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Spring Sale — Save $50

Grow Your Process Server Business

Branding. Marketing. Client Acquisition.

Position yourself as an authority, close attorney calls with confidence, and build a predictable system for attracting high-paying, long-term clients.

Enroll Now — $249
Secure Checkout  •  Lifetime Access  •  Flexible Payment Plans
6Modules
30+Lessons
10+eBooks & Templates
$249Spring Sale Price
Spring Sale Ends
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Midnight CT • Tue, May 26 — then back to $299

Still Stuck Working for the Apps?

Most process servers know how to serve. The ones making $5K–$8K/month know how to sell.

The Gig App Trap

Racing across town for $25 a serve, keeping 60% of what you earn, with no real client of your own. The apps own your pipeline — and they know it.

No Direct Clients

You know attorneys are where the real money is. But cold-calling feels awkward, and you don't have a script, a system, or a way to follow up without being annoying.

The Income Rollercoaster

Feast or famine. You're busy one month, then the phone goes quiet the next. Without a consistent outreach system, predictable income stays out of reach.

Process server working from home

One Course. Everything to Fill Your Pipeline.

This isn't about grinding harder — it's about building a system that brings attorney clients to you. Six focused modules covering branding, outreach, pricing, and a 90-day acquisition plan you can start immediately.

  • Done-for-you email & call scripts
  • 90-day client acquisition roadmap
  • Google Business Profile setup for process servers
  • LinkedIn and legal directory authority strategies
  • Retention system to turn one-time clients into accounts
Enroll Now — $249

What's Inside This Course

6 modules. Proven scripts. Everything you need to market your services and grow your client roster.

Plus worksheets, eBooks, and downloadable tools

Build instant trust and command authority with a brand that law firms respect and hire.

  • Choosing and Buying a Domain Name
  • Using a Professional Email Address
  • Building a Professional Business Website
  • Branding with Credibility (Downloadable eBook)
  • Crafting a Clear Value Proposition for Law Firms
  • Defining Your Ideal Client Profile

Stop competing on price and learn how to confidently charge premium rates for your value.

  • Positioning Your Rates Without Underselling Yourself
  • Competing on Value Instead of Price
  • When (and When Not) to Adjust Your Rates

Deploy the foundational marketing tools — from your Silent Salesperson materials to the done-for-you Marketing Template Kit — that do the heavy lifting for you.

  • Marketing Strategies for Process Servers
  • Essential Marketing Materials: The Silent Salesperson
  • Your Marketing Template Kit
  • Process Server Associations
  • Leveraging LinkedIn for Professional Visibility

Use done-for-you scripts to confidently pitch, close, and retain high-paying legal professionals — and build an online presence that works for you 24/7.

  • Where to Find Clients
  • Closing Attorney Calls with Confidence
  • eBook: Closing Attorney Calls with Confidence
  • Templates: Done-For-You Email & Call Scripts
  • Creating a Referral & Partnership Network
  • Google Business Profile for Process Servers
  • Managing Online Reviews Professionally

Turn one-time serves into loyal recurring accounts — then scale smartly with subcontractors and a team.

  • Keep Them Coming Back: Client Retention System
  • Creating a Referral & Partnership Network
  • Knowing When to Subcontract or Partner
  • Building Your First Team (includes Subcontractor Agreement Template)

Execute a step-by-step 90-day roadmap to build your pipeline, expand your network, and hit your revenue goals.

  • Month 1: Outreach & Initial Contacts
  • Month 2: Follow-Up & Relationship Building
  • Month 3: Authority & Referral Expansion
  • Tracking Your Pipeline & Measuring Results

Is This Course Right For You?

This course is specifically for process servers who want to build a predictable system for attracting high-paying attorney clients.

This Course Is For You If...

  • You're tired of gig apps and want direct, profitable relationships with law firms.
  • You're ready to implement a proven marketing system — not just hope for referrals.
  • You want to charge premium rates and position yourself as the expert attorneys trust.
  • You're committed to consistent outreach and following a 90-day plan to results.

This Is NOT For You If...

  • You are looking for training on how to physically serve documents in the field.
  • You just want to work gig apps and have no interest in direct clients.
  • You haven't taken on any process serving work yet.
  • You're looking for a passive income scheme with zero effort.
✦

Start Building Your Pipeline

One course. Everything you need to market your services and grow your client roster.

Flexible payment plans available. You don't have to pay it all at once — split your purchase into smaller payments at checkout through Affirm, Klarna, or Afterpay. Same lifetime access, your choice of payment schedule.
Spring Sale
$299
You Save $50
$249
One-time • Lifetime access • Offer ends Tue May 26
  • 6 Modules, 30+ Lessons
  • Done-For-You Email & Call Scripts
  • Marketing Template Kit
  • 90-Day Client Acquisition Plan & Worksheet
  • Subcontractor Agreement Template
  • eBooks, Worksheets & Tools
  • Beyond the Course: Exclusive Bonus Resources
  • Lifetime Access & Future Updates
Enroll Now — $249

Or pay over time at checkout

We've Been Where You Are.

When we started our process serving business, we didn't have a roadmap. We learned expensive lessons one at a time — wrong structure, wrong insurance, no direct clients, guessing at pricing.

Today we run our own successful process serving business and help others do the same through CODEX Educational & Legal Services.

We created this system because we don't want you to learn the hard way. Build your legacy — not just a side hustle.

Jason & Amanda

Ready to Build Your Pipeline?

Join students who've stopped guessing and started landing direct attorney clients with a proven system.

Enroll Now — $249

Sale ends midnight CT, Tuesday May 26 • Regular price $299

Frequently Asked Questions

About This Course

Is this an online course?
Yes. This is a fully online, self-paced course. You can access all materials immediately after enrollment from any device — computer, tablet, or phone. There are no live sessions; learn on your own schedule.
Do I need any prior experience before taking this course?
This course is designed for process servers who are already working in the field and want to grow their client base. If your business is legally set up — LLC, insurance, compliance — you're ready. If you're still getting the foundation in place, we recommend working on that first so you can hit the ground running with what you learn here.
Do I need a license before I start marketing?
You should be licensed or registered (where required by your state) before actively working. However, you can start building your brand, website, and outreach system while you complete your licensing.

Results & Expectations

How quickly can I realistically land my first attorney client?
Students using the outreach scripts consistently report landing their first direct client within 30 days of active outreach. Results vary based on your market and effort, but the tools are designed to shorten that timeline significantly.
I already have some clients. Will this still help me?
Absolutely. The course covers client retention, referral systems, and growth strategy — not just getting your first client. There's a lot of value for process servers at any stage.

What You Get

What's included beyond the lessons?
You get done-for-you email and call scripts, the Marketing Template Kit (8 ready-to-use Canva designs), eBooks including 'Branding with Credibility' and 'Closing Attorney Calls with Confidence,' a Google Business Profile setup walkthrough, a Subcontractor Agreement Template, a 90-day client acquisition plan with printable worksheet, and the bonus resource library — including digital safety guides.
What if I have questions during the course?
Your questions are important to us. You'll have access to support resources and community connection as part of your enrollment.
How long do I have access?
Lifetime access for as long as the course remains available. If your account ever becomes inactive, just email us and we'll reactivate it.

Enrollment & Refunds

What is your refund policy?
Refunds are available within 7 days of purchase only if you have not accessed any lessons beyond the 'Before You Begin' section. Because of the digital nature of this course, we do not offer exceptions once that portion has been accessed.
Grow Your Process Server Business — $249 $299Enroll Now — Save $50
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