Young Lawyers Division 2019 Mid-Winter Thaw Vermont Judiciary Case Management System Update

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Vermont Bar Association Seminar Materials Young Lawyers Division 2019 Mid-Winter Thaw Vermont Judiciary Case Management System Update January 18, 2019 Omni Mont-Royal Montreal, QCA Speakers: Hon. Katherine A. Hayes Mike Kennedy, Esq. Andrew Stone, Esq.

Vermont Judiciary Odyssey Case Management System What To Expect: Practical and Ethical Considerations Hon. Katherine A. Hayes, VT Superior Court Mike Kennedy, VT Bar Counsel Andy Stone, J.D., NG-CMS Project Leader

Agenda 2 Project Overview (10 minutes) Background Goals and Objectives Vendor/Partners Project Status/ Anticipated Rollout Schedule (10 minutes) Progress toward implementation Timelines for phased regional rollouts New Electronic Filing System: What to Expect (20 minutes) Odyssey File & Serve (OFS) Overview/ Demonstration Attorney Ethical Obligations with E-filing (20 minutes) Questions and Discussion (15 minutes) 2

Odyssey Project Background: The Need 3 Antiquated & unsupported legacy system (VTADS) Incompatible with 21 st century paperless processes Very real risk of catastrophic failure 3

Odyssey Project Goals and Objectives 4 Case Management Process: From Paper-driven to electronic-focused business model 4

Odyssey Goals and Objectives Cont. 5 Improve access to justice Strengthen interagency communication Enable more efficient court operations 5

Odyssey Project Timeline Vermont Statewide Rollout Timing 2017 2018 2019 2020 Judicial Bureau April 2019 Windsor, Orange, Windham Regional Rollout #1 Regional Rollout #2 Fall 2019 Spring 2020 Addison, Rutland, Bennington, Attorney Regulation Regional Rollout #3 Chittenden, Grand Isle, Franklin, Lamoille, Environmental Division Fall 2020 Regional Rollout #4 Washington, Orleans, Essex, Caledonia, Supreme Court, and Jury Functionality Spring 2021

Tyler Technologies 7 Tyler is the largest public company in the world focused exclusively on state and local government Tyler Courts & Justice Division Tyler Technologies Public Corporation founded in 1966 $5B market capitalization (NYSE:TYL) $780 million annual revenues Solution portfolio ERP / Financial Courts & Integrated Justice Public Safety Appraisal & Tax Schools Municipal Services All 50 States, Canada, UK 3,000+ Employees Tyler Courts & Justice Division Focused exclusively to Courts & Justice solutions $140 million annual revenues Court Case Management, Electronic Filing, Jury, Jail, Prosecutor, Public Defender, Supervision Over 30 years of expertise Operating in 23 States 13 statewide clients Over 600 counties 600+ Courts & Justice Employees 7

8 Tyler s Odyssey Case Management System Tyler Courts: 13 Statewide; 600+ Counties Idaho Wisconsin Michigan Wyoming Illinois Nevada Utah Colorado New York Kansas Pennsylvania Ohio West Virginia Missouri Kentucky Texas Las Vegas Reno 80% of Nevada Population 70+ Texas Counties 50% of Texas Population Dallas, Houston, Austin, El Paso Alabama New Mexico Mississippi Arizona Tennessee Arkansas Louisiana 26 Counties 75% of California population Oklahoma California Maine Vermont Iowa Nebraska Indiana Oregon Detroit Oakland Ann Arbor Maryland D.C. DE North Carolina Georgia Tampa Clearwater MA RI, Maine, NH, MA Virginia South Carolina Florida NH South Dakota RI Minnesota New Jersey Montana CT Cook County Kane Co. IL Peoria Co. IL North Dakota Washington Nashville Memphis Atlanta 70% of Florida Population Orlando Miami, Ft. Myers Ft. Lauderdale 8

E-Filing: Odyssey File and Serve 9 Universal e-filing in all dockets in all units Electronic service of documents between registered users Online payment of filing fees 24/7 access to case documents and information Prompt notification when new filings occur Faster, more efficient case acceptance and processing Guided interviews for self-represented litigants Public portal to view publicly available case information 9

E-Filing: Odyssey File and Serve 10 10

E-Filing: Odyssey File and Serve 11 11

E-Filing: Registration 12 12

E-Filing: OFS Workspace - Filings 13 13

E-Filing: New Case Filing 14 14

E-Filing: New Case Filing 15 15

E-Filing: New Case Filing 16 16

E-Filing: Service 17 17

E-Filing: Submission 18 18

E-Filing: OFS Workspace - Templates 19 19

E-Filing: Filing into an Existing Case 20 20

E-Filing: Notifications 21 21

E-Filing: Public Portal 22 22

E-Filing: Public Portal 23 23

E-Filing: Public Portal 24 24

E-Filing: Public Portal 25 25

Odyssey Project: Final Thoughts 26 26

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Questions and Discussion 41 41