Getting Started with Proxiant

Head to proxiant.co and click "Start Free." You'll be asked to enter your email and choose a password. Check your inbox for a verification email and click the link to confirm your address.

When prompted to select an account type, choose Firm. This unlocks the full job management platform, billing features, and the ability to manage servers and clients. (If you're a solo server without a firm, choose "Process Server" instead.)

From Settings → Firm Profile, enter your firm name, business address, and phone number. Upload your logo — it appears on affidavits, client portal, and invoices.

Choose your subdomain under Settings → Portal. This will be your client-facing URL: yourfirm.proxiant.co. Pick carefully — this can be changed but affects portal links you've already sent clients.

Go to Settings → Job Types. At least one job type is required before you can create jobs. Standard Personal Service is pre-configured with sensible defaults — you can use it immediately.

Add additional types as needed: Rush, Subpoena, Skip Trace, Corporate, or custom types. Each type carries its own defaults for priority, diligence windows, rate tier, and affidavit template.

Go to Settings → Job Numbering. Choose between a global counter (all jobs share one sequence: FH-00001, FH-00002…) or per-type counters (STD-00001, RUSH-00001, etc.).

Configure your prefix, zero-padding length, and starting number. If you're migrating from another platform and want to preserve your existing numbering, set the start number accordingly.

Go to Settings → Diligence. Set your firm-level default attempt windows: morning (e.g., 6am–12pm), afternoon (12pm–6pm), evening (6pm–10pm), and weekend rules. These apply to all jobs unless overridden by a court or client setting.

The diligence clock starts when a job is assigned and begins counting attempts toward your required minimum. Proxiant enforces window timing — attempts logged outside the correct window are still recorded but flagged.

Go to Settings → Rates. Proxiant uses a tiered rate table: firm-level defaults, with overrides by state → county → zip. For each tier, set a routine rate and rush rate.

Also configure server pay rates — either a flat percentage of the service fee, or a fixed amount per job type. Server pay is calculated automatically on each job and included in the per-job profit display.

Go to Settings → Templates. Click "New Template" and select your state from the platform template library. Platform templates are pre-built for each state's standard affidavit of service format and include all required dynamic fields.

Customize as needed: add your firm name and address to the header, adjust the signature block, and configure photo rules (always include / never include / ask each time). Set this template as the default for your primary job type.

Go to Settings → Team. Invite staff members by email and assign roles: Admin (full access), Case Manager (jobs and clients, no billing/settings), or Viewer (read-only).

Process servers can be linked to your firm account from their own server accounts — they don't consume a staff seat. Invite them from Settings → Servers → Invite Server.

Go to Clients → New Client. Enter the company name, primary contact, and billing email. Configure billing settings: net terms, auto-invoicing rules, and any per-client rate overrides.

Enable portal access if you want this client to track their jobs in real time. They'll receive an invitation email to set up their portal login.

You're ready. Click "New Job" from the Jobs page or Command Center. Upload your service documents, let AI extract the fields, review, confirm, and save. Your job number will generate automatically based on the counter you configured in step 4.