eFile and Serve: Answers to FAQ and Webinar Recording

ICYMI, a recording of the Oregon Judicial Department (OJD) eFile & Serve webinar is available on YouTube. The webinar covered:

  • File & Serve upgrade
  • eSignatures by nonfilers
  • Filer certifications and retention requirements
  • eFiling exhibits for remote trials/hearings
    • Filing requirements
    • Bookmarking a PDF
    • Creating a linked index
  • eFiling pointers
  • Resources for technical support and questions

View the slides on my post from April 13 or access a downloadable PDF here.

Q & A Session – eFile & Serve

Here are the answers and questions from the program

Thanks again to OJD Assistant General Counsel Sam Dupree for doing this! Download a PDF of the Q & A here.

All Rights Reserved 2020 Beverly Michaelis

Help with Working from Home

Now that you’re working from home, you might have a few questions on your mind. Perhaps you’re thinking about:

Using technology effectively
Managing your time and avoiding procrastination
Getting paid
Working with clients who are under stress
Operating your trust account remotely
Streamlining office systems
Sharing and storing electronic client files

How can you get answers quickly and efficiently?

Watch a CLE webcast.

From now through June 1, 2020 save 25% on all orders placed through my On Demand CLE store. Select the Buy Now button for any CLE, enter the discount code WFH and choose Apply.

Choose from 16 Titles

Details

All programs are current and accredited by the Oregon State Bar.  Visit my online store for details. Every discounted CLE purchase includes: MP4 download (combined audio and video file), M4a download (audio only), written program materials with presentation slides and resources, and answers to polling questions asked during the live CLE.

Still Have Questions?

Ask me! Send your questions through my confidential, private contact form at no charge. I’m happy to help.

Suggestions about Future CLE Topics?

I’d love to have them. Use my confidential, private contact form and send me your requests.

Stay safe!

All Rights Reserved 2020 Beverly Michaelis

eFile and Serve Webinar from OJD

Below are the slides from the eFile & Serve webinar offered by the Oregon Judicial Department (OJD) last week. This webinar covers the following:

  • File & Serve upgrade
  • eSignatures by nonfilers
  • Filer certifications and retention requirements
  • eFiling exhibits for remote trials/hearings
    • Filing requirements
    • Bookmarking a PDF
    • Creating a linked index
  • eFiling pointers
  • Resources for technical support and questions

Did you miss the OJD webinars? Recordings will be available shortly.

Many thanks to Sam Dupree for doing this! A downloadable PDF of the slides may be found here.

All Rights Reserved 2020 Beverly Michaelis

OJD Webinars on New Court Rules Today and Tomorrow

New eSignature and Remote Hearing Rules

On Friday, March 27, 2020 Chief Justice Walters amended CJO 20-006, which in section 7 allows parties to electronically file exhibits for remote hearings. In addition, CJO 20-008 allows filers to submit declarations signed by non-filers using eSignatures. In eCourt parlance, “non-filers” are represented parties and non-party declarants.

OJD Webinars Today and Tomorrow – Sign Up Now!

OJD is holding webinars to go over these changes on Monday, April 6, 2020 from 12:00 PM to 1:00 PM and Tuesday, April 7, 2020 from 4:00 PM to 5:00 PM. If you are unable to attend at either of these times, the webinars will be recorded.

Register now!

Questions, Concerns, or Comments About the New UTCRs

Please send your questions, comments and feedback to: oeto.webinar@ojd.state.or.us.

File & Serve Upgrade Postponed

The File & Serve upgrade originally scheduled for April 10, 2020 is postponed. If there is sufficient time during the eSignature and remote hearing webinars, OJD staff will cover this topic.

When is the Upgrade Happening?

Hopefully in June. Watch for announcements via email and in the News section of the OSB website. When the upgrade occurs, File & Serve will be offline for at least 4 hours.

How is File & Serve Changing?

The new version of File & Serve will look and function the same as the current version of File & Serve. The only substantive difference will be the addition of case subtypes as a filing option.

The new version of File & Serve has other optional features that will be evaluated after the upgrade. If OJD decides to add other optional features it will provide notice to all filers before the changes are made.

What Do I Need to Do?

Nothing for now. OJD will host specific File & Serve webinars prior to the upgrade. More details will be provided in the coming months.

All Rights Reserved 2020 Beverly Michaelis

Advice for Oregon Lawyers Amid COVID19 Closures and Postponements

With COVID19 news changing daily here are some suggested guidelines for keeping clients informed. This list first appeared on March 17. Modify as needed to comply with Governor Brown’s anticipated Executive Order of March 23 and Chief Justice Walters’s coming update to CJO 20-006.

Keeping Clients Informed Amid COVID19

  • Post notices on your website.
  • Keep your outgoing voicemail message up-to-date.
  • Send an “all client” status email.
  • Post reduced hours or closures at your office.
  • Limit or suspend in-person client visits.
  • Conduct appointments by phone or video conference.
  • Work at home if you can. If you can’t, follow CDC recommended health practices like washing hands frequently and sanitizing surfaces.
  • Prioritize client files. Follow-up with clients whose matters are now postponed or those with upcoming court dates.
  • For specific client outreach, use your phone, not email. Why? Clients will have lots of questions. If you persist with email the likelihood is you’ll be bouncing back and forth for some time addressing all their concerns. You will save time by calling and clients will be reassured when they hear your voice. If calls are running long politely explain you have other clients anxious to hear from you.
  • Use staff to spread the load. They can be a huge help reaching out to and responding to clients.
  • Get virtual help if you need it. To avoid being overwhelmed by calls, consider services like Ruby Receptionist who can help you remotely.
  • If you feel overwhelmed, call the confidential Oregon Attorney Assistance Program. They are available to take your calls and emails.
  • If you are worried about potential legal malpractice claims, reach out to the PLF by email.
  • For ethics questions, see this FAQ. Bar counsel’s office is available by phone or email or you can reach out to private ethics counsel. Keep in mind this is a living document which bar counsel continues to update.
  • Practice patience and kindness – especially toward yourself

Staying On Top of the Latest News

Visit the Oregon State Bar home page frequently for what applies “today.” Current restrictions, closures, and postponements may change.

All rights reserved 2020 Beverly Michaelis