Getting Assistance From CAAP Is As Easy 1, 2, 3… LT4905XM Checklist

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KNOW THE STEPS: How to get assistance from CAAP
Step 1: Write a letter to your attorney
-

-

Write directly to the attorney of record. Make sure to include the following:
o Any questions or concerns about your case or legal situation
o What action you would like your attorney to take
o A 7-10 business day timeframe for your attorney to respond
Send the letter to your attorney by certified mail (whenever possible) and keep a
copy for yourself
Allow your attorney time to respond
If your attorney responds and there are still more concerns, write to your attorney
again, including your new questions
If your attorney does not respond, proceed to step 2

Step 2: Complete your Request For Assistance form (RFA)
-

Fill out all sections and sign the form
RFA must have:
o A copy of the letter you sent to your attorney regarding your concerns
(not over 90 days old)
o A copy of your dismissal letter from the Chief Disciplinary Counsel if you
previously filed a Grievance against your attorney
o Power of Attorney (POA), or Letter of Protection (LOP) if necessary
*** RFAs that do not comply with the requirements will not be processed.

Step 3: Send the RFA form to CAAP
-

Mail, Fax or E-mail the RFA and attachments to CAAP
Allow 5 business days for CAAP to process your request
RFAs are processed in the order in which they are received
If we are able to process your request, you can expect to receive a letter from CAAP
along with a copy of the letter we send to your attorney
If your request is denied, you will receive a letter or phone call explaining why

REMEMBER:
•
The Client-Attorney Assistance Program is a voluntary program. Our purpose is to help clients
communicate better with their attorneys; we cannot compel your attorney to take a specific
action
•
CAAP cannot contact your attorney on your behalf while a grievance is pending
•
CAAP can only contact an attorney on behalf of the client of that attorney. If you are not a
client of the attorney who is the subject of the RFA, you must include a copy of the Power of
Attorney form with the Request for Assistance
•
Requests for client files on criminal cases are subject to the discovery rules of the specific
jurisdiction and The Texas Code of Criminal Procedure, and Powers of Attorney may not be
honored

File #
(Please use this # when contacting us.)

REQUEST FOR ASSISTANCE
The State Bar of Texas Client-Attorney Assistance Program
P.O. Box 12487 Austin, TX 78711-2487 caap@texasbar.com Phone: (800) 932-1900/Fax: (512) 427-4442

Please be advised that the CAAP process and Grievance process may not take place at the same time.
Section A
Mr.
Mrs.

Please Print Clearly
Ms.

(Person completing this application. If not the client, you must provide Power of Attorney)

Name

Telephone #
First

Last

TDCJ/SID#

Address

E-Mail:
Street

Section B
Mr.
Mrs.

City

Ms.

State

Zip Code

(If the person completing this application is not the client or the attorney seeking assistance, please answer the following)

Client’s Name

Telephone #
First

Last

Address

E-Mail:
Street

City

State

Zip Code

Section C
(Attorney Information)

Name

Telephone #
First

Last

Address

Bar card #
Street

City

State

Zip Code

Section D
(Client-Attorney Relationship Information)

Is this your current or previous attorney? (Circle One) If previous, are you currently represented by a new attorney?
Date attorney was hired/appointed:
Has CAAP assisted this client before?

Do you have a copy of the contract?
Yes

No

Type of legal matter:

Business
Family Law

Yes

Yes

No

No

Civil
Criminal
Personal Injury

Collections
Other___________

Have you or this client filed a grievance against this attorney in this matter with the Chief Disciplinary Counsel Office?
If yes, you must include a copy of your grievance dismissal letter.

Yes

No

Section E

Assistance is needed with the following:

Itemized billing statement
Case Status
Refund
Client File
Copy of _____________________________________________________________________
Other _______________________________________________________________________
What steps have been taken to resolve the problem with the attorney? ______________________________________________________
_______________________________________________________________________________________________________________

I do not intend this request to be a formal grievance against this attorney: This is a request for help to resolve this problem
I understand that it may be necessary to act promptly to preserve any legal rights I may have and that commencement of a civil action may be required to
preserve those rights. I acknowledge my understanding that completion of this form does not constitute the commencement of a civil action and that the
State Bar of Texas will not commence any civil action on my part. I acknowledge that it is my responsibility to seek and obtain any necessary legal advice
with respect to this matter. I also understand that the information I send may be used to assist me and will remain confidential for purposes of resolving
the issue(s) described above.

____________________________________________
Client/Power of Attorney Signature

__________________________
Date
Revised 6/17



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