Responding to Process Servers


Module Details

Are you prepared to handle unexpected encounters with individuals delivering legal documents? This course provides the knowledge and skills needed to respond effectively, lawfully, and confidently to process servers in a workplace setting. 

By taking this course, participants will learn how to: 

  • Understand the legal role and limitations of process servers in different jurisdictions. 
  • Identify when and how legal documents can be accepted, and who within the organization is authorized to do so. 
  • Follow proper protocols to redirect process servers when delivery attempts are invalid or unauthorized.
  • Communicate clearly and professionally to defuse potential tension during service attempts. 
  • Recognize when a process server may be trespassing and how to issue formal trespass warnings if applicable.
  • Apply company-specific policies and legal best practices through scenario-based examples and case studies. 

This training is ideal for security personnel, receptionists, building supervisors, and anyone responsible for managing access to facilities or interacting with the public on behalf of an organization


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