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 serving party |
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 Abandoned | Selectable | This is an example of a situation where the company calls the serving party before the portal, and the serving party says “never mind.” |
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 |