ProDoc Firm eFiling Manager
If your firm contains more than one filer, you probably want to be able to
manage all filers, all firm filings, and all firm eService from one place. So,
we designed ProDoc eFiling to enable you to do exactly that... and more.
That is why, in our system, most filers choose to set up a firm account and then
register all firm members with the state eFiling system through the firm account. This
enable us to "flag" each firm member's activity in the state eFiling system and
give you the ability to manage that activity.
The Firm Filing Manager area can only be accessed by firm members who are
designated as Firm Manager. By default, our system automatically assigns the
first person to register with the state eFiling system through the firm account as a Firm
Manager. The Firm Manager can then designate other registered firm staff as
Firm Managers.
You will also find most of the information below in our extremely comprehensive
Firm Manager Training Guide.
Manage Your Firm's Filers
Mass Registration of Your Firm's Filers
Manage Your Firm's eFilings
Manage Your Firm's eService
Update Your Firm Information
Make the Matter Number Mandatory
Change Your Firm Registration Password
Update Your Firm Credit Card Information
Generate Firm-Wide Reports
| Manage Your Firm's Filers |
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The name of every person that registers with the state eFiling system through your ProDoc
eFiling firm account will show in the Filers area.
Here you can change their role to Firm Manager if you want additional people to
be able to access this area.
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| Mass Registration of Your Firm's
Filers |
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It's a simple matter to register many firm staff using the Registration feature
in the Firm Manager. If you use this feature, attorneys will need to later log
in and delegate others to eFile on their behalf.
Read more about this topic in our online
Help files >>
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| Manage Your Firm's eFilings |
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A Firm Manager can view all firm eFilings in the Filings
section of the Firm Manager. To make this job even easier, we added a robust
filtering option, enabling you to drill down to find filings by a specific
filer, during a specific time period, for a specific matter number, etc.
Read more about this topic in our online Help
files >>
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| Manage Your Firm's
eService
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A Firm Manager can view all firm eService, both in and out of your firm, in the
eService section of the Firm Manager. To make this job
even easier, we added a robust filtering option, enabling you to drill down to
find filings by a specific filer, during a specific time period, for a specific
matter number, etc.
Read more about this topic in our online Help
files >>
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| Update Your Firm Information |
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This section is where you update key information for your firm:
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Firm name,
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Firm address, phone number, and fax number,
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Firm contact person,
and
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Requiring that firm members add a matter number for every eFiling and eService.
Read more about this topic in our online Help
files >> |
| Make the Matter
Number Mandatory |
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Your Admin staff will love the ability for you to make it mandatory for filers
to add a Matter Number for every eFiling and eService.
Read more about this topic in our online Help
files >>
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| Change Your Firm Registration Password |
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You create a Firm Registration Password for your firm when you create the firm
account. You then share this firm Registration Password with other firm members
so they too can register with the state eFiling system through your firm account.
You can change your Firm Registration Password at any time in the Password
section of the Firm Filing Manager.
If you misplace your Firm Registration Password, contact the
ProDoc eFiling Manager and ask that we reset it for you. Be sure to
include in your email your name, firm name, phone number, etc. so we can
identify your firm. We may also ask to speak with a firm principal to make sure
your request is legitimate.
Read more about this topic in our online
Help files >>
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| Update Your Firm Credit Card
Information
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You can update credit card information, change credit cards, add additional
credit cards in case your primary card is declined, etc. This can all be done in
the Payment Methods section of the Firm eFiling
Manager.
Read more about this topic in our online Help
files >>
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| Generate Firm-Wide Reports
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The ability to generate firm-wide reports on eFilings and eService, any time you
want them, is undoubtedly the most exciting and useful feature of the Firm
eFiling Manager feature.
We provide you with sophisticated and powerful filtering capabilities, enabling
you to quickly generate reports based upon time periods, filer, cause number,
matter number, etc.
We also enable you to choose the amount of information needed for each report.
Finally, you can choose the report output format. You'll probably find the PDF
format most useful since this also enables you to save the report for future
reference.
Read more about this topic in our online Help files
>>
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"First of all, my legal assistant and law clerks have better things to do than to go on needless trips to courthouses.
OK, some trips are still needed but eFiling has
reduced the number considerably. If they don’t have anything better to do… I need to re-staff.
I could certainly run by the courthouses early in the morning
or on the way home in the evening – but the Clerk’s offices don’t keep my hours. And, since I’m not one to “hang out” in the courthouse,
I prefer to go there only when necessary.
So, eFiling is primarily an economic decision, but there are other benefits that are icing on the cake:
| 1. |
It sure is easy and convenient. There are no copies to make, checks to write, envelopes to stuff – none of
that is necessary with eFiling. |
| 2. |
It cleans up the clutter. Loose ends bug me. It’s often easier for me to eFile documents right then, rather than sitting
around waiting for the next trip to the courthouse. I eFile the document, fax & mail it to the other lawyer, tickle for a follow
up, and put the file back in the filing cabinet." |
Rush Wells
Ratliff & Wells
Littlefield
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