Process Serving Training with our 1 Day in classroom course for £350

Learn to become a Process Server and earn £150 per hour

Learn to become a Process Server, the art of serving legal documents. Process Serving is more than just delivering documents from A to B. Legal documents need to be served the correct way as there is a process to follow. Get it right, and you could earn great money, get it wrong and you won’t, and could find yourself in trouble. Book yourself onto our process server training course.  

The process server training course is delivered by the course director, Richard Thomas, Managing Director of Thomas Yorke Ltd, a Private Investigation and Process Serving company. Richard Thomas spent over 10 years as a Close Protection Bodyguard and Counter Surveillance specialist to a billionaire, entangled in the world of VIP’s, Royals and Private Jets, before starting his own Private Investigation company. Initially the company specialised in surveillance, but quickly moved into the world of Private Investigation, Process Serving and Tracing.

The course director, Richard Thomas holds the EaT Level 3 Teacher Training Qualification, so is fully qualified to deliver this course.

Richard Thomas is also a full member of the ABI, Association of British Investigators and a fellow of WAPI, World Association of Professional Investigators.


To enquire about our process server training course contact us at info@thomasyorke.co.uk.



Process Server Training Course

Here's a practical outline for the 1-Day In-Classroom Process Serving Training Course. It covers the essential knowledge and practical skills needed by new process servers.

Course Title: 1-Day Process Serving Course

Certification: Certificate of completion

Duration: 1 Day (6-7 Hours)

Learning Outcomes

By the end of this course, participants will be able to:

  • Understand the role and responsibilities of a process server.
  • Understand the legal requirements for serving court documents.
  • Identify different methods of service.
  • Demonstrate safe and professional serving techniques.
  • Complete proof of service documentation accurately, Certificate/Statement and Affidavit of Service.
  • Deal professionally with difficult situations.
  • Understand Data Protection and why it is important to process servers.

 


 

Module 1: Introduction to Process Serving

Topics

  • What is process serving?
  • Types of legal documents
    • Claim Forms
    • Statutory Demands
    • Injunctions
    • Family Court Documents
    • Bankruptcy Petitions
    • Possession Orders
    • Witness Summons  
  • The role of a process server
  • Professional standards
  • Confidentiality
  • Ethics

 


 

Module 2: Legal Framework

Topics

  • Civil Procedure Rules (CPR)
  • Family Procedure Rules
  • Criminal proceedings
  • Personal service
  • Substitute service
  • Deemed service
  • Service deadlines
  • Affidavits and witness statements

 


 

Module 3: Preparing for Service

Topics

  • Receiving instructions
  • Reviewing documents
  • Risk assessments
  • Planning visits
  • Locating defendants
  • Using mapping tools
  • Record keeping

 


 

Module 4: Practical Process Serving Techniques

Topics

  • Identifying the correct recipient
  • Confirming identity
  • Approaching properties
  • Serving at homes
  • Serving at workplaces
  • Multiple occupancy properties
  • Blocks of flats
  • Rural locations

 


 

Module 5: Difficult Situations

Topics

  • Avoidance tactics
  • False identities
  • Hostile behaviour
  • Dogs
  • Locked premises
  • CCTV
  • Security staff
  • Public place service
  • Witnesses

Safety

  • Lone working
  • Dynamic risk assessment
  • Personal safety
  • When to withdraw

 


 

Module 6: Evidence and Documentation

Topics

  • Field notes
  • GPS evidence
  • Photographs, including time/date stamps
  • Body worn cameras
  • Witness statements
  • Certificates of Service
  • Affidavits

 


 

Module 7: Technology for Process Servers

Topics

  • Mobile apps
  • GPS tracking
  • Digital case management
  • Secure email
  • Electronic document handling
  • Data protection (UK GDPR overview)

 


 

Module 8: Professional Standards & Business Skills

Topics

  • Customer service
  • Communication skills
  • Working with solicitors
  • Working for enforcement companies
  • Pricing
  • Time management
  • Insurance
  • Continuing Professional Development (CPD)
  • Investigator networks

 


 

Final Practical Assessment

Each learner gives an oral explanation of:

  • Review of instructions
  • Service planning
  • Role-play service
  • Service documentation
  • Legal requirements
  • How to send the completed paperwork back to your client

 


 

Knowledge Assessment

Complete 20 question test


 

Course Resources

Participants receive:

  • Certificate/Statement of Service templates
  • Witness Statement template
  • Affidavit template

 


 

Equipment Required

  • Notebook
  • Pen
  • Mobile phone


1 Day in Classroom £350

We are based right near Stansted Airport on the Essex, Hertfordshire border, but courses delivered throughout the UK. 

Suite 6 The Old Farmhouse,
Stansted Courtyard,
Takeley,
Essex
CM22 6PU

Email: info@thomasyorke.co.uk
Phone: 01279 215577

Our parent company, Thomas Yorke Ltd can be found here  www.thomasyorke.co.uk