Secure service recipient online portal
Methods and systems that allow a process service recipient to electronically receive documents include receiving personally identifiable information about the recipient, generating a retrieval code specific to the recipient and/or the documents, and causing the retrieval code to be displayed on a page or device for delivery to the recipient. Later, the methods and systems receive user input including the retrieval code, verify that the user is the recipient, and provide the recipient access to the electronic documents.
1. A secure document portal system that provides a recipient electronic delivery of one or more electronic documents, the system comprising one or more computing devices including one or more processors and memories containing program code for execution by the one or more processors, the one or more computing devices configured to:
receive personally identifiable information about the recipient, and metadata about the one or more electronic documents;
generate a retrieval code, wherein the retrieval code is specific to the recipient and/or specific to the one or more electronic documents;
cause the retrieval code to be embedded or encoded in a machine readable code and displayed on a delivery notice page or a device separate from the one or more electronic documents for delivery without proof of service to the recipient; and
at a later time:
receive, from a user, input including the retrieval code;
verify, in response to receiving the input, that the user is the recipient;
present an acceptance document acknowledging and accepting or waiving service of the one or more electronic documents upon the recipient;
ask the recipient to execute the acceptance document;
when the recipient executes the acceptance document, save the executed acceptance document as evidence of acceptance or waiver of service of process by the recipient; and
provide the recipient one of electronic delivery, email delivery, or both electronic delivery and email delivery of the one or more electronic documents to the recipient.
2. The secure document portal system of claim 1 , wherein the one or more computing devices are further configured to store the one or more electronic documents to be provided to the recipient.
3. The secure document portal system of claim 1 , wherein the retrieval code is displayed in alphanumeric form and/or embedded or encoded in a URL.
4. The secure document portal system of claim 3 , wherein receiving user input including the retrieval code includes
receiving, over a communication network, input of the alphanumeric retrieval code entered by the user, or
receiving a request directed to a URL in which the retrieval code is embedded or encoded.
5. The secure document portal system of claim 1 , wherein causing the retrieval code to be displayed on the delivery notice page or device includes
printing the retrieval code on a paper configured to be delivered to or left at an address associated with the recipient, or
sending an electronic message including the retrieval code to an email address, instant messaging address, or text message number or address associated with the recipient.
6. The secure document portal system of claim 1 , wherein receiving a user input including the retrieval code further comprises
logging an interaction indicating, for an address where the delivery notice page or device displaying the retrieval code was delivered, that the address is viable to be associated with the recipient.
7. The secure document portal system of claim 1 , wherein, in response to receiving the user input, verifying that the user is the recipient includes causing display of a page specific to the recipient.
8. The secure document portal system of claim 1 , wherein, in response to receiving the user input, verifying that the user is the recipient includes confirming that the user can prove their identity with information that corresponds to the personally identifiable information about the recipient.
9. The secure document portal system of claim 1 , wherein, in response to receiving the input, verifying that the user is the recipient further comprises recording a digital signature of the user and/or obtaining an email address of the user.
10. The secure document portal system of claim 1 , wherein if the verification is not successful, the system does not provide the user the personally identifiable information about the recipient or the one or more electronic documents.
11. The secure document portal system of claim 1 , wherein if the system determines the user is not the recipient for whom the one or more electronic documents are intended, the system allows the user to submit an address or other contact or location information of the recipient for whom the electronic documents are intended.
12. The secure document portal system of claim 1 , wherein if the verification is successful, the system records a confirmation, for an address where the page or device displaying the retrieval code was delivered, that the address is associated with or a residence of the recipient.
13. The secure document portal system of claim 1 , wherein if the verification is successful, the system allows the user to provide an updated address of the recipient.
14. The secure document portal system of claim 13 , wherein the one or more computing devices are further configured to determine whether the updated address of the recipient is in a venue or jurisdiction associated with the one or more electronic documents, and if the updated address of the recipient is not in the venue or jurisdiction associated with the one or more electronic documents, the system cancels delivery of the one or more electronic documents.
15. The secure document portal system of claim 1 , further comprising offering electronic delivery of the one or more electronic documents to the recipient and/or sending the one or more electronic documents to an email address of the recipient.
16. The secure document portal system of claim 1 , further comprising sending physical copies of the one or more electronic documents to a physical address of the recipient.
17. The secure document portal system of claim 1 , wherein the system allows the recipient to schedule a preferred time for physical delivery of physical documents corresponding to the one or more electronic documents.
18. The secure document portal system of claim 1 , wherein the one or more computing devices are further configured to log some or all confirmed data to direct an attempt of physical service of process to deliver physical documents corresponding to the one or more electronic documents to the recipient.
19. A non-transitory machine-readable medium having stored thereon instructions allowing a secure document portal to provide a recipient delivery of electronic documents, that when executed by one or more processors in one or more computing devices, configure the computing devices to:
receive personally identifiable information about the recipient, and metadata about one or more electronic documents;
generate a retrieval code, wherein the retrieval code is specific to the recipient and/or specific to the one or more electronic documents;
cause the retrieval code to be embedded or encoded in machine-readable code and displayed on a delivery notice page or device separate from the one or more electronic documents for delivery without proof of service to the recipient; and
at a later time:
receive, from a user, input including the retrieval code;
verify, in response to receiving the input, that the user is the recipient;
present an acceptance document acknowledging and accepting or waiving service of the one or more electronic documents upon the recipient;
ask the recipient to execute the acceptance document;
when the recipient executes the acceptance document, save the executed acceptance document as evidence of acceptance or waiver of service of process by the recipient; and
provide the recipient one of electronic delivery, email delivery, or both electronic delivery and email delivery of the one or more electronic documents, wherein the metadata allows the one or more computing devices to retrieve the one or more electronic documents to provide the recipient the one or more electronic documents.
20. A method for a secure document portal to provide a recipient delivery of electronic documents, comprising providing machine-readable instructions executable by a computing system to:
receive personally identifiable information about the recipient, and metadata about one or more electronic documents;
generate a retrieval code, wherein the retrieval code is specific to the recipient and/or specific to the one or more electronic documents;
cause the retrieval code to be embedded or encoded machine-readable code and displayed on a delivery notice page or device separate from the one or more electronic documents for delivery without proof of service to the recipient; and
at a later time:
receive, from a user, input including the retrieval code;
verify, in response to receiving the input, that the user is the recipient; and
present an acceptance document acknowledging and accepting or waiving service of the one or more electronic documents upon the recipient;
ask the recipient to execute the acceptance document;
when the recipient executes the acceptance document, save the executed acceptance document as evidence of acceptance or waiver of service of process by the recipient; and
provide the recipient, where email is not valid service, electronic delivery of the one or more electronic documents to the recipient, wherein the metadata allows the one or more computing devices to retrieve the one or more electronic documents to provide the recipient the one or more electronic documents.