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E-Filing

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PowerPoint presentation I gave regarding the E-filing procedure in the Montgomery County, Ohio Common Pleas Court system. Very basic overview with screenshots

PowerPoint presentation I gave regarding the E-filing procedure in the Montgomery County, Ohio Common Pleas Court system. Very basic overview with screenshots

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  • 1. This information is based upon the procedure for electronic filing of court documents in the Montgomery County, Ohio Common Pleas Court.
  • 2. First things first. . . <ul><li>You need to contact the system administrator and register your organization (firm) and individual accounts. </li></ul><ul><li>Each username MUST be affiliated with an organization – even if the organization is only affiliated with a single username. </li></ul>
  • 3. What’s in a username? <ul><li>It is affiliated with your “organization”. </li></ul><ul><li>It is connected with your Bar information: </li></ul><ul><ul><li>Bar number. </li></ul></ul><ul><ul><li>Bar state. </li></ul></ul><ul><li>It is connected to your contact information: </li></ul><ul><ul><li>Phone number. </li></ul></ul><ul><ul><li>E-mail. </li></ul></ul><ul><ul><li>Address </li></ul></ul><ul><ul><li>Alternate phone/e-mail (paralegal). </li></ul></ul>
  • 4.  
  • 5. Action without interaction. <ul><li>Create a new complaint, pleading, motion, etc. </li></ul><ul><li>Save it as a PDF formatted document. </li></ul><ul><li>Log on to the electronic filing system. </li></ul><ul><li>Select a “New Case” from the home page. </li></ul><ul><li>Select the Jurisdiction and Case Type (i.e. Civil). </li></ul><ul><ul><li>Case type determines the next steps. </li></ul></ul>
  • 6.  
  • 7. Initiate action. <ul><li>The File Reference Number is a number you create – can be assigned to identify client, case, CMS number. </li></ul><ul><li>Would you like a jury with that? </li></ul><ul><li>How large of a check are you requesting? </li></ul><ul><li>Action type. </li></ul><ul><li>Identify like issues and precedents. </li></ul><ul><li>Add. </li></ul>
  • 8.  
  • 9. Who is ‘complaining’? <ul><li>“ Add My Parties”: </li></ul><ul><ul><li>Plaintiffs first, of course. </li></ul></ul><ul><li>Name. </li></ul><ul><li>Address. </li></ul><ul><li>Phone/E-mail. </li></ul><ul><li>Counsel. </li></ul><ul><li>Aliases (i.e. d/b/a). </li></ul><ul><li>Save. </li></ul>
  • 10.  
  • 11. Who else is invited? <ul><li>Defendants – “Add other Parties”. </li></ul><ul><li>Same information as for Plaintiffs. </li></ul>
  • 12. Paperless trial. <ul><li>Filing forms (i.e. Complaint). </li></ul><ul><li>Action type will determine if any documents are required. </li></ul><ul><li>All general actions will require a document type “Complaint”. </li></ul><ul><li>Upload. </li></ul>
  • 13.  
  • 14. Review and submit <ul><li>Enter payment method if different from associated with username. </li></ul><ul><li>Shows charges related to filings. </li></ul><ul><li>Shows documents associated with filing. </li></ul><ul><li>Opportunity to add special instructions for the Clerk. </li></ul>
  • 15.  
  • 16. Filing to an existing case. <ul><li>Log on. </li></ul><ul><li>Enter case number and parties last name. </li></ul><ul><li>Add files as explained before. </li></ul><ul><li>Review and submit as before. </li></ul>
  • 17. Control. <ul><li>Electronic filing allows you to review and control your caseload on one screen. </li></ul><ul><li>You can view pending cases, delete closed cases, drill down on individual case dockets. </li></ul><ul><li>Command what notifications you receive relating to your cases. </li></ul><ul><li>Check status of documents in real time. </li></ul><ul><li>Save documents/processes as drafts and return at any time to complete. </li></ul>
  • 18.  
  • 19.  
  • 20. The downside. <ul><li>Convenience fees. </li></ul><ul><ul><li>They mandate the convenience and then charge you for it. . .how convenient. </li></ul></ul><ul><li>You still have to go to the courthouse to for trial. </li></ul><ul><li>You still have to interact with the Clerks to resolve issues with the filings. </li></ul><ul><li>In addition to doing your job, you’re now doing the job of the Clerks, too. </li></ul>

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