Scenarios
During NCP, the Case Support Team learns about a new husband-and-wife duo who both need fee agreements. The requestor has not given any exceptions.
Where should they be added in the system?
Plaintiff Section
Can we send a disengagement letter to someone who has not signed a SSLLP fee agreement?
No
What does SOA stand for?
Substitution of Attorney
A plaintiff’s name appears incorrectly in Filevine, and you want to correct it. You notice the plaintiff’s case item is marked as “Filed.”
Can you update the name?
No - Complaint must be amended
Who can request client removal from complaint through the court?
Legal team or paralegals
When do we need an SOA?
SSLLP clients that have been filed on a complaint and are seeking to be represented by another firm/attorney.
If a CYA letter was sent via mail May 3rd and client signed fee agreement on May 6th. Is this fee agreement valid?
Yes
Once request for dismissal has been submitted BUT has not been approved by the court, do you unsubscribe from mass comm?
YES
True or False - Reception submits an SOA
False
You get asked to remove a dismissed client from plaintiff to involved parties, how do you proceed?
Key: Should NOT proceed.
Answers may vary
Can we mention minors on disengagement letters?
Yes
When can we proceed with Filevine updates if a client is Filed?
When the judge/clerk grants approval.
A plaintiff is marked as “Filed,” but the requestor emails you saying: “Move this plaintiff to involved parties; they shouldn’t be a plaintiff anymore.”
What must happen BEFORE you follow this request
verifying that the complaint has been amended through the court
True or False: We only send disengagement letters via Mail
False
How many signatures do we need on the SOA document and who signs?
three signatures - Client, Former Attorney, New Attorney