How do I add an attorney to the EFM for eFileCA?

Discover how to easily add an attorney to the Electronic Filing Manager for eFileCA and streamline your legal document submissions.

On this page:

If your One Legal account is already connected to eFileCa, follow these steps to add an attorney.  See steps below for connecting your account to eFileCA if your One Legal account is not already connected. 

 

Adding an attorney

 

This process must be done by your eFileCA Firm Admin. If you do not know who your eFileCA Firm Admin is, please contact Client Support (800) 938-8815.

If you know who your eFileCA Firm Admin is (this is often a different person than your One Legal Firm Contacts Admin):

Log in to your One Legal Account.

Once Logged in, select Account in the upper right-hand corner, then select My Account in the drop-down menu.

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Select Manage eFiling and then EFM Attorneys and then select Add Attorney to add the attorney:

Once you select Add Attorney, you will be presented a drop-down menu.  Select the attorney from your list of One Legal attorney accounts and select ADD:

You are also able to Edit or Delete Attorneys from this screen:

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Note: If you are within the workflow and your attorney is not in the drop down and you select ‘Add Attorney’ you may see this message:

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To add an attorney, use the steps listed above.

 

Click here for information on how to connect to eFileCA