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The Service of Process (S.O.P.) Module manages all of your service of process records and
deadlines. It enables users to manually
input S.O.P. records or automatically retrieve them from a
registered agent, store S.O.P. data and attachments in a matter,
track deadlines to ensure that responses are made on time, and
maintain an audit log of S.O.P. records and activity.
One of the primary benefits of the module is that it will help your
department avoid missed response deadlines by:
- Streamlining the intake and assignment process
- Organizing response information
- Sending email reminders of upcoming due dates
- Displaying alerts when needed
Automated retrieval of service of process records
Tracker's automated service of process
retrieval is currently available from both CSC and CT Corp. Rather than
downloading documents from a vendor web-site or receiving paper copies
of S.O.P. records, Tracker automatically connects to your registered
agent and uploads the documents and data directly into the system. The
module also includes a robust error identification, notification, and
resolution process to ensure that your law department receives accurate
data.
If your company does not use a registered agent, Tracker provides a
specialized form that allows you to manually input service of process
documents, dates, and related information directly rather than downloading
it from
a registered agent.
routing of records to a matter
Once you have received your records, Tracker streamlines the process of
associating those records with an existing matter, or creating a new
matter. Assignment rules allow you to automatically route records to an
existing
matter based on case number, entity served, the state of
service, or the nature of the action (e.g. garnishment, subpoena,
litigation.) Service of process records can
also be manually routed to a new matter. If a new matter
needs to be created, Tracker reads the data from the S.O.P. record and
pre-fills it into the new matter form.
Tracking Deadlines
Once a record has been
assigned to a matter, Tracker provides a number of features for ensuring
that deadlines are met. Email reminders and dashboard alerts are sent in advance of response
deadlines to both the person responsible and an "Escalation
User." If a law firm has been
assigned as responsible for an S.O.P. record, they are not allowed to
post invoices to the matter until all S.O.P.
requirements have been completed. System administrators can run a report
to view all upcoming deadlines and the completion status of all S.O.P.
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QUICK FACTSAutomatically Retrieve S.O.P.
Records from:• CT Corp
• CSC Manually Enter S.O.P. Records to Track:
• S.O.P. meta data
• S.O.P. file attachments
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Response dates & details Create Rules for Routing S.O.P. Records to
a Matter Based on:
• Case Number
• U.S. State of Service
• Entity Served
•
Nature of Action
• Manual Review/Routing Avoid Missed Deadlines and Incomplete
Data with:
• Dashboard alerts
• Emails to User Responsible
• Emails to "Escalation User"
• Reports of upcoming events
• No billing until tasks complete
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