Remembering TCPaul, 2016-2019

California Attorneys - Essential Forms software for CJC and County Forms

Does anyone here use Essential Forms or a competing software jeffm03/13/19
I would, but I'm at home. First, it (CEB Essential Forms) as guyingorillasuit03/14/19
When you set up the new case, does it take you to a section jeffm03/14/19
No, the forms are all standard. Once you put in all the basi guyingorillasuit03/14/19
You are describing how to select the forms you want to use. jeffm03/15/19
Hi Jeff, I have never seen such a breakdown in Essential guyingorillasuit03/15/19
There is no option to post a pic in Law, so I posted one in jeffm03/15/19
jeffm (Mar 13, 2019 - 6:16 pm)

Does anyone here use Essential Forms or a competing software to assemble CJC and county-required legal forms?

I am looking for some screen shots of "case set-up," or wherever it is that you fill out the information to be auto-populated into the court forms. GIGS, Coco, Tricky, etc.?

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guyingorillasuit (Mar 14, 2019 - 10:04 pm)

I would, but I'm at home. First, it (CEB Essential Forms) asks you to select the attorney whose name goes on the pleadings, and the courthouse in which the case is filed. You had to have previously populated these fields - i.e., I choose which courts go in the drop down menu, and what addresses those courts have. I also populate the attorney selection. You do all that once, and the program stores it forever.

Then it brings up a screen, where you can populate the plaintiff, defendant, case number, opposing counsel, etc. These are not dropdowns, but are new every time for every case.

Then, once I open a form, it populates the header with my name, my firm name, the court and its address/branch, and the name of the plaintiff and defendant, and the case number. That eliminates so much repetitive work.

Also, you can have multiple matters for each client. In my line of work, that means a client may have a divorce and a prior domestic violence proceeding. For larger firms, that same client may also have a car accident case or another type of lawsuit.

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jeffm (Mar 14, 2019 - 11:36 pm)

When you set up the new case, does it take you to a section where there are a dozen or so tabs for "General," "Client," "TRO," "Other Party," "Transitional," "Family," etc.? Then, for each tab, there are several blanks where you can put information which will then be put into the forms as you add the forms to the case?

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guyingorillasuit (Mar 14, 2019 - 11:59 pm)

No, the forms are all standard. Once you put in all the basic information, you have a drop-off on the left that says "Family", "Civil", "juvenile" etc. Once you click one of those categories, you will have forms to choose for each on the right - sometimes, a few forms per category, and sometimes hundreds. You will also have things for local forms - a special category for "San Francisco" and "Alameda", and tons of local forms per county.

For example, to select a "request for order" form FL-300, you will need to select "family law" on the left, and then scroll down to FL-300 on the right, and then double click.

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jeffm (Mar 15, 2019 - 12:05 am)

You are describing how to select the forms you want to use. I am asking about the information that goes into those forms.

Earlier, you said, "Then it brings up a screen, where you can populate the plaintiff, defendant, case number, opposing counsel, etc. These are not dropdowns, but are new every time for every case."

I am asking about that part. Isn't this on a screen that has a lot of tabs - some for Family, some for TRO, some for Criminal, etc.? You click on the Family tab to enter data for Family cases. You click on the Probate tab to enter information pertinent to Probate cases, etc.?

This is what I am seeing in a user manual for an older version. I am thinking this probably should not have changed much, but I am trying to be sure I am assuming correctly.

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guyingorillasuit (Mar 15, 2019 - 2:19 am)

Hi Jeff,

I have never seen such a breakdown in Essential Forms. It's the same way to input each case, and then you select the forms you want to use, whether it's family, probate, juvenile, etc. You can use different forms for the duration of the case.

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jeffm (Mar 15, 2019 - 9:46 am)

There is no option to post a pic in Law, so I posted one in OT. Let's move the discussion over there: http://jdunderground.com/ot/thread.php?threadId=185052

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