1. DEFINE ELECTRONIC FILING SO EVERYONE IS SPEAKING THE SAME E-FILING LANGUAGE.
You need to define what “electronic filing” means for your court so that everyone has a common baseline of understanding.
Historically the term “electronic filing” or “e-filing” has included fax filing, email, modem-based online services, and more recently CD-ROM transfer. Today, these approaches are considered crude in terms of information management, reliability, and security. A more appropriate description for electronic filing and service, is “the electronic transfer of legal documents to and from court, and between parties using the Internet.”
You should also include a fiscal policy statement regarding electronic filing. For instance, if you choose to partner with a vendor, your policy might state that electronic filing will be implemented with only limited or no public budget impact through a form of public-private partnership. Alternatively, if your court chooses to build your own electronic filing system or purchase an e-filing module from a case management vendor, the fiscal policy should indicate that public funds are needed.
Thanks to: Travis Olson is the national director for LexisNexis® File & Serve Implementation. He has advised courts and attorneys across the country on how to implement e-filing and has successfully implemented projects in several states. Olson is also an attorney.