Everything from intake to filed, in one place.
ServeManager makes you stitch tools together. Return Pilot runs the whole job — the email that came in, the server at the door, the affidavit the court needs, and the invoice that gets you paid.
14-day trial · No credit card · No contract
From the email in, to the affidavit filed.
- 1Drop the document.
Forward the client email or drop the PDF. The summons goes straight in — no retyping the caption.
- 2It reads the case for you.
- 3The job fills itself in.
- 4Dispatch to a trusted server.
- 5Assigned and tracking.
The job is created before you touch the keyboard.
Clients send work however they want. Return Pilot turns it into a clean, assignable job — no retyping case captions at 9 PM.
- Forward a client email; the case, court, parties, and address are parsed automatically
- Drop a summons, subpoena, or eviction PDF and the fields fill themselves
- Bulk-import a spreadsheet of jobs from a high-volume client
- A client job-request portal so law firms submit work directly to your queue
Dispatch to a trusted server, anywhere.
Keep it in-house or send it out. Return Pilot connects to the 321Serve Directory, so any job can go straight to a verified, Trust-Scored agency without leaving the case.
- Assign to your own roster, or open the 321Serve Directory from the job
- Every listed agency carries a Trust Score: profile, response, performance, reviews, area confidence
- Filter to a county, set a max price, and dispatch in one click
- Status, attempts, and the affidavit flow back to you automatically
Court-grade evidence, captured at the door.
Your servers carry the proof in their pocket. Every attempt is logged the way a judge expects to see it — no notebook, no guesswork.
- Each attempt records latitude, longitude, and a precise timestamp
- Photos, video, and on-site signatures attach to the attempt automatically
- Works offline; syncs the moment the server has signal
- Tamper-evident log builds the chain of custody for you
Point-perfect affidavits, drafted from the record.
Build your jurisdiction's affidavit once with a precision layout builder. From then on it assembles itself from the attempts log.
- Drag fields, signature zones, notary blocks, and barcodes to the exact point
- Import an existing affidavit PDF as the background and map fields onto it
- Missing-data and overflow warnings catch problems before you sign
- Server-generated final PDF matches the preview — ready to notarize and file
Bill the way high-volume clients want to pay.
Stop reconciling jobs to invoices in a spreadsheet. Return Pilot does the accounting that 50–200 jobs a month demands.
- Consolidate many jobs into one invoice grouped by job number
- Aging report shows who owes what at 30 / 60 / 90+ days
- Standalone invoices for rush fees, travel, and retainers
- Get paid online through Stripe; statements and credit notes built in
Fits the stack you already run on.
Return Pilot is the hub, not another silo. Connect the tools your firm clients live in and stop double-entering everything.
- Clio sync so law-firm clients see status without emailing you
- Dropbox for document delivery and backup
- Export to Excel or PDF for any client or court that wants it
- Custom fields and smart variables to match your existing workflow
Run the business, not just the jobs.
See where time and money go, and scale from a solo operator to a multi-branch agency on the same platform.
- Completion rate, time-to-serve, and revenue by client or server
- Per-branch books for multi-office agencies
- Roles for office staff, field servers, and accounting
- Alerts and reminders so nothing ages past a deadline
See it on your own jobs.
Free for 14 days. Bring a real client's documents and watch the affidavit build itself.