Understanding local, state, and federal laws governing service of process.
Ensuring compliance with court rules, deadlines, and documentation requirements.
Knowledge of prohibited practices (e.g., trespassing, harassment, etc.).
Using databases, skip tracing, and investigative methods to locate difficult-to-find individuals.
Verifying addresses, places of employment, or other service locations.
Conducting stakeouts or surveillance when needed.

Clearly explaining the nature of the documents being served (without offering legal advice).
Maintaining professionalism and composure in potentially hostile or emotional situations.
Interacting respectfully with attorneys, courts, law enforcement, and the public.
Completing declarations or proofs of service accurately and promptly.
Maintaining detailed records of attempts, times, dates, and methods of service.
Providing reports and testimony in court if service is challenged.


Assessing risks before and during service attempts.
Avoiding confrontations while ensuring service is legally valid.
Following ethical guidelines and safety protocols.
Using GPS, mobile apps, and case management software for tracking attempts and reporting.
Leveraging online resources for research and skip tracing.
Staying current with digital service rules (e-service, social media service, etc. where permitted).

