Odyssey efileca Overview Attorneys and Legal Professionals
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1 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
2 Agenda 2
3 Agenda 3
4 Odyssey efileca E-Filing manager for the Santa Cruz Superior Court Multi-court system that provides a unified filing experience through one e-filing portal Powered by Tyler Technologies 4
5 Louisiana Mississippi Alabama Indiana NJ CT RI VT NH Tyler E-Filing Footprint Washington Oregon Nevada California Idaho Montana Wyoming Utah Colorado North Dakota Minnesota South Dakota Wisconsin Iowa Nebraska Illinois Kansas Missouri Michigan Kentucky Ohio West Virginia PA Virginia New York MD DE MA Maine Summary: 30% of U.S. population served by Tyler e-filing solutions Contracts w/in 18 states; live in 16 Arizona New Mexico Oklahoma Arkansas Tennessee North Carolina South Carolina E-filing mandatory in 13 states Texas Georgia Florida Integrated with >50 3rd party companies Live E-File Client Signed E-File Client Mandatory E-Filing Processing 75k filings per day 5
6 Tyler E-Filing Footprint Live E-File Client Signed E-File Client Mandatory E-Filing 6
7 Solano Mendocino Humboldt Trinity CA E-Filing Today Del Norte Siskiyou Modoc Shasta Lassen Summary: Tehama Glenn Butte Plumas Sierra Placer Contracts in 22 Courts for e-filing and e-service Sonoma El Dorado Alpine 8 Courts live today; Marin San Contra Costa Joaquin San Mateo Alameda Monterey Tuolumne Fresno San Luis Obispo Mariposa Kings Santa Barbara Mono Ventura Tulare Kern Los Angeles Inyo San Bernardino San Luis Obispo: Live (Mand.) Kern: Live Kings: Live Merced: Live Santa Barbara: Live (Mand.) Fresno: Live San Diego: Live (with DCSS only) Orange: Live (with DCSS only) Live E-File Client Signed E-File Client Partially Live E-File Client Mandatory E-Filing Orange San Diego Riverside Imperial 7
8 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 8 EFSP CMS
9 EFSP Landscape Summary: 13 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 was held on 8/18/2015 Expect increase in available EFSPs in coming months Organization efileca Green Filing One Legal FileTime Turbo Court AMS Legal Commercial Process Serving DDS Legal E-Legal Services First Legal Rapid Legal The Justice People Tristar Software United Process Servers Status Certified Certified Certified Certified Certifying In Progress In Progress In Progress In Progress In Progress In Progress In Progress In Progress In Progress 9
10 Agenda 10
11 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 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 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 14
15 OdysseyeFileCA.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 15
16 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 16
17 Santa Cruz Superior Court Transition Timeline Project Kickoff January 2016 Mandatory Go-Live 8/29/ Jan Mar May Aug 2016 Permissive Go-Live March 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 Q&A Frequently Asked Questions 20
21 Appendix 21
22 EFSP Certification Process 22
23 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! 23
24 efileca 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 24
Odyssey efileca Overview Santa Barbara Attorneys and Legal Professionals
Odyssey efileca Overview Santa Barbara Attorneys and Legal Professionals POWERED BY TYLER TECHNOLOGIES Agenda 2 Agenda 3 Odyssey efileca E-Filing manager for the Santa Barbara Superior Court Multi-court
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