Instructions scattered
An attachment and the client's clarifying message can become separated.
Backed by
AI Office Manager for Process Servers Keep service instructions together
Zweelie is your AI office manager that answers process-serving inquiries, organizes client instructions and document files, and keeps follow-ups assigned.
Customer work for process-serving businesses
Zweelie helps process-serving businesses organize the customer side of time-sensitive requests. Instructions, documents, addresses, and status questions may arrive across several calls and messages. Connect that context to an assigned opportunity so your team can review the request and communicate about the next step.
Built around the work of: process-serving company owners, independent process servers, litigation support coordinators.
Mobile app + web platform
Run your business from anywhere.
Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.
When a request gets lost, the work can follow.
The customer communication problems that process-serving businesses need to solve.
What's at stake
Status questions interrupt field work
Another staff member cannot give a useful response without the earlier correspondence.
Deadline details need review
The team must verify timing rather than rely on an incomplete voicemail.
From the first inquiry to an owned next step
Connect each inquiry with the person and information needed to move it forward.
Capture the client request
Collect the client contact, service location, stated timeframe, and the information your team requires for review.
Keep materials connected
Attach permitted documents and instruction notes to an opportunity assigned to the responsible person.
Manage customer updates
Use shared communication and reminders while service attempts, official evidence, and filings stay in your specialist process.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
Our firm has a service request. Where can I send the authorized instructions?
Thanks, Claire. Olivia will follow up with you.
Law firm service requestAssigned to Olivia Grant
Thanks, that works for me.
Olivia has your request.
CD
Claire Donovan
1 call
Claire provided the firm's contact and service instructions. The coordinator will review scope and timing.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Law firm service request
Claire Donovan
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
CD
Claire Donovan3 files
Drop files hereFiles for law firm service request
client-instructions.pdfClaire Donovan · Law firm service request
Documentservice-request.pdfClaire Donovan · Law firm service request
Documentcorrespondence.pdfClaire Donovan · Law firm service request
DocumentForms
Build an intake form around client contact, requested service, service location. Accept relevant files and connect submissions to customer opportunities.
Swiftpath ProcessDocument service request
Tell our team what you have in mind.
Form submitted
Law firm service request
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Swiftpath Process$145Law firm service request
- Customer
- Claire Donovan
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, ready for the next conversation.
OG
Law firm service request
Claire provided the firm's contact and service instructions. The coordinator will review scope and timing.
Claire DonovanLaw firm service requestIn progressJE
Document pickup coordination
DraftRohan requested document pickup. Confirm the authorized handoff contact and package details.
Rohan SinghDocument pickup coordinationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep every inquiry moving
Collect the client brief, requested service, and permitted documents for your process-serving team. Assign the inquiry and keep the client updated while your staff carry out service and prepare evidence through their established workflow.
Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- Unlimited call minutes*
- Unlimited text messages*
- Unlimited contacts
- Unlimited opportunities
- Multi-location support (up to 3 locations)
- Dedicated onboarding specialist
- All products, including conversations, forms, and reports
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
*Unlimited call and SMS usage is subject to our Fair Use Policy.
Questions from process-serving businesses
How does Zweelie keep process-serving clients informed?
Keep the client brief, permitted files, questions, and follow-up ownership together. Your staff can update the client from the shared conversation while handling service attempts and proof of service through their established workflow.
How does Zweelie help my team follow up?
Collect the client brief, requested service, and permitted documents for your process-serving team. Assign the inquiry and keep the client updated while your staff carry out service and prepare evidence through their established workflow.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions.
Related industries
Explore all industriesRead the guide · Process-Serving Businesses