Initiate a New Case with Auto-File

For users that have enabled Auto-File on their account, you may follow the steps below to initiate a brand new case where our system will attempt to extract all relevant document and party information from your uploaded documents to reduce your filing time.

Initiate a New Case

Click the Initiate a New Case link from the left menu of the Dashboard to begin:

Upload Documents

When users initiate a case with Auto-File enabled, they will be greeted with a brand-new document upload screen. This updated interface is designed to streamline the process of uploading and extracting data from your documents.

1. Drag and Drop Files to Upload – Filers may either drag and drop their documents into the box or click the Select Files link to open their computer’s file manager and select their files individually. We’ll automatically convert most native file formats (i.e. Word, WordPerfect, JPG, PNG, GIF, TIF) into the Court’s preferred Adobe PDF format, upon upload.
2. Edit – Click the EDIT button to delete or replace uploaded documents
3. Done Adding Documents – Click the Done Adding Documents button and our software will begin filling out your filing based on your document’s extracted information.
4. Switch to Manual – Click the Switch to Manual link at anytime to fill out a filing traditionally.

1. Select Court & Case Type – Choose the court location and case type to file your new case.

With the extraction complete, our system will auto-fill your court and case type.

1. Court – Verify your court location. If needed, click the Change Court link to update it.
2. Case Type – Verify your case type. If needed, click the Change Case link to update it.

2. Add Documents – Define, select, and upload the documents that make up your filing.

1. Document Type, Remainder of Title, and Edit Uploaded Document – Verify the selected document type, document description, and uploaded document(s) for accuracy. You may click the Edit button to update any document type, document description, delete a document, and/or replace a document.
2. Add Document – Click the Add Document link to upload additional documents.

3. New Case Parties – Enter the required parties.

Verify all extracted parties and address information for accuracy. You may add more parties by clicking the Add Party link at the bottom of this section to add any missing parties.

4. Complaint Amount – Enter the amount of the claim, if applicable.

Enter your Complaint Amount, Jury Demand, or Default Tier if applicable.

5. Additional Info – Enter any additional information that is required for this filing type.

Enter any Additional Information that the court requires for this filing type. Anything with a red asterisk is required.

6. Filing Fees – Select or enter a payment method to pay court filing fees.

Select or enter a Payment Method to pay court filing fees. If there aren’t any cards available, click the Add New Payment Method link.

Sales Tax – Sales tax may appear in the fees section because some state governments classify the e-filing service itself as a taxable transaction or service, requiring the payment processor to collect and remit the applicable state sales tax on the charge for filing.

7. Review & Submit – Finalize your filing, review, and submit.

1. Filing Attorney – If you are Filing for an Attorney, select them from the menu. You may also Add Additional Attorneys.
2. Client Matter / Reference No. – If your firm uses any sort of Client Matter No, enter it here.
3. Courtesy Email Notice – If you want an unofficial copy of the filing to go to anyone associated with the case, like a client, enter their email(s) in this field.
4. Review your entire filing for accuracy, Then check the box to acknowledge you have verified your filing information.

Click the Submit Filing button to send your filing to the court.