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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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