784 lines
31 KiB
HTML
784 lines
31 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>SOP — File a Case Through eLegal</title>
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<style>
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:root {
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--font-sans: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
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--color-text: #1a1a2e;
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--color-muted: #555770;
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--color-border: #e2e4ea;
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--color-bg: #ffffff;
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--color-surface: #f7f8fa;
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--color-blue: #3b82f6;
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--color-blue-light: #eff6ff;
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--color-blue-border: #bfdbfe;
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--color-green: #10b981;
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--color-green-bg: #ecfdf5;
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--color-green-text: #047857;
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--color-red: #ef4444;
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--color-red-bg: #fef2f2;
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--color-red-text: #b91c1c;
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--color-orange: #f59e0b;
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--color-orange-bg: #fffbeb;
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--color-orange-text: #b45309;
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--phase-1: #3b82f6;
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--phase-2: #8b5cf6;
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--phase-3: #06b6d4;
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--phase-4: #10b981;
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--phase-5: #f59e0b;
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--phase-6: #ef4444;
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--phase-7: #ec4899;
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--phase-8: #6366f1;
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--phase-9: #14b8a6;
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}
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* { margin: 0; padding: 0; box-sizing: border-box; }
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body {
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font-family: var(--font-sans);
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color: var(--color-text);
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background: var(--color-surface);
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line-height: 1.7;
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-webkit-font-smoothing: antialiased;
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}
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.page {
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max-width: 860px;
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margin: 0 auto;
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padding: 2rem 1.5rem 4rem;
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}
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/* ── Header ── */
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.header {
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text-align: center;
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padding: 3rem 1rem 2.5rem;
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border-bottom: 1px solid var(--color-border);
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margin-bottom: 2.5rem;
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}
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.header-label {
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display: inline-block;
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font-size: 0.7rem;
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font-weight: 700;
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letter-spacing: 0.1em;
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text-transform: uppercase;
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color: var(--color-blue);
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background: var(--color-blue-light);
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border: 1px solid var(--color-blue-border);
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padding: 0.25rem 0.75rem;
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border-radius: 999px;
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margin-bottom: 1rem;
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}
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.header h1 {
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font-size: 2rem;
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font-weight: 800;
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line-height: 1.25;
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letter-spacing: -0.03em;
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color: var(--color-text);
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margin-bottom: 0.75rem;
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}
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.header-subtitle {
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font-size: 1rem;
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color: var(--color-muted);
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max-width: 600px;
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margin: 0 auto 1.25rem;
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}
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.meta-row {
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display: flex;
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justify-content: center;
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gap: 1.5rem;
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flex-wrap: wrap;
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font-size: 0.82rem;
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color: var(--color-muted);
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}
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.meta-row span {
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display: inline-flex;
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align-items: center;
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gap: 0.3rem;
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}
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/* ── Prerequisites ── */
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.prereqs {
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background: var(--color-blue-light);
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border: 1px solid var(--color-blue-border);
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border-radius: 10px;
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padding: 1.25rem 1.5rem;
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margin-bottom: 3rem;
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}
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.prereqs h3 {
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font-size: 0.85rem;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.06em;
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color: var(--color-blue);
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margin-bottom: 0.6rem;
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}
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.prereqs ul {
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list-style: none;
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padding: 0;
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}
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.prereqs li {
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padding: 0.2rem 0;
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padding-left: 1.4em;
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position: relative;
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font-size: 0.9rem;
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}
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.prereqs li::before {
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content: '✓';
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position: absolute;
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left: 0;
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color: var(--color-blue);
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font-weight: 700;
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}
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/* ── Phases ── */
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.phase {
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margin-bottom: 3rem;
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}
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.phase-header {
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display: flex;
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align-items: center;
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gap: 0.75rem;
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margin-bottom: 1.5rem;
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padding-bottom: 0.6rem;
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border-bottom: 2px solid var(--color-border);
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}
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.phase-num {
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display: flex;
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align-items: center;
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justify-content: center;
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width: 40px;
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height: 40px;
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border-radius: 10px;
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color: #fff;
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font-weight: 800;
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font-size: 1rem;
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flex-shrink: 0;
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}
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.phase-title {
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font-size: 1.2rem;
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font-weight: 700;
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color: var(--color-text);
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}
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/* ── Steps ── */
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.step {
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background: var(--color-bg);
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border: 1px solid var(--color-border);
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border-radius: 10px;
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padding: 1.25rem 1.5rem;
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margin-bottom: 1rem;
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}
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.step-num {
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font-size: 0.78rem;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.06em;
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color: var(--color-muted);
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margin-bottom: 0.4rem;
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}
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.step h4 {
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font-size: 1rem;
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font-weight: 700;
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margin-bottom: 0.75rem;
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}
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.step ol {
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padding-left: 1.3em;
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}
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.step li {
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margin-bottom: 0.4rem;
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font-size: 0.9rem;
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}
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/* ── Inline callouts ── */
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.callout {
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margin-top: 0.75rem;
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padding: 0.65rem 0.9rem;
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border-radius: 7px;
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font-size: 0.85rem;
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line-height: 1.55;
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}
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.callout-sees {
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background: var(--color-green-bg);
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color: var(--color-green-text);
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border-left: 3px solid var(--color-green);
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}
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.callout-pitfall {
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background: var(--color-red-bg);
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color: var(--color-red-text);
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border-left: 3px solid var(--color-red);
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}
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.callout-stumble {
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background: var(--color-orange-bg);
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color: var(--color-orange-text);
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border-left: 3px solid var(--color-orange);
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}
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.callout-note {
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background: #f0f4ff;
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color: #3b5998;
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border-left: 3px solid var(--phase-8);
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}
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/* ── Reference Tables ── */
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.table-section {
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margin-top: 3rem;
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padding-top: 2rem;
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border-top: 2px solid var(--color-border);
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}
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.table-section h2 {
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font-size: 1.3rem;
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font-weight: 800;
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margin-bottom: 1rem;
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letter-spacing: -0.02em;
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}
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table {
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width: 100%;
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border-collapse: collapse;
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font-size: 0.88rem;
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margin-bottom: 2rem;
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}
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th {
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text-align: left;
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font-size: 0.75rem;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.06em;
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color: var(--color-muted);
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padding: 0.6rem 0.9rem;
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border-bottom: 2px solid var(--color-border);
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}
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td {
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padding: 0.6rem 0.9rem;
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border-bottom: 1px solid var(--color-border);
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vertical-align: top;
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}
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tr:last-child td {
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border-bottom: none;
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}
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/* ── Responsive ── */
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@media (max-width: 600px) {
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.page { padding: 1.25rem 1rem 3rem; }
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.header h1 { font-size: 1.5rem; }
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.meta-row { flex-direction: column; align-items: center; gap: 0.4rem; }
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.step { padding: 1rem; }
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}
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/* ── Print ── */
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@media print {
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body { background: #fff; }
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.page { max-width: 100%; padding: 0; }
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.phase, .step { break-inside: avoid; }
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}
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</style>
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</head>
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<body>
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<div class="page">
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<!-- Header -->
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<div class="header">
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<div class="header-label">Standard Operating Procedure</div>
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<h1>File a Case Through eLegal</h1>
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<p class="header-subtitle">
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Step-by-step instructions for filing a civil case through the county's eLegal portal using documents from the Filevine case management system.
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</p>
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<div class="meta-row">
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<span>⏱ 10–15 minutes active work</span>
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<span>📄 9 phases · 44+ steps</span>
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</div>
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</div>
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<!-- Prerequisites -->
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<div class="prereqs">
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<h3>Prerequisites Before Beginning</h3>
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<ul>
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<li>A Filevine project open with the case name and all source documents in the "1. Pleadings & Filed Docs" folder</li>
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<li>Access to your Filevine account and eLegal account</li>
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<li>The Complaint, Summons, and Civil Case Cover Sheet ready in the Filevine project</li>
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</ul>
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</div>
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<!-- Phase 1 -->
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<div class="phase">
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<div class="phase-header">
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<div class="phase-num" style="background: var(--phase-1);">1</div>
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<div class="phase-title">Gather Documents from Filevine</div>
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</div>
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<div class="step">
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<div class="step-num">Step 1.1</div>
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<h4>Open Filevine and locate the case</h4>
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<ol>
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<li>Open your web browser and navigate to your firm's Filevine portal</li>
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<li>In the project search or dashboard, locate and click on the correct case project (e.g., "10854 - Park Manor Apartments")</li>
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</ol>
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<div class="callout callout-sees">✅ What you should see: The project page loads with a left sidebar showing sections: "Activity," "Dates & Deadlines," "Property Contacts," "Documents," etc.</div>
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</div>
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<div class="step">
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<div class="step-num">Step 1.2</div>
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<h4>Navigate to the documents folder</h4>
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<ol>
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<li>In the left sidebar, click on <strong>"Documents"</strong></li>
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<li>You will see a list of folders (e.g., "1. Pleadings & Filed Docs," "2. Exhibits," etc.)</li>
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<li>Click on the folder labeled <strong>"1. Pleadings & Filed Docs"</strong></li>
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</ol>
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<div class="callout callout-sees">✅ What you should see: A list of PDF files, including "CMP - Complaint," "CMP - Summons," and "CMP - Civil Case Cover Sheet"</div>
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</div>
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<div class="step">
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<div class="step-num">Step 1.3</div>
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<h4>Download the required files</h4>
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<ol>
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<li>Hover your mouse over the file named <strong>"CMP - Complaint"</strong></li>
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<li>Click the <strong>Download icon</strong> (downward arrow) that appears next to it</li>
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<li>Wait for the file to finish downloading (you'll see it appear in your browser's download bar or your computer's Downloads folder)</li>
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<li>Repeat steps 1–3 for the remaining two files: <strong>"CMP - Summons"</strong> and <strong>"CMP - Civil Case Cover Sheet"</strong></li>
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</ol>
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<div class="callout callout-pitfall">⚡ Pitfall: Do not skip any of these three files. You will need all three to complete the filing. The court will reject your filing if any are missing.</div>
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</div>
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<div class="step">
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<div class="step-num">Step 1.4</div>
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<h4>Open the Complaint PDF for reference</h4>
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<ol>
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<li>Open your Downloads folder (or the browser's download bar)</li>
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<li>Double-click on <strong>"CMP - Complaint"</strong> to open it in a PDF viewer</li>
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<li>Resize and position this window so you can see both the PDF and the Filevine window at the same time</li>
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</ol>
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<div class="callout callout-note">📝 You will need to refer to this document again later — for address, city, state, zip code, and damages amount. Keep it open throughout.</div>
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</div>
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</div>
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<!-- Phase 2 -->
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<div class="phase">
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<div class="phase-header">
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<div class="phase-num" style="background: var(--phase-2);">2</div>
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<div class="phase-title">Initiate the Filing in eLegal</div>
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</div>
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<div class="step">
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<div class="step-num">Step 2.1</div>
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<h4>Open the eLegal portal</h4>
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<ol>
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<li>In a new browser tab (or window), navigate to the eLegal portal</li>
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<li>Log in with your credentials if you are not already logged in</li>
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</ol>
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<div class="callout callout-sees">✅ What you should see: The eLegal Dashboard. Look for a large orange button in the center labeled <strong>"Initiate a New Case"</strong></div>
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</div>
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<div class="step">
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<div class="step-num">Step 2.2</div>
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<h4>Start the new filing form</h4>
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<ol>
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<li>Click the orange <strong>"Initiate a New Case"</strong> button</li>
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</ol>
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<div class="callout callout-sees">✅ What you should see: A "New Filing" form with numbered sections. The first section is labeled <strong>"1. Select Court & Case Type."</strong></div>
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</div>
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</div>
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<!-- Phase 3 -->
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<div class="phase">
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<div class="phase-header">
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<div class="phase-num" style="background: var(--phase-3);">3</div>
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<div class="phase-title">Enter Court and Case Details</div>
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</div>
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||
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<div class="step">
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<div class="step-num">Step 3.1</div>
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<h4>Select the court</h4>
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<ol>
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<li>Find the <strong>"Court"</strong> dropdown in Section 1 and click to open it</li>
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<li>Type <strong>"Alameda"</strong> (or your county name) into the search/filter box</li>
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<li>From the filtered results, select <strong>"Alameda County Civil"</strong> (make sure "Civil" is in the selection)</li>
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||
</ol>
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||
<div class="callout callout-sees">✅ What you should see: The selected court appears in the field</div>
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||
<div class="callout callout-pitfall">⚡ Pitfall: Do not select a criminal or family court. Always verify the word "Civil" is part of your selection.</div>
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||
</div>
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||
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||
<div class="step">
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||
<div class="step-num">Step 3.2</div>
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<h4>Select the case type</h4>
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<ol>
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<li>Find the <strong>"Case Type"</strong> dropdown below the Court selection and open it</li>
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||
<li>Type <strong>"Unlawful Detainer"</strong> into the search box</li>
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||
<li><strong>Check the Complaint PDF:</strong> Look at the top-right corner of page 1 for the total damages sought:
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||
<ul>
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||
<li style="margin-top:0.3rem;">If it says <strong>"over $35,000"</strong> → Select <strong>"Civil Unlimited"</strong></li>
|
||
<li>If it says <strong>"$10,000 to $35,000"</strong> → Select <strong>"Civil Limited"</strong></li>
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||
</ul>
|
||
</li>
|
||
<li>Click to select the matching case type (e.g., "Unlawful Detainer - Commercial ($10k–$35k) - Civil Limited")</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: The selected case type appears in the field</div>
|
||
<div class="callout callout-stumble">⚠️ Stumble: If unsure whether to select "Limited" or "Unlimited," stop and re-read the damages amount from the Complaint PDF.</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Phase 4 -->
|
||
<div class="phase">
|
||
<div class="phase-header">
|
||
<div class="phase-num" style="background: var(--phase-4);">4</div>
|
||
<div class="phase-title">Enter Property and Party Information</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 4.1</div>
|
||
<h4>Enter the release zip code and court location</h4>
|
||
<ol>
|
||
<li>Find the <strong>"Release Zip & Court"</strong> field below Section 1</li>
|
||
<li>Type the property zip code from the Complaint (e.g., <strong>"94544"</strong>)</li>
|
||
<li>From the auto-suggested dropdown, select the correct courthouse (e.g., "94544 - Hayward Hall of Justice")</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: The court location auto-populates based on your zip code selection</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 4.2</div>
|
||
<h4>Enter the premises address</h4>
|
||
<ol>
|
||
<li>Find the <strong>"Address"</strong> field</li>
|
||
<li>Go to the Complaint PDF window, highlight and copy (Ctrl+C / Cmd+C) the full property address (e.g., "27250 Sleepy Hollow Ave, Unit #212")</li>
|
||
<li>Click into the Address field in eLegal and paste (Ctrl+V / Cmd+V)</li>
|
||
<li>Repeat this same process for <strong>City</strong>, <strong>State</strong>, and <strong>Zip Code</strong> fields — reading from the Complaint PDF each time</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: Each field populated exactly as copied from the PDF</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Phase 5 -->
|
||
<div class="phase">
|
||
<div class="phase-header">
|
||
<div class="phase-num" style="background: var(--phase-5);">5</div>
|
||
<div class="phase-title">Upload Required Documents</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 5.1</div>
|
||
<h4>Upload the Complaint</h4>
|
||
<ol>
|
||
<li>Scroll down to find <strong>Section 2: "Add Documents"</strong></li>
|
||
<li>Click the <strong>"Document Type"</strong> dropdown, type <strong>"Complaint"</strong> and select it</li>
|
||
<li>A <strong>"Click to Upload"</strong> area will appear — drag and drop the <strong>"CMP - Complaint"</strong> file into this box</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: The filename appears in green, indicating successful upload</div>
|
||
<div class="callout callout-pitfall">⚡ Pitfall: If you upload the wrong file (e.g., Summons instead of Complaint), the court will reject your filing. Double-check the Document Type label matches the file name.</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 5.2</div>
|
||
<h4>Upload the Summons</h4>
|
||
<ol>
|
||
<li>Click the <strong>"Add Another"</strong> button (or "+") to create a new row</li>
|
||
<li>Select <strong>"Summons"</strong> as the Document Type</li>
|
||
<li>Drag and drop the <strong>"CMP - Summons"</strong> file into the upload box</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: The filename appears in green</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 5.3</div>
|
||
<h4>Upload the Civil Case Cover Sheet</h4>
|
||
<ol>
|
||
<li>Click <strong>"Add Another"</strong> for a third row</li>
|
||
<li>Select <strong>"Civil Case Cover Sheet"</strong> as the Document Type</li>
|
||
<li>Drag and drop the <strong>"CMP - Civil Case Cover Sheet"</strong> file into the upload box</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: All three documents show green checkmarks or confirmation text</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Phase 6 -->
|
||
<div class="phase">
|
||
<div class="phase-header">
|
||
<div class="phase-num" style="background: var(--phase-6);">6</div>
|
||
<div class="phase-title">Add Parties and Select Services</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 6.1</div>
|
||
<h4>Select the representing attorney</h4>
|
||
<ol>
|
||
<li>Scroll to the <strong>"Representing Attorney"</strong> field and open its dropdown</li>
|
||
<li>Select your name (e.g., "Todd B. Hubbard")</li>
|
||
</ol>
|
||
<div class="callout callout-note">📝 This field does NOT auto-populate based on your login — you must select it manually every time.</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 6.2</div>
|
||
<h4>Add the Defendant party</h4>
|
||
<ol>
|
||
<li>Scroll to the <strong>"Parties"</strong> section and click <strong>"Add Party"</strong></li>
|
||
<li>In the new form, select <strong>"Defendant"</strong> from the Role dropdown</li>
|
||
<li>Fill in the defendant's <strong>Last Name</strong> and <strong>First Name</strong> from the Filevine document viewer</li>
|
||
<li>If the defendant has an address listed in Filevine, copy and paste it into the address fields</li>
|
||
<li>Scroll to <strong>"Party We Represent"</strong> and check the checkbox next to this party</li>
|
||
</ol>
|
||
<div class="callout callout-pitfall">⚡ Pitfall: Forgetting to add all defendants is a common error. Double-check the Complaint for multiple defendants — each one must be added separately.</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 6.3</div>
|
||
<h4>Handle AKA/DBA Defendants (if applicable)</h4>
|
||
<ol>
|
||
<li>If the Complaint lists any defendant with an AKA (Also Known As) or DBA (Doing Business As), click <strong>"Add Party"</strong> again</li>
|
||
<li>Select the appropriate role: <strong>"AKA"</strong> or <strong>"DBA"</strong></li>
|
||
<li>Enter the alternative name and check the "Party We Represent" checkbox for this entry too</li>
|
||
</ol>
|
||
<div class="callout callout-pitfall">⚡ Pitfall: Do NOT merge AKA/DBA names into the primary defendant entry. They must be separate entries with their own Role selection.</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 6.4</div>
|
||
<h4>Skip additional services</h4>
|
||
<ol>
|
||
<li>Scroll to the <strong>"Additional Services"</strong> section</li>
|
||
<li>Verify no checkboxes are selected for extra services like "Process Serving"</li>
|
||
<li><strong>Leave this section empty</strong> unless your supervising attorney has specifically instructed otherwise</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 6.5</div>
|
||
<h4>Select payment and calculate fees</h4>
|
||
<ol>
|
||
<li>Scroll to the <strong>"Payment Method"</strong> section</li>
|
||
<li>Click the <strong>"Select Payment Account"</strong> dropdown and choose the credit card for filing fees</li>
|
||
<li>Click the <strong>"Calculate Fees"</strong> button</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: The total fee amount appears on screen</div>
|
||
<div class="callout callout-stumble">⚠️ Stumble: If you get an error after clicking "Calculate Fees," go back and review all party fields for typos or missing data.</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Phase 7 -->
|
||
<div class="phase">
|
||
<div class="phase-header">
|
||
<div class="phase-num" style="background: var(--phase-7);">7</div>
|
||
<div class="phase-title">Review and Submit</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 7.1</div>
|
||
<h4>Gather the courtesy email</h4>
|
||
<ol>
|
||
<li>Switch to your Filevine window</li>
|
||
<li>Click on the <strong>"Vitals"</strong> section in the left sidebar</li>
|
||
<li>Locate the <strong>project email address</strong> and copy it (Ctrl+C / Cmd+C)</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 7.2</div>
|
||
<h4>Enter the courtesy email and verify</h4>
|
||
<ol>
|
||
<li>Switch back to the eLegal window</li>
|
||
<li>Scroll to the <strong>"Courtesy Email Notice"</strong> field and paste the project email address</li>
|
||
<li>Scroll to the bottom of the form and check the box: <strong>"I have verified my filing information"</strong></li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 7.3</div>
|
||
<h4>Submit</h4>
|
||
<ol>
|
||
<li>Click the <strong>"Submit Filing"</strong> button</li>
|
||
<li>Note the <strong>Filing ID</strong> and <strong>Case Number</strong> that appear — write these down or take a screenshot</li>
|
||
<li>Mark in your Filevine project notes (in "Dates & Deadlines") that the filing has been submitted and note the Filing ID</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: A confirmation message, and the filing status changes to <strong>"Pending"</strong></div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Phase 8 -->
|
||
<div class="phase">
|
||
<div class="phase-header">
|
||
<div class="phase-num" style="background: var(--phase-8);">8</div>
|
||
<div class="phase-title">Retrieve Accepted Documents</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 8.1</div>
|
||
<h4>Wait for the acceptance email</h4>
|
||
<ol>
|
||
<li>After submitting, wait for an email from eLegal with the subject: <strong>"Filing ID [ID] Accepted on [Case Number] — [Case Name]"</strong></li>
|
||
</ol>
|
||
<div class="callout callout-stumble">⏱ Expected timing: The email typically arrives within <strong>5–15 minutes</strong>. In some cases, up to 30 minutes. If not received after 30 minutes, check spam/junk folder.</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 8.2</div>
|
||
<h4>Open the acceptance email</h4>
|
||
<ol>
|
||
<li>In your email client, locate and click on the acceptance email</li>
|
||
<li>The email body will state that documents could not be attached (due to size limits) with a <strong>"Click here"</strong> link to view/download filed copies</li>
|
||
<li>Click the <strong>"Click here"</strong> link</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 8.3</div>
|
||
<h4>Log in to eLegal (again)</h4>
|
||
<ol>
|
||
<li>A new browser tab opens to the eLegal login page</li>
|
||
<li>Enter your email and password, click <strong>"Login"</strong></li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: A page titled <strong>"Filing [ID Number] — Accepted"</strong></div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 8.4</div>
|
||
<h4>Download each accepted document</h4>
|
||
<ol>
|
||
<li>You will see a table listing filed documents with "Accepted" status and a <strong>"View"</strong> icon (eye symbol) next to each</li>
|
||
<li><strong>For each document in the list:</strong>
|
||
<ul style="margin-top:0.3rem; padding-left:1em;">
|
||
<li>Click the <strong>"View"</strong> eye icon</li>
|
||
<li>In the PDF viewer, click the <strong>"Download"</strong> button (downward arrow) in the top right</li>
|
||
<li>Choose your Downloads folder and click <strong>"Save"</strong></li>
|
||
<li>Close the PDF viewer</li>
|
||
</ul>
|
||
</li>
|
||
</ol>
|
||
<div class="callout callout-pitfall">⚡ Pitfall: Do not skip any document. All filed documents should be downloaded and archived.</div>
|
||
<div class="callout callout-stumble">⚠️ Stumble: If you accidentally click "Add a Case" instead, close that window and go back to the filing acceptance page.</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Phase 9 -->
|
||
<div class="phase">
|
||
<div class="phase-header">
|
||
<div class="phase-num" style="background: var(--phase-9);">9</div>
|
||
<div class="phase-title">Archive to Filevine</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 9.1</div>
|
||
<h4>Upload documents to the correct folder</h4>
|
||
<ol>
|
||
<li>In Filevine, navigate to <strong>"Documents"</strong> → <strong>"1. Pleadings & Filed Docs"</strong></li>
|
||
<li>Select all the downloaded eLegal documents from your Downloads folder</li>
|
||
<li>Drag and drop them into the "1. Pleadings & Filed Docs" folder in Filevine</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: An "Uploading [N] item(s)" progress bar at the bottom, then the files appear in the folder</div>
|
||
<div class="callout callout-pitfall">⚡ Pitfall: Double-check you are uploading to "1. Pleadings & Filed Docs." Uploading to the wrong folder can cause confusion for team members.</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 9.2</div>
|
||
<h4>Update the case number</h4>
|
||
<ol>
|
||
<li>In the Filevine sidebar, click on <strong>"Dates & Deadlines"</strong></li>
|
||
<li>Find the field labeled <strong>"Case Number"</strong> under "Complaint Info"</li>
|
||
<li>Copy the case number from one of your downloaded eLegal documents (or your notes from Phase 7) and paste it in</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 9.3</div>
|
||
<h4>Update the filing date</h4>
|
||
<ol>
|
||
<li>Find the field labeled <strong>"Date Case Filed"</strong> with a calendar icon</li>
|
||
<li>Click the calendar and select the correct filing date (from the eLegal acceptance page or email)</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ What you should see: The selected date appears in the field</div>
|
||
</div>
|
||
|
||
<div class="step">
|
||
<div class="step-num">Step 9.4</div>
|
||
<h4>Final verification</h4>
|
||
<ol>
|
||
<li>Review all entered data: case number, filing date, and document list</li>
|
||
<li>Verify no error messages appear anywhere on the page</li>
|
||
<li>Filevine saves changes automatically — no explicit "Save" button is needed</li>
|
||
</ol>
|
||
<div class="callout callout-sees">✅ The workflow is now complete.</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Quick Reference Table -->
|
||
<div class="table-section">
|
||
<h2>Quick Reference — Where to Find Each Field</h2>
|
||
<table>
|
||
<thead>
|
||
<tr><th>Field</th><th>Where to Find the Data</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><strong>Property Address, City, State, Zip</strong></td><td>Complaint PDF — page 1</td></tr>
|
||
<tr><td><strong>Damages amount</strong> (for Limited vs Unlimited)</td><td>Complaint PDF — top-right corner, page 1</td></tr>
|
||
<tr><td><strong>Defendant Name(s), AKA/DBA</strong></td><td>Filevine → Documents section</td></tr>
|
||
<tr><td><strong>Case Type</strong></td><td>Determined by property type + damages amount</td></tr>
|
||
<tr><td><strong>Courthouse</strong></td><td>Auto-populated from zip code selection</td></tr>
|
||
<tr><td><strong>Courtesy Email</strong></td><td>Filevine → Vitals section</td></tr>
|
||
<tr><td><strong>Filing ID, Case Number</strong></td><td>eLegal confirmation screen + acceptance email</td></tr>
|
||
<tr><td><strong>Filing Date</strong></td><td>eLegal acceptance page or email</td></tr>
|
||
</tbody>
|
||
</table>
|
||
|
||
<h2>Common Errors and How to Fix Them</h2>
|
||
<table>
|
||
<thead>
|
||
<tr><th>Error</th><th>Likely Cause</th><th>Fix</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>"We cannot save because you are missing required fields"</strong></td>
|
||
<td>Forgot a court, case type, or party role</td>
|
||
<td>Go back and fill in all blank required fields (marked with asterisk *)</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Generic fee calculation error</strong></td>
|
||
<td>Typo in party name, missing address line, or incomplete data</td>
|
||
<td>Review every party field for accuracy — check names, addresses, and roles</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Court rejects the filing</strong></td>
|
||
<td>Wrong document type selected (e.g., Summons uploaded as Complaint)</td>
|
||
<td>Delete the incorrect file, re-select the correct Document Type, and re-upload</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>"Limited" vs "Unlimited" confusion</strong></td>
|
||
<td>Not checking damages amount in Complaint</td>
|
||
<td>Read the damages figure: over $35,000 = Unlimited; $10,000–$35,000 = Limited</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>No acceptance email after 30 min</strong></td>
|
||
<td>Email delay or spam filtering</td>
|
||
<td>Check thoroughly, including spam/junk. If still missing, log into eLegal directly to check status.</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
</div>
|
||
</body>
|
||
</html>
|