For the complete documentation index, see llms.txt. This page is also available as Markdown.

Case View

There is no dedicated "Case Lookup" search box in the clerk console -- the sidebar has no lookup or search feature. Instead, you reach a read-only case view directly from filings you have already processed.

Opening the Case View

From the queue, go to the Processed tab and open the Accepted (or Rejected) sub-tab. Each row groups filings by case. Expand a case and use the Review link on a filing to open the read-only case view for that filing's case.

The case view lives at a per-filing URL and is built from the filing record itself. The Verdict CMS mirror tables were removed, so this view does not pull a live docket from Verdict -- it shows what the e-filing system holds for that filing.

Case View

The case view header displays:

  • Case title (e.g., "Smith v. Jones")

  • Case number (or the filing number if no case number has been assigned)

  • Court name

  • Case type and subtype

  • Filed date

  • Status badge

A Send to Printer button in the header adds all non-rejected documents on the case to your print queue. See Printing.

Below the header, four tabs organize the data:

Timeline

A chronological view derived from the filing -- the case-opened event and the filing's own submitted / accepted / rejected events. Because the CMS mirror was removed, it does not show a full Verdict docket; richer docket data is a planned follow-up. If there is nothing to show, the tab reads "No timeline events yet."

Parties

The parties on the filing, showing each party's name and role (Plaintiff, Defendant, Petitioner, Respondent, etc.) and active/inactive status.

Documents

This tab is currently an empty placeholder -- case-level documents are not populated here while the CMS mirror is absent. To view a filing's documents, open the filing in the review screen instead (the Filings tab links straight to it).

Filings

The e-filings tied to this view. Each row shows the filer, the filing status, the submission date, and a document count, with a Review link that opens the filing in the review screen.

The case view is read-only. To make changes -- party information, case type, or the linked CMS case -- edit the filing on the review screen while it is under review. See Reviewing a Filing.

Linking a Filing to an Existing Case

If a filer submits a new-case filing that should be on an existing case (or links to the wrong case), you can correct this from the review screen, not the case view:

  1. Open the filing in the review screen.

  2. In the filing details section, click the CMS case field.

  3. Search for the correct case by number or title.

  4. Select it. The filing is now linked to that case and will be recorded there when accepted.

📹 GIF: Linking a filing to an existing case -- clicking the CMS case field in the review panel, typing a case number in the search box, selecting the correct case from the results, and seeing the case context update.

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