Overview — Your Dashboard
When you sign in, the dashboard is your home base. It gives you a snapshot of all your filing activity and quick access to start new filings.
Stat Cards
At the top of the dashboard you will see five summary cards:
Total Filings -- The number of filings you have submitted (excludes drafts).
Pending -- Filings with a status of Submitted, Under Review, Payment Failed, With Judge, or Partial Accept that are waiting on action.
Accepted -- Filings that have been accepted or recorded into the court's case management system.
Rejected -- Filings that were rejected by the clerk and may need correction.
Drafts -- Filings you started but have not yet submitted. You can resume these at any time.
Clicking a stat card scrolls to the filings table and filters it to show only the matching filings.
📹 GIF: Clicking each stat card on the dashboard (Total, Pending, Accepted, Rejected, Drafts) and watching the filings table filter to show only the matching category.
Payment Failed Alert
If any of your filings have a failed payment, a warning banner appears below the stat cards. It tells you how many filings need attention and directs you to open the filing to update your card and retry the payment.
Filing List
Below the stat cards is the My Filings card. This is a table of all your submitted filings, organized by tabs:
Pending -- Active filings that are in progress (submitted, under review, with judge, payment failed).
Approved -- Filings that have been accepted and recorded into the court's case management system.
Drafts -- Filings you started but have not yet submitted. You can resume or delete drafts from here.
Each row shows the filing number, court, case type, parties, documents, fee amount, current status, and submission date. You can click any row to expand it and see document-level details, including per-document status badges and download links for original, signed, and stamped copies.
Quick Actions
In the top-right corner of the My Filings card, two buttons let you start a filing immediately:
File a Case -- Opens the filing wizard for a brand-new case.
File on Existing Case -- Opens a search panel where you can look up a case already in the court's case management system and add documents to it.
When you click either button, the filing wizard appears inline above the filings table. You can close it at any time with the Close button.
📹 GIF: Clicking "File a Case" on the dashboard, showing the filing wizard appearing inline above the filings table, then clicking "Close" to dismiss it.
Navigation
The sidebar on the left provides links to all filer pages:
Dashboard -- The page described here.
Notifications -- View filing status updates and system alerts.
Payments -- View your payment history, receipts, and transaction details.
Reports -- Filing activity reports (available to attorneys and organization admins).
Settings -- Manage your organization profile, team members, billing, and preferences (visible if you belong to an organization).
📹 GIF: Navigating the filer sidebar -- clicking Dashboard, Notifications, Payments, Reports, and Settings to show each page briefly.
You can also drag and drop PDF files anywhere on the page. If you have a filing wizard open, the files are added directly to your current filing. Otherwise, a dialog appears to let you upload and then start a new filing.
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