Tip #301 - How to Enter Filing and Service of Amended Complaints

If your Case Types are properly configured, the entry of a matter should automatically trigger and set the correct SOL (Statute of Limitations). This also means that the Critical Deadlines Page should have the defendant(s) (or “John Doe” if you have configured a place-holder for unknown defendants, and the actual defendant has not been entered) listed with the appropriate SOL.

Normally, you would edit the record for each defendant and make appropriate entries for Date of Filing of the Complaint, Date of Service, Method of Service, etc.

If you need to enter or document activities for an Amended Complaint, for example, or the subsequent filing of another Complaint, the best way to do that is to create another SOL record. That way, the filing, service, etc. of the original complaint will be preserved. You will also be able to make appropriate entries for similar data associated with the Amended Complaint and have the correct deadlines triggered accordingly.

Here’s How To Add Another SOL Record:

1. Click the “Add SOL” button in the top left corner of the Critical Deadlines Page

2. Select Defendant and SOL Type from the drop-down for those respective fields (bearing in mind you may be selecting the same Defendant and SOL previously populated). You are, in effect, creating a “duplicate” entry. It is highly recommended that you make an appropriate entry in the comment filed at the bottom of the page to indicate this record is for an Amended Complaint, etc. You may also want to check the box at the top right section of the page to indicate this is an Amended SOL (if appropriate) or amended filing.

3. From here, you will enter Date of Filing, Date of Service, Method of Service, etc., as you normally would. The appropriate deadlines should also be triggered (Service Seadline, Answer Due Deadline, etc.).