Launch Your Process Server Business
Setup, Structure, & Compliance
Build a legally protected, professionally structured process server business from Day 1. LLC setup, banking, insurance, finances, and your complete 30-day launch plan.
Pre-Order Now - $299You Want to Start a Business. But Where Do You Actually Begin?
Most new process servers skip the foundation and pay for it later.
"Am I Even Set Up Legally?"
No LLC, no EIN, no idea if you're operating legally. One mistake and you're personally liable for everything.
Money Chaos
Mixing personal and business money, no idea what to charge, no invoicing system, and tax season is a nightmare.
No Real Plan
You're "doing serves" but you don't have a business. No structure, no systems, no roadmap to follow.
What's Inside This Course
5 modules. 30+ lessons. Everything you need to launch a legitimate, legally protected process server business.
Before You Begin: Understanding Your Legal Obligations
- Understanding your legal obligations
- Obtaining credentials for your state
- Understanding your state's Rules of Civil Procedure
Setting Up Your Business
- Choosing a business structure (LLC vs. Sole Prop)
- Business name, phone, address & privacy
- Business insurance for process servers
Business Finances
- Pricing your services & setting rates
- Billing, invoicing & managing finances
- Banking, taxes & startup cost planning
Client & Business Management
- Client communication & expectations
- Time, territory & efficiency management
- Record-keeping & protecting your reputation
Business Tools & Supplies
- Essential supply guide (downloadable)
- Process Server Resources App
Is This Course Right For You?
This course is specifically for people who want to build a real business, not just "do serves."
This Course Is For You If...
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You're new to process serving and want to start on the right legal and business foundation.
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You're already serving but never properly set up your LLC, banking, or insurance.
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You want a clear, step-by-step plan instead of guessing your way through.
This Is NOT For You If...
- You already have your business fully set up and are looking for marketing and client acquisition (check out Course 2: Grow).
- You're looking for training on how to physically serve documents in the field.
- You want a "get rich quick" scheme without putting in the work to build a real business.
Pre-Order Now. Launch Day: February 25th.
Lock in your spot today. Course access begins Wednesday, February 25th.
- 5 comprehensive modules, 30+ lessons
- LLC formation, insurance & compliance setup
- Banking, taxes & startup cost planning
- Client management & business operations
- Downloadable worksheets, eBooks & tools
- Your complete 30-Day Business Launch Plan
Flexible payment plans available with Affirm, Klarna, or Afterpay at checkout.
Get Launch + Grow together and save $49. Setup, structure, compliance, marketing, branding, and client acquisition in one system.
Get the Complete SystemWe've Been Where You Are.
When we first started our process serving business, we didn't have a blueprint. We figured it out one serve at a time, making mistakes, wasting time, and learning the hard way. Back then, we would have given anything for someone to show us not just how to follow the rules, but how to build a real business.
Today, we run our own successful process serving business and help others do the same through CODEX Educational & Legal Services.
We created this course because we don't want you to struggle the way we did. Our mission is simple: help people who are ready to build their own legacy, not just a side hustle, but a professional business they can be proud of.
Real Results from Real Students
"The step-by-step on the LLC setup saved me. I didn't know I was undercharging until I used the calculator. Paid for the course in my first month."
"I was so overwhelmed with all the paperwork and legal stuff. This course broke it all down so I could just follow the steps. My LLC was done in a week."
"I had been serving for 6 months with no business structure at all. This course made me realize how exposed I was. Now I'm set up properly and confident."
Ready to Build Your Foundation?
Pre-order today and be first in line when the course launches on Wednesday, February 25th.
Pre-Order Now - $299Frequently Asked Questions
About The Course
Requirements & Certification
Enrollment & Logistics
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