Associate Attorney Services

An appointed attorney using the services of an associate attorney may add claims for services and expenses to their own CJA 20/30. To do this, the appointed attorney must contact the court or federal defenders office to ensure the associate attorney is set up in eVoucher and to have the associate attorney added to the appointment. Once this is done, an attorney having an associate on their appointment may add associate services and expenses to a CJA 20/30 and submit together with their own services and expenses on the same voucher.

Note: When adding an associate attorney to an existing appointment, the staff user creating the appointment may specify an hourly rate for the associate which less than or equal to the statutory hourly rate. Payments will always be made to the appointed attorney's account selected on the Basic Info tab of the CJA 20/30.

As the Appointed Attorney, add services and/or expenses for an associate to a voucher

Step

Action

On the Home Page, select a case from the Appointments List grid.

Select Case

Click Create next to CJA 20 (or CJA 30 if the case is a Capital Case).

Create CJA 20

On the Basic Info tab, in the Associate Info section, select the level of access to this voucher that the associate attorney will have, if any.

NOTE: For information on importing associate attorney services into a CJA 20/30, see the topic Import Service Entries.

Option	Description
Not on Voucher (Default)	This voucher does not include any claims for services and/or expenses for the associate attorney.
On Voucher, No Edit	This voucher includes claims for services and/or expenses for the associate attorney. While the voucher is in Voucher Entry mode, the associate will have read-only access to view only their own entries on this voucher. Only the appointed attorney will be able to add, remove, edit, and save entries on behalf of the associate.
On Voucher, Can Edit	This voucher includes claims for services and/or expenses for the associate attorney. While the voucher is in Voucher Entry mode, both the appointed attorney and the associate will have the ability to add, remove, edit and save only their own entries on this voucher.

NOTE: Payment for this voucher will go to the Preferred Payee selected Payment Info section.

Associate Info

After selecting On Voucher, No Edit or On Voucher, Can Edit, click on the Services tab to enter service claims for either the appointed attorney or the associate. The Services tab will include an additional Attorney drop-down field. If no selection is made on the Attorney drop-down field, then service entries added to the voucher will be for the appointed attorney. To enter a service claim for the associate, select the associate's name in the Attorney drop-down.

Associate Sevice Entry

Entries added for the associate will be added at the rate entered by staff when the associate was added to the appointment. The rate may be at or below the statutory hourly rate. Service entries for the appointed attorney will appear at the statutory rate (non-capital or capital). The Attorney column in the grid indicates for whom each line item applies.

Associate Service Entry at Lower Hourly Rate

On the Expenses tab, if no selection is made in the Attorney drop-down, then expense items will be added for the appointed attorney. To apply the expense to the associate, select the associate's name in the Attorney drop-down field.

Associate Expense Entry

Click on the Claim Status tab to view the start and end dates of the voucher and other information, if entered by the appointed attorney when viewing. This tab is always read-only for the associate.

Associate Claim Status Tab

When all entries for services and/or expenses have been added to the voucher, click on the Claim Status tab and complete the required fields, submit supporting documentation on the Documents tab in PDF format, if any, then click on the Confirmation tab, to Submit the voucher to the court.

Confirmation tab > Submit

As an Associate Attorney, add services and/or expenses to a voucher (On Voucher, Can Edit)

Step	Action
1	Log into eVoucher, and in the My Active Documents, click Edit next to the voucher in Voucher Entry status. Note: Associate appointments will appear in the Appointments List grid with the Order Type of Associate For (the appointed attorney's name). Only the appointed attorney can create vouchers.
2	The Basic Info tab contains read-only information about the case and appointed attorney. Note: Documents may only be uploaded and the voucher submitted by the appointed attorney, therefore, the voucher does not include the Documents or Confirmation tabs when viewed by the associate.
3	Click on the Services tab to add services. Complete the required fields and click Add.
4	If there are expenses to be claimed, click on the Expenses tab. Complete the required fields and click Add.
5	When all Service and Expense items have been added to the voucher, click Save. The appointed attorney will submit the voucher to the court when ready. After the voucher is submitted to the court, it may still be accessed from the Appointment Info page, but will be read-only. To access the Appointment Info page, either click Link to Appointment from the voucher page, or access the appointment from the Home screen. Note: Associates can only see their own claims and claimed amounts on the voucher. Only the appointed attorney can view the entire voucher with combined entries.

As an Associate Attorney, view services and/or expenses on a voucher (On Voucher, No Edit)

Step	Action
1	Log into eVoucher, and in the My Active Documents, click View next to the voucher in Voucher Entry status. Note: Associate appointments will appear in the Appointments List grid with the Order Type of Associate For (the appointed attorney's name). Only the appointed attorney can create vouchers.
2	The Basic Info tab contains read-only information about the case and appointed attorney. Note: Documents may only be uploaded and the voucher submitted by the appointed attorney, therefore, the voucher does not include the Documents or Confirmation tabs when viewed by the associate.
3	Click on the Services tab to view entries added to the voucher by the appointed attorney. Observe that the entries are read-only and the Save button is disabled.
4	Click on the Expenses tab to view entries added to the voucher by the appointed attorney, if any.
5	Click on the Claim Status tab to view the start and end dates of the voucher and other information, if entered by the appointed attorney when viewing. This tab is always read-only for the associate.
6	The appointed attorney will submit the voucher to the court when ready. After the voucher is submitted to the court, it may still be accessed from the Appointment Info page, but will be read-only. To access the Appointment Info page, either click Link to Appointment from the voucher page, or access the appointment from the Home screen. Note: Associates can only see their own claims and claimed amounts on the voucher. Only the appointed attorney can view the entire voucher with combined entries.