Catching a filing rejection before the clerk does
Checking a document set against the requirements the target court actually publishes: text searchable, flattened, inside the size ceiling, named to convention, exhibits split where needed. This is mechanical and checkable, which makes it a good candidate, and it fails loudly rather than silently.
The same client name is typed into the conflicts database, the practice management system, the document management system and the ledger, and a conflict is only found later if two people spelled it the same way.
A firm organises everything by matter, and the matter record is created by hand from an intake form. That single re-keying step seeds four systems, and because there is no shared identifier between them, every later reconciliation is a name match against human typing.
- PACER and CM/ECF
- Tyler Odyssey File and Serve
- NetDocuments
When this is the wrong thing to build
Pick something else if the requirements you are checking against are guessed rather than read from the court. The check is only worth having if its rules came from the source.
The constraint that shapes it
The conduct rules decide what may be automated here, and they are adopted state by state rather than nationally, so specifics have to be checked against your own jurisdiction. More on how this sector works.
Run the rules of the other side first, so the submission does not come back. Read what this shape is, or start from one of these.
- Counting the clock that public marketing starts on a listing
- Checking for a signed buyer agreement before a tour is confirmed
- Checking that a technician may legally take the call
- Filing a backflow test report the purveyor will accept
- Checking a trial balance against the tax grouping before import
- Catching the rejects a return will come back with
- Why do courts reject PDFs that are not text searchable?
- How do I split an oversized exhibit into acceptable attachments?
- What size limit applies to e-filed documents in my court?
- How do I flatten a signed PDF before e-filing?
Back to law firms, or see how this is priced and scoped.