e Filing Overview Harris County District Clerk RegisteringLogin

e. Filing Overview Harris County District Clerk

Registering/Login • Choose a service provider – http: //www. efiletexas. gov/service-providers. htm - Service Provider Comparison Table – Price Structure – Support Features including Webinars and Training Videos • Sign up and select a Firm Administrator • Register or setup each user – Self Register – Administrator's setup each user – Make sure to include the correct Bar Number when registering – Passwords are emailed to each filer • Passwords are emailed to each Filer • You must log in by using your e-mail address and password provided during the registration process. • A payment account must be setup by the Firm Admin in order to file – Credit Card – Wavier 2

Case Search • Subsequent Filings – you must search on a existing case before filing a subsequent action. • Search by Case Number • Search by Party Name (Advanced Search – not for confidential cases) 3

Start a Filing • Existing Case – after searching on the case, click on the folder icon to file into the case. • New Case –click on the “New Case” link next to searching a case. 4

Start a Filing • Coming Soon – JCIT Technology Standards v 1. 3 (Adopted March 21, 2014) • http: //www. courts. state. tx. us/jcit/standards/Technology%20 Standard s_v 1. 3. pdf • Standardization of e. Filing Category, Case Type, Filing Codes, and more • New Case –click on the “New Case” link next to searching a case. 5

Entering Parties • Enter each party in the suit – an asterisk indicates a required field • Click on “Add Party” to add more parties • Make sure to select the Lead Attorney (from your Firm Admin setup) 6

Entering Filing Details • Select Filing Code – this is your filing action • Enter your own filing description and enter any reference numbers if any – remember these fields are for your own use • Select all optional services for this filing 7

Entering Filing Details (con’t) • Attach each document for this filing as separate attachments – Description field – enter the exact document title – Security field – select the appropriate document type for each document – Envelope size is limited to 35 meg • Enter any filing comments to the clerk 8

Entering Filing Details (con’t) • Fees section show each fee charged for the filing • Payment section – Select Payment Account – Filer Type • Select Filing Attorney 9

Summary • Review Filing • Submit 10

Submitted Filings • Envelope Number (reference number for the clerks) • Filed Date - coming soon – new rules for weekend filings-rule 21(f)(5)(A) • Status (Submitted, Under Review, Court Processing, Accepted, Rejected) 11

Court Processing Filings • Review Queue – status Court Processing – Filings which have errors from e. File. Texas. gov 12

Common Errors (con’t) • Common Errors – Credit Card Failures – from e. File. Texas. gov – Expired Credit Cards – from e. File. Texas. gov 13

Common Errors (con’t) • Common Errors – Security Restrictions Errors – from e. File. Texas. gov 14

Common Errors • Common Errors – Document Conversion Errors – from e. File. Texas. gov 15

Common Errors (con’t) • Common Issues - Invalid Bar Numbers 16

Court Rules Enhancements • Efile. Texas. gov Release 3. 8 – Schedule for production on August 16 th, 2014 • Upcoming features include – Return for Correction • Clerk returns the filing to the filer • Filer resubmits the revised filing in a new envelope – Weekend filings • Filing received on Saturday/Sunday • Will receive filed date/timestamp of Monday 12: 00 AM – PDF Restrictions • e. File. Texas. gov will reject filings where PDFs have a password or unable to modify • Filings will not reach the clerk until the issue is corrected by the filer 17

Acceptance Process 18

Upcoming Features - DCO • Confidential Access to parties in a case - May 12 th, 2014 – Attorneys will need to setup their PIN – Search on the confidential case number and provide PIN Issues with PIN DCSA@hcdistrictclerk. com 19

Upcoming Features - DCO • Electronic Docket Sheet – Coming on May 12 th, 2014 – View for Free – Purchase at 1. 00 per page • Images available on the website – Coming on May 12 th, 2014 – Images in Finalization available • Electronic Signatures – Coming soon – Judges will be able to electronically sign documents in court 20

Helpful Links • Supreme Court Mandate Rules – http: //www. supreme. courts. state. tx. us/miscdocket/13/13916500. pdf • JCIT Technology Standards – Technology Standards v 1. 3 [pdf] (Adopted March 21, 2014) • Electronic Filing Service Provider (EFSP) Comparison Chart – http: //www. efiletexas. gov/service-providers. htm • Self-Service Support – knowledge base questions and answers – https: //efile. txcourts. gov/selfservice/ • FAQ’s – http: //www. efiletexas. gov/faqs. htm • Civil e. Filing FAQ’s – http: //www. hcdistrictclerk. com/Common/Civil/EFile. FAQ. aspx • JCIT Electronic Filing Page – http: //www. courts. state. tx. us/jcit/Efiling. Home. asp 21

Questions? Issues with e. Filings or e. Service contact your e. Filing Service Provider – Support Numbers are on this website: http: //www. efiletexas. gov/service-providers. htm Inquiries for the District Clerk Court or Support Staff e. Filing@hcdistrictclerk. com 22