For users that have enabled autofile on their account, you may follow the steps below to file on an existing case where our system will attempt to extract all relevant document and party information from your uploaded documents to reduce your filing time.

File on an Existing Case

From the Dashboard, click File on an Existing Case

Upload Documents to Begin

When users initiate a case with autofile enabled, they will be greeted with a brand-new document upload screen. This updated interface is designed to streamline the process of uploading and extracting data from your documents.

1. Drag and Drop Files to Upload – Filers may either drag and drop their documents into the box or click the Select Files link to open their computer’s file manager and select their files individually. We’ll automatically convert most native file formats (i.e. Word, WordPerfect, JPG, PNG, GIF, TIF) into the Court’s preferred Adobe PDF format, upon upload.
2. Edit – Click the EDIT button to delete or replace uploaded documents
3. Done Adding Documents – Click the Done Adding Documents button and our software will begin filling out your filing based on your document’s extracted information.
4. Switch to Manual – Click the Switch to Manual link at anytime to fill out a filing traditionally.

1. Select Court & Case Type – Choose your case, or click add a case to retrieve your case from the court’s system.

Verify your case number. If needed, click the Change Case link to update it.

2. Add Documents – Define, select, and upload the documents that make up your filing.

1. Document Type, Document Description, and Uploaded Document – Verify the selected document type, document description, and uploaded document(s) for accuracy.
2. Edit – Click the Edit button to update any document type, document description, delete a document, and/or replace a document.
3. Add Document – Click the Add Document link to upload additional documents.

3. Security & Optional Services – Choose a security level, and any needed optional services, for each document.

1. Security – Verify your document’s security selection.
2. Optional Services – Our extraction feature can not determine if your filing needs any optional services. Please double check this drop down to verify any additional services/fees you might need to select here.

4. New Case Parties – Enter the required parties.

If the party you are filing on behalf of isn’t listed in 5. Filing Party, click the Add Party link in 4. New Case Parties; then select and enter the new party’s information in the subsequent fields.

5. Filing Party – Choose the party or parties you are filing on behalf of.

Verify the party or parties you are filing on behalf of. If you do not see your party listed, you may add them in the step above, and then come back to this section to select them.

6. Service Contacts – Add or select service contacts to perform electronic service. Service contacts provided by the court are annotated with and may not be edited.

1. eServe – Select (or deselect) any one listed to receive e-service. If no contacts are listed (or if a filer wishes to add additional service contacts), click the Add Service Contact link (Letter D). A filer may only edit or delete service contacts they originally added. Any service contacts annotated with is a contact directly from the court and may not be edited or deleted.
    
   IF YOU DO NOT WANT THE OPPOSING PARTY (OR ANY PARTY) TO HAVE ACCESS TO A CONFIDENTIAL DOCUMENT NEVER E-SERVE THEM. E-SERVING A PARTY MEANS THAT YOU, THE FILER, CONSENTS TO THEM HAVING ACCESS TO THE DOCUMENT.
2. Mail Service – Certified and First Class Mail – Filers may choose to send the accepted documents to contacts via Certified and First Class Mail.
3. Name – In this column, a filer may add or edit an address for Mail Service. However, only the contact’s name will show unless the filer selects a Mail Service type in the previous column.
4. Add Service Contact – As always, filers may click the Add Service Contact link to add new contacts to a filing.
5. Return Address – Filers will want to make sure the Return Address listed is correct for any returned Mail Service.

Learn More about Service Contacts and our new Mail Service via Certified and First Class Mail

7. Filing Fees – Select a payment method to pay estimated fees.

1. Confirm Fee Calculation – Click Confirm Fee Calculation to see the estimated fees. The filing fees auto-populate from the court based on the case type, document type(s), and optional services filers select. If the fees seem incorrect to you, you may need to change one of these types.
2. Waivers – If you have a waiver of fees for your case, select a Waiver Payment type to avoid the charges listed in this section. Please note: some courts do not use waiver payment types. In these instances, filers will want to confirm the Grand Total of estimated fees is $0.00 before submitting the filing.

8. Review & Submit – Finalize your filing, review, and submit.

1. Filing For Attorney – If you are Filing for an Attorney select them from the menu or click the Add Attorney link.
2. Client Matter No – If your firm uses any sort of Client Matter No, enter it here.
3. Clerk Memo – If your court has the option to leave the clerk a memo, enter any sort of note here in the Note to Clerk box.
4. Courtesy Email Notice – Enter an email to send to an unofficial copy of the filing to anyone associated with the case (i.e. a client, office staff, etc). This is not the same as a service contact and the email recipient will NOT receive a file stamped copy once the filing is accepted. Learn more about courtesy copy emails
5. Verification Checkbox – Certify you have double-checked and verified all auto-filled filing data and any incomplete fields.

Submit Your Filing

Click the Submit Filing button. Clicking this button, sends your filing directly to filing clerk’s queue at the Court for review. Once all documents are successfully sent to them, the Court will return an envelope number with the date and time they received the full submission. This will be the date and time for the file stamp in your accepted filing. Any filing the Court receives weekdays after 11:59PM, on the weekend, or Court Holiday receives an accepted file stamp of the next Court business day.

On the Filing Status Screen, you will now see your filing is listed as pending. You may return to this screen at any time to see the current status for it and any other filing. Depending on the Court, it can take as little as a minute to review the submission to a few hours to a full business day. If it takes longer than that, the Court may have a backlog they are working through. If you are ever concerned about the status of a submission, the best thing to do is contact the Court directly and provide them with the Envelope Number on your filing.

7. Pre-authorization of Fees

It is important to note that when you submit your filing, the court does a pre-authorization on your card for the filing fees. If the court rejects the filing, then they will not settle that pre-authorization, and it will eventually fall off your card within 3 to 10 business days from the date of the clerk’s rejection depending on your banking institution.

Learn more about the pre-authorization of fees