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Blank Texas Grievance PDF Template

The Texas Grievance Form is a document used to formally report concerns regarding the conduct of a Texas attorney. Individuals may file this grievance for various reasons, such as issues related to communication or dissatisfaction with the attorney's performance. Before submitting a grievance, it is advisable to explore alternative options, such as the Client-Attorney Assistance Program, which may help resolve the issue more quickly.

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Contents

Form Example

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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______________________________________________________________________________

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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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More PDF Templates

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Common mistakes

Leaving Sections Blank:
One common mistake is failing to fill out every section of the grievance form. Each part is essential for processing your complaint. If you don’t know an answer, simply write “I don’t know.”
Not Contacting CAAP:
Many people skip the step of contacting the Client-Attorney Assistance Program (CAAP) before filing a grievance. This program can often resolve issues more quickly and informally.
Incorrect Attorney Information:
Some individuals mistakenly provide incomplete or incorrect information about the attorney they are filing against. Ensure you include the attorney's full name, address, and contact details.
Missing Supporting Documents:
Failing to attach relevant documents can weaken your grievance. If you have contracts, receipts, or letters that support your claims, make sure to include copies.
Ignoring Impairment Details:
When alleging that an attorney has an impairment, it’s crucial to provide specific observations. Vague statements won’t help your case. Include dates, times, and locations of your observations.

Key takeaways

Understand the purpose: The Texas Grievance form is designed to address issues with attorneys, such as lack of communication or dissatisfaction with their services.
Consider alternatives: Before filling out the grievance form, consider reaching out to the Client-Attorney Assistance Program (CAAP) for quicker resolution.
Complete all sections: Ensure every part of the form is filled out completely. If you do not know an answer, write “I don’t know.”
Provide accurate information: Include your contact details and the attorney’s information. This helps in processing your grievance effectively.
Attach relevant documents: If you have contracts, receipts, or any other important documents, attach copies to support your grievance.
Be aware of confidentiality: A copy of your grievance will be sent to the attorney you are complaining about, so consider this when providing details.

⇓ Texas Grievance PDF

Steps to Using Texas Grievance

Filling out the Texas Grievance form requires careful attention to detail. After completing the form, it will be submitted to the appropriate authorities for review. Ensure that all sections are filled out completely to avoid delays in processing your grievance.

Visit the Texas Grievance form online at http://cdc.texasbar.com or use a printed version.
Begin with the General Information section. Indicate if you have contacted the Client-Attorney Assistance Program (CAAP) by marking the appropriate box.
Fill in your personal information in the Information About You section, including your name, address, and contact details. Make sure to provide a reliable contact person.
Complete the Information About Attorney section. Clearly state the attorney's name, address, and phone number. Note if you have previously filed a grievance against this attorney.
Indicate your relationship with the attorney, whether they were hired, appointed, or represented someone else. Include the date and purpose of their engagement.
Detail your fee arrangement with the attorney, including how much you paid. Attach any relevant contracts or receipts if available.
Answer questions about your current representation and any observed impairments of the attorney, providing specific details if applicable.
In the Information About Your Grievance section, specify where the issue occurred, and provide details about any lawsuits involved.
Explain in detail why you believe the attorney acted improperly or failed to act. Attach any relevant documents, but do not send originals.
List the names and contact information of any individuals who can support your grievance.
Finally, indicate how you learned about the State Bar of Texas’ grievance process.