New Case Management

System for Law Division

Hon. Dorothy Brown

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

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New Case Management System for Law Division

Training webinar

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

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

B. Renee Banks, Executive Clerk, Court Operations and Administration, Office of the Clerk of the Circuit Court of Cook County

II. Goals & Objectives of the Webinar (4:10 – 4:12 p.m.)

III. Introduction of Panelists (4:12 – 4:15 p.m.)

IV. Panel Discussion (4:15 – 5:15 p.m.)

A. Historical Perspective on Technology in the Clerk’s Office

B. General Overview of the Odyssey Case Management System

C. How to Schedule in Odyssey for Civil Division

D. Public Access to Civil Case Type Data

E. New Supreme Court Rules on Electronic Notification of Case Management Notices

V. Q & A (5:15 – 5:25 p.m.)

VI. CLE Information/Wrap-Up (5:25 – 5:30 p.m.)

AGENDA

GOALS & OBJECTIVES OF THE WEBINAR

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• Information and instructions on the following Law Division upcoming, new Case Management System Enhancements:

New Case Scheduling

Motion Scheduling

Public Access to Civil Data: Website

and Digital Access Terminals (DATs)

Electronic Notification

New Case Management System for Law Division

Training webinar

Dawn Porter

Associate Clerk, Family/Chancery/Law, Clerk of the Circuit Court

PANEL DISCUSSION

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New Case Management System for Civil Division

Training webinar

Moderator: HON. DOROTHY BROWN

CLERK OF THE CIRCUIT COURT OF COOK COUNTY, ILLINOIS

Panelists:

Anthony McPhearson, Chief Information Officer

Christian Font, Project Manager, Tyler Technologies, Inc.

Sherry Chatz, Chief Deputy Clerk, Law Division

Susan Welfeld, Project Manager, CMS Scheduling

Lisa Dowdell, Chief Deputy Clerk, Web Services

Gloria Legette, Deputy General Counsel

Anthony McPhearson, Chief Information Officer, Clerk of the Circuit Court

Strategic Pillar - 21st Century Technology

Technology Initiatives• Technical Infrastructure

• Automating Courts

• Financial Controls, Security, and Integration

• Records Management

• Integrated Criminal Justice Information Systems

• Imaging and Document Management

• Access to Case Information

• Piloting Electronic Filing

• Illinois Supreme Court Mandated Electronic Filing

Law Case Management System• Legacy Electronic Docketing Systems

• Enterprise-wide Solution

HISTORICAL PERSPECTIVE OF

CLERK’S OFFICE TECHNOLOGY5

Christian Font, Project Manager, Tyler Technologies

OVERVIEW OF ODYSSEY

CASE MANAGEMENT SYSTEM 6

What is Odyssey?

Odyssey® is a suite of software products that supports our courts and justice system.

Who will benefit?

• The Clerk’s Office staff in their daily tasks

• Court users in their interactions with the court system

• Citizens of Cook County in access to justice

What is File & Serve?

File & Serve™ – known to many of you as eFileIL™ – is a state-of-the-art platform for

electronic filing.

What are the benefits of Odyssey?

• Increases secure access to justice

• Expedites processing

• Increases data transparency

• Automates processes

• Generates useful reports

• Eliminates paper

• Captures electronic signatures

• Costs less

NEW CASE

SCHEDULING

LAW DIVISION NEW CMS SCHEDULING 7

LAW DIVISION NEW CASE SCHEDULING – SELECTING CASE TYPE

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LAW DIVISION NEW CASE SCHEDULING – ENTERING ATTORNEY CODE

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LAW DIVISION NEW CASE SCHEDULING –

PARTY INFORMATION

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LAW DIVISION NEW CASE SCHEDULING – PARTY INFORMATION

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LAW DIVISION NEW CASE SCHEDULING – FILINGS

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LAW DIVISION NEW CASE SCHEDULING – FILINGS

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LAW DIVISION NEW CASE SCHEDULING –

FILINGS/OPTIONAL SERVICES & FEES

List of Optional Services and Fees

Alias Citation - $6.00 each

Alias Garnishment - $6.00 each

Alias Summons - $6.00 each

Certification Fee - $6.00 each

Certified Copy Fee - $6.00 each

Certified Mail – Individual, Return Receipt - $16.80 each

Citation to Discover Assets – Ad Damnum Does Not

Exceed $1,000 - $35

Citation to Discover Assets – Ad Damnum Exceeds

$1,000 But Less Than $5,000 - $45

Citation to Discover Assets – Ad Damnum Exceed $5,000

- $65

Mailing Fee - $10.50 each

Non-Wage Deduction – Ad Damnum Does Not Exceed

$1,000 - $35

Non-Wage Deduction– Ad Damnum Exceeds $1,000 But

Less Than $5,000 - $45

Non-Wage Deduction – Ad Damnum Exceed $5,000 - $65

Wage Deduction – Ad Damnum Does Not Exceed $1,000

- $35

Wage Deduction– Ad Damnum Exceeds $1,000 But Less

Than $5,000 - $45

Wage Deduction – Ad Damnum Exceed $5,000 - $65

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LAW DIVISION NEW CASE SCHEDULING – ADDITIONAL FILINGS

List of Probate New Case

Additional Filing Options

Affidavit As To Military Service Filed

Affidavit Filed

Asbestos Registry

Certificate Filed

Certification - Out of County Transfer

Exhibits Filed

Fee Waiver Petition Filed –

Defendant/Respondent

Fee Waiver Petition Filed –

Petitioner/Plaintiff

Impound/Seal

Notice of Filing Filed

Proof of Service Filed

Stipulation Filed

Summons - Issued and Returnable

Transfer Order Filed

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LAW DIVISION NEW CASE SCHEDULING – PAYMENT

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LAW DIVISION NEW CASE SCHEDULING – SUMMARY REVIEW

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LAW DIVISION NEW CASE SCHEDULING

In the Request a Hearing Box you will

select Do Not Schedule as you do now.

The system will generate a case

management date. This hearing date will

be printed on the face of the accepted

document.

MOTION

SCHEDULING

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LAW DIVISION NEW CMS SCHEDULING

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LAW DIVISION MOTION SCHEDULING – CASE SEARCH

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LAW DIVISION MOTION SCHEDULING – FILE INTO CASE

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LAW DIVISION MOTION SCHEDULING – ENTERING ATTORNEY CODE

Please note that

the Motion Types

will no longer be

located in the

Case Cross

Reference section

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LAW DIVISION MOTION SCHEDULING – SELECTING FILING CODE

Select a

motion

related

filing code

and the

Motion

Type

dropdown

box will

appear.

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LAW DIVISION NEW CMS SCHEDULING –

SELECTING MOTION TYPE

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LAW DIVISION MOTION SCHEDULING – UPLOADING DOCUMENT

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LAW DIVISION NEW CMS SCHEDULING – PAYMENT

Scroll to the

Filings section,

which is

collapsed. Click

on your Filing

Code (Motion

Filed in this

example) to

expand and

review the motion

type.

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LAW DIVISION NEW CMS SCHEDULING – SUMMARY REVIEW

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 of the screen. If everything

is okay, click Submit.

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LAW DIVISION NEW CMS SCHEDULING –

SUMMARY VERIFICATION

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LAW DIVISION MOTION SCHEDULING – SELECTING A DATE & TIME

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LAW DIVISION MOTION SCHEDULING – STAMPED DOCUMENT

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SUMMARY

New Case Management System

for Law Division

Training webinar

NEW CASE SCHEDULING

The new cases will get a system generated case management date that will be

printed on the face of your accepted new case document.

.

MOTION SCHEDULING

Everyone will now have to select a motion type in order to schedule a motion

hearing. The motion types will now be located in the Filings section and no longer

in the Case Cross Reference section.

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PUBLIC ACCESS TO

CIVIL CASE TYPE DATA

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Public Website Access to Civil Data

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Public Digital Access Terminals (DATs)

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• Global search

across all divisions

and case types

• Search by record

number (case

number) or name

• Use of wildcard (*)

for name searches

• For Attorneys with

logins for Criminal

Access – Civil

information will be

available through

your authenticated

search

• Maximum of 200

records displayed.

Website and DATs

36Advance Filtering Options

Search a specific division

or

Search by ARDC number (Bar Number),

Attorney name, Business name,

…and more.

Website and DATs

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Website and DATs

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Search Results

Website and DATs

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Detailed Information

Website and DATs

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Detailed Information

Website and DATs

NEW SUPREME COURT

RULES ON ELECTRONIC

NOTIFICATION OF CASE

MANAGEMENT NOTICES

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LAW DIVISION NEW CMS SCHEDULING

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NEW SUPREME COURT RULE 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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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.

NEW SUPREME COURT RULE ON

ELECTRONIC NOTIFICATION OF CASE

MANAGEMENT NOTICES

Q & A

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LAW DIVISION NEW CASE MANAGEMENT SYSTEM

45CLE 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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UPCOMING WEBINAR SERIES

New Case Management System

in the Civil Areas of Law

FOR MORE INFORMATION: WWW.COOKCOUNTYCLERKOFCOURT.ORG

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 the Odyssey Case Management System

in the following Civil Area of Law:

POSTPONED

Office of the Clerk of the

Circuit Court of Cook County

Hon. Dorothy Brown

Clerk of the Circuit Court of Cook County, Illinois

Panelists Bios 48

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 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 of 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.

Renee Banks, Executive Clerk of 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 on various levels of

leadership in 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.

Renee 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 and subject matter expert on

technology and innovation projects within the Clerk’s

Office.

Panelists Bios 49

Anthony McPhearson, Chief Information Officer,

Clerk of the Circuit Court of Cook County

As the Chief Information Officer (CIO) of the Clerk of the Circuit

Court of Cook County, Anthony provides vision, leadership and

conscious management to a team of technology experts and

business analysts. Prior to working in the Clerk’s Office,

Anthony was the Managing Partner of an IT consulting and

staffing organization, TG Technology Talent Acquisitions (TTA),

a nationwide firm based in Chicago. Anthony is a technology,

operational strategy and leadership expert with more than 25

years of enterprise level experience.

Anthony served as the Chief Information Officer, Deputy Chief

Information Officer, and Chief of Staff for the Chicago Public

Schools’ Information and Technology Services department. He

also served in several other leadership roles over his 25-year

career.

Anthony holds a bachelor’s degree from DePaul University in

Chicago, as well as several leadership and strategy certificates,

including one from Northwestern University and another from

the University of Chicago. He prides himself on his customer

focused approach to business, and champions productivity by

directing teams to streamline tangible results.

Dawn Porter, Associate Clerk,

Family/Chancery/Law Bureau, Clerk of the

Circuit Court of Cook County

Dawn I. Porter, Esq., is Associate Clerk for the Family Law

Bureau, which is comprised of the Domestic Relations,

Chancery, and Law Divisions within the First Municipal

District. Ms. Porter is responsible for effectuating policies

and procedures related to Clerk Brown’s strategic pillars.

Ms. Porter oversaw the consolidation of the Child Support

Division into the Domestic Relations Division in 2017,

working in partnership with the Office of the Chief Judge.

Ms. Porter also serves as the Project Lead for the eRecord

initiative within the Clerk’s Office, which is scheduled to

rollout in the very near future.

Other professional achievements include serving on the

South Suburban Bar Association in the capacity of

president, vice president, treasurer and secretary.

Ms. Porter is a 1993 graduate of the UIC John Marshall

Law School during which time she participated in mock

trial competitions and served as vice president of the Black

Law Student Association. Ms. Porter is licensed to

practice law in the State of Illinois.

Panelists Bios 50

Christian Font, MBA, Project Manager, Tyler

Technologies

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.

Gloria Legette, First Deputy General Counsel,

Clerk of the Circuit Court of Cook 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 principal 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 operational 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.

Panelists Bios 51

Lisa Dowdell, Chief Deputy Clerk, Web

Services, Clerk of the Circuit Court of

Cook County

Lisa Dowdell has over 30 years of experience working

in Information Technology in Cook County and has

held several positions, from application developer to

IT leadership roles, for both the Cook County Sheriff's

Office and the Clerk of the Circuit Court.

She holds a Master of Science in Information

Systems and Technology Management and is

currently pursuing her doctorate in Information

Technology.

As Chief Deputy Clerk of Web Services, Lisa

oversees the development and implementation of

web and server-based applications to support the

operations of the Clerk's Office and access to court

case data for the public and justice partners.

Lisa's role in the implementation of the Case

Management System is to ensure that court partners

and the public have real-time web access to essential

case, calendar, and party information through the web

and digital access terminals.

Sherry Chatz, Chief Deputy Clerk, Law Division, Clerk of

the Circuit Court of Cook County

Sherry has worked with the Office of the Clerk of the Circuit Court of

Cook County for 18 years and serves as the Chief Deputy Clerk of the

Law Division. She holds a bachelor’s in Mechanical Engineering from

the Illinois Institute of Technology and a law degree from Chicago-

Kent College of Law.

Sherry was appointed by Clerk Dorothy Brown to serve as a member

of the Supreme Court of Illinois Judicial College, Committee on Circuit

Court Clerk Education.

Susan “Sue” Welfeld, Chief Deputy Clerk, Civil Appeals

Department and E-Initiatives Manager, Clerk of the

Circuit Court of Cook County

Sue has 31 years of progressive management experience in the

Office of 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 of Cook County.

Sue holds a bachelor’s degree from Robert Morris University.