Process Order
Create a Process Work Order: Special Instructions & Prebills
Summary: Set due dates, rush/today, fee advances, skip trace, affiliate proof, and prebill charges. Quick answer Use the Special Instructions tab to drive billing triggers (rush, skip trace, fee advances) and due‑by tracking. What you need WinServe+ ...
Create a Process Work Order: General & Parties
Summary: Enter customer, matter, priority, and party details before addresses and documents. Quick answer Select customer/attorneys quickly by code or use **Update** with wildcards; set priority and bill‑to as needed. What you need WinServe+ access ...
Create a Process Work Order: Documents
Summary: Add the documents you are serving using lists or free text. Quick answer Double‑click documents to select from a maintained list, or type a short list. Use codes if you enabled document abbreviations. What you need WinServe+ access ...
Create a Process Work Order: Addresses & Servers
Summary: Add home/business addresses, assign servers per address, and use mapping/history tools. Quick answer Enter each address; assign a server per address if needed; use mapping and address history to improve accuracy. What you need WinServe+ ...