Client Help Center

How can we help you?

Everything you need to track your cases, download documents, and work with your agency through the client portal.

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Accessing the Portal
Sign in, register, and get started

Access is invitation-only. Your agency will send an invitation email to your address. Here's what to do:

  1. Check your inbox for an email from Agency Dispatch with the subject "You've been invited to the client portal".
  2. Click the Accept Invitation button in the email.
  3. Enter your name and choose a secure password.
  4. Click Create Account — you'll be taken straight to your dashboard.
Note: The invitation link expires after 7 days. If it has expired, contact your agency to request a new invitation.
  1. Go to /Client/Account/Login on your agency's Agency Dispatch site.
  2. Enter the email address your invitation was sent to.
  3. Enter your password and click Sign In to Portal.

Check Stay signed in if you're on a private computer and don't want to enter your credentials every visit.

Tip: Bookmark the login page for quick access in the future.

Try these steps in order:

  1. Make sure you're using the exact email address your invitation was sent to.
  2. Check that Caps Lock is off.
  3. Click Forgot password? on the login page to reset your password via email.
  4. If you're still locked out after 5 failed attempts, wait 15 minutes before trying again, or use the forgot password link.
  5. If none of the above works, contact your agency directly — they can resend your invitation.
Your Dashboard
Understanding your portal home screen

Your dashboard gives you a quick snapshot of all your activity:

  • Active Cases — Cases currently being worked on by the agency.
  • Pending Intake — Service requests you've submitted that are awaiting agency review.
  • Recently Updated — Cases with new activity (attempts, notes, documents) since your last login.
  • Unread Messages — Messages from your agency awaiting your reply.

Click any case card to open the full detail view.

  • Dashboard — Summary and recent activity.
  • My Cases — Full list of all your cases. Filter by status or search by name/case number.
  • New Request — Submit a new service request to your agency.
  • Messages — Direct communication with your agency on any topic.
Tracking Your Cases
See real-time status, attempts, and updates
  1. Click My Cases in the top navigation.
  2. Use the search bar to search by subject name, case number, or keyword.
  3. Filter by status using the dropdown (Active, Pending, Served, etc.).
  4. Click any case row to open it.
  • New — Case received and being set up by the agency.
  • Pending — Assigned to a process server, service hasn't been attempted yet.
  • Active — Service attempts are in progress.
  • Served — Subject was successfully served. Documents will be available for download.
  • Non-Served — All attempts were unsuccessful. Contact your agency for next steps.
  • On Hold — Case is paused. Your agency may have reached out with details.
  • Completed — All work is done and documents have been filed.

Yes. Open any case and scroll to the Service Attempts section. You'll see a full history of every attempt, including:

  • Date and time of each attempt
  • Result (e.g., Not Home, Served, Evading Service)
  • Notes your agency has chosen to share with you
Submitting a New Request
Send a new service request to your agency online
  1. Click New Request in the top navigation.
  2. Fill in the Subject Information: name, date of birth, description.
  3. Enter the Service Address where service should be attempted.
  4. Add Court Information if applicable (case number, court name, filing date).
  5. Add any Special Instructions for your process server.
  6. Click Submit Request.

Your agency will review the request and approve or reach out with questions. You'll receive an email notification when the request is approved and converted to an active case.

Tip: You can also upload the documents to be served directly on the intake form to save time.
  1. Your request appears in your dashboard with status Pending Review.
  2. Your agency reviews the request — usually within 1 business day.
  3. If approved: the request becomes a live case and you'll receive a confirmation email.
  4. If additional information is needed: your agency will reach out via the portal messaging or phone.
  5. If rejected: you'll receive an email with the reason.
Downloading Documents
Access affidavits, proof of service, and other case documents
  1. Open the case from My Cases.
  2. Scroll to the Documents section.
  3. Find the affidavit (it will be labeled Affidavit of Service or similar).
  4. Click the download icon to save the PDF.

The affidavit is only available once your agency has marked the case as served and uploaded the completed document.

Tip: If you don't see an affidavit yet, check the case status. It will only appear after the case is marked Served.
  • Cover Sheet — Summary of the case used as the first page of the service packet.
  • Source Document — The original documents you provided for service (summons, complaint, etc.).
  • Affidavit of Service — Proof of service, signed by the process server.
  • Photos — Photographs taken during service (for posted service, evading subject, etc.).
  • Correspondence — Letters or documents exchanged during the case.

Your agency controls which documents are visible to you in the portal. Not all document types may be visible for every case.

Messaging Your Agency
Communicate directly without phone tag

There are two ways to message your agency:

  • From the Messages tab — Click Messages in the top navigation for a general message not tied to a specific case.
  • From within a case — Open the case and use the Messages or Notes section to send a case-specific message. This is the best way to ask about a specific service.

Yes — when your agency adds a note or message visible to you, you'll receive an email notification at the address on your account. Check your spam folder if you're not seeing these emails.

You can also check your dashboard for the Unread Messages count, which updates in real time.

Account & Password
Manage your login and personal information
  1. Go to the client portal login page.
  2. Click Forgot password? below the sign-in form.
  3. Enter your email address and click Send Reset Link.
  4. Check your inbox for a password reset email and click the link inside.
  5. Enter and confirm your new password.

The reset link is valid for 24 hours. If you don't receive the email within a few minutes, check your spam folder.

Click Sign Out in the top-right corner of any portal page. You'll be returned to the client login screen.

Always sign out when using a shared or public computer.

Contact your agency and ask them to send a new portal invitation to your colleague's email address. Each person needs their own account — sharing credentials is not recommended and may result in account lockout.

Guided Walkthroughs
Interactive step-by-step tours — launch or reset anytime
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Portal Dashboard
A quick tour of your client portal — where to find your cases, submit requests, and message your agency.
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How Process Serving Works
What happens after you submit a request — from agency review to downloading your affidavit.
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Submitting a Request
Step-by-step walkthrough of the new request form — what to fill in and what to upload.

Walkthroughs track whether you've seen them so they don't repeat on every login. Click Reset below to re-enable the automatic first-visit prompts.

After resetting, tours will show automatically the next time you visit the relevant page — or launch them anytime with the buttons above.