Tag Archive | "e-file"

e-Filing in Indiana: Proficient Paperless Practice, Live in 2 Locations!

e-Filing in Indiana: Proficient Paperless Practice, Live in 2 Locations!

You or your staff may have already learned the basics on how to e-File in Indiana…

Now take the next step.

Until recently the modern practice of law required the filing of reams of paper with the courts and opposing counsel. This “paper” was in addition to the files that you kept in your law office.
No longer… With the recent change in Indiana to mandatory e-Filing, many practitioners are scrambling to catch-up to the requirement to digitize all documents being submitted to the court.

This program will help guide you through the steps you need to take to have a proficient paperless practice.
• What is the best way to digitize your filing cabinets full of paper files?
• How do you organize, track, calendar, and reply to numerous e-mail requests from the court and opposing counsel for additional information?
• How do you safeguard your digital files from unauthorized access?
• How should you back-up your digital files?
• What steps should you take, right now, to exploit current technology to help you become a more proficient, efficient, and effective attorney for your client?

• Modern day paperless law office (or less paper)
• E-Filing in Indiana: A review of specific requirements & the actual e-filing process
• Converting paper to digital: Scanning options. Demonstration of desktop scanning
• PDFing for legal professionals using Adobe Acrobat & Nuance PowerPDF: Legal professionals must learn how to manipulate, edit & secure PDFs in today’s paper-free world!
• Document management: How to organize, process, & find emails & digital files in a law practice
• Case management, document automation & security
• Staying paperless on an iPad or other mobile device

Paul J. Unger is a Founding member of HMU Consulting, Inc. in Columbus, Ohio. HMU specializes in trial presentation consulting, case management software, and legal-specific software training for law firms and legal departments throughout the Midwest. He has provided trial presentation consultation for over 100 cases over the past 5 years. He is also on the adjunct faculty for Capital University Law School’s paralegal program. He is the author of Microsoft Word for Legal Professionals, Amicus Attorney for Legal Professionals, Palm Devices for Legal Professionals, and Outlook for Legal Professionals, manuals designed to maximize the use of legal-specific features.

9:00 A.M. – 4:30 P.M. (Both Locations)

AUGUST 8 – Indianapolis
– ICLEF Conference Facility, Indianapolis

AUGUST 9 – Fort Wayne
– Grand Wayne Center, Fort Wayne

Non-Legal Subject Matter (CLE / NLS)
Up to 12 hours of your 36 CLE hour requirement can be obtained attending NLS (Non-Legal Subject Matter) seminar. MCLE Rule 29, Section 3(a).

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New Indiana e-File Rules Put More Responsibility on Filers

By Richard Mann, Richard A. Mann, P.C., Indianapolis

Effective July 1, 2016, the Indiana Supreme and Appellate Courts along with Hamilton County, Indiana Circuit and Superior Courts, go to mandatory e-filing for attorneys. Trial court filers should familiarize themselves with the new Rule 86 of the Indiana Rules of Trial Procedure effective for filings after June 30, 2016.

At the trial court level, attorneys now will need a few more forms in their bank of forms. The new rule now calls for 4 additional forms. The first form identified is the Acknowledgement of Service under Rule 86(G)(2)(ii) which is similar to the form used in the US District Courts. This occurs if the filer personally serves the complaint and summons or mails the summons and complaint by first class mail. The filer prepares the summons and transmits the summons to the clerk. The clerk will then stamp, add the cause number, seal, and sign the summons and return it to the filer. The rule requires the filer to file the Acknowledgement of Service with the clerk. If the respondent or defendant refuses to sign the form, the filer shall then immediately file an Affidavit of Service with the clerk. If the filer files by copy service, the filer shall leave a copy at the proper address, mail a copy of the summons and file with the clerk the Affidavit of Service, similar to the method used by a sheriff in copy service.

Also, under Rule 86, now if the filer is serving the respondent or defendant by certified or registered mail, the filer prepares the summons and transmits the summons to the clerk. The clerk will then stamp, add the cause number, seal, and sign the summons and return it to the filer. The filer will then send the summons by certified or registered mail, and then promptly file with the clerk the Certificate of Issuance of Summons which must contain the method of service with respect to each party, the date of mailing, address of each party, and tracking or identifying number for each summons under Rule 86(G)(2)(c). Once service has occurred then the filer must file with the clerk an Affidavit of Service setting forth the date of service, the person served, and the address served. Since the name may not be legible on the receipt from the post office, we believe the best practice until directed otherwise would be to attach a copy of the receipt.

For service by publication under Rule 86(G)(2)(e), the filer prepares the summons and transmits the summons to the clerk along with an Affidavit for Service by Publication to the Clerk as provided in Trial Rule 4.13. The clerk will then stamp, add the cause number, seal, and sign the summons and Affidavit for Service by Publication and then return them to the filer. The filer shall deliver the summons to the publication authorized by Trial Rule 4.13(C), with instructions that after the completion of the period of publication the return shall be sent to the Clerk.

Another form you should add is the new E-Filing Appearance By Attorney In Civil Case. This has many changes.


Richard A. Mann has been practicing Family Law for more than 36 years in the Indianapolis area and throughout the State of Indiana. He is a Certified Family Law Specialist as certified by the Family Law Certification Committee, a Registered Family Law and Civil Law Mediator and Guardian ad Litem and Parenting Coordinator. Mr. Mann and his firm, Richard A. Mann, P.C. Attorneys at Law, are proud to have been one of the firms who represented Same-Sex couples who were successful in overturning Indiana’s ban on Same-Sex marriage. He continues to fight discrimination in the law.

While a large portion of Mr. Mann’s practice is in the Family Law area he also represents several corporations on contract, personnel and other matters. He also has a varied General Practice in wills, estates, juvenile matters, collections, probate throughout the state of Indiana. Mr. Mann has tried murder cases as well as a death penalty case.

Mr. Mann has been selected for inclusion in Super Lawyers SuperLawyers Edition for 2009, 2010, 2011, 2012, 2013, 2014, 2015 & 2016.

Follow Richard Mann on FacebookTwitter, or read more blogs by him here.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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