flexion / ef-cms

An Electronic Filing / Case Management System.
23 stars 10 forks source link

Practitioner: Filing an Entry of Appearance or Substitution of Counsel #531

Closed mariahkannenberg closed 5 years ago

mariahkannenberg commented 5 years ago

As a Practitioner, in order to have access to case records, I need to be associated to the case when I file an Entry of Appearance or Substitution of Counsel.

There are two main scenarios when a practitioner will file an Entry of Appearance: 1) Pro-Se to Represented. A Pro-Se Petitioner has filed, but then hires an attorney. Since the case is already started, the newly hired practitioner will file an Entry of Appearance. 2) Adding Counsel. A case may already have representation, but an additional attorney is being added. In this scenario, the newly hired counsel would file an Entry of Appearance.

Substituting Counsel (Substitution of Counsel) When a Petitioner wants to substitute counsel (replace previous counsel with a new one), the new counsel should will file a "Substitution of Counsel." (Note: Post-MVP, counsel should be able to select who they are subbing in for. MVP is that we'll allow the Docket Section to do it manually)

Pre-Conditions

Acceptance Criteria

Notes

Tasks

Definition of Done

Product Owner

UX

Engineering

klohman commented 5 years ago

@JessicaMarine

Practitioner Dashboard

image.png

image.png

Case Detail (practitioner view for non-associated case)

image.png

Request Access to Case Form

Type of Document You're Filing

image.png

Tell Us About This Document

image.png

Parties You're Representing

image.png

Review Your Filing

Case Detail (practitioner view for associated case)

image.png

klohman commented 5 years ago

Mobile View Updates

Dashboard

image.png

Case Detail page

image.png

klohman commented 5 years ago

Docket Format for Entry of Appearance

image.png

Docket Format for Substitution of Counsel

image.png