POWERED BY TYLER TECHNOLOGIES

Tips, Tricks and Traps to Mastering the Texas eFilingSystemDavid Slayton, Administrative Director, OCA

October 9, 2014

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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

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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%

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Filings Per Day

Takeaway: Early adopters have a head start without being inundated with filings

Typical Filings Per Day By County Population

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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

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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%

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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

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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”

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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

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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

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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

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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

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Demonstration

Digital File Review

Signing Orders

Language Access

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Demonstration

Digital File Review

Signing Orders

Language Access

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Digital File Review

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Digital File Review

Criminal Data

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Digital File Review

Includes Skype, email, legal

research, work queues such as

cases under advisement

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Digital File Review

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Digital File Review

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Demonstration

Digital File Review

Signing Orders

Language Access

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Demonstration

Digital File Review

Signing Orders

Language Access

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Questions?