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POWERED BY TYLER TECHNOLOGIES
Tips, Tricks and Traps to Mastering the Texas eFilingSystemDavid Slayton, Administrative Director, OCA
October 9, 2014
2 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Summary:• 22 mandatory counties live• All offices impacted by 7/1/2014
mandate live on or before 6/11/2014
Filings accepted in:• 78 Counties• Supreme Court• Court of Criminal Appeals• All Civil Appellate Courts• E-Filing available to 87% of the
population in Texas
TX E-Filing: Today Dallam
Hartley
Oldham
Deaf Smith Collings-worth
Har
dem
an
Foard Wilb
arge
r
Wic
hita
Gaines
Cla
y
Mon
tagu
e
Coo
ke
Gra
yson
Fann
in
Lam
ar
Red
Riv
er
Bowie
Cass
Marion
Harrison
Mor
risTitu
s
Fran
klin
Delta
Hun
t
Wood
Camp
Gregg
Panola
Rus
k
Ellis Smith
NavarroHill
HoodSomer-vell
Shelby
Sabine
Newton
Orange
Jefferson
Chambers
Galveston
Brazoria
Matagorda
Calhoun
Aransas
Nueces
Kleberg
San Patricio
Kene
dy
Willacy
CameronHidalgo
Starr
Zapa
ta
Jim
Hog
g
Broo
ks
Duv
alWebb
La S
alle
McM
ulle
n
BeeDimmit
FrioZavala
Mav
eric
k
Jim
Wel
lsLi
ve O
ak
Goliad Vict
oria
WhartonBexar
Val Verde
Real
Terrell
Sutton Kimble
Bandera
KerrKendall
Comal
Guadalupe
Hays
Brewster
Presidio
PecosJeff Davis
ReevesCul
bers
on
Hud
spet
h
El P
aso
Cro
cket
t Schleicher
Andrews
Ward
Loving
Earth
SanSaba Lampasas
Mills
Hamilton
Blan
co
Williamson
Travis
Milam
Lee
Bastrop
Caldwell
Lavaca
Colorado
Austin
Washington
Burleson
Fayette
Waller
Brazos Grim
es
MadisonRobertson
Leon
Polk Tyler Jasper
San
Augu
stin
e
SanJacinto
Walker
Montgomery
Libe
rty
Hardin
HarrisFort Bend
CoryellMcLennan
Bell
Falls
Freestone
Limestone
Legend500,000 +
100,000 to 199,999
200,000 to 499,999
50,000 to 99,999
20,000 to 49,999
< 20,000
Dallam
Hartley
Oldham
Deaf Smith Collings-worth
Har
dem
an
Foard Wilb
arge
r
Wic
hita
Gaines
Cla
y
Mon
tagu
e
Coo
ke
Gra
yson
Fann
in
Lam
ar
Red
Riv
er
Bowie
Cass
Marion
Harrison
Mor
risTitu
s
Fran
klin
Delta
Hun
t
Wood
Camp
Gregg
Panola
Rus
k
Ellis Smith
NavarroHill
HoodSomer-vell
Shelby
Sabine
Newton
Orange
Jefferson
Chambers
Galveston
Brazoria
Matagorda
Calhoun
Aransas
Nueces
Kleberg
San Patricio
Kene
dy
Willacy
CameronHidalgo
Starr
Zapa
ta
Jim
Hog
g
Broo
ks
Duv
alWebb
La S
alle
McM
ulle
n
BeeDimmit
FrioZavala
Mav
eric
k
Jim
Wel
lsLi
ve O
ak
Goliad Vict
oria
WhartonBexar
Val Verde
Real
Terrell
Sutton Kimble
Bandera
KerrKendall
Comal
Guadalupe
Hays
Brewster
Presidio
PecosJeff Davis
ReevesCul
bers
on
Hud
spet
h
El P
aso
Cro
cket
t Schleicher
Andrews
Ward
Loving
Earth
SanSaba Lampasas
Mills
Hamilton
Blan
co
Williamson
Travis
Milam
Lee
Bastrop
Caldwell
Lavaca
Colorado
Austin
Washington
Burleson
Fayette
Waller
Brazos Grim
es
MadisonRobertson
Leon
Polk Tyler Jasper
San
Augu
stin
e
SanJacinto
Walker
Montgomery
Libe
rty
Hardin
HarrisFort Bend
CoryellMcLennan
Bell
Falls
Freestone
Limestone
3 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Transaction Volume: 6/1/2014 to 8/31/2014
0
10
20
30
40
50
60
70
80
0
2
4
6
8
10
12
14
16
Reg
iste
red
Use
rs (T
hous
ands
)
Enve
lope
s Su
bmitt
ed P
er D
ay (T
hous
ands
) Summary
• ~82k user accounts created to-date
• ~106 new user accounts created per day for the month of August
• EFM currently receiving ~19,000 documents per day
• State filing portal accounts for 69.5% of transactions; remaining 30.5% stem from commercial EFSP submissions
68,57779,024
30.5%
69.5%
4 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Filings Per Day
Takeaway: Early adopters have a head start without being inundated with filings
Typical Filings Per Day By County Population
5 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
2014 Project Plan Overview
Jan2014 Mar May Jul Sep Nov
Jan2015
Begin Phase 41/1/2015
Begin Phase 37/1/2014
Begin Phase 22/1/2014
Complete Phase 312/31/2014
6/30/2014Complete Phase 2
Phase 2 Summary
• 33 active engagements:• 21 counties wholly new
to e-filing• 12 offices w/in counties
currently accepting e-filing
Phase 3 Summary
• 47 counties in plan for Phase 3:• 1 county mand. Jan 2015• 14 counties mand. Jul 2015• 21 counties mand. Jan 2016• 11 counties mand. Jul 2016
Jul2016
Complete Phase 66/30/2016
200 County-wide Engagements Over Next 2 Years
Future Phases
• 144 counties to be implemented in 18 months
• Utilize standard configuration
6 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Status of CMS Vendors
• Summary• NetData
• Testing activity continues• Preparing to work Navarro on
STAGE• Minimal activity elsewhere
Vendor Type Tech Status EstimateAlda Vendor Minimal 0%Bexar Court SFTP Enhancing 100%Bexar Court Web Active 15%eDoc Vendor SFTP Complete 100%Hamer Vendor Dormant 0%Harris DC Court Web Complete 100%Hill Country Vendor Per Vendor 75%iDocket Vendor SFTP Complete 100%ImageSoft (Travis CC) Vendor Web Starting 1%Infosol Vendor Dormant 0%Intech Vendor Dormant 0%Jefferson County Court Web Complete 100%KellPro Vendor Dormant 0%KiCorp Vendor Web Active 40%LGS Vendor Web Testing 95%NetData Vendor Web Testing 95%New Dawn/Sense Corp Vendor Dormant 0%New World Vendor Dormant 0%OCA/COA Court SFTP Complete 100%RealVision Vendor Dormant 0%Sungard Vendor Web Dormant 10%Tarrant Court Web Complete 100%Travis Court SFTP Complete 100%
7 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Processing Models and Standard Codes
24x7 Filer Submission
Court /Clerk Review
Review Queues
Accept
Integrated Model
• Documents and data flow seamlessly between systems
• Filing data modified by clerk prior to acceptance
Manual Model
• Documents are downloaded or printed from e-filing system
• Filing data manually entered into CMS after acceptance
8 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
User Acceptance Testing
2014 Jan Mar May Jul Sep Nov Jan2015 2015
2 to 5 Months Out
Mandatory Go-Live
Permissive Go-LiveTestingTrainingConfigurationKick Off
Permissive Go-Live:October
Kickoff:April
Mandatory Go-Live
Permissive Go-LiveTestingTrainingConfigurationKick Off
• Configuration testing on the eFileTexas “Stage” site: https://reviewerstage.efiletexas.gov/
• Submit both an initial and a subsequent filing for every case type on “Stage” before going live
• Submit a filing using every “optional service”
9 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
eFileTexas: Required Costs
LicenseFees
InfrastructureCosts
MaintenanceFees
TrainingFees
ConfigFees
• No software or service costs required to implement the eFileTexas application
• Infrastructure upgrades may be required, and should be reviewed with your IT staff and CMS vendor
10 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
eFileTexas.gov Overview
Filer Prepares Documents
24X7 Submission to
EFSP of Choice
Filing Prepared for Clerk Review
Clerk Accepts or Rejects
Stamped Documents
Passed to CMS and Filer
11 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Additional Processes
CaseManagement &
Scheduling
In-CourtActivity
FinancialManagement
Paper Files Mailed Notices &Calendars
Cash Payments
Signed Documents
With e-filing, business begins electronically.
Self RepresentedLitigants
Attorneys
Intake andDocketing
But as work progresses, many processes still force an exit to paper.
Justice partners must collaborate to re-think
process flow in an electronic environment
12 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
What about the small counties?
OCA has requested funding to provide grants to counties to
upgrade or purchase equipment
OCA has requested funding to provide an automated case
management system
13 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Demonstration
Digital File Review
Signing Orders
Language Access
14 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Demonstration
Digital File Review
Signing Orders
Language Access
15 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Digital File Review
16 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Digital File Review
Criminal Data
17 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Digital File Review
Includes Skype, email, legal
research, work queues such as
cases under advisement
18 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Digital File Review
19 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Digital File Review
20 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Demonstration
Digital File Review
Signing Orders
Language Access
21 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Demonstration
Digital File Review
Signing Orders
Language Access
22 Powe red b y Ty l e r Te chno log i e s | www.eFileTexas.gov | © eFileTexas.gov 2013
Questions?