This article is for both legal professionals and people without lawyers. If you don't have a lawyer, ignore the parts related to lawyers. To watch a video about how to start a new case, click here.
Use these instructions if you:
- do NOT have a case number,
- have NOT been served with any documents in your case by other parties, and
- are filing a document in your case for the first time.
At the Dashboard, click on Start Filing.
Select the Filing Location by clicking on the Location box.
In the Start Filing Window, click on Start a New Case.
There will be Tabs listed at the top of the screen. The Tab highlighted in blue indicates which Tab you are currently on. When eFiling, you will go through each tab and complete required information which will be highlight in red or look for a red triangle.
You can click a tab name below to go directly to that article. At the bottom of each article, will be a link to the next tab help article until the filing process is completed.
You can also continue to scroll down to read about each section. To watch a video about how to start a new case, click here.
At the Documents Tab, click on Browse or drag files to upload documents. Supported file types: pdf only. If you need help making your documents a PDF, click here.
The Documents Tab is where you upload the documents(court forms) you intend on eFiling.
The uploaded documents will appear listed above the Browse button. When all relevant documents are uploaded, click on Case Information
At the Case tab, click on the required selections for Location, Case Category, and Case type. After all selections are confirmed, click on Parties.
Location: The court where your case will be filed.
Case Category: The general type of case you are filing. Some examples are Civil, Family, and Probate. After you pick a Category, you will see a list of Case Types within that Category.
Case Type: The specific type of case you are filing. If you can't find the case type you need, change the Category (or Location) to see other available case types. If you don't know your case type, please contact the court.
At the Parties tab, enter in the required party names. Click on the pencil icon to enter/edit each party name. You must enter the name of each party. If the party is a business or agency, click the blue circle "Entity." After all required information is entered, click on Filings.
Look for RED asterisks, this will indicate that the field is required. Also look for boxes in red under the clickable or enter-able fields .
This icon will indicate that the required field have yet to completed in the entire section.
If there is no red asterisk or box saying the field is required, then this means that information in that field is optional.
(The shaded blue button at the lower right hand corner will change to bright blue when all required fields are completed and can be clicked on to move to the next page.)
At the Filings tab, look for RED asterisks, this will indicate that the field is required. Also look for boxes in red under the clickable or enter-able fields .
What is a Filing Type?
There are three types of filings: EFile, EFile and Serve, and Serve.
EFile will only send your filings to the court. It will not serve your filings on the other parties on the case. You would have to serve the parties on your own. EFile should be used for the first filing to start a case.
EFileandServe will send your filings to the court and also serve them electronically on any service contacts you select in the Service Contacts section.
Serve will not send your documents to the court but will serve them electronically on any service contacts you select in the Service Contacts section.
What is a Filing code?
The filing code is the specific type of filing that you are sending to the court. (Example: complaint, motion, memorandum, affidavit, etc.) If you have multiple documents to file, you should add the main document first, which is typically a complaint, answer, motion, etc.
Choose the filing code that most closely matches the document you want to upload. If you are submitting a form, the name or title of the form may help you choose the right filing code. TIP: If you start typing a word into the field (for example, motion), the list will show you all the options that include that word. Click here for more details about the filing code.
Do NOT make each page of a document into its own PDF. A document you file should be one PDF. If you are submitting multiple documents (for example, a complaint and an application for a fee waiver), you should upload the documents separately and pick a filing code to go with each document.
Some courts allow you to upload more than one document as a single filing using a lead document and attachment documents.
In general, do NOT submit multiple separate documents as one combined PDF unless:
- There is no filing code that matches the document you need to upload, and
- the court you are sending your filings to does NOT allow attachment documents.
Then you may need to merge your supporting document with your lead document into one PDF file to send it to the court. Check your court's rules or contact the court if you think you need to merge multiple documents into one PDF to file. For more information about submitting more than one document at a time, read this article.
Please note: If you need help selecting filing codes, please contact the court that you are sending your filings to.
What is a Filing Description?
The Filing Description field allows you to describe the lead document that you are filing.
What is the Client Reference Number?
The Client Reference Number is to help attorneys associate filings with internal firm records. For example, you can enter your client's name or account number, or the purpose of the filing to help you reconcile your filings with your firm records. Client Reference Number is often used to help you distinguish between your e-filings. Note: Client Reference Number does not need to be a number.
What should I put in the Comments to the Court section?
This section can be used to add any comments you need to make to the court reviewer directly. The comments should be information that is not already included in your documents.
Scroll down the screen. In the Upload Documents field, click on Add Documents.
Click on the arrow to the right of the document name. Document will move to the Selected column. Press Save.
What is a Lead Document?
The Lead Document is the main document you are adding to a filing, and it is required. Here you upload a document from your computer. The document must be saved as a PDF file to upload successfully.
What are Attachments?
Some courts allow you to upload more than one document as a single filing using a lead document and attachment documents. For more information about lead and attachment documents, read this article.
What is a Document Description?
The Document Description field allows you to describe the specific document that you are filing.
What is Security?
If this field is visible, you can select a type of security to, for example, tell the court if the document contains sensitive or confidential information.
Bottom right of the screen, you have the option for Service or Skip To Fees. Click the appropriate option.
This section is shown if you selected EFileAndServe or Serve as the Filing Type (in the above
Filings section). Check the box next to the service contacts you want to serve electronically.
You may also see this section even if you selected EFile as your filing type. It lets you to add your email for electronic service of later filings in the case. To add your email, click the Actions button to the right of the party you are associated with.
At the Service tab, select one of the options to add an email to be available for Service. Click on Fees to move forward. To learn more about Service Contacts, click here.
At the Fees tab, click on the Payment Account, Filing Attorney(if applicable), and Party Responsible for Fees.
You must select a Payment Account, even if the cost is $0.00.
The Party Responsible for Fees is the party you are filing for.
The Filing Attorney field is optional. Legal professional filers may select from the Firm Attorneys list.
The Calculate Fees button will turn bright blue once all require fields are selected. Clicking on Calculate Fees will generate the cost of your eFiling.
Once all required fields are selected, click Summary.
Scroll down the screen to review every completed section.
If changes need to be made, click on the corresponding pencil icon to make changes.
The Show All icon will show you further details of that section within the summary.
If you would to review the documents that have been uploaded. Scroll down to the Filings section. Under the words Download Version, click on Original. You will then be prompted to open the PDF file.
Scroll down to review the Summary. Click on Submit.