Queues and Routing

Queues and routing rules work together to organize how incoming filings reach clerks for review. Queues are the columns clerks see on their Kanban board. Routing rules automatically assign filings to the right queue or clerk when they are submitted.

Review Queues

Viewing Queues

Navigate to Admin > Queues to see all queues organized by court. Each court has its own set of queues displayed in a card.

Each queue shows:

• Display order -- The position of the queue on the Kanban board (lower numbers appear first)

• Name and code -- Display name and short identifier

• Default badge -- Indicates the court's default queue for filings that do not match any routing rule

• Assignment method -- How filings in this queue are assigned to clerks

• Auto-assign toggle -- Whether filings are automatically assigned to a clerk when they enter the queue

Adding a Queue

1. Click Add Queue on the court card.

2. Fill in the queue details:

Field	Required	Description
Name	Yes	Display name shown on the Kanban board (e.g., "New Filings")
Code	Yes	Short identifier (e.g., "NEW")
Description	No	Optional description
Display Order	Yes	Numeric position on the board. Lower numbers appear further left
Assignment Method	Yes	How clerks are assigned to items in this queue (see below)
Default Queue	No	Toggle on to make this the fallback queue for the court
Auto-Assign	No	Toggle on to automatically assign a clerk when a filing enters this queue

1. Click Create.

Assignment Methods

Method	Description
Manual	Clerks manually pick up filings from the queue. No automatic assignment
Round Robin	Filings are assigned to clerks in rotation, distributing work evenly
Rules Based	Filings are assigned based on routing rules (see below)

Queue Display Order

Queues appear as columns on the clerk's Kanban board from left to right in order of their display order number. Filings move forward through queues -- they can only be moved to a queue with a higher display order, never backward.

A typical queue setup might be: New Filings (order 1) > Under Review (order 2) > Ready to Record (order 3).

Editing and Deleting Queues

• Click the pencil icon to edit a queue's name, code, order, or assignment method

• Use the Auto-assign toggle directly on the queue row to enable or disable auto-assignment

• Click the trash icon to delete a queue

Routing Rules

Routing rules automatically assign filings to queues, users, or priorities when they are submitted. Rules are evaluated in priority order -- the first matching rule wins.

Viewing Rules

Navigate to Admin > Routing Rules to see all rules in a searchable table. You can filter by court using the dropdown above the table.

Each rule shows its priority, name, court, condition, action, and active status.

Adding a Routing Rule

1. Click Add Rule.

2. Fill in the rule details:

General settings:

Field	Required	Description
Rule Name	Yes	Descriptive name (e.g., "Route Civil to Queue A")
Priority	Yes	Numeric priority. Lower numbers are evaluated first
Court	Yes	The court this rule applies to
Active	No	Toggle to enable or disable the rule. Defaults to on

Condition -- defines when the rule matches:

Field	Options
Field	Filing Type, Docket Entry, Filer Type, Fee Status
Operator	Equals, Not Equals, Contains, In
Value	The value to match against (e.g., a filing type code like "CIV", or a filer type like "ATTORNEY")

Action -- defines what happens when the rule matches:

Action Type	Description	Example Value
Assign to Queue	Route the filing to a specific queue	Queue code (e.g., "CIVIL")
Assign to User	Assign the filing directly to a clerk	User email address
Set Priority	Set the filing's priority level	HIGH, URGENT, LOW
Trigger Notification	Send a notification when the rule matches	Notification type
Require Judicial Approval	Flag the filing for judge review before clerk processing	Judge email or "true"

1. Click Create.

How Routing Works

When a filing is submitted:

1. The system evaluates all active routing rules for the filing's court, ordered by priority (lowest number first).

2. For each rule, it checks whether the filing's attributes match the condition.

3. The first matching rule's action is applied.

4. If no rules match, the filing goes to the court's default queue.

Example Rules

Rule Name	Condition	Action
Route Civil Filings	Filing Type equals CIV	Assign to Queue: CIVIL
Prioritize Government Filers	Filer Type equals GOVERNMENT	Set Priority: HIGH
Fee Waiver Review	Fee Status equals WAIVER_REQUESTED	Require Judicial Approval: true
Criminal to Judge Smith	Filing Type equals CRIM	Assign to User: [email protected]

Activating and Deactivating Rules

Use the Active toggle on each rule row to enable or disable it without deleting it. Deactivated rules are skipped during evaluation.

Editing and Deleting Rules

• Click the pencil icon to edit any field on a rule

• Click the trash icon to permanently delete a rule