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Thursday, February 20, 2014

Savvy support: Declaration of Readiness to Proceed

At MerusCase Support, we've entered a huge variety of court forms for all of our users to access and utilize. These forms range from federal Social Security/Disability forms to county-level local rules forms, and we spend a lot of time not just finding these forms and putting user-editable and auto-fillable fields in to them, but also in tracking updates to the forms and adjusting them on our end when they change.

Our ongoing forms support has inadvertently made us familiar with many of the administrative rules involved with the more commonly-used forms, and we've found ourselves fielding questions not just about how to enter data in to a form, but which information to include in a form for a desired filing outcome. MerusCase Support, essentially, sometimes finds itself in the position of telling lawyers and paralegals how to practice law.

We recently fielded a question from a paralegal regarding a particular California DWC form used for filing motions in Workers' Compensation cases: DWC 10250.1 Declaration of Readiness to Proceed. The current version of this form is broadly spaced and has bar codes and discrete checkboxes, enabling the same form to be used for paper filing, for OCR (optical character recognition) digital scanning, and for JET electronic filing. This universal layout means the form contains the same information as older DOR versions, but the appearance and implementation are different.


The particular question about this DOR was how to file it with multiple case numbers. In previous, always paper filed versions of this form, the case number box was large enough to allow typing or handwriting a series of case numbers, whereas the current version has only a single line for the case number. If you download the PDF from the DWC's website, there's even a character limit for the field which prevents you from typing multiple case numbers.

Regulatory agencies, I knew, rarely take capabilities away in new revisions of forms, so I started doing some research to find out how to handle this situation on the newer forms. After some research, I discovered multiple case numbers (and other information) had been split out in to a separate form, DWC 10232.1 Document Cover Sheet, meant for inclusion with the primary form. From the court: "A single DOR is sufficient if the document cover sheet lists all the cases to be included in the DOR."

The paralegal not only thanked me for taking the time to find out, but forwarded my email reply to other users in their firm so they'd also have this information. 

Posted by MerusCase on Thursday February 20, 2014 0 Comments

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