Representation and Close Out

This article will show you what to do once you've agreed to represent the client.

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The fifth and final step in the Attorney Referrals process is to represent the client and close out the Attorney Referral.

Edit access to Passport

Once you agree to represent the client, you will have edit access to the client's Passport for 90 days. If you need additional time, the client or Civil Justice staff can extend your access expiration.

Next steps once you've agreed to represent the client

1. When you begin working on the case, open the Attorney Referral and update the Case Status to "Open".

2. Collaborate with the client using the Passport. For example, both of you can add files and notes so that you can see the same information.

Email reminders

Once you agree to represent the client, you will receive email reminders until you've updated the Case Status to "Closed".

How to close out the case

1. When you've finished representing the client, open the Attorney Referral.

   • Update the Case Status to "Closed".

   • Enter the representation outcome.