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Our client’s case was started by another attorney. How do we gain access to the borrower’s information?
Our client’s case was started by another attorney. How do we gain access to the borrower’s information?

Submitting a Substitution of Counsel Document

Nate Jeffries avatar
Written by Nate Jeffries
Updated this week

If your client’s case was started by another attorney and you have taken over the case, you will need to obtain a Substitution of Counsel Document from the court before we can provide you access to the borrower’s case information and documentation.

Once you have obtained a Substitution of Counsel Document from the Court, simply attach the document to an email and send it to sdssupport@stretto.com.

As soon as we receive your email request with attachment, we will transfer the case for you. Once the case has been transferred, you will be able to access it by logging into your firm’s Portal account.

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