Quick Reference Guide

Transcription

1 Quick Reference Guide How to Place an OC efiling Order for Initiating Cases Go to the Rapid Legal homepage at rapidlegal.com and select Login on the upper right hand corner. When the drop down appears, type in your , password and click on the Login button. Please note: If using browser (IE), Compatibility View should be turned off by clicking on the compatibility button in the address bar. The button will turn gray indicating that it is off. 1 Once you are logged into the customer portal, click on Place an Order. 2 In the What would you like us to do? field, select efiling.

2 Rapid Legal Reference Guide: How To Place an OC efile Order for Initiating Cases Customer Portal Select Orange County in the Select County section and choose Case Inititation. Click on Next. If this is the first time you are efiling with Rapid Legal, you will be required to click on Click Here and verify and/or obtain your Orange County Court Identification number for efiling. When the Add Attorney/Firm Information box appears, add the Attorney/Firm Information and click on Save. If you selct the option to serve the documents after filing, indicate the number of entities to be served. Type in their Names, Capacity and Agent of Service (if any.) You will have the option to provide the address on page 5.

3 Rapid Legal Reference Guide: How To Place an OC efile Order for Initiating Cases Customer Portal Select the Case Category, Case Type and Court Jurisdiction Indicate the Remedies Sought, How many Causes of Action, and if this is a Personal Injury Case. Click on Next. If this is an Unlawful Detainer case, you will be required to provide the remedies sought, premesis address, and daily rental amount. 5 To add a party, click on the Add Party or Add Attorney button and provide the information. Note: If you select Yes to indicate that this is your client, a Billing Code may be required to proceed. The Billing Code is your firm s internal, billing, or client matter number code on a particular case. Click on the Next.

4 Rapid Legal Reference Guide: How To Place an OC efile Order for Initiating Cases Customer Portal To upload your documents, type in the name of the Document Title in the field box. You may search for your Document Title by entering in Keywords. Click on the Attach File button and double click on the document to be uploaded. Each document is required to be uploaded individually. Please repeat the process as many times as you need until all your documents are uploaded, e.g., Summons, Complaint, Cover Sheet, Proof of Service, etc. Checkmark the Lead Document, Indicate who filed the documents, and in whose behalf. Click Next. If the Filed By Party Contact Info field box appears, provide your Information. Click Save.

5 Rapid Legal Reference Guide: How To Place an OC efile Order for Initiating Cases Customer Portal 5.3 A summary will be generated to provide you the Estimated Court Fees based the type of document you select under the Fee Name heading. You will also be required to indicate if you will want Rapid Legal to advance the court fees by clicking on Yes or No. 7 If you ve elected to serve the documents after efiling, the Serve Info tab will open. Click on the entity s name to open the address field. Select the Service Level, Address Type and the Address of where you would like Rapid Legal to serve the documents. Once the address is provided, click on the to load the address.

6 Rapid Legal Reference Guide: How To Place an OC efile Order for Initiating Cases Customer Portal Type in any Special Instructions to the Court Clerk (if any) and indicate who needs to be notified regarding this case. Click Next. 9 An order number will appear to confirm that the order was placed. You may click on the Print Confirmation button to have a record of your order.

7 Quick Reference Guide How to Place an OC efiling Order for Subsequent Cases Go to the Rapid Legal homepage at rapidlegal.com and select Login on the upper right hand corner. When the drop down appears, type in your , password and click on the Login button. Please note: If using browser (IE), Compatibility View should be turned off by clicking on the compatibility button in the address bar. The button will turn gray indicating that it is off. 1 Once you are logged into the customer portal, click on Place an Order. 2 In the What would you like us to do? field, select efiling.

8 Rapid Legal Reference Guide: How To Place an OC efile Order for Subsequent Filing Customer Portal Select Orange County in the Select County section and choose Subsequent Filing. Click on Next. If this is the first time you are efiling with Rapid Legal, you will be required to click on Click Here and verify and/or obtain your Orange County Court Identification number for efiling. When the Add Attorney/Firm Information box appears, add the Attorney/Firm Information and click on Save. You may also have the option to eserve the opposing counsel by clicking Yes on the option eserve Case Participants.

9 Rapid Legal Reference Guide: How To Place an OC efile Order for Subsequent Filing Customer Portal Type in the Case Number and click on Search to access the Orange County database. Note: When typing in the case number, it must be exactly what the OC Court has on record. Please ensure that you include the dashes and letters for the case to be found. Click on Next. 5 Verify that your firm and/or client is on the party list. To add a party, click on the Add Party or Add Attorney button and provide the information. Click on the Next. 6 To upload your documents, type in the name of the Document Title in the field box. You may search for your Document Title by entering in Keywords. Click on the Attach File button and double click on the document to be uploaded.

10 Rapid Legal Reference Guide: How To Place an OC efile Order for Subsequent Filing Customer Portal 5.3 Each document is required to be uploaded individually. Please repeat the process as many times as you need until all your documents are uploaded, e.g., Summons, Complaint, Cover Sheet, Proof of Service, etc. Checkmark the Lead Document, Indicate who filed the documents, and in whose behalf. Click Next. A summary will be generated to provide you the Estimated Court Fees based the type of document you select under the Fee Name heading. You will also be required to indicate if you will want Rapid Legal to advance the court fees by clicking on Yes or No.

11 Rapid Legal Reference Guide: How To Place an OC efile Order for Subsequent Filing Customer Portal If you ve selected to eserve a party, checkmark the box next to their name. Click on Next. 8 Type in any Special Instructions to the Court Clerk (if any) and indicate who needs to be notified regarding this case. Click Next. 9 An order number will appear to confirm that the order was placed. You may click on the Print Confirmation button to have a record of your order.

12 Quick Reference Guide How to Place a Riverside efiling Order for Unlawful Detainer (UD) Initiating Cases Go to the Rapid Legal homepage at rapidlegal.com and select Login on the upper right hand corner. When the drop down appears, type in your , password and click on the Login button. Please note: If using browser (IE), Compatibility View should be turned off by clicking on the compatibility button in the address bar. The button will turn gray indicating that it is off. 1 Once you are logged into the customer portal, click on Place an Order. 2 In the What would you like us to do? field, select efiling.

13 Rapid Legal Reference Guide: How To Place a Riverside efile Order for UD Initiating Cases Customer Portal Select Riverside - Central Courts in the Select County section for all Riverside Counties EXCEPT for Indio, Blythe or Palm Springs. For those counties, select Riverside - Indio, Blythe or Palm Springs in the Select County section. Select Case Initiation in the Select Filing Type section. (Reminder: Only Unlawful Detainers - Case Initiations can be efiled with Riverside Courthouse. All other cases or subsequent UD cases must be filed as a regular Court Filing. ) Upon clicking on Next a message will appear, stating that efling in Riverside County is not mandated. Click on Proceed. If this is the first time you are efiling with Rapid Legal, you will be required to click on Click Here to obtain your Riverside County Court Identification number for efiling. A message will appear instructing you to contact Customer Support at (800) to obtain your Riverside County Court Identification number for efiling. You will not be able to proceed without the ID number. 4 The Select County section will default to Riverside - Central Courts. The Select Filing Type will default to Case Initiation [Unlawful Detainer]. Click on Next. You also have the option to serve the documents after filing. We will discuss this at the end of this user guide.

14 Rapid Legal Reference Guide: How To Place a Riverside efile Order for UD Initiating Cases Customer Portal Select the case catagory as Civil - Limited or Civil - Unlimited. 4 Select the Case Category, Case Type and Court Jurisdiction Indicate the remedies sought, premesis address, how many Causes of Action and the daily rental amount. Click on Next. 5 To add a party, click on the Add Party or Add Attorney button and provide the information. Note: If you select Yes to indicate that this is your client, a Billing Code may be required to proceed. The Billing Code is your firm s internal, billing, or client matter number code on a particular case. Click on the Next.

15 Rapid Legal Reference Guide: How To Place a Riverside efile Order for UD Initiating Cases Customer Portal 5.3 If you select Yes to indicate that this is your client, a Billing Code may be required to proceed. The Billing Code is your firm s internal, billing, or client matter number code on a particular case. 6 To upload your documents, type in the name of the Document Title in the field box. You may search for your Document Title by entering in Keywords. Click on the Attach File button and double click on the document to be uploaded. Each document is required to be uploaded individually. Please repeat the process as many times as you need until all your documents are uploaded, e.g., UD Summons, UD Complaint, Cover Sheet, etc. Note: A Certificate of Counsel will also need to be uploaded. A message will appear asking you to Fill in the Required Information. The required is the zip code of the property. Click Next. If the Filed By Party Contact Info field box appears, provide your Information. Click Save.

16 Rapid Legal Reference Guide: How To Place a Riverside efile Order for UD Initiating Cases Customer Portal 5.3 A summary will be generated to provide you the Estimated Court Fees based the type of document you select under the Fee Name heading. You will also be required to indicate if you will want Rapid Legal to advance the court fees by clicking on Yes or No. 8 Type in any Special Instructions to the Court Clerk (if any) and indicate who needs to be notified regarding this case. Click Next.

17 Rapid Legal Reference Guide: How To Place a Riverside efile Order for UD Initiating Cases Customer Portal An order number will appear to confirm that the order was placed. You may click on the Print Confirmation button to have a record of your order. Serve Documents After Filing * If you ve elected to serve the documents after efiling, the Serve Info tab will open. Click on the entity s name to open the address field. Select the Service Level, Address Type and the Address of where you would like Rapid Legal to serve the documents. Once the address is provided, click on the to load the address.

18 Quick Reference Guide How to Place a San Francisco efile Order for Subsequent Cases Go to the Rapid Legal homepage at rapidlegal.com and select Login on the upper right hand corner. When the drop down appears, type in your , password and click on the Login button. Please note: If using browser (IE), Compatibility View should be turned off by clicking on the compatibility button in the address bar. The button will turn gray indicating that it is off. 1 Once you are logged into the customer portal, click on Place an Order. 2 In the What would you like us to do? field, select Court Filing.

19 Rapid Legal Reference Guide: How To Place a San Francisco efile Order for Subsequent Cases Customer Portal Select San Francisco in the Select County section and choose Subsequent Filing. (Subsequent Filing means there is already a case number) Click on Next. You also have the option to serve the documents after filing. We will discuss this at the end of this user guide. San Francisco Courts only allows efiling for Subsequent Civil Cases. To file New Cases, Family Law, Unlawful Detainer and Fee Waivers, please use the user guide How to Place a Court Filing Order. 4 Type in the Case Number and hit Enter. Select the Jurisdiction of where you will want the documents to be filed. Click Next. You may also choose to deliver a courtesy copy to a Department/Division or to an alternate location.

20 Rapid Legal Reference Guide: How To Place a San Francisco efile Order for Subsequent Cases Customer Portal 5.3 Next, you ll need to enter the case participants such as the Plaintiff and Defendant in the case. 5 You will only need to add the lead party(s). Click on the Add Party(s) button. When the Add Party box appears, provide the name of the party involved, their role, and if they are your client. If you select Yes to indicate that this is your client, a Billing Code may be required to proceed. The Billing Code is your firm s internal, billing, or client matter number code on a particular case. 6 To upload your documents, type in the name of the Document Title in the field box. You may search for your Document Title by entering in Keywords. (You may also enter your own document title by typing in the title and hitting Enter. ) Click on the Attach File button and double click on the document to be uploaded.

21 Rapid Legal Reference Guide: How To Place a San Francisco efile Order for Subsequent Cases Customer Portal 5.3 Each document is recommended to be uploaded individually. Please repeat the process as many times as you need until all your documents are uploaded, e.g., Summons, Complaint, Cover Sheet, Proof of Service, etc. Indicate if you will want Rapid Legal to advance the court fees by clicking on Yes or No. Click Next. 7 Type in any Special Instructions to the Court Clerk (if any) and indicate who needs to be notified regarding this case. Click Next. 8 A Confirmation notice will appear indicating your order was received by Rapid Legal.

22 Rapid Legal Reference Guide: How To Place a San Francisco efile Order for Subsequent Cases Customer Portal 5.3 Serve documents after Filing* If you ve elected to serve the documents after efiling, the Serve Info tab will open. Type the name of the Party to be served, their capacity, and agent for service (if known.) Choose the Service Level, Address Type, and the address of where you would like Rapid Legal to serve the documents. Click on Next. If you would like Rapid Legal to file or notarize the Proof of Service (Affidavit of Service,) checkmark the File or Notarize box of the Proof section (additional charges apply.)