Records Acquisition 

Upon receipt of the pertinent case details from our client, we begin preparing the required documents.  We have multiple forms and can provide samples.  We have generally acceptable notices, subpoenas, affidavits, and DWQs, but we usually provide a sample to new clients for approval the first time.  After the first event, we generally know what our clients want.   As an example, the Depositions by Written Questions includes a series of questions to be answered by the custodian.  Many attorneys have their own ideas about specific questions, so it is easy to add or reword questions as requested.   

In some cases, opposing counsel will waive the required waiting period after receiving the Notice of Intention to Take Written Deposition.  Once the waiting period is waived or the time has expired, we begin preparing the specific legal documents to obtain the records. 

They are usually sent by certified mail, return receipt requested.  However, there are some providers which require hand-service of the subpoena.  Shortly after receipt of the confirming green card, our staff begins calling the custodian to verbally confirm receipt of the subpoena and establish prepay requirements and proper contacts.  In the East Texas area we already know most of these contacts and they know us.   

Once the records are received, we first ensure that the documents provided are responsive to our original request (“any and all” or limited in time and/or scope).  If this is satisfactory, then we begin the arduous process of making sure the records are in good order and begin formally processing the documents.  Some Affidavits utilize a certain time period while other use the total page count.  Some of the Direct Questions have specific answers which must be accurately answered by the Custodian (especially regarding total charges, payments made to the account, off-sets or reductions if appropriate).  It is often necessary to follow up with the custodian and make corrections to DWQs to ensure the answers match the information provided.   

Medical Chronologies

As a Nurse Paralegal, Pam is well trained and experienced in preparing Medical Chronologies.  These chronologies help the legal professional know the extent of injuries after an accident as opposed to the patient’s condition before an incident.

Unusual

Cell phone records can be obtained for court purposes.  We have even obtained animal records from  veterinary clinics.