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eFiling terms every legal
professional should know
EFSP, eService, and beyond
1© 2017 One Legal LLCUpdated: 7/24/2017
Updated: 7/24/2017 © 2017 One Legal LLC 2
New court procedures, new set of terms
Do you know the top terms
associated with eFiling?
• Envelope
• dpi
• typography
• CMS
• PDF software
• eService
• And more…
Electronic court filing
comes with its own set
of new vocabulary.
Updated: 7/24/2017 © 2017 One Legal LLC 3
Ready?
Ready for your
new lingo?
Updated: 7/24/2017 © 2017 One Legal LLC 4
eFiling
eFiling
Electronic filing (eFiling), is the process of uploading documents and digitally
delivering case filings to a court’s computer system via a secure file transfer.
Updated: 7/24/2017 © 2017 One Legal LLC 5
EFSP
EFSP
Attorneys and other filers use an electronic filing service provider (EFSP) to
submit their documents to a court through an online portal.
Updated: 7/24/2017 © 2017 One Legal LLC 6
EFM
EFM
The electronic filing manager (EFM) is the intermediate system on the court
side which accepts filings from the EFSP and distributes them to the
courthouse for the clerks to view.
Updated: 7/24/2017 © 2017 One Legal LLC 7
CMS
CMS
Once a clerk has reviewed and accepted a filing, the document enters the
court’s case management system (CMS), where it is kept for the duration of
the case.
8
Connecting filers to the courts
Attorneys/
filers
Electronic filing
service providers
(EFSP)
Electronic filing
manager (EFM)
Participating
superior courts
Updated: 7/24/2017 © 2017 One Legal LLC 9
eService
eService
Electronic service (eService) is the sharing of subsequent litigation documents
between the involved parties electronically: through email or a secure
eService platform.
Updated: 7/24/2017 © 2017 One Legal LLC 10
PDF
PDF
Portable Document Format (PDF) is the gold standard of file formats,
recognized globally as the best way to bring the permanence of a paper
document into the digital space.
Updated: 7/24/2017 © 2017 One Legal LLC 11
PDF types
Types of PDFs
Text-based -- created by saving as PDF directly from your word processing
program. This is the cleanest, most efficient version, and results in a
document that is text-searchable—a court requirement.
Image-based -- created by scanning paper documents. This PDF isn’t
automatically searchable, and applied optical character recognition isn’t as
accurate. Sometimes difficult to read, these image-based PDFs are best for
pre-existing exhibits that can’t be saved electronically.
Updated: 7/24/2017 © 2017 One Legal LLC 12
PDF types
Types of PDFs
Form-based -- created from pre-existing forms where the editable fields have
been updated with the relevant information. Ideally completed in professional
PDF software and saved directly as new PDF files.
Optimized – a way to modify a PDF using a setting of the PDF optimizer
within Adobe Acrobat that audits the document for unnecessary details and
too much blank space, often used to reduce the size of the document.
Updated: 7/24/2017 © 2017 One Legal LLC 13
dpi
dpi
In printing, dots per inch (dpi) measures the quality of a printed image on the
paper. Most eFiled documents must be scanned and printed at a minimum of
300 dpi.
Updated: 7/24/2017 © 2017 One Legal LLC 14
filing party
filing party
The person on whose behalf the document is being filed.
Updated: 7/24/2017 © 2017 One Legal LLC 15
envelope
envelope
A group of filings submitted together for a single case.
Updated: 7/24/2017 © 2017 One Legal LLC 16
lead document
lead document
The first and primary document in an eFiling envelope.
Updated: 7/24/2017 © 2017 One Legal LLC 17
PDF software
PDF software
A program with which to edit, prepare, and view PDF documents before
submitting them to the court.
Updated: 7/24/2017 © 2017 One Legal LLC 18
OCR
OCR
Optical character recognition (OCR) is the recognition of printed or written text
by a computer, via a program that scans the text, analyzing the image, and
translating it into character codes.
Updated: 7/24/2017 © 2017 One Legal LLC 19
typography
typography
The visual component of the written word; the style and way in which the text
appears on the page
Updated: 7/24/2017 © 2017 One Legal LLC 20
text searchability
text searchability
The ability to find words and phrases in a document by pressing CTRL+F.
Updated 10/29/2015 © 2015 One Legal LLC 21
eFiling terms
eFiling terms to remember
• eFiling
• EFSP
• EFM
• CMS
• eService
• PDF
• text-based PDF
• image-based PDF
• form-based PDF
• optimized PDF
• dpi
• filing party
• lead document
• envelope
• PDF software
• OCR
• typography
• text searchability
Updated: 7/24/2017 © 2017 One Legal LLC 22
Ready to get started?
Visit www.onelegal.com

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eFiling tech terms every legal professional should know

  • 1. eFiling terms every legal professional should know EFSP, eService, and beyond 1© 2017 One Legal LLCUpdated: 7/24/2017
  • 2. Updated: 7/24/2017 © 2017 One Legal LLC 2 New court procedures, new set of terms Do you know the top terms associated with eFiling? • Envelope • dpi • typography • CMS • PDF software • eService • And more… Electronic court filing comes with its own set of new vocabulary.
  • 3. Updated: 7/24/2017 © 2017 One Legal LLC 3 Ready? Ready for your new lingo?
  • 4. Updated: 7/24/2017 © 2017 One Legal LLC 4 eFiling eFiling Electronic filing (eFiling), is the process of uploading documents and digitally delivering case filings to a court’s computer system via a secure file transfer.
  • 5. Updated: 7/24/2017 © 2017 One Legal LLC 5 EFSP EFSP Attorneys and other filers use an electronic filing service provider (EFSP) to submit their documents to a court through an online portal.
  • 6. Updated: 7/24/2017 © 2017 One Legal LLC 6 EFM EFM The electronic filing manager (EFM) is the intermediate system on the court side which accepts filings from the EFSP and distributes them to the courthouse for the clerks to view.
  • 7. Updated: 7/24/2017 © 2017 One Legal LLC 7 CMS CMS Once a clerk has reviewed and accepted a filing, the document enters the court’s case management system (CMS), where it is kept for the duration of the case.
  • 8. 8 Connecting filers to the courts Attorneys/ filers Electronic filing service providers (EFSP) Electronic filing manager (EFM) Participating superior courts
  • 9. Updated: 7/24/2017 © 2017 One Legal LLC 9 eService eService Electronic service (eService) is the sharing of subsequent litigation documents between the involved parties electronically: through email or a secure eService platform.
  • 10. Updated: 7/24/2017 © 2017 One Legal LLC 10 PDF PDF Portable Document Format (PDF) is the gold standard of file formats, recognized globally as the best way to bring the permanence of a paper document into the digital space.
  • 11. Updated: 7/24/2017 © 2017 One Legal LLC 11 PDF types Types of PDFs Text-based -- created by saving as PDF directly from your word processing program. This is the cleanest, most efficient version, and results in a document that is text-searchable—a court requirement. Image-based -- created by scanning paper documents. This PDF isn’t automatically searchable, and applied optical character recognition isn’t as accurate. Sometimes difficult to read, these image-based PDFs are best for pre-existing exhibits that can’t be saved electronically.
  • 12. Updated: 7/24/2017 © 2017 One Legal LLC 12 PDF types Types of PDFs Form-based -- created from pre-existing forms where the editable fields have been updated with the relevant information. Ideally completed in professional PDF software and saved directly as new PDF files. Optimized – a way to modify a PDF using a setting of the PDF optimizer within Adobe Acrobat that audits the document for unnecessary details and too much blank space, often used to reduce the size of the document.
  • 13. Updated: 7/24/2017 © 2017 One Legal LLC 13 dpi dpi In printing, dots per inch (dpi) measures the quality of a printed image on the paper. Most eFiled documents must be scanned and printed at a minimum of 300 dpi.
  • 14. Updated: 7/24/2017 © 2017 One Legal LLC 14 filing party filing party The person on whose behalf the document is being filed.
  • 15. Updated: 7/24/2017 © 2017 One Legal LLC 15 envelope envelope A group of filings submitted together for a single case.
  • 16. Updated: 7/24/2017 © 2017 One Legal LLC 16 lead document lead document The first and primary document in an eFiling envelope.
  • 17. Updated: 7/24/2017 © 2017 One Legal LLC 17 PDF software PDF software A program with which to edit, prepare, and view PDF documents before submitting them to the court.
  • 18. Updated: 7/24/2017 © 2017 One Legal LLC 18 OCR OCR Optical character recognition (OCR) is the recognition of printed or written text by a computer, via a program that scans the text, analyzing the image, and translating it into character codes.
  • 19. Updated: 7/24/2017 © 2017 One Legal LLC 19 typography typography The visual component of the written word; the style and way in which the text appears on the page
  • 20. Updated: 7/24/2017 © 2017 One Legal LLC 20 text searchability text searchability The ability to find words and phrases in a document by pressing CTRL+F.
  • 21. Updated 10/29/2015 © 2015 One Legal LLC 21 eFiling terms eFiling terms to remember • eFiling • EFSP • EFM • CMS • eService • PDF • text-based PDF • image-based PDF • form-based PDF • optimized PDF • dpi • filing party • lead document • envelope • PDF software • OCR • typography • text searchability
  • 22. Updated: 7/24/2017 © 2017 One Legal LLC 22 Ready to get started? Visit www.onelegal.com