Portal Subcommittee Meeting Agenda March 5, 2020 2:45-4:00

Portal Subcommittee March 2020 Page 1 of 1

Portal Subcommittee Meeting Agenda

March 5, 2020

2:45-4:00 Omni Jacksonville

Florida Ballroom C & D

Second Floor

I. Welcome – Judge Martin Bidwill, Chair

A. Roll call

II. Portal Progress Update – Carolyn Weber

A. Release 2020.01

III. Top of Page - Continuous pagination – Murray Silverstein

A. Rule 2.520 Documents

IV. Docket Code Standardization – Laird Lile/Jean Sperbeck

A. Standard Docket Descriptions

B. Considerations

V. Confidential Filings – Judge Bidwill

A. Portal solution for non-party filers

B. Education for attorneys removing themselves from service list

VI. Service of Pro Se Parties – Judge Bidwill

https://www-media.floridabar.org/uploads/2020/02/RJA-1-1-20.pdf

Agenda Item II A.

Portal Release 2020.01

Priority HEAT # Ticket Description

PCAB 30015305 On submissions returned to correction queue for filing to wrong county, allow receiving county access to audit trail

30015813 Add counties ability to send a DHSMV certificate to the correction queue to be corrected and resubmitted by the driver school

PCAB 30015859 Create report to show failed communications with TPE (payment engine)

Rule Change 30015871 Rule 2.525(f)(2)(C) Correction Queue/Abandoned Filing Queue - if approved

PCAB 30016156 Option in Search Filings to pull up Official Records

DCA 30016652 Make the Docketing Statement a fillable form for DCAs, make next page tabs on Document tab available to screen reader

PCAB 30016944 Add Driver School Certificate completion date element to XML sent to the CMS to fully automate those submissions

Change Order 30017077 Capture why PDF/A is not compliant and add to audit trail and add to the statistical reports by county

DCA/FSC 30017144 Add official file stamp date and time to documents uploaded to the upload large files filing path

30017185 When multiple cases within one case, display in alphabetical order

Viewer Vendor 30017212 Allow a PDF/A doc to be uploaded in the proposed order filing path and allow circuit to designate which to accept

30017266 Integrate with DOR for re-directs and TPV submissions

DOC 30017267 Add special language to email back to the Sheriff when Reception Center returns submission to the correction queue

30017383 Capture IP address and add to the audit trail when a person requests a new account

FSC 30017715 Send rejection email back to the filer to the E-service list recipients as well

FSC 30017737 Allow judge filer role to initiate new case on the appellate court filing path

Agenda Item IV.

Docket Code Standardization

P a g e 1 | 3

Docket Code Standardization – Laird Lile

I believe the issue of standardization, whether technically docket codes or more

appropriately referred to in some other fashion, continues to exist for

practitioners. Here is why.

The first two screen shots below – one from Collier and one from Bay – are very

different, for the same case type. These differences are an example of the

frustrating lack of conformity practitioners have from one county to another.

The ability to essentially search in a county for a particular document type is helpful

but the results are still inconsistent. The last two screen shots below show, from

the same two counties, reflect the difference in choices when searching for a

“petition.” These differences are frustrating for practitioners and should be able to

be eliminated with standardization.

These differences that remain today, in late 2019, are inconsistent with the

promises made in the past regarding a standardized experience from one county to

another when we started down the road of efiling.

P a g e 2 | 3

P a g e 3 | 3

Agenda Item IV A.

Standard Docket Descriptions

Standard Docket Descriptions-Civil (SDD-Civil)

412 Standard Docket Descriptions-Civil (SDD-Civil)

Phase 1-Top 80=No highlights; Phase 2-Top 80-160=Blue; Phase 3-FINAL=Green CA

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Acceptances and Approvals (group)

Acceptance 1 1 1 1 1

Acceptance of Service 1 1 1 1

Accounting (group)

Accounting 1

Accounting Documentation/Bank Statements/Receipts 1

Amended Inventory 1

Annual Accounting 1

Annual Accounting, value $25,000 or less 1

Annual Accounting, value over $25,000 through $100,000 1

Annual Accounting, value over $100,000 through $500,000 1

Annual Accounting, value over $500,000 1

Inventory 1

Inventory of Personal Representative 1

Simplified Accounting 1

Affidavit and Oaths (group)

Affidavit 1 1 1 1 1 1

Affidavit in Support 1 1 1 1

Affidavit in Support of Motion for Judgment 1 1 1

Affidavit in Support of Summary Judgment 1 1 1 1

Affidavit of Attorney's Fees 1 1 1

Affidavit of Constructive Service 1 1 1 1 1

Affidavit of Corroborating Witness 1

Affidavit of Costs 1 1

Affidavit of Costs and Attorneys Fees 1 1 1 1 1

Affidavit of Diligent Search 1 1 1 1

Affidavit of Heirs 1

Affidavit of Indebtedness/Amount Due 1 1 1

Affidavit of No Florida Estate Tax Due 1 1 1

Affidavit of Non-Compliance 1 1 1 1

Affidavit of Residency 1 1

Affidavit of Service Served 1 1 1

Affidavit of Service Unserved 1 1 1

Affidavit/Acknowledgment of Surrender/Consent & Waiver Notice 1

Amended Financial Affidavit 1 1 1

Financial Affidavit 1 1 1

Military/Non-Military Affidavit 1 1 1

Oath 1

Oath of Guardian/Personal Representative 1

Oath of Witness to Will or Codicil 1

Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) Affidavit 1 1 1

Agreements and Stipulations (group)

Gray shaded box=DocType NOT

used; 1=DocType USED

Rev. 5/8/18 Page 1 of 11




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Agreement 1 1 1 1

Answer, Affirmative Defenses, and Demand for Jury Trial 1 1

Marital Settlement Agreement 1 1

Mediation Agreement 1 1 1 1

Settlement Agreement 1 1 1 1

Stipulation 1 1 1

Stipulation for Dismissal 1 1 1

Stipulation for Substitution of Counsel 1 1 1 1 1

Answers and Replies (group)

Answer 1 1 1

Answer and Affirmative Defenses 1 1 1

Answer and Counter or Cross Claim 1 1 1

Answer and Counter Petition 1 1 1

Answer and Waiver 1

Answer of Garnishee 1 1

Reply 1 1

Applications and Requests (group)

Application 1 1 1

Application For Appointment of Guardian

Application for Determination of Civil Indigence 1 1 1 1 1

Request 1 1 1 1

Request for Copies 1 1 1 1 1 1

Request for Hearing 1 1 1 1 1

Request for Redaction of Numbers per Fla. Stat. 119.07 1 1 1 1 1 1

Certificates (group)

Birth Certificate Copy 1 1

Certificate 1 1 1 1 1 1

Certificate & Continued Individualized Treatment Plan of Continued (Outpatient) Treatment 1

Certificate of Attendance 1 1 1

Certificate of Completion of Parenting Course 1

Certificate of Completion/Compliance 1 1 1 1 1 1

Certificate of Compliance with Mandatory Disclosure 1 1

Certificate of Conflict of Interest 1 1 1 1 1

Certificate of Disbursement-Proposed 1 1

Certificate of Possession of Note 1 1

Certificate of Service 1 1 1 1 1 1

Certificate of Settlement Authority 1

Certificate of Title-Proposed 1 1

Death Certificate Copy 1 1 1 1

Non-Resident Cost Bond by Surety 1 1

Non-Resident Cost Bond Cash 1 1

Complaint/Statements of Claim (group)

Amended Complaint 1 1 1

Case Management Statement 1 1 1 1 1 1

Rev. 5/8/18 Page 2 of 11




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Complaint 1 1 1

Counter Claim 1 1 1

Cross Claim 1 1

Statement of Claim 1 1

Third Party Complaint 1 1

Consents (group)

Consent 1 1 1 1

Consent and Waiver of Notice 1

Consent to Adoption 1

Correspondence (group)

Correspondence 1 1 1 1

Discovery (group)

Amended Notice of Taking Deposition 1 1 1

Answers to Interrogatories

Certificate of Non-Objection 1 1 1

Demand for Discovery 1

Demand for Jury Trial 1 1

Discovery Disclosure 1

Notice of Cancellation of Deposition 1 1 1 1 1 1

Notice of Production from Non-Party 1 1 1

Notice of Service 1 1 1

Notice of Service of Interrogatories 1 1 1

Notice of Serving Answers to Interrogatories 1 1 1

Notice of Taking Deposition 1 1 1

Notice of Taking Video Deposition 1 1 1

Privilege Log 1 1 1

Request for Admissions 1 1 1

Request to Produce 1 1 1

Response to Demand for Discovery 1 1 1

Response to Request for Admissions 1 1 1

Response to Request for Production 1 1 1

Subpoena 1 1 1

Subpoena Duces Tecum 1 1 1

Subpoena Duces Tecum Without Deposition 1 1 1

Subpoena for Deposition 1 1 1

Subpoena to be issued 1 1 1

Supplemental Request to Produce 1 1 1

Exhibits and Transcripts (group)

Addendum 1 1 1

Appendix 1 1 1 1 1 1

Attachment or Exhibit to Pleading 1 1 1

Authenticated Transcript 1

Deposition Transcript 1 1 1 1 1 1

Exhibit 1 1 1

Rev. 5/8/18 Page 3 of 11




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Exhibit List 1 1 1

Transcript 1 1 1

Memorandum (group)

Memorandum 1 1 1 1 1 1

Memorandum of Law 1 1 1 1 1 1

Memorandum of Opposition 1 1 1 1 1 1

Motion (group)

Amended Motion 1 1 1

Emergency Motion 1 1 1

Motion 1 1 1 1 1 1

Motion and Notice of Hearing 1 1 1

Motion for Attorney Fees and/or Costs 1 1 1

Motion for Contempt 1 1 1

Motion for Continuance 1 1 1 1

Motion for Continuing Writ of Garnishment 1 1

Motion for Default 1 1 1

Motion for Default and Default 1 1 1

Motion for Default Judgment 1 1

Motion for Deficiency Judgment 1 1

Motion for Emergency Pick-up Order 1

Motion for Enforcement 1 1 1

Motion for Entry of Final Judgment 1 1 1 1 1

Motion for Extension of Time 1 1 1 1

Motion for Leave 1 1 1 1 1 1

Motion for Medical Treatment 1

Motion for New Trial 1 1 1 1

Motion for Order of Contempt and Notice of Hearing 1 1 1 1

Motion for Paternity Testing 1

Motion for Protective Order 1 1

Motion for Relief 1 1 1 1 1

Motion for Return of Firearms 1

Motion for Reunification 1 1 1

Motion for Review Hearing 1

Motion for Sanctions 1 1 1 1 1 1

Motion for Statement of Particulars 1 1

Motion for Substitution of Counsel 1 1 1

Motion for Substitution of Party 1 1

Motion for Summary Judgment 1 1

Motion for Temporary Relief 1

Motion for Temporary Support 1 1

Motion for Writ of Garnishment 1

Motion for Writ of Possession 1 1 1

Motion in Limine 1 1

Motion or Request for Ex Parte Hearing 1 1

Rev. 5/8/18 Page 4 of 11




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Motion to Amend 1 1

Motion to Amend Complaint 1 1

Motion to Appear Telephonically 1 1

Motion to Appoint

Motion to Appoint Conflict Counsel 1 1 1 1 1 1

Motion to Appoint Guardian/ Administrator/ or Attorney Ad Litem 1 1 1 1

Motion to Appoint Mediator 1 1 1

Motion to Appoint Process Server 1 1

Motion to Appoint Receiver 1

Motion to Bifurcate 1

Motion to Cancel and Reschedule 1 1

Motion to Cancel Sale 1 1

Motion to Compel 1 1 1

Motion to Consolidate 1 1 1 1

Motion to Correct Scriveners Error 1 1 1 1 1 1

Motion to Determine 1

Motion to Determine Confidentiality of Court Records 1 1 1 1 1 1

Motion to Deviate from Child Support Guidelines 1

Motion to Disburse Funds 1 1 1 1 1 1

Motion to Dismiss 1 1 1 1 1

Motion to Disqualify 1 1 1 1 1 1

Motion to Dissolve Writ of Garnishment 1 1

Motion to Establish Arrears 1

Motion to Intervene 1 1

Motion to Invoke the Rules of Civil Procedure 1

Motion to Lift or Modify No Contact Order 1 1

Motion to Modify 1 1 1 1

Motion to Release Originals 1 1

Motion to Reschedule Sale 1 1

Motion to Set Aside/Vacate 1 1 1 1 1 1

Motion to Set Aside/Vacate Sale 1 1

Motion to Show Cause 1 1 1 1 1

Motion to Stay 1 1 1 1 1 1

Motion to Strike 1

Motion to Suppress 1 1

Motion to Terminate Child Support 1

Motion to Terminate Child Support, Establish Arrearage 1

Motion to Transfer 1 1 1 1 1 1

Motion to Transport 1 1

Motion to Vacate Risk Protection Order 1

Motion to Withdraw 1 1 1 1 1 1

Notice (group)

Amended Notice 1 1 1 1 1

Amended Notice of Hearing 1 1 1 1 1

Rev. 5/8/18 Page 5 of 11




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Formal Notice 1

Notice 1 1 1 1 1

Notice Cause is at Issue 1 1 1

Notice of Acceptance by Guardian ad Litem 1 1 1

Notice of Action to be Issued 1 1 1 1 1

Notice of Activity 1 1

Notice of Appeal 1 1 1 1 1

Notice of Appearance 1 1 1 1 1

Notice of Cancellation 1 1 1 1 1

Notice of Cancellation of Hearing 1 1 1 1 1 1

Notice of Change of Address 1 1 1 1 1

Notice of Change of Attorney 1 1

Notice of Change of Firm Name 1 1 1 1 1 1

Notice of Completion or Compliance 1 1 1

Notice of Confidential Information 1 1 1 1

Notice of Discharge/Cancellation of Lis Pendens 1 1

Notice of Dropping Party 1 1 1 1 1 1

Notice of Filing 1 1 1 1 1

Notice of Filing Genetic Test Results 1

Notice of Filing Original Note and Mortgage 1 1

Notice of Final Accounting and Petition for Discharge 1

Notice of Hearing 1 1

Notice of Intent 1

Notice of Intent to Rely on Business Record 1 1

Notice of Intent to Serve Subpoena 1 1 1

Notice of Limited Appearance 1 1 1

Notice of Lis Pendens 1 1

Notice of Mediation Conference 1 1 1 1

Notice of Non-Jury Trial 1 1

Notice of Referral to Teen Court 1

Notice of Related Cases 1

Notice of Removal to US District Court 1 1

Notice of Sale 1 1

Notice of Serving Proposal for Settlement 1 1

Notice of Social Security Number 1

Notice of Trial 1 1 1

Notice of Trust 1

Notice of Unavailability 1 1 1

Notice of Voluntary Dismissal 1 1 1 1 1

Notice of Voluntary Dismissal with Prejudice 1 1

Notice of Voluntary Dismissal without Prejudice 1 1

Notice of Withdrawal 1

Notice of Withdrawal of Petition for Involuntary Placement 1

Notice to Creditors 1

Rev. 5/8/18 Page 6 of 11




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Notice to Defendant on Garnishment 1 1

Three-Day Notice to Tenant 1 1

Orders/Writs-Proposed (If allowed in your county)

Motion and Proposed Order 1 1 1 1 1 1

Proposed Order 1 1 1 1 1 1

Proposed Order Setting Pretrial Conference 1 1 1 1 1 1

Other (group)

Amended Witness List 1 1 1 1

Appraisal of Real Property 1 1

Assignment of Bid 1 1

Assignment of Judgment 1 1

Bankruptcy Document 1 1

Child Support Guidelines Worksheet 1

Civil Cover Sheet 1 1 1

Claim of Exemption 1 1

Creditor's Claim 1

Declaration 1 1 1

Declaration of Preneed Guardian 1

Default for Entry by Clerk 1 1 1

Demographic Information Sheet 1

Designation 1 1 1

Designation of E-mail Address 1 1 1 1 1 1

Designation to Court Reporter 1 1 1 1 1 1

Disclaimer 1 1

Drivers License Copy 1 1

Family Cover Sheet 1

Final Disposition Form 1 1 1

Form A-Plaintiff's Certificate 1

Form B-Notice to Homeowner 1

Funeral Bill 1

Instructions to Clerk 1 1 1 1 1 1

Juvenile Cover Sheet 1

Last Will & Testament-Copy 1

Objection to Claim of Exemption 1 1

Other 1 1 1 1 1 1

Paternity Declaration 1 1

Personal Representative's Release 1

Pre-Trial Compliance 1 1 1 1

Satisfaction 1 1 1 1 1 1

Satisfaction and Release of Claim 1

Satisfaction of Judgment 1 1

Standing Order 1

Suggestion of Bankruptcy 1 1 1

Suggestion of Death 1 1 1 1 1 1

Rev. 5/8/18 Page 7 of 11




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Value Calculation for Real Property 1 1 1

Verification Form for Mortgage Foreclosure 1

Vital Statistics Form 1 1

Witness and Exhibit List 1 1

Witness List 1 1

Writ of Execution to be Issued 1 1 1

Writ of Garnishment to be Issued 1

Writ of Possession to be Issued 1

Writ to be Issued 1 1 1 1

Petition (group)

Amended Petition 1 1 1

Amended Shelter Petition 1

CINS/FINS Petition 1 1

Counter Petition 1

Dependency Petition 1

Petition 1 1 1 1

Petition for Administration 1

Petition for Adoption 1

Petition for Appointment of Commissioner 1

Petition for Appointment of Guardian 1

Petition for Appointment of Guardian, Person Only 1

Petition for Appointment of Property Guardian 1

Petition for Appointment of Successor Guardian 1

Petition for Attorney's Fees 1 1 1 1

Petition for Determination of Heirs or Beneficiaries 1

Petition for Discharge 1

Petition for Dissolution of Marriage 1

Petition for Emergency Temporary Guardian 1

Petition for Forensic Treatment FS 916.107(3)(A) 1

Petition for Injunction for Protection Against Dating Violence 1

Petition for Injunction for Protection Against Domestic Violence 1

Petition for Injunction for Protection Against Repeat Violence 1

Petition for Injunction for Protection Against Sexual Violence 1

Petition for Injunction for Protection Against Stalking 1

Petition for Injunction for Protection Against Violence 1

Petition for Involuntary Inpatient Placement 1

Petition for Involuntary Outpatient Services 1

Petition for Involuntary Substance Abuse Assessment and Stabilization (Marchman) 1

Petition for Involuntary Substance Abuse Treatment (Marchman Treatment) 1

Petition for Modification 1

Petition for Name Change 1 1

Petition for Order Designating Depository 1

Petition for Paternity 1

Petition for Relief from Firearm Disability 1

Rev. 5/8/18 Page 8 of 11




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Petition for Risk Protection Order 1

Petition for Sale of Real Property 1 1

Petition for Shelter 1

Petition for Simplified Dissolution 1

Petition for Statute of Limitations Extension in Medical Malpractice Action 1

Petition for Summary Administration 1

Petition for Summary Administration, value $1,000 or more 1

Petition for Support 1

Petition for Temporary Ex Parte Risk Protection Order 1

Petition for Termination of Parental Rights 1

Petition to Determine Exempt Property 1

Petition to Determine Homestead 1 1

Petition to Enforce Administrative Order 1

Petition to Establish Parenting Plan 1

Petition to Remove Disability of Non-Age of Minor 1

Petition to Waive 1 1 1 1 1

Petition to Waive Bond 1

Supplemental Petition 1

Supplemental Petition for Modification 1

Truancy Petition 1

Plans, Reports, and Statements (group)

Annual Guardianship Plan 1

Case Plan 1

Guardian Ad Litem Report 1

Home Study 1 1

Initial Guardianship Plan 1

Judicial Review Report 1

Mediation Report 1 1

Medical Report 1 1

Parenting Assessment 1

Parenting Plan 1

Report 1 1 1

Report of Distribution 1

Report of Examining Committee 1

Report of Intended Placement 1

Statement of Judicial Acts to be Reviewed 1 1

Statement Regarding Creditors 1 1

Status Report 1 1 1 1 1

Proofs and Receipts (group)

Certified Mail Receipt 1 1 1 1 1 1

Proof 1 1

Proof of Claim 1

Proof of Formal Notice 1

Proof of Publication 1 1 1 1 1

Rev. 5/8/18 Page 9 of 11




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Proof of Publication to Creditors 1

Proof of Publication-Notice of Action 1 1 1 1 1

Proof of Publication-Notice of Sale 1

Proof of Service of Inventory 1

Proof of Service of Notice of Administration 1

Receipt 1 1 1

Receipt and Consent to Distribution 1

Receipt of Beneficiary and Consent to Discharge 1

Receipt of Beneficiary or Ward 1 1

Responses and Objections (group)

Objection 1 1 1 1

Objection to Claim 1

Response 1 1 1 1

Response to Motion 1 1 1 1

Response to Order to Show Cause 1 1 1 1 1 1

Service Documents (group)

Proof of Service 1 1 1 1

Receipt for Certified or Registered Mail Served 1 1 1 1 1

Return of Service 1 1 1 1 1

Return of Service on Order Served 1 1 1 1

Return of Service on Order Unserved 1 1 1 1

Return of Service on Subpoena Served 1 1 1

Return of Service on Subpoena Unserved 1 1 1

Return of Service on Summons Served 1 1 1

Return of Service on Summons Unserved 1 1 1

Return of Service on Writ of Garnishment 1 1

Return of Service Served 1 1 1 1 1

Return of Service Unserved 1 1 1 1 1

Returned Certified or Registered Mail Unserved 1 1 1 1

Subpoena (group)

Subpoena 1

Subpoena for Trial 1

Subpoena to be Issued 1 1 1

Summons (group)

Alias or Pluries Summons to be Issued 1 1

Small Claims Notice to Appear/Summons 1

Summons for Summary Proceedings-5 Day 1

Summons on Third Party-Proposed 1 1

Summons to be Issued by Clerk 1 1 1 1 1

Waiver (group)

Joinder, Waiver and Consent 1 1

Waiver 1

Waiver and Acceptance of Service 1 1

Waiver and Consent 1 1

Rev. 5/8/18 Page 10 of 11




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Waiver of Accounting and of Service of Petition for Discharge 1

Waiver of Accounting, Portions of Discharge Petition, and Receipt by Beneficiary 1

Waiver of Bond 1

Waiver of Notice of Administration 1

Waiver of Petition for Discharge 1

Waiver of Priority and Consent to Appointment of Personal Representative 1

Waiver of Service 1 1 1

Total number of DocTypes used in each Division 259 253 219 53 108 189

Dublicates Found and Removed on 10/13/15 from the List Above:

Motion for Transfer 1 1 1 1 1

Motion to Substitute Party 1 1

Subpoena for Trial 1 1 1

Notice of Completion of Parenting Course DUPLICATE Removed 1

Pretrial Notice/Summons to be Issued Duplicate, same as small Claims Notice to Appear/Summons 1

Rev. 5/8/18 Page 11 of 11

Agenda Item IV B.

Facts to Consider

Page 1 of 1

Docket Code Standardization Considerations:

• Does the text on the docket need to match the text on the title of the document? This is one factor in larger counties to avoid typing up recurring descriptions-descriptions get added to reduce staff time and to reduce the time needed to get the document on the case.

• Some of these descriptions are court driven. Will the various courts acquiesce in this list, for example, eliminating “final” accounting and using annual accounting instead? What about administrative orders that dictate descriptions?

• Can there be some variation based on the size of the county since the number of filings of any given document type matters.

• Fees can vary even with the same description, which increases the number of descriptions. For example, accounting fees are based on value of the assets, so a county may need to include several accounting options corresponding with the fees assigned to each estate value.

• Some document descriptions need to be expanded to avoid confusion. For example, the document petition will be used numerous times in an estate or guardianship proceeding. For example, a formal administration will be initiated with a petition for administration, petition to waive bond, petition for family allowance, petition to open safe deposit box, petition for discharge, etc.

• Some documents need to be separately identified for auto-recording and redaction purposes to protect confidential information.

• Some documents need to have action taken on them, get moved into a workflow for additional processing by the clerk.

Agenda Item V.

Confidential Filings

Page 1 of 1

CONFIDENTIAL FILINGS

Judge Bidwill-

Given your leadership on the technology committees for our Circuit and the State, I am writing you to share a concern regarding a glitch in our CMS/Efile system.

➢ the CMS system is used by attorneys to schedule hearings and upload documents for the hearings and review by the court. As counsel of record, we can see everything that is uploaded.

➢ The E-portal is used by attorneys to file things with the clerk of the court. ➢ In a case where confidentiality orders are entered regarding certain documents, the system

does not protect the confidentiality of those documents in situations where non-party makes an appearance in the case.

For example:

Party A sues Party B.

The court enters a confidentiality order regarding certain documents filed. When filed, redactions are made, etc.

During the course of litigation, non-party subpoenas are issued. Non-party X files an objection in the E-portal.

Non-party X doesn’t know about, nor is required to execute the confidentiality agreement.

However, when Non-party X accesses the docket through E-portal, they can see all documents, even the ones that were uploaded to the court “confidentially.” In other words, the confidential filings are not confidential to other attorneys who may enter an appearance as a non-party on conceivably a minor issue.

Admittedly, when the public accesses the clerk’s website, the confidential document is locked. However, when a non-party accesses the case through the E-portal, they can see everything, thus violating the confidentiality of the documents, etc.

I am happy to meet and discuss should you deem it appropriate.

Respectfully,

Todd S. Payne, Esq.