Finalizing documents to share with client, OPA, or to Efile/Eserve

Process when finalizing documents to Efile/Eserve

1. Make any final changes to word document within DRAFTS folder in Sharepoint.
2. Convert word document to PDF document and save PDF document in REGULAR folder in Sharepoint – NOT DRAFTS. (This would mean either Correspondence, Discovery, Pleadings, Orders, Notices – whatever is applicable).
3. Log into EFS and efile/eserve the PDF version.
4. Immediately share the PDF version with client in appropriate MyCase folder and send them a message indicating the shared document was efiled/eserved.
5. Save the efiled/eserved/accepted version to Sharepoint when it comes through and will delete the previously saved version. No need to share the efiled/eserved/accepted version with client so long as the original version was already shared.
   • For more information about saving the efiled/eserved version of documents and keeping your folders organized, see: Family Law – File Organization / Naming Conventions / Saving Location – K|H Law Wiki
6. Bill your time.

Process when finalizing a document to send to OPA/OPP

1. Make any final changes to word document within DRAFTS folder in Sharepoint.
2. Share the word document from Sharepoint into appropriate MyCase folder and send client a message to review/approve.
3. Once client approves, go back into DRAFTS folder in SharePoint and convert the word document to PDF document and save PDF document in REGULAR folder in Sharepoint – NOT DRAFTS. (This would mean either Correspondence, Discovery, Pleadings, Orders, Notices – whatever is applicable).
4. Attach the PDF version of the document from Sharepoint to email and send to OPA/OPP.
5. Immediately share that PDF version with client in appropriate MyCase folder and send them a message indicating the shared document was emailed to OPA.
6. Bill your time.

Tips

• NO DOCUMENT SHOULD EVER BE SAVED ON YOUR COMPUTER/DESKTOP UNDER ANY CIRCUMSTANCES.
• Every single time you start a new document, you should immediately save that into drafts.
• Every document should be converted to a PDF and moved into the regular folder in SharePoint prior to it being efiled/eserved or sent to OPA/OPP.  
• Immediately after filing anything, that document should be shared with client in MyCase and they should be sent a message about what was filed.
• Immediately after sending anything to OPA or OPP, that document should be shared with client in MyCase and they should be sent a message that it was sent.
• Drafts that are not yet ready for the client to review should NOT be shared in MyCase and should be kept solely in SharePoint.
• Efiled/Eserved versions MUST be shared to sharepoint, should be labeled as such, and the original version deleted or moved to drafts.