In states that use a Tyler Technologies back-end system to process electronic court filings, every eFiling submission must include a record of the filing attorney.
The most efficient way to add a filing attorney during the filing process is to select the attorney from a drop-down list of attorneys that have been saved to your firm's state eFiling account.
But in order for an attorney to appear in that list, you must first save the attorney's credentials to your state EFM settings.
Step 1
From the main page of your InfoTrack account, select your state from the File & Serve column at the top left.
Step 2
If any courts in your selected state require an EFM account for eFiling, you'll see a Settings button at the top right of your screen. The button will also contain the name of the eFiling system. (In this case, "eFileCA.")
Step 2
Navigate to the Attorney tab.
Click the Add Attorney button at the top right.
Step 3
Fill in the required attorney information in the pop-up modal.
Note that most states require a valid bar number to save the attorney information. This is to verify that a licensed attorney has reviewed certain filing information specific to his or her case.
After you click Add, the new attorney will appear in your Attorney Management list.
When you file future cases in a court that uses this eFiling system, you'll be able to choose this attorney from any drop-down attorney menu.
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