The delayed Indiana E-Filing transition: What to expect.

OK, so now that the E-Filing transition has been delayed, what's next? You'll find scheduling information and next steps to prepare below.

First, the new schedule. As before, the folks at the State are making no firm commitments. We believe that the change will likely occur in March. For now, we're guessing mid-March but preparing for March 1, just in case.

That means that although there's less stress involved in the schedule, it's time to start preparing again. Here are the main issues to prepare for:

1. The financial records of your past filing fees will not be moved to the new system. Doxpop has existing tools that allow you to download all of this historical financial information in a format you can import into a spreadsheet in case you need it later.
2. The new system includes a new method for registering E-Filers and setting up "firm" accounts. That means you'll need to set up a new account to E-File. Since this only needs to happen once during the transition, it's not a big deal, and in fact we're looking at it as an opportunity for some firms to get a fresh start with a structure that conforms to best practices. We hope there will be an opportunity to set these accounts up in advance, and are pushing for that approach.
3. The new system *might* be missing the service contact attachments for existing cases. (We haven't been told whether the State plans to transfer this information.) This is a bigger deal because of the requirement to serve opposing parties a copy of every pleading. If the information isn't brought forward to the new system, we're prepared with existing tools that allow you to automatically attach the service contact you designate to every case where you or the attorney you work for are the attorney of record. 

Here's how to prepare:

• We've been reaching out to every E-Filer via email and, in some cases, phone, to determine who your E-Filing account administrator is. If you got an email with a link to this blog post, you're the person we think is the account admin, so you're the person who needs to do the tasks outlined below:

1. Preserving financial information is something you can get started on right away, since it means downloading financial records for the last year. It makes sense to download all of your 2025 records now, and then at the close of each month, download the records for the month so when the transition occurs, you've already got most of the information you need, and only have to run a quick report for the last few weeks. Instructions for that process are in this blog post: https://blog.doxpop.com/2025/12/step-one-in-preparing-for-transition-to.html
2. We hope the State will open up registration for the new system a week or more before the transition. As soon as the new E-filing accounts can be set up, we'll be sending you the instructions for how to do that for your firm, and then standing by to help if you run into problems. In late February, we'll be asking you to preserve your firm's user and attorney information using the process outlined in this blog post: https://blog.doxpop.com/2025/12/step-two-in-preparing-for-transition-to.html. The records you preserve during this process will ensure you don't forget someone.
3. Re-attaching service contacts is an easy and automated process using our tools. We can't do this in advance, so on the day of the transition, you'll need to do this once for each attorney in your firm. It takes less than a minute per attorney to start the process, so it's important, but easy. This process uses an existing tool that is documented in in the first section of this training video: https://www.youtube.com/watch?v=l9wwiQlVHxM. You may want to review this video in advance so you are familiar with the process.

It is important to remember that nothing significant will change about the E-Filing process. After you've handled the brief transition tasks above, you're done, and your E-Filing work can continue using the same tools you've been using for the past few years. We're making every effort to keep that part of our system stable so most users won't even notice the change.

Another important change to the EFM transition timeline

This morning, we were notified that the State is planning to delay their transition to the new E-Filing system until Spring of 2026.

The official announcement from the State with more detail will occur tomorrow, but given that we know many of you have been working to adjust holiday plans to fit the "Late December" schedule, we felt that we should notify you directly as soon as possible.

So... Stay tuned for the "official" announcement tomorrow, and in the meantime, resume normal holiday planning!

Thank you all for your patience and forbearance! This has been a bit of a roller coaster ride in the last month and you've all dealt with it gracefully.

I also want to thank the folks at the State for making the wise decision to delay this release. It has surely been a disappointment for some of them, but the decision was correct in view of the remaining tasks. They put prudence before pride and we admire that.

Updates on timing of the Indiana E-Filing Transition. (Merry Christmas?!)

We'll preface this by saying that these are still tentative, but it's the best we can provide, as we're dependent on the folks at the State for this information. (Not casting blame... We believe the folks at the State are doing their best, and working hard to meet deadlines. We appreciate the efforts of the OCT development team, even as we groan about shifting timeframes. They are great to work with.)

So:

The optimistic schedule is that the transition will occur on Friday, December 19th with a brief filing hiatus in the morning to allow the clerks to clear out their pending envelopes, and go-live on the new system in the afternoon.

The worst-case (but becoming likely) schedule is that the transition will occur on Friday, December 26th with a brief filing hiatus in the morning to allow the clerks to clear out their pending envelopes, and go-live on the new system in the afternoon.

If your law firm won't be open on the 26th, that's not a problem. We'll be there for you on Monday, December 29th, through Wednesday, December 30th to help with the transition whenever you reopen after the Christmas holiday.

If your law firm will be open on December 26th, but you will be out, please get in touch with us so we can help out. If you've done all of the preparation in advance, we can work with someone else in the the firm to walk them through the process of firm setup.

We're all adjusting our own schedules here at Doxpop, and will let you know as soon as we have a real commitment on timing from the State.

Step one in preparing for the transition to Indiana's New EFM: Financial History

This is the first in a series of posts for Admins preparing for Indiana's transition to an EFM. All of these posts are long, but don't worry! They are long because we're going into extensive detail to make sure the instructions are easy to follow. The actual work is easy (This one will take most people about 10 minutes do the work, and a short wait for the report to be delivered via email.)

The second step can be found here:

https://blog.doxpop.com/2025/12/step-two-in-preparing-for-transition-to.html

We suggest doing downloading the last year's worth of financial information as soon as possible. Then, just before the transition occurs, download the rest. When you receive these files, you don't need to send them to us. These records are for you to have saved just in case you need them later.  And of course, if you run into any problems, we're here to help. Call us at 866-369-7671 or email support@doxpop.com.

The financial information takes a long time to retrieve and loads the server heavily, so we'll retrieve your information for the past year now, and then the day before the transition, run a final, small, report to retrieve the last couple of weeks. 

Some of you don't have to do this:

• If you already routinely retrieve and process your financial information every month, there's no need to duplicate that effort- We just want to make sure the people who don't regularly retrieve and keep these reports are retrieving at least a year's worth of transactions in case they are needed to identify an expense later.

• If you are with a government office that never does an initial filing, or an office that always uses a fee waiver, there's no need to do this. The financial information is only important to firms that pay initial court filing or civil process fees via credit card.

To retrieve the financial information, login and click on the "e-filing" tab. Then click on "Create a Financial Report":

In the "Date of Filing" line, choose "In the last 12 months" from the drop-down menu. Leave the "Location" and "Submitter" lines at the default values of "All". Then click on the green [Create Report] button.

You will receive a confirmation message that says "Your report is being created and will be emailed to you within the next hour."

When the report arrives, it will be attached to an email with the subject line "E-Filing financial report". The filename of the attachment will be "FinancialReport.csv". 

Files with the ".csv" filename extension can be loaded into spreadsheets like MS Excel or Google Sheets. Open this file in one of those programs to make sure all of your data was captured. (Usually, just double-clicking on the file will accomplish this.) After you've confirmed that all is well, make a backup of the file, and you're done with this step.

Note: Some larger firms may need to break this process up & retrieve smaller chunks of information to avoid having the server timeout. If you get an error message in your email indicating failure for this reason, please give us a call (866-369-7671) and we'll help!

Your basic preparation for financial information is now complete. The next step will be the day before the transition, when you'll run a second financial report to pick up the last couple of weeks.

Step two in preparing for the transition to Indiana's New EFM: Firm information

This is the second in a series of posts for Admins preparing for Indiana's transition to an EFM. All of these posts are long, but don't worry! They are long because we're going into extensive detail to make sure the instructions are easy to follow, but the work is easy (This one will take most people about 30 minutes)

The first step can be found here: 

https://blog.doxpop.com/2025/12/step-one-in-preparing-for-transition-to.html

We suggest doing both of these steps as soon as possible after December 2, 2025. And of course, if you run into any problems, we're here to help. Call us at 866-369-7671 or email support@doxpop.com.

To preserve the firm information, login and click on the "e-filing" tab. Then click on "E-Filing Account Administration"

On the account administration page, there will be five tabs labeled "Payment Accounts", "Service Contacts", "Public Service Contacts", "Users" and "Attorneys". 

Click on each tab in turn, and save the contents of each one by pressing [Ctrl]-[P] or choosing "Print" from your browser's menus and then for the print destination, choose "Save as PDF" or "Save to PDF. You may want to choose "Landscape" to make these easier to read later.

Your browser will suggest the same name for every file. We suggest that you name each file with the name of the tab you are capturing. When you're done, you should have five PDF files. Make a backup of them.

Note for the service contact tabs:

Many of you have set your contacts up with administrative copies being sent to assistants. 

If you want to preserve that information, click on the "Edit" button on the far left for each contact, and then "print" that information. (This will be a bit time-consuming.)

For many of you, this will be unnecessary, because really all you need is a checklist to make sure you don't miss a contact, but once you're adding it, you'll have no problem knowing who the cop(ies) go to, and may want to use the opportunity to clean these up.

Your basic preparation for firm information is now complete. 

Dubois County Recorded Documents Leaving Doxpop.

The Dubois County Recorder's Office is changing their document management and indexing system on November 18th. This new system is not part of the Doxpop network, and so Dubois County's documents and property watch services will no longer be available via Doxpop after this transition is completed. 

When the transition is complete, Dubois County recorded documents will be available online for low volume users through the Tapestry system at https://www.landrecords.com. High volume users can learn about additional services designed to serve professional researchers by going to the Dubois County Recorder's web page at https://www.duboiscountyin.org/government/county_offices/county_recorder.php. You can also call the Dubois County Recorder at (812) 481-7067.

Doxpop Property Watch alerts will also halt when Doxpop stops receiving updates from Dubois County on November 18th. We will email current users with instructions for setting up new alerts.

Note: We will keep Dubois County on our system until at least December 31st to ensure that the new system is working well and the transition is complete before we shut down access through Doxpop. However, it is important to remember that any documents filed on or after 11/18/2025 will not be found on Doxpop.

Please join us in thanking Dubois County and their staff for many years of partnership and public service!

Important update for E-Filers on the State Court's transition to a new EFM

We have recently started identifying the people we'll be working with to configure their E-Filing account when the State Court releases their new E-Filing Manager (EFM.) If you E-filed in the last year, we sent you an email asking who we should work with in your law firm. As with all projects, clear communication is crucial, so please respond to that email if you haven't already done so!

We expect the new EFM to be released on either the weekend of  12/6-12/7 or the weekend of 12/13-12/14. For you, that means on Monday of either the 8th or 15th of December, you or your firm administrator will have some work to do before anyone can E-File. 

When the old EFM goes offline, the user and firm information you currently access through the "E-filing Account Administration" page will be gone. We'll need to quickly re-establish that account so you and/or your firm's filers can keep working. We'll provide your designated administrator with instructions for how to capture that information before the transition, and then detailed instructions on how to set up your accounts on day one. (Both step-by-step text and video demonstrations.)

It's important to know that the parts of Doxpop's E-Filing system that you interact with most often won't have any significant changes. The filing submission pages and the "My Electronic Filings" pages will look and act like they always have, so there's no need to worry about re-training for your daily tasks.

There is a second task we'll work with you on in the two weeks preceding the transition:

When the old EFM is replaced, we'll lose access to the information on old filings that you typically look up in the "My Electronic Filings" page. Generally, that won't be a big deal because once a filing has been accepted, it is rarely necessary to go back and look at it. The two exceptions are to glean the fee information you need for your accounting processes and to resolve any issues related to E-Service (service per Trial Rule 5). We'll provide you with instructions on how to preserve this information.

Fortunately, both of the tasks outlined will only need to be done once, so we'll make sure you have good instructions and that we're available to help if anything is confusing. We plan to have one busy morning working together, and then get on with normal work.

Many folks have asked why we don't know the exact date yet. The answer is that the State Court has not yet committed to a date. The moment they do, we'll post it on this blog. 

***There's a subscription link over on the right side of this page. If you subscribe, that will ensure that you get an email whenever we post new information.***

Congratulations to Clinton County! - Historical indexes now go back to 1961

Congratulations to Kialee Mitchell and her staff at the Clinton County Recorder's Office! 

Clinton County has just finished working with Doxpop to provide access to images of their historical General Index Books. These indexes span the period from 1961-1995, when their computerized indexes begin.

In the past, a researcher would have to travel to the county to look up information for this period before the index was computerized. Now you can access this information from the Recorded Document Advanced Search Page, or by clicking on the "recorded documents" tab, and choosing Clinton County in the "View Historical Indexes" Pane: 

When you've entered the index image area, click on the type of index you want to see in the left margin, and it will expand to show options. Keep choosing options until the page you want is displayed. From here you can use the scroll bars and zoom tools to visually inspect the index.

This project was accomplished in part to ensure that these books are available online to researchers during the several days it will take to move into their new office once it's complete. And of course for the future, these index books will be available after hours and on weekends. The next step in this project is to scan the Recorded Documents these General Indexes refer to, so you can access them by searching online.

You'll notice a place for searching by Book and Page above the index viewing window. Search results in Clinton County begin in 1995, so those searches will not bring back document image results in our system until those records are scanned. For now, you will need to visit the Clinton County Recorder's Office to obtain copies of those records once you have searched for the documents you'd like to inspect.

Please join us in expressing our appreciation to Kialee Mitchell and her staff for their work on this project.

An Important Update to Legal Description searching with Subdivision names

Thank you to the Bartholomew County Recorder's Office staff for helping us to identify an issue limiting our Subdivision name searching. We've looked closely at this feature and adjusted the field to display up to 250 possible matches as you type, regardless of whether you're searching across a single county, many counties, or all counties.

Our Advanced Search includes Legal Description fields for platted and unplatted land, as well as for any state or county tax numbers that have been indexed by the Recorder's Office:

When searching for platted legal descriptions, we will display all valid subdivision names for the search region you've selected. As you continue to type into the subdivision field, the system will display those matching subdivisions as they've been entered by the Recorder's Office. It is our hope that this will help users search more confidently and accurately. You may either select a specific subdivision name from the options presented, or leave your search string as entered to ensure that all presented options are included in your search results.

Please let us know whether this change to expand Subdivision name searching is helpful to you or whether you other great suggestions that we can hear! Here's a simple form for submitting your search suggestions: https://forms.gle/KemDDJYHuqzm3YN89

We look forward to hearing from you!

Nope, Odyssey Is Not Being Shut Down.

 A couple of Doxpop customers contacted us today because one of the other E-Filing Service Providers sent them a solicitation asserting that Odyssey (the Case Management System used by Indiana Courts) is going to be shut down.

That is not correct. (Also, in case you were worried, the sky is not falling either. 😉)

What *is* happening is that in the first week of December, the State Court is going to be replacing the EFM (E-Filing Manager) that Doxpop and other E-Filing Service Providers use to submit your envelopes to the Courts.

When this happens, Nothing about Odyssey will change, and there will be no significant changes to Doxpop. Our goal is to make sure the transition to the new EFM is a boring event for all of our customers.

We will be working with all of you to make sure your filing history is preserved as the Courts move to the new EFM, so watch this blog for details of that process as we get closer to December.

In the meantime, relax, and don't believe anyone who tells you Odyssey is going away.

"The reports of my death are greatly exaggerated."

-Mark Twain