After the law firm reviews your submitted questionnaire, they will prepare the forms and/or letters needed. When it’s time for forms and letters to be reviewed, the attorneys will update your Action Items list.
To review a form:
- Navigate to the Forms & Letters by clicking the link in your Action Items list.
- Click on the hyperlinked form name and review the information provided for accuracy. If the attorneys have any comments for you, they will also be included on this page.
- If any changes are needed, you may make them in Form View. Once finished, you should save any changes. If you have no changes to make, simply approve the form.
- You can access the PDF preview of the completed form by switching to PDF View.
- Once all forms for a case are reviewed, click on the Submit for Attorney Review button.
If you need additional assistance, the Envoy Customer Support team can help. You can contact us at 1-855-739-8472 or 1-312-964-6499 or via email at customersupport@envoyglobal.com.