Subpoena process

Required conditions to generate a subpoena

  • Subpoenable Events - Events where witnesses are typically subpoenaed.

  • Subpoenable Parties - Parties that can be subpoenaed.

  • Subpoenable Case Assignments - Assignments that can be subpoenaed.

Update planning sheet

  1. Start the subpoena process by clicking the Events dropdown arrow, hover over Subpoenas, hover over Subpoena Planning, and click Update Planning Sheet:

    Update Planning Sheet
  2. On the Update Planning Sheet screen, there are two ways to choose an event:

    • Use the Event Types dropdown. This allows choosing one event.

      Update Planning Sheet
    • Use the lookup list next to Event Types. This allows choosing one or many events.

      Update Planning Sheet
  3. Select the Service Method:

    Update Planning Sheet
  4. Select the Subpoena Type:

    Update Planning Sheet
  5. Enter a note.

  6. When the planning sheet is finished, click Save and Back:

    Update Planning Sheet

Subpoena planning

  1. Generate a subpoena by clicking the Events dropdown, hovering over Subpoenas, then selecting Subpoena Planning:

    Subpoenas dropdown
  2. In the View Planning Sheet Folder View, click Generate Subpoena:

    View Planning Sheet Folder View
  3. In the Generate Subpoena popup, click the Event dropdown:

    Subpoena image
  4. Select the event for the Subpoena:

    Subpoena image
  5. Click Generate:

    Subpoena image

Subpoenas future and past events

You can also generate a subpoena by clicking the Events dropdown arrow then clicking the Subpoenas button:

Subpoena image
  1. Select the events that need subpoenas generated.

  2. Select the parties that need to be served.

  3. Select the assignments that need to be served.

  4. Click Generate Subpoenas:

    Subpoena image