Instructions

    • For best results, use the Chrome browser.
    • Video instruction tutorial
    • User Account
      • You can register for a user account within minutes – requiring the following information:
        • Full name
        • Valid email address
        • Username
        • Mobile number and service provider
        • Role
          • Attorney
          • Clerical assistant
          • Self-represented
          • Government agency
        • Bar #
        • Law firm
        • Primary language
        • Password resets are self-service and do not require manual intervention.
      • You will need to complete the activation of the new account by confirming the request via the confirmation email.  Access to the new account will not be permissible until the confirmation is complete.
    • Communication
      • Email is the primary exchange of information.
        • Order confirmation
        • Case verification such as acceptance and rejection of documents
        • Payment link and confirmation
        • Order completion
      • If you have questions, use the link(s) on the homepage for the respective departments.
    • Electronic Searchable Portable Document Format (PDF) is the only accepted format for document submission.
    • There is a 20MB per file and 100MB per order limitation.
    • eFiling supports the following:
      • Submission for a new case – Civil, Small Claims, and Probate
        • Choose case type
        • Select Document Type (For a detailed listing of supported actions, see here.) Select the number of filing litigants.
        • Fees will automatically load and display
        • Upload the PDF document
        • Click Add button
        • If you are requesting a fee waiver, please submit a “Request to Waive Court Fees” form for each litigant.  By including this document, the fees will be zeroed out.  If and when the fee waiver is denied, the fees associated with all past submissions must be trued up before any further submissions can be made on the same case on behalf of the same litigant.
        • Repeat within the same case by choosing another Document Type
        • For another case, select New or Existing
      • Submission for an existing case – Civil, Small Claims, Probate, Family Law, and Criminal.
        • Type in a case number using the short format (CV-2018-123). Include the dash separators.  The full case number will be displayed and must be selected.  The fully qualified case number is also accepted (STK-CV-LBC-2018-0000123).
        • Select Filing Litigants – there is a multi-select option if multiple litigants are required for the filing. CTRL+Click to Select / Deselect litigant.
        • Select Filing on Behalf of -– this selection can be used if additional litigants with different roles are filing on the same document.
        • If there is a granted fee waiver for the litigant, the fees will be automatically waived.
        • If this is the first time requesting a fee waiver, please submit a “Request to Waive Court Fees” form for each litigant.  If and when the fee waiver is denied, the fees associated with all past submissions must be trued up before any further submissions can be made on the same case on behalf of the same litigant.
        • Select Document Type (For a detailed listing of supported actions, see here.)
        • Fees will automatically load and display
        • Upload the PDF document
        • Click Add button
        • Repeat within the same case by choosing another Document Type
        • For another case, select New or Existing
      • Functional buttons within an order
        • Delete Order – remove orders from the user profile
        • Save Progress – save the order to the user profile
        • Submit Order – displays all cases within the order that will be transacted to the Court (review page before submission to Court).  This is where the fee waivers and 1st paper fees will be displayed and calculated for the order.
      • Accordion effect – clicking onto a saved order will open/close the order in the more/less view
      • Filing History
        • View previous orders/cases sorted by submission date
        • Download processed documents
        • Track statuses of orders/cases
        • Cancel existing submitted orders/cases
    • A processed document will have an electronic timestamp affixed onto the first page of the submitted document.
      • Received stamp
        • Date of submission
        • Superior Court of CA – County of San Joaquin
      • Clerk stamp
        • Date of Submission
        • Name of the clerk who processed the case
        • Superior Court of CA – County of San Joaquin
        • Case number (optional)
        • Hearing date and time (optional)
    • Research for cases can be performed using this URL – Superior Court of CA – County of San Joaquin Public Portal.
    • Order hierarchy
      • Order
        • Aggregated cases submitted for review.
        • An order can consist of one case or multiple cases – no limit.  You may want to consider how you want to organize the work within your organization.
      • Case
        • Aggregated documents pertaining to a single case.
        • All documents must be for a single case.
        • All fees are aggregated at the case level for all documents within the case – lowest denominator for payment.
      • Documents
        • Single document/form associated with a single action and having a corresponding per filing or per filer fee.
    • Verification/Rejection
      • If a document is rejected or verified, the action is carried across the entire case.  For rejections, all documents within a single case will be reviewed and feedback provided via email communication.
    • Document retention
      • Downloadable stamped documents are only available for 30 days (rolling month) after the processed-date of the case submission.  Thereafter, options are the Superior Court of CA – County of San Joaquin Public Portal. or contact Records Mgmt.
      • The plaintiff/petitioner or their attorney must access their copy of the Notice of Case Assignment and Notice of Hearing as well as the issued Summons from the court’s case management system via the Public Portal. The Plaintiff’s Claim and Order to Go to Small Claims Court must also be accessed via the Public Portal. Additional time is required for processing. If the documents are not available 48 hours after processing, you may request a status update by contacting the department via email.
    • Order/Case Milestones
    • Payment
      • It is required for the order to be paid before the clerk reviews the order.  At the clerk’s review step, if the order has not been paid, the clerk will reject the case without reviewing the document.