Waivers (Income and Asset Eligibility)
Purpose: The Waiver block can be used one or more times on a financial information form to allow a waiver request based on income, or assets, or the rarely used non-liquid assets. If a matter is ineligible on any of those factors, the user can request a waiver. A reviewer can approve the waiver and update eligibility to reflect that.
Cost: None.
Availability: The block is available on most sites, but the Admin > Waiver Requests page may need to be enabled by LegalServer. If you don't see the Admin page, file a support request (Help menu > Support Request) to get the module enabled.
Required Permission(s): The "Review Waiver Requests" user role permission is needed to see the Admin > Waiver Requests page.
In this article:
Usage Notes
- There is not an explicit denial action. Waiver requests are considered denied unless approved. The typical workflow for a denial is that the person reviewing the request will contact the requestor and instruct them to reject the matter (typically an incomplete intake).
- Reviewers must select a document template to approve a request. Sites can create a blank "dummy" template if there is no desire to produce a file that is downloaded, filled out, then uploaded to the case. See Document Templates for more information.
- There is no option to cancel or undo a waiver. See below for a workaround.
Process and Form Setup
The last step in approving a waiver displays the form called by the process selected in Admin > Process Settings > Change LSC Eligibility Process:
We recommend an explicitly named process, such as "Waiver Module LSC Eligibility" as shown.
This will help avoid confusion with a generic "Edit LSC Eligibility" process that may be in the Actions menu on cases.
The form called by the selected process cannot contain elements like the Case Timely Closed block that requires an open case. If it does, the form will not work for waivers on incomplete intakes.
The form is typically very simple:
Optional Process and Form if a Waiver is Withdrawn
There isn't an explicit process to cancel or withdraw a waiver. Some sites create an auxiliary process and form that at least lets them change LSC Eligible back to No (if appropriate). The form can include any desired fields, and as shown in the example, the Add Case Note block to force creating a case note, which will also record who filled out the form as proxy for who cancelled the waiver.
