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:
- 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.
- 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.
- 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:
- 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
- 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.
- 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.
