may affect the assignment.

  7. 07

    Office contact

    Include the name, email address, and phone number for the person who can answer questions quickly.

  8. 08

    Return instructions

    Let us know where completed paperwork or requested documents should be returned.