After the first order is placed, the requesting attorney (or staff) will receive a “new order confirmation email”. After this email, you will receive an automatic notification from our document management system, which will prompt you to create an access password to be associated with your email address, in order to access the letters, subpoenas, responses to subpoenas, documents, etc., associated with your requests. Keep in mind that you should create the password to be unique from other websites so that you can maintain total control over the sensitive information that is accessible through your access point (even if you are friends with your staff or co-counsel, you should not share this password – separate access points can be granted to them, at your discretion – you should make sure to maintain control over your business and business decisions).

Once you (or any other approved staff or attorney) create(s) a password, you will not have to login on a routine or “curiosity” basis to find out if new documents are in your box. When we upload records to your case profile(s), everyone will receive an automatic notification informing them that a document has been uploaded.

Documents will continue to be uploaded to our document management system (of which you will automatically and immediately receive notice(s), and which you will be able to access, download, and print immediately or at your convenience, as they become available).

As long as your contact information does not change, our exchange of information with you will remain seamless. If your contact information changes, let us know, and, we will change it.

Yes. You can designate whomever you wish to access records on a case-by-case basis. For example, if you are a solo, small-, or medium-sized firm, you can continuously designate all of your staff to receive notices and have access to all records. If you are a medium- or larger-sized firm, you may wish to have certain cases noticed only to certain staff or attorneys, depending on to whom the case is assigned.

Similarly, you may wish to receive all notices and/or have access to all documents, notwithstanding the particular case (for your own information and management purposes), or you may not wish to receive any notices.

These needs are determined by you, depending on your individual need(s), workflow need(s), or team flow/environment need(s).

Yes, if you wish.

However, we ask that you specifically inform your clients that, although they can access their case profile and view, download, and print records, at the same time as you, we cannot communicate with them or act on their behalf. We will, also, not review and interpret records with parties.

Yes. We can simply add your expert or other peripheral consultant to the particular case that you wish to “share” with them by granting them a separate access point.

Note, of course, that we cannot delegate/grant access to records, letters, correspondence, and other information that are not associated with our services or not sent to us (for example, incidental or peripheral motions or correspondence).

Access is based on an individual’s email address, which means that access can be similarly disabled. Upon request, we can immediately disable access to any user to whom access was previously granted. This can include staff or attorney(s) who are leaving a firm or other peripheral individuals who the supervising/firm attorney deem to no longer require access.

Yes. Although the ‘auto-fill’ feature of most browsers generally resolves this problem, automatically, we can also create an ‘invisible’ ordering page for you if you wish.

We are uniquely experienced in family law practice and procedure and the nuances of the discovery and enforcement procedures that are distinctive to the needs/desires of family law attorneys. As a result, much of our discussion is dedicated to these areas.

However, we are fully capable and competent to handle subpoenas for civil litigation matters, including civil, probate, guardianship, conservatorship, and related areas.

At this time, though, we do not offer subpoena services for federal litigation matters, criminal matters, or Intellectual property matters.

In accordance with Code of Civil Procedure §684.115, certain banks and financial institutions follow a “centralized service” rule. We follow this rule and choose the appropriate branch to serve, depending not only on the ‘designated branch’ that is on file with the California Department of Financial Protection & Innovation (DFPI) [Formerly the Department of Business Oversight (DBO)] but also the timing of when the subpoena will be served and where our most cost-efficient servers will be during that timeframe.

For more specific information on this topic, please see our Resources Page.

Yes. Every attorney has their own practices and preferences for one reason or another.

So long as we are designated to be the deposition officer (the one to receive the records), your own practices and preferences are your own.