Odyssey efileca Overview Santa Barbara Attorneys and Legal Professionals
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1 Odyssey efileca Overview Santa Barbara Attorneys and Legal Professionals POWERED BY TYLER TECHNOLOGIES
2 Agenda 2
3 Agenda 3
4 Odyssey efileca E-Filing manager for the Santa Barbara Superior Court Multi-court system that provides a unified filing experience through one e-filing portal Powered by Tyler Technologies 4
5 CA E-Filing Today Del Norte Siskiyou Modoc Humboldt Trinity Tehama Shasta Lassen Plumas Summary: Mendocino Sonoma Marin Glenn Butte Solano San Contra Costa Joaquin Alameda San Mateo Sierra Placer El Dorado Alpine Tuolumne Mariposa Mono Contracts in 20 counties for e-filing and e-service 5 courts live today; 1 court with an active engagement: Monterey Fresno San Luis Obispo Kings Santa Barbara Ventura Tulare Kern Los Angeles Inyo San Bernardino San Luis Obispo: Live Kern: Live Kings: Live Merced: Live Santa Barbara: Live Fresno: Active, Live 8/31 Live E-File Client Signed E-File Client Mandatory E-Filing Orange San Diego Riverside Imperial 5
6 Odyssey efileca Overview Filer Prepares Documents 24X7 Submission to EFSP of Choice Filing Prepared for Clerk Review by EFM Clerk Accepts or Rejects Stamped Documents Passed to CMS and Filer Clerk Filer EFSP CMS Filer EFSP EFM Filer 6 EFSP CMS
7 EFSP Landscape Summary: 6 organizations expressed their intent to become an EFSP Each organization must apply and undergo certification EFSP on-boarding class held on 5/28/2015 EFSP Certification Process informational meeting to be held on 8/18/2015 Organization efileca E-Legal Services First Legal One Legal Rapid Legal Turbo Court XML Legal Status Certified In Progress In Progress In Progress In Progress In Progress In Progress Expect increase in available EFSPs in coming months 7
8 Agenda 8
9 Example E-Filing Process Prerequisite Setup 1 Case Information 2 Parties 3 Filings 4 E-Service 5 Review Divorce EFSP Registration Payment Account Setup Location Category Type Attorney Payment Account Required Parties Contact Information Additional Parties Filing Codes Upload Documents Select Service Contacts Verify Location Verify Data Entry 9
10 E-Filing Cost Model Filer Prepares Documents 24X7 Submission to EFSP of Choice Filing Prepared for Clerk Review by EFM Clerk Accepts or Rejects Stamped Documents Passed to CMS and Filer Filer Filer Filer 10
11 Odyssey efileca.com Summary Central portal for Odyssey efileca news and information Links to certified EFSP s Links to active court specific web sites Point of entry for review process 11
12 12
13 Common Reasons for Returns Incorrect Case Number and/or Location Faulty Document Case no. on filing case no. on document Filing in the wrong Court Illegible document Document improperly scanned 13
14 Statewide E-Filing Rules & Standards California Rules of Court Defines when documents are deemed filed Provides guidelines for e-filing exclusions and the filing of original documents E-Filing Standards Standardized codes from filers perspective across all trial courts using Odyssey efileca Standard codes to be revised bi-annually 14
15 Odyssey efileca Filing Portal Odyssey efileca Filing Portal Modern web browser support Single screen data entry Copy and paste functionality Sorting and filtering Keyboard shortcut navigation Phone and tablet support Free training with CLE credit Click here for training! 15
16 Support Information Phone Chat Call the number above to speak with a Trained Support Specialist Hours: Monday - Friday, 5am 7pm PST Click the chat icon above to speak with a Trained Support Specialist Hours: Monday - Friday, 5am 7pm PST Click on the icon above to a Trained Support Specialist Available 24/7* *Responses are normally received within 24 hours 16
17 Santa Barbara Superior Court Transition Timeline Project Kickoff 4/23/2015 Permissive Go-Live 9/1/ Apr May Jun July Aug Sep 2016 Jan 2016 Pilot Go-Live 7/17/2015 Mandatory Go- Live 1/1/2016 Kick Off Configuration Training Testing Permissive Go-Live Mandatory Go-Live 17
18 Next Steps 1. Review statewide rules and procedures 2. Exercise the system to become better acquainted 18
19 Agenda 19
20 Agenda 20
21 Q&A Frequently Asked Questions 21
22 Appendix 22
23 EFSP Certification Process 23
Odyssey efileca Overview Attorneys and Legal Professionals
Odyssey efileca Overview Attorneys and Legal Professionals P O W E RED B Y T Y L E R T E C H NOLOG IES Agenda 2 Agenda 3 Odyssey efileca E-Filing manager for the Santa Cruz Superior Court Multi-court system
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