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Service of Process Overview

Tracker's Service of Process module provides corporate law departments an integrated, audited system for managing all its service of process (SOP). The topics below include questions and answers for outside counsel about the basic operations of the service of process module.
Question:
 How are SOP records entered or received in Tracker?
Answer: SOP records can be manually entered into a matter in Tracker. However, most service of process is downloaded from the company's SOP vendor. If the service of process is downloaded, company users are responsible for routing a SOP record to a matter.
Question:
 Who manages the process to ensure that a response is made?
Answer: Once a SOP record is in a matter, the SOP Person Responsible (identified in the SOP record) has responsibility for the record. The SOP Person Responsible could be a company user or outside counsel. If a response is required, the SOP Person Responsible for the record (and his or her delegates) are sent multiple emails and Action Items to notify that a response is required. The alerts are not removed until the response information is provided. If outside counsel is the SOP Person Responsible for an SOP record, the firm will not be able to post invoices to the matter if the response is past due.
Question:
 How do I obtain a log or report of SOP activity?
Answer: All activity associated with SOP records in Tracker is audited and maintained in the audit history in the system. Tracker provides a log or report of all SOP records and their current status. You can view the audit history of an individual SOP record as well as the audit history of all download activity from the SOP vendors.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Documents
  • Audiences: Firm