Adding a case to your Case Portfolio
Please follow these simple instructions to add a case to your Case Portfolio:
Click on Cases at the top of the page to bring up your Case Portfolio. Click Add an Existing Case to your Portfolio.
Enter the Court Information and click Continue.
Once the search results appear, click Select next to the appropriate case and click Save to My Portfolio.
Once you file an order for a case or add it to your case portfolio, the case will be available through case search for future orders.
Modifying eService recipients
Once a case has been added to your case portfolio, you can add or remove eService recipients by editing the case receord in your portfolio.
Select the edit option:
To add user*, select Add New, input their credentials and add them to the case.
To remove a user, select the trash can icon next to their email address.
*Note: To add EFM users from your firm, select Add From Master List to select from a list of users already set up for the EFM.
Why am I receiving an error with a case in my Case Portfolio?
When you add a case to your Case Portfolio, the case information reflects the court’s data at that time. This information does not automatically update when the court changes the case data.
If you encounter an error while using a saved case, the court may have updated its information since you added it.
How to refresh the case information
- Remove the affected case from your Case Portfolio.
- Search for the case again and add it back to your portfolio.
- Try placing your order again using the newly added case.
Removing and re-adding the case allows you to retrieve the current case information available from the court.
If the error continues, contact One Legal Support with the court name, case number, and a screenshot or the exact error message so we can assist you.