Guardianship Workflow

A Guardianship Workflow in LiraDocs helps you streamline the process, making it more efficient for attorneys and staff to manage each task involved in a guardianship case. You can customize the workflow to match your specific jurisdictional needs and internal processes.

Sample Guardianship Workflow

Below is a sample workflow that can be adapted for use in LiraDocs, broken down into phases. Each task can be assigned to an attorney or staff member, and tracked to ensure timely completion:

1. Initial Steps

• Obtain Report Certifying Disability and Need for a Guardian
  • Task: Request and obtain a report from a medical professional confirming the disability and the need for guardianship.
  • Assigned to: Assigned staff or attorney.
  • Due date: Set within the first week of opening the case.
• Prepare Necessary Documents
  • Task: Gather and prepare all the required forms, including:
    • Petition
    • Rights Notice
    • Summons
    • Notice to Interested Parties
    • Oath
    • Bond
    • Statement
    • Proposed Order (if GAL is needed)
  • Assigned to: Paralegal or attorney.
  • Due date: Set 2-3 days after obtaining the necessary report.

2. File the Petition

• Task: File the completed petition and associated documents with the court.
  • Assigned to: Assigned attorney.
  • Due date: 1-2 days after preparation of the documents.

3. Court Hearing

• Task: Schedule the hearing, ensuring the date is within 30 days of filing.
  • Assigned to: Administrative assistant or attorney.
  • Due date: After the filing of the petition.
• Hearing Preparation
  • Task: Prepare for the hearing, review documents, and coordinate any necessary witnesses or testimony.
  • Assigned to: Attorney.
  • Due date: 1 week before the hearing date.
• Court Appearance
  • Task: Attend the court hearing and present the case.
  • Assigned to: Attorney responsible for the case.
  • Due date: Hearing date.

4. Post-Hearing Steps

• Task: If the court appoints a Guardian, follow-up on the order and update the matter in LiraDocs.
  • Assigned to: Attorney.
  • Due date: Immediately after the hearing.
• Task: Send out the order and any further instructions to the client.
  • Assigned to: Administrative assistant or attorney.
  • Due date: 1-2 days after the hearing.

Customizing and Automating the Workflow in LiraDocs

LiraDocs allows you to tailor workflows and automate certain steps, ensuring tasks are completed in a timely and organized manner. Here’s how you can set it up:

1. Create Custom Tasks: Define specific tasks for each part of the guardianship process (e.g., document preparation, filing, hearing).
2. Assign Tasks: Automatically assign each task to the responsible party, such as attorneys, paralegals, or administrative assistants.
3. Set Due Dates: Ensure deadlines are set for each task in the workflow.
4. Track Progress: Use LiraDocs to track the progress of each task, and make sure nothing is missed.
5. Notifications: Set notifications for when tasks are approaching their deadlines or when actions need to be taken.

By customizing the Guardianship Workflow in LiraDocs, you can keep all relevant parties informed and ensure that every step of the process is completed correctly and on time.