Quick Reference Card for Accessing the Attorney Portal (BMC/District Court/Housing Court /Superior Court/Juvenile Court/Probation)

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1 This quick reference card guides you, the attorney, through the steps to use the attorney portal portion of eaccess Public Access. Logging in for the First Time 1. In your browser address line, enter You see the MA Trial Court Electronic Case Access application. 2. Click Log On in the upper right corner. 7. In your browser address line, enter You see the MA Trial Court Electronic Case Access application. 8. Click Log On in the upper right corner. You see the login screen. 9. Enter your user name (your BBO address), and your new password. Tip: Both the user name and the password are case sensitive. 10. The system prompts you to change your password. 3. You see the login screen. 11. Enter your new password and click the Change Password button. 12. Click the Return to Home Page button. Using the Attorney Portal 4. Click the Forgot Password hyperlink. When prompted, enter your BBO address. Tip: The address field is case sensitive. 1. After you have logged in, you see the Attorney Portal. Tip: You know you are on the right screen when you see the words Massachusetts Trial Court Attorney Portal. 5. You see a message indicating that your password has been reset and that you should check your . Close the window. 6. Check your for a message from public access. If you can t find the message in your Inbox, check your Spam folder. Last Updated: 03/10/2015 CourtView Page 1 of 5

2 2. Notice the Attorney Portal Toolbar near the top of the screen. Notice the three options (from right to left): My Cases 4. Click a case to open it. You see the detail screen. 5. Notice the search options on the left. Use them to refine the search of your cases. Tip: To perform a search of all cases, and not just your cases, use the Search hyperlink instead of the My Cases hyperlink. My Calendar Search Tip: The My Cases and My Calendar options are unique to the attorney portal. The Search option is available to all eaccess users. You can search by name, case type, or case number. My Cases 1. Click My Cases. You see pending cases for which you are the active attorney. Tip: You can sort the cases by clicking the column headers. 2. Notice that the number of cases appears in the lower left. 3. Notice the navigation in the lower right. Last Updated: 03/10/2015 CourtView Page 2 of 5

3 My Calendar 1. Click My Calendar. You see some of the events for which you are the active attorney. 2. On the left side of the screen, you see filters at the top, the calendar in the middle, and search results at the bottom. 3. Ignore the filters. They are not yet fully functional. 4. On the calendar, you see the number of events for each day. Click the number hyperlink. 5. The events appear underneath the calendar. You may need to scroll down to see them. Tip: Read the disclaimer on the right. At the court s discretion, some events may not be listed. 6. Click an event to see details in the right half of the screen. Search 1. Click Search. The system prompts you to enter your court department. 2. In the Court Department selection box, select your court. The Court Division selection box may appear. Select your court division. The Court Location box may appear. Select your court location. 3. Once you complete all of the required Court Department selection boxes, the other fields become active. 4. If desired, change the number of results that you d like to see on each page. 5. After you complete the Court Department fields, the following tabs are active: Searching by Name 1. Complete the following fields. a. Last Name: Enter the last name, formatting it with an initial capital letter followed by lower case letters. b. First Name: Enter the first name, formatting it with an initial capital letter followed by lower case letters. c. Company Name: If a company is involved, enter the company instead of the last name and first name of a party. d. (Optional) Case Type: To limit the search by case type, select the case type from the Case Type selection box. e. (Optional) Case Status: To limit the search by case status, select the case status from the Case Status selection box. f. (Optional) Party Type: To limit the search by party type, select the party type from the Party Type selection box. g. (Optional) Date of Birth Search Range: Click the calendar icons to select dates. h. (Optional) Date of Death Search Range: Click the calendar icons to select dates. i. (Optional) File Date Search: Click the calendar icons to select dates. 2. Click Search, and skip to the section of this quick reference card Name Case Type Case Number Ticket/Citation # Each tab gives you different search options. Last Updated: 03/10/2015 CourtView Page 3 of 5

4 Searching by Case Type Tip: If you want to search for cases initiated between certain dates, choose the Case Type tab. Searching by Case Number Tip: If you know the case number, clicking the Case Number tab to search by case number is the easiest way to find your case. 1. Complete the Case Number field (same as docket number). If you enter this number, it must be complete. Tip: The case number is case sensitive and space sensitive. 2. For Superior Court, the case number format is as follows a. Year (two digits) b. Court Code (two digits) c. Case Group (CV, CR, or BP) d. Sequence Number (five digits) For example, 1473CV Three Case Groups: CV for Civil CR for Criminal BP for Bail Petition 1. Complete the following fields. a. Begin Date field: Click the calendar icon to select the desired starting date. b. End Date field: Click the calendar icon to select the desired ending date. Tip: The maximum date range is 12 months. c. Case Type: In the Case Type selection box, select the desired case type. d. City/Town field: Leave the default of All Cities selected. 2. Click Search, and skip to the section of this quick reference card Court Court Code Barnstable 72 Bristol 73 Dukes 74 Nantucket 75 Berkshire 76 Essex 77 Flanklin 78 Hampden 79 Hampshire 80 Middlesex 81 Norfolk 82 Plymouth 83 Suffolk 84 Worcester Click Search, and skip to the section of this quick reference card Last Updated: 03/10/2015 CourtView Page 4 of 5

5 Accessing Public Case Information 1. Notice that each of the search results is a case hyperlink. Troubleshooting Problem: When I log in, I get this error message: Invalid address. 1. Did you use your BBO address as the user name? Tip: Double click on the column header to sort the column. Tip: If the case results aren t what you expected, click the link to revise the current search. 2. The user name and password are case sensitive. Use uppercase and lower-case letters as required. 3. Have you updated your BBO information and changed your address? You will need a new account. To get a new account, e.access@jud.state.ma.us. Problem: I can t find the case from the name search. 2. Click the desired case hyperlink. 3. When you click the desired hyperlink, you see the public information about the case. You can click the tabs for more information. 1. Is the party a company? Companies need to be entered in the Company field and not in the Last Name/First Name fields. 2. Have you spelled the name correctly? Try entering only the first few letters of the name in the Last Name/First Name fields. 3. Converted data is not 100% accurate. Try searching by case number instead of by name. Problem: I can t find the case with the case number search. 1. Case numbers are case sensitive and space sensitve. Did you capitalize the letters in the case number as required? 2. Did you include required spaces? Last Updated: 03/10/2015 CourtView Page 5 of 5

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