Intake
Enter, import or receive orders through your client portal and integrations.
Process service operations platform
Run Your Entire Operation With WinServe
One connected system for order intake, dispatch, diligence, court activity, Proof/Affidavit generation, billing, client communication and field work.
Cloud or self-hostedWindows + mobile + webBuilt for legal support
30+ YearsBuilt around real legal-support operations
Industry ProvenTrusted by three of the nation’s largest attorney service companies
Connected PlatformDesktop, portal, mobile and API working together
Compliance ReadyCalifornia AB 747 and New York DCA workflows
Flexible DeploymentCloud-hosted or installed within your environment
One connected workflow
From New Order to Final Invoice
WinServe keeps every team, document, status and financial event connected to the same work order.
Dispatch
Assign work, priorities, due dates and instructions to the right field resource.
Field Work
Servers receive jobs, document attempts and submit evidence from mobile.
Review
Office staff validate diligence, attachments, status and compliance records.
Proofs / Affidavits
Generate jurisdiction-appropriate proof and affidavit documents from structured order data.
Billing
Rate jobs, create invoices, receive payments and report on operations.
Core capabilities
Everything Your Operation Needs to Move Work
Integrated Dispatch
Color-coded work queues, assignment tools and flexible filters keep urgent work visible and moving.
Diligence Tracking
Centralize service attempts, milestones, notes, attachments and final outcomes for every job.
Proof/Affidavit Generation
Create dynamic proofs and affidavits using captured job, server and service information.
Court Operations
Manage court service, eFiling imports, courtesy copies and connected filing workflows.
Billing + Receivables
Apply rates, invoice completed work, track balances and run operational financial reports.
Audit History
Maintain rock-solid documentation of activity, diligence, changes and final status.
Modern Windows experience
See the Work That Needs Attention
A streamlined desktop interface built on Microsoft’s modern .NET platform replaces disconnected spreadsheets, whiteboards and handoffs with a real-time operational view.
- Filter by customer, server, due date, branch or job type
- Track milestones and unresolved diligence
- Surface priority and overdue work
- Keep attachments, instructions and status together
- Export operational data for review and reporting
Operational depth
Control the Details Without Losing the Big Picture
Give every department purpose-built tools while keeping the work order, activity history and financial record connected.
Diligence Tracking
Review aging, attempts, due dates, service history and follow-up notes across the operation.
Flexible Billing Rates
Configure customer, job-type, mileage, attempt, court, service and other automatic billing rules.
WinServeMobile
Give Field Teams the Job—and Get the Evidence Back
Servers can receive process, messenger and court work; review documents and instructions; record attempts; capture photographs; submit final status; and synchronize everything to the office.
- Process, messenger and court assignments
- Map view and routing support
- Photo and attachment workflows
- Structured attempts and final status
- AB 747-ready time and GPS evidence
Client experience
Give Clients a Clear Window Into Every Order
The connected Client Portal lets customers place orders, follow service activity, send messages, retrieve Proofs/Affidavits and access invoices without calling the office for routine updates.
- Real-time order and status visibility
- Proof/Affidavit and document delivery
- Invoices and payment links
- Secure client communication
- Consistent access from any modern browser
More work. One platform.
Extend WinServe Across Legal Support Operations
Keep specialized services connected to the same customers, cases, documents, statuses, billing and reporting.
California eFiling
Manage filing intake, documents, fees, status updates and client communication for supported California courts without separating eFiling from the rest of your operation.
- Connected filing intake and status
- Court documents and fee tracking
- Courtesy-copy and service workflows
- Client-visible updates and results
Investigations
Coordinate investigative assignments, subjects, locations, due dates, notes, attachments and results inside the operational system your team already uses.
- Assignment and milestone tracking
- Subjects, addresses and field notes
- Documents, attachments and reporting
- Integrated billing and client delivery
Extend the platform
Connect the Office, Field and Client
WinServe becomes the operational core while purpose-built modules extend the same workflow.
Let clients submit orders, monitor status, retrieve documents, review invoices and run reports.
Identify invoices, apply payments, track open balances and produce month-end reporting.
Connect court filing intake and status to the operational system your staff already uses.
Automate order intake, status exchange, documents and client-specific integrations.
California AB 747
Capture photographic evidence, automatically recorded time and GPS data, structured exceptions and retrievable attempt histories.
New York City DCA
Support GPS-based service records, electronic recordkeeping, audit history and operational compliance review.
Built to integrate
Connect WinServe to the Rest of Your Business
Use Tristar’s REST API and integration services to automate client intake, exchange statuses and documents, and eliminate repetitive data entry.
- Secure JWT authentication
- Order creation and status retrieval
- Document and attachment exchange
- Webhooks and workflow automation
- Custom client and partner integrations
POST /api/v2/orders
{
“service_type”: “process_service”,
“priority”: “rush”,
“documents”: 3,
“notify_client”: true
}
{
“service_type”: “process_service”,
“priority”: “rush”,
“documents”: 3,
“notify_client”: true
}
201 Created
Order accepted into WinServe
Ready to Put Your Entire Operation in One System?
See how WinServe can connect your office, field teams, clients and partners.