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E-Filing and E-Notice Tips

Beverly Michaelis
Practice Management Advisor
Professional Liability Fund
Topics

1. ECF in the Federal Courts


2. ECF in Oregon
3. E-Filing Basics
4. E-Notice Basics
5. Common Traps
ECF in the Federal Courts
• Attend Training
– US Bankruptcy Court: http://bit.ly/99bAMq
– US District Court: http://bit.ly/cHCn2F

• Download Manuals
– US Bankruptcy Court: http://bit.ly/byDsZp
– US District Court: http://bit.ly/b343BW
1. Codes, Fees, and Resources
http://bit.ly/cXJBHa
2. FAQs http://bit.ly/bjKd9z
3. Tips for Managing ECF Email
http://bit.ly/cJLNoD
ECF in Oregon
1. FAQs http://bit.ly/dtXB2P
2. Online Tutorials http://bit.ly/bRHmaZ
3. User Guide http://bit.ly/a0vwjR
4. Roll Out Map http://bit.ly/9XT0kD
5. The Quarterly http://bit.ly/aPXb35
E-Filing Basics
1. Print to PDF (Don’t “Publish”)
2. Avoid Scanning
3. Documents Must Be Searchable
4. Acrobat is the Gold Standard
– Free if you buy a Fujitsu ScanSnap S1500
– http://bit.ly/aJWvX
E-Notice Basics

• Keep Your E-mail Address Current


• Clean Out Your E-Mail Server
• Learn How to Recover Notices
What are the Common Traps?
1. Uploading the Wrong Document
2. Inadvertently Deleting e-Notices
3. Failing to White List Court Domains
What are the Common Traps?
4. Computer Viruses
5. Failing to Keep Staff Informed
6. Relying on the Court File
7. Last Minute Filing
Upload the Correct Document
• Don’t Rely on Grace Periods
• Give Documents Proper Names
• Verify Before You Upload
• Always Check the Confirmation
Help! I Deleted the E-Notice
1. Double-Up on E-Notices
2. Train Staff
3. Consider Changing Outlook Defaults
4. Try www.recuva.com or
5. Run an eCourt Report
White List Court Domains
• Choose Actions
– Junk E-Mail, Junk E-Mail Options…
– Safe Senders Tab, Add…

• Or Right Click, Choose Junk E-Mail


Computer Viruses
1. Keep Software Up-to-Date
2. Use More than One Line of Defense:
www.malwarebytes.org
3. Monitor the ECF System Directly
4. Speak Up!
Keep Staff Informed
1. Add Staff Addresses to e-Filings
2. Use Rules to Forward Court E-Mail
3. Set Up a Generic Address for
Court Notices: docketing@lawoffice.com
Don’t Rely on the Court File
1. Maintain a Complete File
2. Backup! Backup! Backup!
Avoid Last Minute Filings
1. No Internet Connection
2. Court Web Site Offline
3. Other Technical Difficulties
4. No Help Desk Support
5. Out of Time for Paper Filing
Beverly Michaelis
Practice Management Advisor
beverlym@osbplf.org

503-639-6911 or 800-452-1639

http://oregonlawpracticemanagement.wordpress.com/

http://www.linkedin.com/in/beverlymichaelis

http://twitter.com/OreLawPracMgmt

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