Registered Agent Protocol
These are the procedures for responding to annual report/compliance deadlines for the Registered Agent Specialist.
Updated: 10/20/2022
Related Articles
Registered Agent - Acceptance of Service
Gravis serves as a Registered Agent for many entities registered to do business in states that we have office locations in. The purpose of these guides is to establish procedures relevant to service of process. The attachments here include a detailed ...
Registered Agent - Forwarding Service of Process
This procedure is related to forwarding "service of process" to Registered Agent clients after acceptance of service has taken place at one of our registered offices. If you are looking for the Acceptance of Service Procedure, it can be found at the ...
Key Management SOP
Summary: This SOP will provide a guideline to the distribution and tracking of all keys, access codes, and FOBs within Gravis. This process is managed by the Facilities department with the coordination of Human Resources, local office management and ...
Engagement Letter Tool & Process
Gravis created a web-based form that automatically generates an approved engagement letter to be sent to the client for signature (the Engagement Letter Tool / the “ELT”). The ELT allows the user to customize certain elements of the engagement letter ...
Clever Case Matter Creation or Updates
Here is the standard operating procedure for creating or updating fields in client matters in Clever Case. A quick guide/cheat sheet is also included below. UPDATED: 4/13/2023