Reviewing a Filing
When you open a filing from the queue, the Review Page gives you everything you need to make an informed decision — documents, filing details, PDF tools, and action controls — all on one screen.
Layout
The review page is split into two panels:
- Left side (~60%) — the Document Viewer, where you read the filed PDFs
- Right side (~40%) — the Review Panel, with filing details and your action controls
Document Viewer
The left panel displays the filing's documents in a built-in PDF viewer.
- Tabs along the top let you switch between documents. The lead document is marked with a Lead badge.
- Click a tab to load that document in the viewer.
- Click Open to open the PDF in a new browser tab for full-screen reading or printing.
- Redaction mode — toggle on to detect PII or draw redaction rectangles (see PDF Tools below).
Tip: Review the lead document first — it's the primary filing. Then check supporting documents (exhibits, affidavits, etc.) for completeness.
Review Panel
The right panel contains all the information and controls you need:
Filing Details
A summary card shows:
- Envelope Number — the filing's reference number
- Submitted — date and time the filer submitted
- Filer — name and Bar Roll Number (for attorneys)
- Court and Case Type
- Case Number — if filing on an existing case
- Filing Fee — amount due, with a "Waiver Requested" badge if the filer requested a fee waiver
Parties
A list of all parties on the case — name, role (Plaintiff, Defendant, etc.), and whether the party's information is confidential.
Documents
A list of each document in the filing. For each document, you can individually toggle Accept or Reject. This is how you handle situations where some documents are fine but others need correction.
Recent Case History
If this filing is on an existing case, you'll see the most recent docket entries — event codes, dates, and descriptions — so you can understand the case context without leaving the review page.
Clerk Tools
Setting Priority
Change the filing's priority to control how it appears in the queue:
- Urgent — needs immediate attention
- High — should be reviewed soon
- Normal — standard priority
Reassigning
If the filing should be handled by a different clerk — for example, due to workload or specialization — click Reassign and select the clerk from the dropdown.
Clerk Notes
Add internal notes about the filing. These notes are visible to other clerks and court staff but not to the filer. Use them to document observations, flag issues, or leave context for a colleague.
Click Save Notes after entering your notes.
Example: "Filer's motion references an exhibit that was not attached. Contacted filer's office for correction."
Fee Override
If the calculated fee is incorrect or needs adjustment, you can override the filing fee amount before accepting. Enter the corrected amount and provide a reason.
Fee Waiver Decision
If the filer requested a fee waiver, you can approve or deny the request here. Approved waivers bypass payment when the filing is accepted.
Docket Entry
Create a docket entry for the case directly from the review page. Enter the event code, date, and description.
Cure Deadline
Set a deadline by which the filer must correct issues with their filing. The filer will see this deadline on their filing detail page and in notification emails.
PDF Tools
Redaction
- Toggle Redaction Mode in the document viewer
- Auto-detect PII — the system scans for Social Security numbers, dates of birth, phone numbers, and email addresses
- Draw rectangles — manually draw redaction boxes over sensitive content
- Burn in — permanently apply redactions to the document (black rectangles, flattened so content cannot be recovered)
Document Splitting
If a filer uploaded multiple documents in a single PDF, use Split Document to divide it into separate filing documents. Choose where to split and assign document types to each segment.
Bench Book
From the case view, generate a Bench Book — an assembled document containing a cover page, table of contents, and all case documents. Useful for judge review of complete case files.
Judge Workflow
Some filings require judicial review (orders, warrants, etc.):
- Forward the filing to a judge — the status changes to With Judge
- The judge reviews and either signs (Judge Signed) or returns it to the clerk (Returned to Clerk)
- Once signed, the filing proceeds through the normal acceptance cascade
Making Your Decision
Once you've reviewed the documents and details, you're ready to accept or reject. See Accepting, Rejecting & Partial Accepts for the full decision workflow.