The Texas Grievance Form is a crucial tool provided by the Office of the Chief Disciplinary Counsel of the State Bar of Texas for clients to formally report concerns or issues with Texas attorneys. Designed to ensure accountability and maintain the integrity of the legal profession, the form allows individuals to outline their grievances, which range from unsatisfactory progress in their case to difficulties in communication, or the need to obtain documents from their attorney after the case has concluded or the attorney has been dismissed. For those seeking a faster resolution, the form also suggests contact with the Client-Attorney Assistance Program (CAAP) before proceeding with a formal grievance filing, which offers assistance in resolving issues without the need for formal proceedings. Ready to file a grievance? Click the button below to get started.
In the legal landscape of Texas, the process of addressing concerns about an attorney's conduct is structured and facilitated by the Texas Grievance Form, provided by the Office of the Chief Disciplinary Counsel of the State Bar of Texas. This form stands as a vital tool for clients who encounter issues ranging from lack of communication and dissatisfaction with case progress to the need for retrieval of documents post-termination of legal services. Before initiating this formal pathway, individuals are encouraged to explore resolution through the Client-Attorney Assistance Program (CAAP), a service designed to address such grievances informally and efficiently, potentially obviating the need for a formal grievance. For those whose concerns persist, the form is accessible online, simplifying the submission process. It mandates comprehensive details about the complainant, the attorney in question (noting that grievances against law firms are not entertained and a separate form is required for each attorney), and the specifics of the grievance including the nature of the attorney-client relationship, fee arrangements, and any claims of attorney impairment. Additionally, the form prompts for a thorough account of the grievance, supporting documentation, and relevant witness information, ensuring that the grievance is well-documented and prepared for review. This meticulous compilation of information underscores the structured approach Texas employs to maintain professional standards within its legal community. Through these mechanisms, the State Bar of Texas aims to uphold integrity, address client concerns, and ensure accountability within the legal profession.
OFFICE OF THE CHIEF DISCIPLINARY COUNSEL
STATE BAR OF TEXAS
GRIEVANCE FORM
ONLINE FILING AVAILABLE AT http://cdc.texasbar.com.
I.GENERAL INFORMATION
Before you fill out this paperwork, there may be a faster way to resolve the issue you are currently having with an attorney.
If you are considering filing a grievance against a Texas attorney for any of the following reasons:
~You are concerned about the progress of your case.
~Communication with your attorney is difficult.
~Your case is over or you have fired your attorney and you need documents from your file or your former attorney.
You may want to consider contacting the Client-Attorney Assistance Program (CAAP) at 1-800-932-1900.
CAAP was established by the State Bar of Texas to help people resolve these kinds of issues with attorneys quickly, without the filing of a formal grievance.
CAAP can resolve many problems without a grievance being filed by providing information, by suggesting various self-help options for dealing with the situation, or by contacting the attorney either by telephone or letter.
I have ______ I have not ______ contacted the Client-Attorney Assistance Program.
If you prefer, you have the option to file your grievance online at http://cdc.texasbar.com.
In order for us to comply with our deadlines, additional information/documentation that you would like to include as part of your grievance submission must be received in this office by mail or fax within (10) days after submission of your grievance. Please limit your additional information to 25 pages. Information, including audio, video or image files, submitted on a USB thumb drive or flash drive must not exceed 25MB. Information received after the 10 day deadline will be returned and not considered, as well as information submitted on CDs, DVDs, cassette tapes or other unsupported media. Thank you for your cooperation in this matter.
NOTE: Please be sure to fill out each section completely. Do not leave any section blank. If you do not know the answer to any question, write “I don’t know.”
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II.INFORMATION ABOUT YOU -- PLEASE KEEP CURRENT
Mr.
1.
TDCJ/SID #
Ms.
Name:
_____________________________________
Immigration # _______________
Address: _____________________________________________________________________
_____________________________________________________________________________
City: ____________________
State: _________________ Zip Code: ______________
2.Employer:___________________________________________________________________
Employer’s Address:__________________________________________________________
___________________________________________________________________________
3.Telephone numbers: Residence: ____________________ Work: _____________________
Cell: _________________
4.Email:______________________________________________________________________
5.Drivers License # _____________________ Date of Birth __________________
6.Name, address, and telephone number of person who can always reach you in the event that the Office of Chief Disciplinary Counsel needs to locate you. *Please note that confidentiality is not waived and this individual does not have the authority to contact the Office of Chief Disciplinary Counsel in order to obtain information about this grievance.
Name _______________________________ Address _______________________________
______________________________ Telephone ___________________________________
7.Do you understand and write in the English language? ______________________
If no, what is your primary language? ___________
Who helped you prepare this form? _____________________________________
Will they be available to translate future correspondence during this process? _________
8.Are you a Judge? _____________________
If yes, please provide Court, County, City, State: ____________________________________
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III.INFORMATION ABOUT ATTORNEY
Note: Grievances are not accepted against law firms. You must specifically name the attorney against whom you are complaining. A separate grievance form must be completed for each attorney against whom you are complaining.
1.Attorney name: _____________________________ Address: ____________________
City: ______________________ State:_____________ Zip Code:_________________
2. Telephone number: Work _____________ Home ________________ Other _____________
3.Have you or a member of your family filed a grievance about this attorney previously?
Yes ___ No ___ If “yes”, please state its approximate date and outcome. ____________
______________________________________________________________________________
Have you or a member of your family ever filed an appeal with the Board of Disciplinary Appeals about this attorney?
Yes ____ No ___ If “yes,” please state its approximate date and outcome.
________________________________________________________________________
4.Please check one of the following:
________
This attorney was hired to represent me.
This attorney was appointed to represent me.
This attorney was hired to represent someone else.
If you hired the attorney, tell us how you met the attorney. Specifically, please provide details about how you came to know and hire this attorney.___________________________________
Please give the date the attorney was hired or appointed. __________________________
Please state what the attorney was hired or appointed to do.________________________
5.What was your fee arrangement with the attorney? ____________________________________
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How much did you pay the attorney? ______________________________________________
If you signed a contract and have a copy, please attach.
If you have copies of checks and/or receipts, please attach.
Do not send originals.
6.If you did not hire the attorney, what is your connection with the attorney? Explain briefly
7.Are you currently represented by an attorney? ____________________
If yes, please provide information about your current attorney: ___________________________
8.Do you claim the attorney has an impairment, such as depression or a substance use disorder? If yes, please provide specifics (your personal observations of the attorney such as slurred speech, odor of alcohol, ingestion of alcohol or drugs in your presence etc., including the date you observed this, the time of day, and location).
9.Did the attorney ever make any statements or admissions to you or in your presence that would indicate that the attorney may be experiencing an impairment, such as depression or a substance use disorder? If so, please provide details.
IV. INFORMATION ABOUT YOUR GRIEVANCE
1.Where did the activity you are complaining about occur?
County: _________________ City: ________________
2.If your grievance is about a lawsuit, answer the following, if known:
a. Name of court ________________________________________________________
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b.Title of the suit ________________________________________________________
c.Case number and date suit was filed _______________________________________
d.If you are not a party to this suit, what is your connection with it? Explain briefly.
______________________________________________________________________
If you have copies of court documents, please attach.
3.Explain in detail why you think this attorney has done something improper or has failed to do something which should have been done. Attach additional sheets of paper if necessary.
Supporting documents, such as copies of a retainer agreement, proof of payment, correspondence between you and your attorney, the case name and number if a specific case is involved, and copies of papers filed in connection with the case, may be useful to our investigation. Do not send originals, as they will not be returned. Additionally, please do not use staples, post-it notes, or binding. Please limit your supporting documentation to 25 pages. Information, including audio, video or image files, submitted on a USB thumb drive or flash drive must not exceed 25MB. Information received after the 10 day deadline will be returned and not considered, as well as information submitted on CDs, DVDs, cassette tapes or other unsupported media.
Include the names, addresses, and telephone number of all persons who know something about your grievance.
Please be advised that a copy of your grievance will be forwarded to the attorney named in your grievance. To protect your privacy and the privacy of others, please redact personal identifying information (i.e., social security number, date of birth) from any document you provide in support of your grievance and avoid submitting medical records or protected health information belonging to third- parties. Please be advised that in the event that you do provide records that contain your own personal identifying information or protected health information, you are authorizing us to share this information with the attorney named in your grievance. Be advised that documents that contain unredacted third party personal identifying information or that individual’s protected health information will be returned and not considered. By executing the grievance below, you authorize the CDC to disclose your personal identifying information and protected health information as necessary to comply with the law, or as necessary to carry out the function and duties of the CDC.
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V.HOW DID YOU LEARN ABOUT THE STATE BAR OF TEXAS’ ATTORNEY GRIEVANCE PROCESS?
__
Yellow Pages
CAAP
Internet
Attorney
Other
Website
VI. ATTORNEY-CLIENT PRIVILEGE WAIVER
I hereby expressly waive any attorney-client privilege as to the attorney, the subject of this Grievance, and authorize such attorney to reveal any information in the professional relationship to the Office of Chief Disciplinary Counsel of the State Bar of Texas. 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.
Additionally, I understand that the Office of Chief Disciplinary Counsel may exercise its discretion and refer this Grievance to the Client-Attorney Assistance Program (CAAP) of the State Bar of Texas for assistance in resolving a subject matter of this Grievance. In that regard, I hereby acknowledge my understanding that such discretionary referral 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 any information I provide to the State Bar of Texas may be used to assist me and will remain confidential for purposes of resolving the issue(s) described above.
I understand that the Office of Chief Disciplinary Counsel maintains as confidential the processing of Grievances.
I hereby swear and affirm that I am the person named in Section II, Question 1 of this form (the Complainant) and that the information provided in this Grievance is true and correct to the best of my knowledge.
Signature: _________________________________ Date: ______________________
TO ENSURE PROMPT ATTENTION, THE GRIEVANCE SHOULD BE MAILED TO:
THE OFFICE OF CHIEF DISCIPLINARY COUNSEL
P.O. Box 13287
Austin, TX 78711
Fax: (512) 427-4169
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Filling out the Texas Grievance Form is a crucial step if you're facing difficulties with an attorney in Texas and seeking resolution. Whether it's concerning the progress of your case, communication issues, or needing documents from a former attorney, this procedure is designed to help you formally raise your concerns. Before proceeding, consider the more expedient option of contacting the Client-Attorney Assistance Program (CAAP) for potentially faster resolution without needing to file a formal grievance. If you choose to proceed with the grievance, ensure to complete each section thoroughly for a smooth submission process.
Once you've completed these steps, review your form carefully to ensure all information is accurate and comprehensive. Submitting a well-documented and precise grievance form will facilitate a smoother investigation process and increase the chances of a satisfactory resolution to your concerns.
The Texas Grievance Form is designed for individuals who wish to file a complaint against a Texas attorney for misconduct or unprofessional behavior. It is a formal process managed by the Office of the Chief Disciplinary Counsel of the State Bar of Texas. The aim is to hold attorneys accountable for their actions and ensure they adhere to professional standards.
Grievances must be filed against individual attorneys and not against law firms. If you have concerns about the conduct of multiple attorneys within a firm, a separate grievance form must be completed for each attorney.
You will need to provide detailed personal information, including your name, address, contact information, and any relevant identification numbers (such as TDCJ/SID or Immigration number if applicable). Additionally, if you do not primarily communicate in English, you will need to provide information about your primary language and whether you require assistance with translation for future correspondence.
Yes, before proceeding with a formal grievance, it's recommended to contact the Client-Attorney Assistance Program (CAAP) at 1-800-932-1900. CAAP offers a quicker, informal resolution process for issues such as progress concerns, communication difficulties, or obtaining documents from your attorney.
You have the option to file your grievance online at http://cdc.texasbar.com or you can complete the paper form and submit it as directed. It's important to fill out each section of the form completely and attach any relevant documents or evidence to support your grievance.
If you do not have all the information requested on the form, you should write “I don’t know” in the spaces where applicable. It's crucial to provide as much information as possible, but the form can still be processed if some details are missing.
Yes, you do not need to be the client of the attorney to file a grievance. However, you will need to specify your connection to the attorney and provide detailed reasons and evidence to support your complaint.
After filing, a copy of your grievance will be forwarded to the attorney involved, and an investigation will be initiated by the Office of the Chief Disciplinary Counsel. You may be contacted for further information as the investigation progresses. The process aims to evaluate the complaint thoroughly and determine if disciplinary action is warranted.
Yes, attaching documents that support your grievance, such as correspondence, contracts, or court documents, is highly encouraged. Do not send originals as they will not be returned. Instead, attach copies and avoid using staples, post-it notes, or binding to ensure the documents are easily accessible for review.
Filling out the Texas Grievance Form requires careful attention to detail to ensure your complaint against an attorney is clear and comprehensive. Avoiding common mistakes can significantly impact the processing time and effectiveness of your grievance. Here are eight mistakes that frequently occur:
While these tips can improve the submission of your grievance, always remember the importance of seeking professional guidance if you are unsure about any part of the process. A correctly filled grievance form is key to having your concerns addressed properly and efficiently.
When filing a grievance against an attorney in Texas using the Texas Grievance Form, individuals often find it beneficial to include additional documents to strengthen their case. These documents can provide more context and evidence to support the grievance. Here are four types of documents that are usually gathered and submitted alongside the grievance form.
Collecting and submitting these documents along with the Texas Grievance Form can provide a comprehensive view of the attorney's conduct and the client's experience. This process helps the reviewing committee understand the nature of the complaint in detail, leading to a more informed and fair assessment of the situation.
The Texas Grievance form shares similarities with a Complaint Form that consumers might use to report an issue with a product or service to a regulatory agency or business. Both forms serve as an official channel for grievances, requiring detailed information about the complainant, the subject of the complaint (be it an attorney or a product/service), and the specifics of the dissatisfaction or alleged misconduct. They both also often request supporting documents or evidence to substantiate the claims made in the grievance.
Medical Complaint Forms used to report instances of unsatisfactory medical care or professional misconduct by healthcare providers are also akin to the Texas Grievance form. These types of documents collect exhaustive information about the patient (similar to the 'Information About You' section), details of the healthcare provider in question, and a narrative of the complaint. Both kinds of forms play a crucial role in regulatory oversight, aiming to maintain standards within their respective fields.
Employee Grievance Forms that employees file within organizations when they face issues such as harassment, unfair treatment, or other workplace disputes share a framework similar to that of the Texas Grievance form. Both require the person lodging the complaint to provide their details, information on the individual the complaint is about, and a comprehensive account of the grievance. This structured approach ensures that the grievance can be addressed appropriately by the relevant authorities or departments.
Consumer Financial Protection Complaint Forms, designed for reporting problems with financial products or services, also bear resemblance to the Texas Grievance form. Both seek to safeguard the interests of the complainant by systematically gathering detailed information on the parties involved and the nature of the complaint. This procedural similarity underscores their role in providing a formalized pathway for grievances to be officially recorded and subsequently addressed.
Lastly, the Texas Grievance form shares commonalities with Civil Rights Complaint Forms, which individuals use to report violations of their civil rights. In both cases, the complainant must provide personal information, specifics about the respondent (or the attorney, in the case of the Texas Grievance form), and a thorough description of the alleged wrongdoing. Supporting evidence is typically encouraged to strengthen the case, highlighting the forms’ role in upholding justice and accountability in their respective areas.
Filing a grievance against an attorney in Texas is a serious matter, and it's crucial to approach this process with care and understanding. Here’s a list of do’s and don’ts to help guide you through filling out the Texas Grievance Form.
Do:
Don’t:
By understanding and following these guidelines, you'll be better prepared to successfully navigate the grievance process. Remember, the goal is to provide a clear and factual account of your experience to enable a thorough and fair investigation.
Many individuals have misunderstandings about the Texas Grievance form and the process it entails. Here is an explanation aimed at clarifying some of the common misconceptions.
Before moving towards a formal grievance, the State Bar of Texas encourages individuals to contact the Client-Attorney Assistance Program (CAAP). This program is designed to resolve issues such as case progress concerns, communication difficulties, or obtaining documents from a former attorney without the need for a formal grievance.
The grievance process is explicitly designed for complaints against individual attorneys, not law firms. If issues arise, a separate grievance must be filed for each attorney involved, directly addressing the actions of that individual rather than the law firm as a whole.
It's important to note that the grievance process has specific criteria for what constitutes attorney misconduct. Not all issues related to dissatisfaction with legal services may qualify for disciplinary action. The process is intended for complaints about behavior that violates the Texas Disciplinary Rules of Professional Conduct.
For the Office of the Chief Disciplinary Counsel to properly review and process a complaint, all sections of the grievance form must be filled out completely. If information is unknown, it is essential to note this by stating “I don’t know,” rather than leaving sections blank.
Filing a grievance is a process for reporting attorney misconduct to the State Bar for disciplinary review, not a legal action against the attorney. While it may lead to disciplinary measures if the attorney is found to have violated professional standards, it does not constitute a lawsuit or legal claim directly against the attorney.
Understanding these key points can help individuals navigate the grievance process more effectively and set realistic expectations about the outcomes. It's crucial to approach this process with a clear understanding of its scope and limitations.
Filing a grievance against a Texas attorney is a formal process that should be approached with careful consideration. Here are key takeaways to guide you in using the Texas Grievance Form:
Approaching the grievance process with a clear understanding of these points will assist you in preparing a well-documented and coherent complaint against an attorney in Texas.
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