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:

    • In the Event Types dropdown, select one event type.

      Update Planning Sheet

    • Use the Lookup List next to Event Types to select multiple events.

      Update Planning Sheet

  3. Select the Service Method:

    Update Planning Sheet

  4. Select the Subpoena Type:

    Update Planning Sheet

  5. Type a note.

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

    Update Planning Sheet

Subpoena planning

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

    The Subpoenas dropdown

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

    View Planning Sheet Folder View

  3. In the Generate Subpoena dialog, select the Subpoena event:

    Subpoena image

  4. Click Generate.

Subpoenas future and past events

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

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