Headquarters:
5700-100 King Street West, Toronto, ON M5X 1C7
Year founded:
2010
Number of employees:
20
Phone:
416 356 8636
Email:
info@dialandfile.com
Website:
dialandfile.com
LinkedIn:
ca.linkedin.com/company/dial-and-file-process-servers-inc
Sonia Puri
Chief Financial Officer
Yukta Yukta
Office Manager
Michael Hastie
Operations Manager
Leadership
Sonia Puri earned her economics degree from York University, where she also met her husband and future business partner, Sonny. After graduating, she spent more than a decade with TD Bank, ultimately working at its head office in credit and debt recovery, managing complex, high-value projects.
After welcoming their three children in close succession, Puri transitioned her financial experience into Dial and File, allowing her to continue building her career while remaining close to her growing family. Today, as CFO, she oversees the company’s financial operations and strategy and is proud to contribute to the continued growth of the family business.
Chief Financial Officer
Sonia Puri
Yukta Yukta joined the team in July 2022 as an office administrator and was quickly promoted to office manager in recognition of her strong work ethic and high performance. Today, she spearheads daily office operations, communication streams, task coordination, and billing oversight.
A highly organized and dependable professional, Yukta excels at resolving administrative bottlenecks and maintaining optimized, smooth-running workflows for the entire team.
Office Manager
Yukta Yukta
Mike Hastie joined Dial and File in September 2018 as a process server. Through exceptional professionalism, reliability, and an acute attention to detail, he quickly advanced into leadership, becoming a vital asset to the organization. Today, he oversees day-to-day operations and serves as a key brand ambassador, recently demonstrating his versatile leadership as master of ceremonies for the annual corporate holiday event.
Outside of his executive responsibilities, Hastie is an avid traveller and fitness enthusiast. He maintains an active lifestyle through weightlifting and a lifelong passion for baseball, a sport he has actively played since the age of four.
Operations Manager
Michael Hastie
Marina Harris
Chief People Officer
Marina Harris is Clio’s chief people officer and the driving force behind the firm’s human and high-performing culture. She spearheads the company’s award-winning People function, including HR strategy and organizational development.
With more than 25 years of experience scaling some of the world’s most successful companies, Harris implements proactive strategies and operating practices that position Clio to thrive and grow in alignment with its mission and values. She orchestrates talent acquisition, HR business partners, employee engagement, systems optimization, analytics, comprehensive total rewards programs, DE&I, and learning and development.
Chief People Officer
Marina Harris
Sonny Jaggi
Chief Executive Officer/Owner
Sonny Jaggi founded Dial and File Process Servers with a clear mission: to bring unparalleled precision, speed, and strategic legal insight to document delivery and court filing across Ontario. His approach to legal support is rooted in his academic background; his law degree from the University of Manchester deeply shaped his understanding of judicial framework systems, strict legal compliance, and the critical importance of due diligence.
Over the past 15 years, he has leveraged that rigorous legal education to build an agency that doesn’t just deliver papers but interprets the landscape of each file. Navigating Ontario’s Rules of Civil Procedure requires more than just footwork; it requires tactical intelligence. That is why he personally oversees the company’s most complex operations, specializing in high-evasion targets, intricate skip tracing investigations, and urgent international services. At Dial and File, Jaggi and his team combine an aggressive first-attempt success rate with absolute accountability, ensuring that critical legal documents stand up to the highest levels of court scrutiny.
Jaggi maintains a distinct boundary between his professional and personal life. Dedicating his evenings and weekends to his family obligations ensures he is fully charged and focused during business hours.
Chief Executive Officer/Owner
Sonny Jaggi
Jonathan Watson
Chief Technology Officer
Curt Sigfstead
Chief Financial Officer
Luke Slan
GM Canada
Pam Chhabra
Manager – Residential Strata
Jonathan Watson is the chief technology officer at Clio. With over 20 years of leadership experience in AI transformation, large-scale SaaS and live gaming solutions, his unique approach and passion for intertwining product development, design, user experience, and engineering has accelerated Clio’s product growth while earning Clio best-in-class NPS and customer retention rates.
Outside of the office, Watson is an endless tinkerer who is always exploring creative pursuits including 3D printing, cooking, and making his daughters laugh.
Chief Technology Officer
Jonathan Watson
Curt Sigfstead has served as Clio’s chief financial officer since January 2022. He oversees all finance functions, including capital raising, corporate development, venture investments, investor relations, accounting, treasury, FP&A, and legal.
With over 20 years of experience in technology and finance, Sigfstead has a proven track record of driving growth and delivering results for high-growth companies. Before joining Clio in 2022, he served as head of West Coast Technology Investment Banking at JP Morgan, where he advised technology companies on capital raising, IPOs, and strategic transactions.
Chief Financial Officer
Curt Sigfstead
Luke Slan is general manager of Canada at Clio, where he leads the company’s efforts to solidify its position as the leading global legal technology provider in the country. With over 15 years of experience in SaaS, he brings strong business acumen and cross-functional expertise to the role.
Slan’s career spans accounting at KPMG, venture capital, and seven years at Clio in top-performing sales and solutions engineering leadership roles. As GM Canada, he is building a dedicated cross-functional team to enhance Clio’s go-to-market strategies and tailor its product offerings for Canadian legal professionals.
GM Canada
Luke Slan
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
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Dial and File: trusted process serving and court filing for complex legal matters
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Bio
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
Dial and File Process Servers Inc. is a trusted Canadian legal services provider with over 15 years of experience delivering fast, reliable, and compliant process serving, court filing, skip tracing, and real estate courier and document retrieval solutions across the Greater Toronto Area and nationwide.
Headquartered in Toronto and operating multiple local offices, Dial and File’s team of seasoned process servers handles routine and difficult service situations while strictly adhering to civil procedure rules and providing detailed proof of service. They partner with law firms, paralegals, corporations, and self-represented litigants to streamline document delivery and filing through transparent flat-rate pricing, same-day service options, and responsive client support.
Dial and File is known for handling difficult and evasive service situations, leveraging experienced agents who understand the Rules of Civil Procedure and the importance of proper proof of service. In addition to local coverage across Ontario, the company handles services across Canada and continues to expand its international capabilities to include the United States and select regions of India.
As of March 31, 2026, SEI manages, advises on, or administers approximately $1.9 trillion in assets. The company works with more than 6,600 financial advisors and supports approximately $126.5 billion in advisors’ total platform assets, including approximately $90.1 billion in assets under management and $36.4 billion in platform-only assets. Platform-only assets represent third-party assets held in custody accounts at SEI Private Trust Company (SPTC), a federally chartered limited-purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI).
* SMAs are offered through Managed Account Solutions.
Key features and capabilities
Dial and File Process Servers is a specialized legal support agency operating primarily throughout Toronto and the GTA. The company specializes in fast-tracked document delivery, GPS logged services, court filing, and investigative skip tracing for law firms, corporations, and self-represented individuals.
Key features and capabilities
Dial and File Process Servers is a specialized legal support agency operating primarily throughout Toronto and the GTA. The company specializes in fast-tracked document delivery, GPS logged services, court filing, and investigative skip tracing for law firms, corporations, and self-represented individuals.
Accelerated speed tiers: Offers standard 48-to-72-hour delivery, a Rush Service tier guaranteeing completion within 24 hours, and an Immediate Rush tier executing service within two to four hours.
Rapid pick-up filing: Ensures urgent physical document delivery to local court offices within two hours of picking them up from a client.
High first-attempt efficiency: Specializes in evading-target strategies, aiming to resolve and accurately deliver papers on the very first attempt where alternative services frequently take up to five.
Digital status updates: Integrates tracking tools to provide clients with real-time transparency and milestone status updates throughout the service cycle.
Compliant documentation: Generates legally sound, standardized Affidavits of Service, Statements of Service, and Certificates required by courts to prove legal notification.
Integrations
Clio Work is part of Clio’s Intelligent Legal Work Platform, so it connects to the products Canadian firms already run their practices on:
Clio Manage supplies live matter context, and Clio Work returns its outputs to the matter file.
Clio Grow passes client intake data through to Clio Manage, where Clio Work draws on it.
Clio Draft converts Clio Work outputs into automated documents, court forms, and reusable templates.
Beyond the platform, Clio offers more than 100 integrations available to Canadian firms through the Clio App Directory, spanning document storage, email and calendar, accounting, e-signature, and client communication. Clio also provides an open API and a developer program for firms building custom connections.
1) It connects to the matter, not to an upload folder. Clio Work draws directly on the documents, notes, communications, deadlines, and tasks already in Clio Manage. There is no separate library to maintain and no re-uploading as the file grows.
2) It reads and structures the file. Clio Work analyzes large volumes of documents at once and returns a structured view of the matter: the key facts and claims, a timeline built automatically from the record, and the risks and gaps that need attention.
3) It grounds the answer in law. Questions asked in plain language are answered against the Clio Library, matched to the relevant jurisdiction, checked by a built-in citator, and linked back to the source passage so the lawyer can verify outputs.
4) It produces the work. Analysis and strategy become documents that are saved back to Clio Manage as part of the matter record, where they can be reused across the firm or converted to templates in Clio Draft.
How our product works
After-sales and customer services
Onboarding and migration. Every firm moving to Clio gets migration guidance, data export and processing, and a data import review, from first consultation through final data check.
Support. 24/5 customer support by phone, email, and chat, plus a self-serve Help Centre.
Training. Live training sessions and Clio Academy, Clio’s on-demand course library, with CPD-eligible sessions available to Canadian lawyers.
Certified Consultants. An independent network of Clio Certified Consultants across Canada for firms wanting hands-on configuration or workflow design.
Community. The Clio customer community connects firms with peers and Clio product teams.
Research and events. Clio publishes the annual Legal Trends Report, including a dedicated Canadian edition, and hosts ClioCon, its annual conference for legal professionals.
Access to justice. Through the Clio Academic Access Program, Clio donates software to nonprofit legal clinics and law schools each year.
Contact us for a demo
info@dialandfile.com
Product overview
Dial and File Process Servers Inc. is a legal support and litigation services firm based in the Greater Toronto Area (GTA), Ontario. It provides legal professionals, corporate legal departments, and self-represented litigants with legal document delivery, court filings, and location services.