Odyssey eFileCA Overview - California

1 P O W E R E D B Y T Y L E R T E C H N O L O G I E SOdyssey eFileCA OverviewFresno Superior Court2P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights eFileCA E-Filing manager for the Fresno Superior Court Multi-court system that provides a unified filing experience through one e-filing portal Powered by Tyler Technologies5P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.

2 All Rights : Contracts in 23 counties for e-filing and e-service 10 courts live today; San Luis Obispo: Live Kern: Live Kings: Live Merced: Live Santa Barbara: Live Fresno: Live San Diego: Live (with DCSS only) Orange: Live (with DCSS and SmartFormsonly) Santa Cruz: Live Monterey: LiveSiskiyouModocDel NorteHumboldtTrinityShastaLassenTehamaPl umasMendocinoGlennButteSierraPlacerEl DoradoSonomaSolanoAlpineMonoTuolumneMari posaSanJoaquinAlamedaSan MateoMarinContra CostaFresnoMontereyKingsTulareInyoSan LuisObispoKernSanta BarbaraVenturaLos AngelesSan BernardinoRiversideOrangeSan DiegoImperialLive E-File Client Signed E-File Client Mandatory E-FilingPartially Live E-File Client 6P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.

3 All Rights eFileCAOverviewFiler Prepares Documents24X7 Submission to EFSP of ChoiceFilingPrepared forClerk Reviewby EFMC lerk Accepts or RejectsStamped Documents Passed to CMS and FilerFilerFilerFilerEFSPEFSPEFSPEFMC lerkCMSCMS7P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights LandscapeOrganizationStatuseFileCACertif iedGreen FilingCertifiedOneLegalCertifiedFileTime CertifiedTurboCourtCertifyingAMS LegalIn ProgressCommercial ProcessServingIn ProgressDDS LegalIn ProgressE-Legal ServicesIn ProgressFirst LegalIn ProgressRapid LegalIn ProgressThe JusticePeopleIn ProgressTristarSoftwareIn ProgressUnitedProcess ServersIn ProgressSummary.

4 4 EFSPs certified today 3 organizations expressed their intent to become an EFSP Each organization must apply and undergo certification EFSP on-boarding class held on 5/28/2015 EFSP Certification Process informational meeting was held on 8/18/20158P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights Standards Release Cadence20152016 Version Release12/4/2015 Standards Kickoff Meeting7/17/2015 JulyVersion Deadline3/4 Development7/17/201512/4 Development3/7/20166/30/2016 Jan 2016 July12/7/20153/4 ImplementationOctAprVersion Release6/30 a uniform selection of e-filing codes presented to attorneys and their support staff across all courts using the eFileCAplatform ( Odyssey File & Serve)

5 In order to provide a consistent and simplistic filing the above without impacting the codes leveraged by courts for internal operations and workflowSummary Monthly working sessions to revise / improve standards Bi-annual release of standards 90 day adoption period Revise release cadence based on feedbackNote:This Committee s purpose is NOT to determine the number of codes offered to the filing community but rather strive for uniformity and consistency9P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights E-Filing Process EFSP Registration Payment Account SetupPrerequisite Setup Location Category Type Attorney Payment AccountCaseInformationDivorce1 Required Parties Contact Information Additional PartiesParties2 Filing Codes Upload DocumentsFilings3 Verify Location Verify Data EntryReview5 Select Service ContactsE-Service411P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.

6 All Rights Cost ModelFilerFilerFilerFiler Prepares Documents24X7 Submission to EFSP of ChoiceFilingPrepared forClerk Reviewby EFMC lerk Accepts or RejectsStamped Documents Passed to CMS and Filer12P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights Central portal for Odyssey eFileCAnews and information Links to certified EFSP s Links to active court specific web sites Point of entry for review o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights Reasons for ReturnsIncorrect Case Number and/or LocationFaultyDocument Case no.

7 On filing case no. on document Filing in the wrong Court Illegible document Document improperly scanned15P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights Superior Court Transition Timeline2015 Apr2016 Mandatory Go-LivePermissive Go-LiveTestingTrainingConfigurationKick OffJulAprOctProject Kickoff5/26/2015 JanMandatory Go-Live(Civil) 7/1/2016 JulPermissive Go-Live8/31/201516P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights E-Filing Rules & StandardsCalifornia Rules of Court Defineswhen documents are deemed filed Provides guidelines for e-filing exclusions and the filing of original documentsE-Filing Standards Standardized codes from filers perspective across all trial courts using Odyssey eFileCA Standard codes to be revised bi- o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.

8 All Rights : eChecksbecame available in version which was deployed in Production on April 19th eCheckscarries a $1 cost per transaction (compared to the of credit cards) eCheckswill require approval from all Courts that choose to adopt it as an alternative electronic payment method18P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights statewide rules and the right EFSP for the system to become better acquainted20P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.

9 All Rights Asked Questions21P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights E-Filing FootprintSummary: 30% of population served by Tyler e-filing solutions Contracts w/in 18 states; live in 16 E-filing mandatory in 13 states Integrated with >50 3rd party companies Processing 75k filings per dayLive E-File Client Signed E-File Client Mandatory E-FilingVTNHM aineMACTRIW ashingtonOregonIdahoCaliforniaNevadaUtah ArizonaNew MexicoColoradoWyomingMontanaNorth DakotaSouth DakotaNebraskaKansasOklahomaTexasArkansa sLouisianaMissouriIowaWisconsinMichiganI llinoisIndianaOhioPANew YorkVTMinnesotaNHMaineKentucky West Virginia Virginia North CarolinaTennesseeSouthCarolinaGeorgiaAla bamaMississippiFloridaMACTRINJMDDE23P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.

10 All Rights E-Filing FootprintLive E-File Client Signed E-File Client Mandatory E-Filing24P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights Certification Process25P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc. All Rights eFileCAFiling PortalClick here for training! eFileCAFiling Portal Modernweb browser support Single screen data entry Copy and paste functionality Sorting and filtering Keyboard shortcut navigation Phone and tablet support Free training with CLE credit26P o w e r e d b y T y l e r T e c h n o l o g i e s 2015 Tyler Technologies, Inc.