Accept Case (Attorney & Respondent)

Personas

Respondent

HELMS

Investigator (Legal Assistant, Investigator, Para Legal, Case Manager )

Attorneys

Needs

Case representation status should be prominently visible to the User

Associating an Attorney as a Participator should be a manual functionality, prolly the investigators will do this manually

Ability to find out whether they have an Attorney to represent

This should be captured in the case info

Name (Required)

Address

email (Required)

Phone

Process

Option A

Respondent initiates and selects/adds attorney

HELMS looks up the Attorney

If they are in the system they will be notified

If not, they will still be notified via email and asked to sign up

HELMS Investigator initiates the notification to the Attorney (System & Email)

If Attorney accepts the case, they are requested to submit Letter of representation/ Notice of Appearance

If the Letter of representation/ Notice of Appearance is verified, the Attorney will then be added as a Participant

Option B

Attorney can email the Notice of Appearance to the Investigator

The investigator verifies the Letter of representation/ Notice of Appearance

HELMS notifies the Respondent on the case

Pain Points

In legal system, sometimes one document is addressed by two completely different names (ex: Notice of Appearance and Letter of representation are the same)

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