Select Page

Legal Order Intake Survey

Branch service & document processing

This short survey (about 5 minutes) asks how your organization receives and processes legal documents — subpoenas, levies, garnishments, and similar legal orders — served at your branch locations. Please answer based on your current process. If a question doesn’t apply, choose “Don’t know / Not Applicable.”

i

All responses are collected and reported anonymously. Individual submissions will never be identified — results will be aggregated and included anonymously within the final report.

 If you would like to receive the final report, please provide your business email address.

Q1. Where are legal documents typically served on your organization?

Estimate the percentage across each channel. Total should add up to 100%.

Registered agent / corporate service company %
Branch or retail locations %
Corporate headquarters %


%

Q2. When a document is served at a branch, who is responsible for accepting it and routing it to the correct team? *

Select one.

Q3. Does branch staff have to complete an internal intake form when a document is served? *

Select one.

Q4. How does the branch transmit the document to the responsible department / intake team?

Select all that apply.

Q5. How are branch staff trained to handle legal document service? *

Select one.

Q6. Once served at a branch, how quickly does a document typically reach your central fulfillment / intake system?

Estimate the percentage in each band. Total should add up to 100%.

Same business day %
Next business day %
More than one business day %

Q7. Roughly how many legal orders does your organization receive per month across all channels? *

Select one.

Q8. What is your single biggest challenge with legal document intake today? *

Select one.

Please allow a moment for the survey to submit
and the confirmation page to display. Thanks!

Membership Quick Links

Membership Categories
X9 Fact Sheet & Membership Benefits
Membership Application