Status | Selectable vs. Programmatic | Description |
To Do Prep Response | Selectable | Initial status when an SOP is first created |
To Do QA | Selectable | Status to be used when a company wants a different person to review the work of the response files that have been attached. |
To Do Delivery | Selectable | Status for specifying delivery options |
ON HOLD 3rd Party Info Due | Selectable | Example might include an RFPA certificate or 7216 authorization |
ON HOLD Subj. Challenged | Selectable | The subject of the subpoena has filed a challenge which must be resolved before responsive documents can be made available. |
ON HOLD Legal Review | Selectable | Special review by lawyers |
ON HOLD Legal Challenge | Selectable | Lawyer has filed a motion to challenge the matter |
PORTAL Open (Unaccessed) | Programmatic | Portal is open and has not been accessed (i.e. the serving party never logged into the portal) |
PORTAL Open (Accessed) | Programmatic | Portal is open and has been accessed |
PORTAL Expired (Unaccessed) | Programmatic | Portal is closed and was never accessed (i.e. the serving party never logged into the portal) |
PORTAL Expired (Incomplete) | Programmatic | This status is unique to outside counsel delivery matters. It means that the portal expired but your outside counsel did not download all the documents that you made available. |
CLOSED Serving Party Accessed | Programmatic | Portal is closed and was accessed |
CLOSED Delivery Confirmed | Programmatic | Portal is closed and was specifically closed by the one of the Recipients |
CLOSED Manually Delivered | Programmatic | User designated that the files where manually delivered |
CLOSED No Records | Selectable | Company has researched, and they have no records for the identified Subject(s). |
CLOSED No Records | Selectable | Company has researched, and they have no records for the identified Subject(s). |
CLOSED Abandoned | Selectable | Select this status when (i) the portal was never opened because the serving party informed you that they no longer wish to proceed with the document request, or (ii) the delivery portal expired unaccessed and you have decided to close the matter (the Recipients can always request that you reopen the matter to delivery the documents). |
CLOSED Existing Matter | Selectable | The matter was previously created. This is different than duplicate service because the served document was not served more than once, but rather a multiple matters were created accidentally for the same served document. |
CLOSED Invalid Request | Selectable | To be selected for situation such as if the matter was rejected for improper service or other legal deficiency. |
CLOSED Mistakenly Created | Selectable | To be used when the Response was created by accident. |
CLOSED Other Reason | Selectable | This is a catch-all selection for closing a matter for a miscellaneous reason. |
CLOSED Quashed | Selectable | Company doesn’t have to respond because the company obtained a legal order quashing the subpoena or other legal Matter. |
CLOSED Duplicate Service | Selectable | Select if the same served document was previously received. |
CLOSED Transferred | Selectable | Selectable only if the Subtype has been setup to enable transfers to other systems/teams. See Workflow – Transfer to Other System |
Status | Selectable v. Programmatic | Description |
To Do Answer | Selectable | Select when the matter requires an answer. Entering this status requires a Date Due (Answer) |
To Do Discovery | Selectable | Select when the matter has entered the discovery stage. Entering this status requires a Date Due (Discovery) |
To Do Trial | Selectable | Select when the matter has been set for trial. Entering this status requires a Date Due (Trial) |
To Do Appeal | Selectable | Select when the matter is under appeal. Entering this status requires a Date Due (Appeal) |