Instructions scattered
An attachment and the client's clarifying message can become separated.
Backed byClient Intake & Communication for Process Servers Serving instructions,
Client Intake & Communication for Process Servers Serving instructions,
kept together.
Organize process-serving inquiries, client instructions, document files, and follow-ups. Zweelie keeps the customer request connected to the responsible person.
Customer work for process-serving businesses
Zweelie helps process-serving businesses organize the customer side of time-sensitive requests. Instructions, documents, addresses, and status questions may arrive across several calls and messages. Connect that context to an assigned opportunity so your team can review the request and communicate about the next step.
Built around the work of: process-serving company owners, independent process servers, litigation support coordinators.
When a request gets lost, the work can follow.
The customer communication problems that process-serving businesses need to solve.
What's at stake
Status questions interrupt field work
Another staff member cannot give a useful response without the earlier correspondence.
Deadline details need review
The team must verify timing rather than rely on an incomplete voicemail.
From the first inquiry to an owned next step
Example workflow for process-serving businesses; your staff confirm scope, timing, and any professional decisions.
Capture the client request
Collect the client contact, service location, stated timeframe, and the information your team requires for review.
Keep materials connected
Attach permitted documents and instruction notes to an opportunity assigned to the responsible person.
Manage customer updates
Use shared communication and reminders while service attempts, official evidence, and filings stay in your specialist process.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
Our firm has a service request. Where can I send the authorized instructions?
Thanks, Claire. Olivia will follow up with you.
Law firm service requestAssigned to Olivia Grant
Thanks, that works for me.
Olivia has your request.
CD
Claire Donovan
1 call
Claire provided the firm's contact and service instructions. The coordinator will review scope and timing.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Law firm service request
Claire Donovan
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
CD
Claire Donovan3 files
Drop files hereFiles for law firm service request
client-instructions.pdfClaire Donovan · Law firm service request
Documentservice-request.pdfClaire Donovan · Law firm service request
Documentcorrespondence.pdfClaire Donovan · Law firm service request
DocumentForms
Build an intake form around client contact, requested service, service location. Accept relevant files and connect submissions to customer opportunities.
Swiftpath ProcessDocument service request
Tell our team what you have in mind.
Form submitted
Law firm service request
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Swiftpath Process$145Law firm service request
- Customer
- Claire Donovan
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
OG
Law firm service request
Claire provided the firm's contact and service instructions. The coordinator will review scope and timing.
Claire DonovanLaw firm service requestIn progressJE
Document pickup coordination
DraftRohan requested document pickup. Confirm the authorized handoff contact and package details.
Rohan SinghDocument pickup coordinationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Retain evidence capture, location verification, legal deadlines, chain of custody, and proof-of-service workflows in specialist systems. Review confidentiality and authorized access for all uploaded documents.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from process-serving businesses
Does Zweelie create proof of service?
No. It organizes intake, files, client communication, and follow-up ownership. Use your established tools and qualified staff for service attempts, affidavits, proof of service, jurisdiction-specific rules, and official filing.
What should process-serving businesses keep in their existing systems?
Retain evidence capture, location verification, legal deadlines, chain of custody, and proof-of-service workflows in specialist systems. Review confidentiality and authorized access for all uploaded documents.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for process-serving company owners, independent process servers, litigation support coordinators.