Enclosure (1) to COMDTINST 5801.4E
Program Management:
Unit visits
Program Management:
Web support
Protecting Individual Rights:
Military benefits
Protecting Individual Rights:
Minor traffic offenses
Protecting Individual Rights:
Other minor offenses
Protecting Individual Rights:
Residency
Protecting Individual Rights:
SCRA
Protecting Individual Rights:
VCRA
Real Property:
Other real estate
Real Property:
Purchase
Real Property:
Sale
Torts:
All other torts
Torts:
Motor vehicle accidents
Taxes:
Property Tax
Taxes:
Income Tax
d. Matter Owner. The attorney to which the case or matter is assigned.
e. Matter Player. A person who has a role in a case or matter.
4. Requirements.
a. For every legal assistance case, the following minimum information is required.
Client Name:
Name of the client; not the Coast Guard unit or organization (except for
preventive law matters)
Matter Name: Specific name of the case; local offices may develop their own naming
policies and conventions.
Practice Area: Legal Assistance
Type:
The specific type of legal assistance being provided; selected from drop-
down list.
Owner:
In the Matter Notebook; this must be the legal assistance attorney assigned
to the case.
Player: (located on the player tab) At a minimum, the attorney handling the matter will
be listed here with a role of Attorney designating the roles of related
people; including the responsible legal assistance attorney is a key to
complete conflict checking.
Time:
Enter time spent on a case as required by supervisor; minimum increment
3
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