Reports and Fees Referral Form A referral form is generated at the time the client contacts the LRIS. The form is emailed to you immediately after the referral has been processed. The form will provide the client’s name, address, contact number and a brief description of the legal issue. You must return the form or update the status online (retained, monitoring, consultation only, no contact) within 10 days of the referral.
Monthly Status Report The Monthly Status Report is automatically sent on the 15th of each month and reflects any cases for which we have not received a status update (i.e. Pending) through the end of the previous month, and all cases previously reported as Open Retained or Open Continue to Monitor.
Quarterly Referral Log The quarterly referral report is sent on February 1, May 1, August 1 and November 1. Panel members are asked to carefully review the quarterly report and note if there has been a change in status in any of the referrals sent within the prior 3 months. This report will be due back 4 weeks from the date of the report. This report will have an absolute due date included and will be subject to the reporting requirements of sections 5.9 and 7.4 of the LRIS Policies and Procedures.
Retained Case Report A Retained Case Report is sent on February 1, May 1, August 1, and November 1 and provides information about all referrals prior to the previous quarter which were previously reported as retained or monitoring. It is our reminder to you to send in the percentage fee as you receive client’s payments, and to let us know of case developments as well as when cases are closed. This report will have an absolute due date included and will be subject to the reporting requirements of sections 5.9 and 7.4 of the LRIS Policies and Procedures.
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