Review criteria
- +Affidavit status per case
- +Served and notarized dates
- +Filed and returned flags
- +Outstanding-affidavit view
Affidavit & Proof-of-Service Tracker in Process Server
The Affidavit & Proof-of-Service Tracker is a copy-ready spreadsheet for process server that tracks affidavits, case, served date, notarized, filed. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Affidavit & Proof-of-Service Tracker”
Tabs: How to use · Affidavits · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Job #
- Case
- Client (firm)
- Served
- Service type
- Affidavit drafted
- Notarized
- Filed / returned
- Due to client
- Open the Affidavits tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Draft the affidavit the day of service while details are fresh; record times, descriptions and GPS in your notes.
- Due to client turns red when an affidavit is late; substituted service often needs a follow-up mailing first.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Affidavit & Proof-of-Service Tracker
About this template
It is built for people who want results without another subscription: servers tracking proof of service. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Affidavit & Proof-of-Service Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Servers tracking proof of service
- +Anyone managing notarization and filing
Pause before choosing when
- -Court e-filing integration
- -Automated affidavit drafting
About Process Server
Why people consider this option
- +Track serves, attempts, and affidavits without paid software
- +Keep every job and proof-of-service in a file you own
- +Know your status on each case at a glance
What to review before acting
- -No GPS-stamped attempts or e-filing without a tool
- -Busy servers need real process-server software
Trust FAQ
Questions people ask before copying a template
Does the Affidavit & Proof-of-Service Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Affidavit & Proof-of-Service Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Affidavit & Proof-of-Service Tracker track?
It tracks affidavits, case, served date, notarized, filed. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.