How can I submit legal documents for review using Client Success services?
When you need to submit legal documents for review, Client Success offers several convenient methods to ensure your documents are securely and promptly delivered. Below is a detailed guide to help you navigate the process.
Submission Method
Client Portal Upload
Log in to the Client Portal to securely upload your documents. This ensures that the files are added directly to your client records.
Document Formatting and Guidelines
For the fastest processing and to avoid errors, follow these formatting guidelines:
Submit all documents in PDF format.
Ensure all pages are included (e.g., summons, complaints).
Verify that the document is clearly legible before submission.
Additional Information to Include
When submitting legal documents, it is helpful to include the following details:
Lawsuit Service Date
Court Date
Indicate whether you can add additional funds to resolve the concern (Yes/No).
Estimate the amount of additional funds required if applicable.
By following these guidelines, you can ensure your legal document submission process is efficient and timely.