New Case Management System for County Division Train inin ing g - - PowerPoint PPT Presentation

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New Case Management System for County 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 County Division Train inin ing g Webi binar nar August st 12, 2020 Scheduling with the New Case


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Scheduling with the New Case Management System for County Division

  • Hon. Dorothy Brown

Office of the Clerk of the Circuit Court of Cook County, Illinois

Train inin ing g Webi binar nar

August st 12, 2020

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Scheduling with the New Case Management System for County Division

Training webinar

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I. Purpose – Overview of the County Division (4:00 – 4:10 p.m.) A.

  • Hon. Dorothy Brown, Clerk of the Circuit Court of Cook County

B.

  • Hon. Sharon M. Sullivan, Presiding Judge, County Division, Cook

County Circuit Court C. Renee Banks, Executive Clerk of Court Operations and Administration, 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 County Division Case Management System B. How to Schedule in Odyssey for County Division C. 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

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GOALS & OBJECTIVES OF THE WEBINAR

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  • Information and instruction on the following County

Division upcoming new Case Management System Enhancements: New Case Scheduling Motion Scheduling Tax Objection Randomization Electronic Notification

Sam Williams Associate Clerk, First Municipal/Probate/County Division, Clerk of the Circuit Court

Scheduling with the New Case Management System for County Division

Training webinar

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PANEL DISCUSSION

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Scheduling with the New Case Management System for County Division

Training webinar

Moderator:

  • HON. DOROTHY BROWN

CLERK OF THE CIRCUIT COURT OF COOK COUNTY, ILLINOIS

Panelists:

Craig Wimberly, Deputy Chief Information Officer Christian Font, Project Manager, Tyler Technologies, Inc. Pinal Patel, Chief Deputy Clerk, County Division Susan Welfeld, Project Manager, CMS Scheduling Gloria Legette, Deputy General Counsel

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  • Historical Perspective

Craig Wimberly, Deputy Chief Information Officer, Clerk of the Circuit Court

  • The Odyssey System

Christian Font, Project Manager, Tyler Technologies

OVERVIEW OF COUNTY DIVISION CASE MANAGEMENT SYSTEM

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NEW CASE SCHEDULING

COUNTY DIVISION

NEW CMS SCHEDULING

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NEW CASE SCHEDULING Litigants will no longer have to call County Division to schedule a motion Three case types will get system-generated dates at time of filing:

  • Name Change
  • Certificate of Error
  • Property Tax Appeal Board

The new case scheduling does not affect Mental Health cases. The procedures for these cases will remain the same. All other case types will be scheduled by eFiling a motion and selecting a hearing date. You must wait until your new case is accepted in its entirety and then eFile your motion and select a hearing date. .

COUNTY DIVISION

NEW CMS SCHEDULING

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New Case Scheduling for Name Change, Certificate of Error, and Property Tax Appeal Board

COUNTY DIVISION

NEW CMS SCHEDULING

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MOTION SCHEDULING

9 COUNTY DIVISION

NEW CMS SCHEDULING

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10 COUNTY DIVISION

MOTION SCHEDULING – CASE SEARCH

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11 COUNTY DIVISION

MOTION SCHEDULING – FILE INTO CASE

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COUNTY DIVISION

MOTION SCHEDULING – ENTERING ATTORNEY CODE

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COUNTY DIVISION

MOTION SCHEDULING – SELECTING FILING CODE

Select a motion related filing code and the Motion Type dropdown box will appear.

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14 COUNTY DIVISION

NEW CMS SCHEDULING – SELECTING MOTION TYPE

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15 COUNTY DIVISION

MOTION SCHEDULING LIST LIST OF MO OF MOTION TION T TYPES YPES FOR COU FOR COUNTY NTY DIV DIVISION ISION

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16 COUNTY DIVISION

MOTION SCHEDULING – UPLOADING DOCUMENT

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17 COUNTY DIVISION

NEW CMS SCHEDULING – PAYMENT

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Scroll to the Filings section, which is

  • collapsed. Click
  • n your Filing

Code (Motion to – Filed in this example) to expand and review the motion type.

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NEW CMS SCHEDULING – SUMMARY REVIEW

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In the Summary screen, click to expand the filings section and verify that the correct Motion Type still appears in that

  • section. If there is

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

  • f the screen. If everything is ok,

click Submit.

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NEW CMS SCHEDULING – SUMMARY VERIFICATION

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20 COUNTY DIVISION

MOTION SCHEDULING – SELECTING YOUR DATE & TIME

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21 COUNTY DIVISION

MOTION SCHEDULING – STAMPED DOCUMENT

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TAX OBJECTI AX OBJECTION ON CASES CASES

22 COUNTY DIVISION

NEW CMS SCHEDULING

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TAX OBJECTION CASES At time of filing, Tax Objection Cases will now be randomized between calendars 4 through 12.

23 COUNTY DIVISION

NEW CMS SCHEDULING

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TAX OBJECTION CASES Once all of the cases are filed for the year, the Clerk’s Office will then randomize each calendar’s cases and assign them to one of the 8 months for the Case Management Hearing.

24 COUNTY DIVISION

NEW CMS SCHEDULING

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NEW SUPREME COURT RULES ON ELECTRONIC NOTIFICATION OF CASE MANAGEMENT NOTICES

Rule 11(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 on the appearance and on all pleadings filed in court to which documents and notices will be 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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NEW SUPREME COURT RULES ON ELECTRONIC NOTIFICATION OF CASE MANAGEMENT NOTICES

Rule 131 (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.

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Q & A

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COUNTY 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

CHANCERY DIVISION

MONDAY, AUG. 17, 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/y3cadtlo

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

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

CIVIL DIVISION

THURSDAY, AUG. 21, 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)

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Panelists Bios 30

  • Hon. Sharon Sullivan, Presiding Judge,

Chancery Division, Cook County Circuit Court First elected to the Circuit Court of Cook County in 1992, the Honorable Sharon Sullivan currently serves as the Presiding Judge of the County Division and is responsible for the administration of this division which hears 39 different case types, among them adoptions, mental health, elections, real estate tax, civil asset forfeiture, name changes and COVID-19 Emergency cases. For 15 years, Judge Sullivan was assigned to the Criminal Division and presided over a Chicago felony court call in

  • Skokie. She has heard hundreds of motions and trials.

She has also presided over civil and criminal cases in the Third and First Municipal Districts. She has worked in private practice and as an Assistant Corporation Counsel for the City of Chicago and in the general litigation division handling civil cases in the federal court. Judge Sullivan received her Juris Doctor from Loyola Law School in 1980. She received her Bachelor of Arts degree from the University of Notre Dame in 1977.

  • Hon. Dorothy Brown, Clerk of the Circuit Court of Cook

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 she 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

  • f governmental efficiency.

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.

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Panelists Bios 31

Renee Banks, Executive Clerk for Court Operations and Administration, Clerk of the Circuit Court of Cook County Renee Banks has over 35 years of experience in various positions in the Office of the Clerk of the Circuit Court of Cook County. She holds a Bachelor of Science Degree in Education from Eastern Illinois University and has worked in advancing levels of leadership in the Clerk’s Office. She currently serves as Executive Clerk for Court Operations, where she oversees the operations of the entire Court Operational areas in the Clerk’s Office. She has served as Subject Matter Expert on Criminal Matters for technology and community projects within the Office of the Clerk of the Circuit Court. She has worked tirelessly on the implementation of the Odyssey Case Management System and has served as a valuable lead, subject matter expert and liaison with community and court stakeholders in technology and innovation projects within the Clerk’s Office. 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

  • rganizations.
  • Mr. Wimberly has worked in several capacities in his career,

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 industry. 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.

  • Mr. Wimberly is a graduate of Truman College and Roosevelt

University, with an MBA from the University of Chicago.

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Panelists Bios 32

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. Samu Samuel l Wil illi liams, ms, Asso Associa iate, , Fir irst st Municipa icipal/P l/Probate/C /County y Bu Bureau, , Cler Clerk of t the Cir Circuit it Co Court of Co Cook Cou County With over 30 years of Management and Leadership experience, Samuel Williams has been a leader in the Office of the Clerk of the Circuit Court for over 27 years. He has over 23 years of management experience for the Clerk of the Circuit Court of Cook County and more than five years of management experience outside of the Circuit Court. He possesses strong knowledge of the court system, procedures, and governing statues. He currently serves as the Associate Clerk of the First Municipal Bureau, where he manages the operations of the Civil, Traffic, Probate and County Divisions of the Clerk’s Office. He has served as lead and subject matter expert on technology and innovation and court operations projects throughout the Clerk’s Office.

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Panelists Bios 33

Pi Pinal l Patel, l, Ch Chief ief De Deputy y Cler Clerk, , Co County y Divi Divisi sion, , Cler Clerk of the Ci Circuit it Co Court of Co Cook Co County Pinal Patel has 15 years of management experience in the Office of the Clerk of the Circuit Court of Cook County. She currently serves as Chief Deputy Clerk of the County Division, where she oversees the operations

  • f the County Division, which adoptions, election matters, emancipation
  • f minors, mental health, municipal incorporations, name changes, tax

deeds, tax objections and other matters. She served as Assistant Chief Deputy Clerk for the implementation of the Odyssey for Cook County Illinois’ Pilot Court for the County Division and continues to serve as lead and subject matter expert on matters pertaining to the enhancement of the Odyssey system in the County Division. 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 t the Ci Circuit it Co Court of Coo Cook Co County Susan has 31 years of progressive management experience in the Office

  • f 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

  • f 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, Cl Clerk of t the Ci Circuit it Co Court of Co 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 principle 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

  • perational 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.