US Document E-Filing
Assemble court/agency e-filing packets: PDF cover sheets, bookmarks, an index, court-compliant file names and rule validation before you upload to your own portal
Assemble court/agency e-filing packets: PDF cover sheets, bookmarks, an index, court-compliant file names and rule validation before you upload to your own portal
Key Features
Court & agency rule profiles
Court & agency rule profiles — capture each destination's e-filing standards once: page size, PDF/A requirement and conformance level, bookmark and cover-sheet requirements, per-document size and page limits, accepted file extensions and th
One-click packet assembly
One-click packet assembly — turn a list of documents into a complete filing packet with a generated cover sheet and index in a single step.
Native PDF cover sheet
Native PDF cover sheet — produces a real, dependency-free PDF cover sheet carrying the caption, case number, filer, attorney/bar number and a document list, with embedded XMP metadata for PDF/A-oriented workflows.
Bookmarked table of contents
Bookmarked table of contents — builds a page-accurate index and a bookmark outline (exported as JSON) so multi-part filings meet courts' bookmark rules.
Automatic exhibit lettering
in packet order and reflected in bookmarks and file names.
Court-compliant file naming
Court-compliant file naming — every document is renamed from a configurable pattern ({seq}, {case}, {doctype}, {party}, {title}, {date}) with slugified, length-limited, portal-safe names.
Rule validation engine
Rule validation engine — checks file extensions, size limits, page limits, cover-sheet and bookmark requirements, lead-document presence and redaction certification, reporting clear errors and warnings.
Upload manifest export
Upload manifest export — download a plain-text checklist, CSV or JSON manifest listing every file in upload order with its role, page count and final name.
Filing workflow & audit trail
Filing workflow & audit trail — draft, assembled, validated, filed and rejected stages with full chatter and activity tracking, plus a reminder for packets left in draft.
Multi-company aware
Multi-company aware — packets are scoped per company with user and manager roles.
Screenshots
Why Choose This Module
The customer always does the actual filing. This module is a format and assembly tool: it never connects to a court system and never transmits a filing. It produces the assembled cover sheet, the table of contents, the bookmark outline and a step-by-step upload manifest, so the paralegal or attorney can drop the finished files into CM/ECF, a Tyler / Odyssey EFSP, NYSCEF or an agency portal with confidence.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-05