For Firm Owners & Admins

Run your operation.
Stop managing chaos.

From the moment a job lands to the moment an affidavit is filed — Proxiant keeps every job moving, surfaces problems before they become failures, and handles the paperwork automatically.

✓ AI job intake ✓ Auto affidavit generation ✓ Built-in client portal

Know exactly what needs your attention. Every morning.

The Command Center shows you what's at risk, what's late, what's unassigned, and what's ready to invoice — before anyone has to call you.

🔴
At Risk
Active jobs with no attempt in the last 48 hours.
View jobs →
🚨
Rush Unassigned
Rush jobs with no server assigned yet.
View jobs →
Near Deadline
Jobs due within the next 7 days.
View jobs →
📄
Missing Affidavit
Served jobs with no affidavit generated yet.
View jobs →
🔁
Excessive Attempts
Jobs with 5 or more logged attempts.
View jobs →
💤
No Recent Activity
Jobs with no updates in the last 7 days.
View jobs →
💰
Ready to Invoice
Served jobs with no invoice issued yet.
View jobs →
📉
Declining Client Volume
Clients trending down — retention alert.
View clients →

Email in. Job created. Two minutes, not twenty.

Send an order to service@yourfirm.proxiant.co. Our AI reads it — recipient, address, case number, court, client, due date — and presents every field with a confidence level. You review and confirm. Done.

Works with uploaded documents too. Drag a PDF onto the new job form — AI reads the summons and fills the fields.
1
Email arrives
service@yourfirm.proxiant.co
2
AI extracts fields
Recipient · Address · Case # · Court · Client · Due date
3
Confidence review
● High ● Medium ● Low
4
You confirm
Review flagged fields, approve, done.
Job created
Routed, assigned, trackable immediately.

The system knows what's required. You just have to check.

Court-specific diligence rules built in. Morning, afternoon, and weekend windows tracked automatically. Non-Est only becomes available when every requirement is actually satisfied — no more accidental early closures.

Diligence Status
Attempts 3 of 4 required
Morning ✓ Satisfied
Afternoon ✓ Satisfied
Weekend ✗ Not yet attempted
⚠ Non-Est unavailable — 1 more attempt required (weekend window)

Rule hierarchy — most specific wins:

Firm default
Client override
Court override
Most specific wins ✓

Every job. Every status. One view.

Grouped by status. Sortable. Filterable. Save any combination as a named view. Late jobs surface at the top automatically.

Grouped by status Attempt pip indicators Bulk operations Saved views Right-click context menu Sister job links Column sorting Column filtering Export to CSV

100 jobs. One action.

👤
Assign Server
🗂️
Assign Case Manager
📅
Edit Due Date
🔄
Change Status
🧾
Generate Invoices
🖨️
Print / Export Documents
📤
Export CSV

Print & Export Document Packets

Build a PDF packet — field sheets, documents to be served, affidavits, invoices. Choose to merge into a single file or keep them separate. Email directly to your server or client without leaving Proxiant.

Attempts logged. Affidavit ready. 60 seconds.

Every template variable resolves from live job data. No copy-paste. No typos.

1
Log attempt
Outcome, timestamp, GPS, photos captured in the field.
2
Photo selection
Choose which attempt photos to include in the affidavit.
3
Citation page
Automatically included if required by the court — no manual check.
4
Template selection
Court-specific or firm default template applied automatically.
5
Generate & review
Inline PDF viewer — no downloads required to review.
Download or share
Send to client, attach to job, or add to document packet.

Invoice automatically. Get paid faster.

📊
Per-job profit tracking
Revenue, server pay, and net on every job.
Auto-invoicing on completion
Invoice generated the moment a job is served.
💳
COD with card on file
Charge immediately on completion for COD clients.
📋
AR aging dashboard
See exactly what's current, 30, 60, and 90+ days out.
🔗
QuickBooks sync
Two-way sync keeps your books current automatically.
🗺️
Rate tables by state / county / zip
Rush rates separate. Jurisdiction-aware pricing.
See exactly what you billed, what you paid your server, and what your net was — on every single job.

Clients see everything. Stop answering status calls.

White-labeled to your brand. Clients submit jobs, track status in plain English, view attempt photos inline, read affidavits, and pay invoices — all without calling you.

🎨
White-label branding
Your logo, your colors. Clients never see Proxiant.
🤖
AI job submission
Clients upload orders — AI extracts the fields.
📸
Inline photo viewer
Attempt photos visible in-browser, no download required.
📑
Document viewer
Affidavits and docs readable without downloading.
💸
Online payment
Clients pay invoices directly in the portal.
🟢
Real-time status
Plain-English job status. No jargon. No phone calls.

Your team. Your rules.

Granular permissions per user. Staff can have view-only, edit, or full access on any module. Case managers get their own job queue. Nobody sees what they shouldn't.

Firm Admin
Full Access
All modules
Billing & AR
User management
Client portal config
Case Manager
Assigned Jobs Only
Own job queue
Attempt logging
View billing (read-only)
No user management
View Only
Read Access
View jobs
View reports
No edits
No billing access

Your operation deserves better tools.

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