Create a serve from the Documents tab in SmartAdvocate, without switching platforms. Proof pulls in the client and internal reference numbers, the case number, and the contacts already on the matter, so there is nothing to re-key.

Your team works in one system instead of two.

Click once and Autofill reads the document, finds the party you need to serve, and pulls the address. A new serve is on the case in seconds, even for a party who was never entered as a contact.

Before service of process request goes out, the address gets a second look.

As you enter or pull an address from your SmartAdvocate account, Proof checks it in real time. A missing unit or apartment number, a PO box, an address the USPS has flagged as vacant: you see the problem before you submit, not days later when the serve comes back unsuccessful. Proof works the flag to find the right unit so the serve stays on track, and warns you if the same party is about to be served twice.

The process server will have what they need.

The Proof tab shows every serve tied to the matter, each with a green/yellow/red health tracker and a timeline for what happens next. You see status as it changes and get a prompt the moment a serve needs you. Tracking lives in the case file instead of copied-and-pasted into notes, so the whole team, including the attorneys, sees the same picture.

When the serve completes, the paperwork files itself.

Completed affidavits and invoices sync straight into the case folders you choose inside of SmartAdvocate. No downloading from Proof and re-uploading to SmartAdvocate. Invoices can post to the matter automatically as disbursements in your case expenses, so nothing slips past your bookkeeping team .

That is the full document workflow—and nothing ever left the case file.