New Case Management System for Chancery Division Train inin ing g - - PowerPoint PPT Presentation
Hon. Dorothy Brown Office of the Clerk of the Circuit Court of Cook County, Illinois 1 Scheduling with the New Case Management System for Chancery Division Train inin ing g Webi binar nar August st 17, 2020 Scheduling with the New Case
Scheduling with the New Case Management System for Chancery Division
Office of the Clerk of the Circuit Court of Cook County, Illinois
Train inin ing g Webi binar nar
August st 17, 2020
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Scheduling with the New Case Management System for Chancery Division
Training webinar
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I. Purpose – Overview of the Chancery Division (4:00 – 4:10 p.m.) A.
B. David Moses, Associate Clerk, Criminal Bureau, Office of the Clerk of the Circuit Court of Cook County II. Goals & Objectives of the Webinar (4:10 – 4:15 p.m.) III. Introduction of Panelists (4:15 – 4:20 p.m.) IV. Panel Discussion (4:20 – 5:10 p.m.) A. General Overview of the Chancery Division Case Management System B. How to Schedule in Odyssey for Chancery Division C. Public Access to Civil Data D. New Supreme Court Rules on Electronic Notification of Case Management Notices V. Q & A (5:10 – 5:25 p.m.) VI. CLE Information/Wrap-Up (5:25 – 5:30 p.m.)
AGENDA
GOALS & OBJECTIVES OF THE WEBINAR 3
Division upcoming new Case Management System Enhancements: New Case Scheduling Motion Scheduling Public Access to Civil Data Electronic Notification
Sherry Chatz, Chief Deputy Clerk, Law Division,
representing Dawn Porter, Associate Clerk, Family/Chancery/Law Bureau, Clerk of the Circuit Court
Scheduling with the New Case Management System for Chancery Division
Training webinar
4 Scheduling with the New Case Management System for Chancery Division
Training webinar
Moderator:
CLERK OF THE CIRCUIT COURT OF COOK COUNTY, ILLINOIS
Panelists:
Craig Wimberly, Deputy Chief Information Officer Christian Font, Project Manager, Tyler Technologies, Inc. Carlo DeFranco, Chief Deputy Clerk, Chancery Division Susan Welfeld, Project Manager, CMS Scheduling Gloria Legette, Deputy General Counsel
Craig Wimberly, Deputy Chief Information Officer, Clerk of the Circuit Court
Christian Font, Project Manager, Tyler Technologies
OVERVIEW OF CHANCERY DIVISION CASE MANAGEMENT SYSTEM
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CHANCERY DIVISION
NEW CMS SCHEDULING 6
New Case Scheduling will function the same as it does today.
CHANCERY DIVISION
NEW CASE SCHEDULING – SELECTING CASE TYPE 7
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CHANCERY DIVISION
NEW CASE SCHEDULING – ENTERING ATTORNEY CODE
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CHANCERY DIVISION
NEW CASE SCHEDULING – ENTERING PARTY INFORMATION
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CHANCERY DIVISION
NEW CASE SCHEDULING – ENTERING PARTY INFORMATION
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CHANCERY DIVISION
NEW CASE SCHEDULING – FILINGS
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CHANCERY DIVISION
NEW CASE SCHEDULING – FILINGS
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CHANCERY DIVISION
NEW CASE SCHEDULING – FILINGS/OPTIONAL SERVICES
List of Optional Services and Fees Certification Fee - $6.00 each Certified Copy Fee - $6.00 each Certified Mailing Fee - $16.80 each Citation to Discover Assets - $65.00 Correction of Case Title or Number, By Court Order - $25.00 Issue Alias Citation, Garnishment or Summons - $6.00 each Mailing Fee - $10.50 each Non-Wage Deduction - $65.00 Postage Fee - $0.50 Residential Foreclosure – Tier 1 - $500.00 Residential Foreclosure – Tier 2 - $250.00 Residential Foreclosure – Tier 3 - $50.00 Wage Deduction - $65.00
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CHANCERY DIVISION
NEW CASE SCHEDULING – FILINGS
List of Chancery New Case Additional Filing Options Affidavit As to Military Service Affidavit Filed Certificate Filed Certification – Out of County Transfer Exhibits Filed Fee Waiver Petition Filed – Defendant/Respondent Fee Waiver Petition Filed – Petitioner/Plaintiff Notice of Filing Filed Proof of Service Filed Stipulation Filed Summons Issued and Returnable
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CHANCERY DIVISION
NEW CASE SCHEDULING – PAYMENT
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CHANCERY DIVISION
NEW CASE SCHEDULING – SUMMARY REVIEW
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CHANCERY DIVISION
NEW CASE SCHEDULING
New case scheduling will function the same as it does today. Once your new case is accepted, your case management date will appear on the face of your file stamped document.
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CHANCERY DIVISION
NEW CMS SCHEDULING
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CHANCERY DIVISION
MOTION SCHEDULING – CASE SEARCH
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CHANCERY DIVISION
MOTION SCHEDULING – FILE INTO CASE
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CHANCERY DIVISION
MOTION SCHEDULING – ENTERING ATTORNEY CODE
Please note that the Motion Types will no longer be located in the Case Cross Reference section
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CHANCERY DIVISION
MOTION SCHEDULING – SELECTING FILING CODE
Select a motion related filing code and the Motion Type dropdown box will appear.
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CHANCERY DIVISION
NEW CMS SCHEDULING – SELECTING MOTION TYPE
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CHANCERY DIVISION
MOTION SCHEDULING – UPLOADING DOCUMENT
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CHANCERY DIVISION
NEW CMS SCHEDULING – PAYMENT
Scroll to the Filings section, which is
Code (Motion Filed in this example) to expand and review the motion type.
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CHANCERY DIVISION
NEW CMS SCHEDULING – SUMMARY REVIEW
In the Summary screen, click to expand the filings section and verify that the correct Motion Type still appears in that
no Motion Type or if it is the wrong Motion Type, you will not be able to select a date for your hearing. If you need to add or correct the motion type click Back at the bottom of the screen. If everything is okay, click Submit.
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CHANCERY DIVISION
NEW CMS SCHEDULING – SUMMARY VERIFICATION
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CHANCERY DIVISION
MOTION SCHEDULING – SELECTING A DATE & TIME
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CHANCERY DIVISION
MOTION SCHEDULING – STAMPED DOCUMENT
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PUBLIC A PUBLIC ACCESS CCESS TO CIVIL O CIVIL D DATA
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Public Website Access to Civil Data
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Public Digital Access Terminals (DATs)
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across all divisions and case types
number (case number) or name
for name searches
logins for Criminal Access – Civil information will be available through your authenticated search
Website and DATs
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Advance Filtering Options Search a specific division Or Search by ARDC number (Bar Number), Attorney name, Business name, …and more.
Website and DATs
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Website and DATs
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Search Results
Website and DATs
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Detailed Information
Website and DATs
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Detailed Information
Website and DATs
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CHANCERY DIVISION
NEW CMS SCHEDULING
40 NEW S NEW SUPRE UPREME ME COU COURT T RULE ULE ON ON EL ELECTR ECTRON ONIC NO IC NOTIF TIFICA ICATION TION OF CA OF CASE SE MAN MANAGEMENT GEMENT NO NOTICES TICES
Rule ule 11 11(b (b)
E-mail Address. An attorney must include on the appearance and on all pleadings filed in court an e-mail address to which documents and notices will be served in conformance with Rule 131(d). A self-represented litigant who has an e-mail address must also include the e-mail address
served in conformance with Rule 131(d). Amended July 15, 2020, eff. immediately. Committee Comment (July 15, 2020) When a self-represented litigant has provided an e-mail address to the court pursuant to subparagraph (b), courts retain discretion to determine if an alternative method of service of documents or notices, either in addition to or instead of e-mail, is needed. Committee Comment (December 21, 2012) New subparagraphs (b)(6) and (7) were created to allow for service of documents electronically. The amendments facilitate electronic communications among the court, parties, and counsel and complement the expansion of e-filing in the trial courts. However, electronic service may not be appropriate in all instances. For example, absent a secure method for electronic service of documents, other service options should be used for cases or documents filed confidentially.
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Rule ule 13 131 1 (d (d) (d) Name, Address, Telephone Number, and E-mail Address. (1) Attorneys. All documents filed or served in any cause by an attorney upon another party shall bear the attorney’s name, business address, e-mail address, and telephone number. The attorney must designate a primary e-mail address and may designate no more than two secondary e-mail addresses. (2) Self-Represented Litigants. All documents filed or served in any cause by a self- represented litigant upon another party shall bear the self-represented litigant’s mailing address and telephone number. Additionally, a self-represented litigant who has an e- mail address must designate a single e-mail address to which service may be directed under Rule 11. If a self-represented litigant does not designate an e-mail address, then service upon and by that party must be made by a method specified in Rule 11 other than e-mail transmission. Amended July 15, 2020, eff. immediately.
NEW S NEW SUPRE UPREME ME COU COURT T RULE ULE ON ON EL ELECTR ECTRON ONIC NO IC NOTIF TIFICA ICATION TION OF CA OF CASE SE MAN MANAGEMENT GEMENT NO NOTICES TICES
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CHANCERY DIVISION
NEW CMS SCHEDULING
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CLE INFORMATION
Attorneys that attended this training webinar for the entire hour are eligible for one hour CLE credits. When you registered with your name and email address, your ARDC number should have been included. We will verify the time length of your attendance in the webinar through the Zoom webinar report. Your CLE credit certificate will be emailed to the email address associated with your registration.
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UP UPCOMING W COMING WEBI EBINAR AR SE SERIE RIES
Scheduling in the Civil Areas of Law
FO FOR R MORE RE I INFO FORM RMATION: : WWW WWW.CO .COOKCO COUNTYCLE CLERK RKOFCO FCOURT .O .ORG
DOMESTIC RELATIONS DIVISION
MONDAY, AUG. 24, 2020
4:00 - 5:30 p.m. [Sign-on starts at 3:30 p.m.] Attendees Must Register for the Webinar. Go to: https://tinyurl.com/yy792ncq
LAW DIVISION
MONDAY, AUG. 31, 2020
4:00 - 5:30 p.m. [Sign-on starts at 3:30 p.m.] Attendees Must Register for the Webinar. Go to: https://tinyurl.com/y5d94nga
CIVIL DIVISION
THURSDAY, AUG. 27, 2020
4:00 - 5:30 p.m. [Sign-on starts at 3:30 p.m.] Attendees Must Register for the Webinar. Go to: https://tinyurl.com/y5b6d3jn
SUBURBAN DISTRICTS 2 - 6
THURSDAY, SEPT. 3, 2020
4:00 - 5:30 p.m. [Sign-on starts at 3:30 p.m. Attendees Must Register for the Webinar. Go to: https://tinyurl.com/y4bgbq93
CLE CREDIT FOR ATTORNEYS
Information and instructions on Scheduling when eFiling in the following Civil Areas of Law in the Odyssey Case Management System (Separate registration required for each divisional webinar chosen)
PROBATE DIVISION
THURSDAY, AUG. 20, 2020
4:00 - 5:30 p.m. [Sign-on starts at 3:30 p.m.] Attendees Must Register for the Webinar. Go to: https://tinyurl.com/y327coww
Office of the Clerk of the Circuit Court of Cook County
Office of the Clerk of the Circuit Court of Cook County, Illinois
Cont ntac act t Inf nforma
tion: n: Gene neral al Inf nformati
l (312) 2) 603-5030 5030 Websi site: te:
www.coo .cookcounty kcountycle clerk rkof
court. t.org
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Panelists Bios
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County, Illinois Clerk Brown is now serving her fifth term in office. She is the official keeper of records for all judicial matters brought into one of the largest unified court systems in the world, and is responsible for managing an annual operating budget of more than $100 million and has a workforce of 1,322 employees. Clerk Brown manages the operations of the Circuit Court Clerk’s Office through her focus on technology, customer service, and community outreach. She is committed to increasing the public’s access to justice. Clerk Brown created a Clerk’s Office mobile app, developed several online court-related services, initiated the scanning and digital storage of millions of court documents, successfully transitioned her office to a statewide, mandated eFiling system, and is implementing a $36 million new case management system throughout the Clerk’s Office. Clerk Brown brings a wealth of knowledge and experience to her post, which has enabled her to shape the Clerk’s Office into a model
Clerk Brown graduated with honors from Southern University in Baton Rouge, Louisiana. She has also earned an MBA with honors from DePaul University; a law degree with honors from Chicago- Kent School of Law; and she is a Certified Public Accountant.
Chancery Division, Circuit Court of Cook County Appointed to the bench in 1991, Judge Jacobius was elected to a full term in 1994 and has served as the presiding judge of the Chancery Division since 2010. Judge Jacobius previously sat in the Domestic Relations Division, where he also spent nine years as presiding judge. Before becoming a judge, Jacobius spent 16 years at the Illinois Attorney General’s Office. He serves as the co-chair for the Special Supreme Court Committee on Child Custody Issues and is a member of the Supreme Court Committee to Study Courtroom and Judicial Security.
Panelists Bios
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Cr Craig ig K. . Wimbe imberly, , De Deputy y Ch Chief ief Inf Informa mation ion Office ficer, , Cler Clerk of t the Ci Circuit it Co Court of Coo Cook Co County Current Deputy Chief Informational Officer for Enterprise Systems in the Office of the Clerk of the Circuit Court of Cook County, Craig Wimberly is an innovative, decisive and forward-thinking executive with over 30 years of experience leading successful information technology, finance and cross- functional organizations.
from Senior Project Manager to Chief Information Officer and Chief Finance Officer to President. He spent 20 years at Amoco Corporation leading large organizations, and delivering complex technology solutions across diverse areas of the business. In roles as Chief of Staff and CIO for the Office of the Clerk of the Circuit Court, Mr. Wimberly worked to streamline business processes, execute and deliver high cost/risk technology initiatives and to increase efficiencies across the organization.
University, with an MBA from the University of Chicago. David Moses, Associate Clerk, Criminal Bureau David Moses started his career with the Clerk of the Circuit Court of Cook County in December of 1993, as a File Clerk in the Civil Division. He advanced from being a data entry clerk in the data entry pool to being the lead customer service/data entry clerk processing new case filings for the Child Protection Division at Juvenile. Additionally, David served as a Team Review Audit Clerk as well as a Child Protection Court Clerk. In 1997, David was promoted to Office Manager of the Child Protection Division. Shortly thereafter, he was promoted to the Assistant Chief Deputy Clerk, then again promoted to the Chief Deputy Clerk. After 17 years at Juvenile/ Child Protection Division, David was reassigned to District 6 – Markham, as the Chief Deputy Clerk. David later was reassigned to the Probate Division as the Chief Deputy Clerk. In January of 2017, David was promoted to the Associate Clerk of the First Municipal Bureau, overseeing the daily
2019, David was reassigned to serve as the Associate Clerk
Panelists Bios
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Ch Chris istian ian Font, , MBA, A, Pr Projec ject Manager, , Tyl yler Technolog logies ies Skilled in Consulting, Software Implementation, Project Management, Business Process Documentation and Re-engineering, Change Management, Government, Strategic Planning, Public Speaking, and Local Government, Christian Font is a strong information technology professional with a Master of Business Administration (MBA) focused in Management from Nova Southeastern University. He currently serves as Project Manager for Tyler Technologies, where he led the implementation of the Odyssey for Cook County Illinois’ Pilot Court for the County Division. Simultaneous to implementing the County Division, Christian Font provided architect guidance on the implementation of the Criminal Division, Juvenile Division, the Civil, Law, Chancery, Probate and Domestic Relations Divisions. She Sherry y Ch Chatz, , Ch Chief ief De Deputy y Cler Clerk, , Law Di Divi visi sion Sherry has worked with the Office of the Clerk of the Circuit Court of Cook County for 18 years. She serves as the Chief Deputy Clerk of the Law Division. Sherry holds a bachelor’s in Mechanical Engineering from the Illinois Institute of Technology and a law degree from Chicago-Kent College of Law. Sherry was appointed by Clerk Dorothy Brown to serve as a member of the Supreme Court of Illinois Judicial College, Committee on Circuit Court Clerk Education.
Panelists Bios
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Susa Susan W Welf lfeld, ld, Ch Chief ief Dep Deputy y Cler Clerk, , Civi Civil l Appeals ls De Departme ment and E-In Init itia iativ ives s Manager, , Cler Clerk of the Ci Circuit it Co Court of Co Cook Co County Susan has 31 years of progressive management experience in the Office of the Clerk of the Circuit Court of Cook County. She brings a wealth of knowledge and experience to her current role as Chief Deputy Clerk of the Civil Appeals Department and works tirelessly on teams to implement innovation and technology into the Office of the Clerk of the Circuit Court of Cook County. She holds a bachelor’s degree from Robert Morris University. Glor loria ia Legette, , Fir irst st De Deputy y General l Co Counsel, sel, Cler Clerk of t the Ci Circuit it Co Court of Coo Cook Co County Gloria Legette is a licensed attorney with 17 years of compliance, human resources community engagement, government and management experience in the Office of the Clerk of the Circuit Court of Cook County. She currently serves as First Deputy General Counsel in the Office of the Clerk of the Circuit Court of Cook County. Her principal responsibilities include advising the Office on legal matters critical to its mission: ensuring compliance with applicable State, Federal, and local laws, rules and policies; providing legal advice and leadership on technology and operational project teams, and advising senior management on legal matters related to project implementation in the Office. She received a Bachelor of Arts from Florida A & M University and a Juris Doctor from DePaul University College of Law. Ca Carlo lo De DeFranco, , Ch Chief ief Dep Deputy y Cler Clerk, , Ch Chancery y Divi Divisi sion, , Cler Clerk of t the Ci Circuit it Co Court of Coo Cook Co County Carlo has 17 years of experience in the Office of the Clerk of the Circuit Court of Cook County. He has assumed the roles
Deputy Clerk, and currently serves as Chief Deputy Clerk of the Chancery Division. Carlo studied Political Science during his undergraduate studies and went on to earn a master’s degree in Business Administration.