Paperwork for the courts, protection for you.
Errors and omissions, the required registration bond, general liability and cyber for legal document assistants, paralegals, process servers and mediators.
By Sam Alishahi · CA Insurance License #4348151 · Reviewed October 2026 · How this page is researched
Deadlines, filings and served papers
Clients blame document preparers for missed deadlines, wrong forms and typing errors. Process servers face claims over defective service and confrontations at the door, and mediators can be sued by a party unhappy with a settlement.
California legal document assistants must file a bond when they register with the county clerk, and process servers who serve regularly must register there too. I place E&O for the work itself, the bond, and general liability for the office.
- Errors and omissionsFiling mistakes and missed deadlines.
- Registration bondRequired for legal document assistants.
- General liabilityOffice injuries and incidents during service.
- Cyber liabilityClient files and court documents.
What underwriters will ask
Having these ready means I can go to market on the first call. The quote form asks for the same things, and anything you don’t know yet can wait.
- Role: LDA, UDA, paralegal, process server or mediator.
- Registration: county and bond status.
- Services: document or case types.
- Volume: yearly clients or serves.
- Staff: employees and contractors.
- History: claims and complaints.
Legal document assistant insurance, answered
Do paralegals need their own E&O?
California paralegals work under an attorney's supervision, and the firm's policy usually covers that work. Preparers who serve the public directly register as LDAs and need their own.
Is the bond the same as insurance?
No. The bond protects consumers, and the surety can seek repayment from you. E&O protects you.
Does E&O cover a missed filing deadline?
Claims from a mistake in your services often fall under E&O, subject to the policy terms.
Are process servers covered for assault claims?
Some policies exclude assault and battery. I look for forms that cover incidents during service.
Do you offer legal document assistant insurance outside California?
Yes. Clients across the country send the same quote form. Sam Alishahi is licensed in 48 states and Washington, DC and places policies there directly. In Florida and Washington, where Sam's licenses are still being issued, a partner agency in your state helps in the meantime. The shopping across carriers works the same way. Rules, minimums and markets differ by state — see insurance requirements by state.
Tell me your role and county. I'll shop it.
Your registration, services and yearly volume are enough to start.
Alishahi Insurance · Saman Alishahi, independent insurance broker, California License #4348151. General information, not a quote or a promise of coverage; coverage depends on underwriting and the terms, conditions and exclusions of the policy actually issued. Some policies may be placed with nonadmitted (surplus lines) insurers, which are not members of the California Insurance Guarantee Association (CIGA).
Tell me how to reach you. I’ll take it from there.
Takes about 30 seconds. Your application link comes by email right away, and you get an update at every step until your quotes are ready.
(877) 711-4545Answered 24/7 · CA License #4348151
Get a reminder before your renewal.
Tell me when your policy renews and I’ll email you about six weeks before, when it’s worth comparing. One email, no calls.