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 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.

Note that 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 are available.

We're all adjusting our own schedules here at Doxpop, and will let you know as soon as we have a firm commitment 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 5 minutes)

The second step can be found here:

https://blog.doxpop.com/2025/12/step-two-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.

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. 

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 these reports are retrieving a copy as well.

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 20 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.