Complete document packet
Include the issued summons, complaint or petition, exhibits, notices, orders, translations, and every document that must accompany service.
Attorney Resource Center
How to Prepare Documents for Service
Clear instructions and a complete packet reduce preventable delays. Use this checklist before transmitting documents, especially when a deadline, secured property, multiple defendants, or a special method is involved.
- Massachusetts-focused guidance
- Official-source references
- Practical assignment planning
Key Considerations
Plan the assignment carefully
Assignment Checklist
Information that supports efficient service
- Complete, final document set
- Exact recipient name and legal capacity
- Best known service address and alternate addresses
- Applicable deadline and urgency
- Requested method and special instructions
- Reliable identifying and access information
- Attorney or staff reporting contact
Frequently Asked Questions
How to Prepare Documents for Service
Should documents be combined into one PDF?
A clearly ordered, legible PDF is often efficient, but confirm submission and printing requirements before sending confidential or unusually large files.
Should confidential information be minimized?
Yes. Transmit only what is necessary through an approved method and follow your office’s privacy and security procedures.
What contact information should be included?
Provide the responsible attorney or staff contact, after-hours contact for urgent matters, billing reference, and the person who should receive status and completion documents.
When should a rush assignment be called in?
Call before submission whenever same-day action, a near deadline, unusual service instructions, or immediate document review is required.
Attorney Process Serving
Ready to submit the assignment?
Send complete documents, recipient information, deadline, and service instructions.