Powerful features, simple interface
ProcessMaster gives you everything you need to manage your process serving agency — from case intake to final billing.
OneView Interface
The OneView interface puts every part of your job in front of you — case details, history, documents, and actions — all on a single screen. No more switching between tabs or hunting for information.
Affidavit Generation
Create elegant, professional, and accurate affidavits that practically write themselves. Select your service type, fill in the details, and ProcessMaster handles the formatting and legal language.
Case Management
Track every job from assignment to completion. See all open cases at a glance, filter by status, server, client, or date range. Never lose track of a case again.
Client Relations
Manage your client contacts, track their preferences, and maintain a professional relationship. Store client-specific instructions, rate schedules, and communication history.
Reporting
Generate detailed reports on server activity, case status, revenue, and more. Export to PDF or CSV for easy sharing with clients and partners.
Invoicing & Accounting
Create and send professional invoices, track payments, and manage your accounts receivable. Integrates with your case data so billing is fast and accurate.
Contractor Payments
Track what you owe your independent contractor servers. Calculate payments based on job type, distance, or custom rates. Generate payment reports for tax time.
Client Portal
Give your clients self-service access to submit new jobs, check case status, and download completed affidavits — reducing phone calls and emails.
Custom Forms
Create custom intake forms and documents tailored to your agency's workflow. Design forms that match your jurisdiction's requirements exactly.
Works where you work
ProcessMaster runs on both Windows and Mac, with the IndieServer mobile app for iOS. Your data syncs across all your devices so your team stays in sync.