While Initiating a New Case in the San Diego Civil Court is pretty much the same as any other court, the article below explains a few differences which filers should know.

As always, if a filer does have a case number for a San Diego Civil case, they will want to File on an Existing Case even if they have never filed on the case in our system before.

Quick Steps

Scroll down for more detailed instructions.

From the Dashboard, click Initiate a New Case

  1. Select the Court & Case Type, and enter information for required fields.
  2. Select your Document Type and enter a Document Description. Then click the Click to Upload link to add your document.
  3. Enter your New Case Parties as required by the court.
  4. Choose the Party or Parties you are filing on behalf of.
  5. Enter any Additional Info the court requires.
  6. Add any Service Contacts to your filing to perform electronic service.
  7. Review your Filing Fees, and select a Payment Method to pay the estimated fees.
  8. Select the Filing Attorney if necessary, review all information for accuracy, and Submit Filing.

Initiate a New Case

From the Dashboard, click Initiate a New Case

  1. Select Court and Case Type – Choose the court location and case type to file your new case.
    Select Court and Case Type

    1. Select the Court & Case Type.
    2. Select the correct Jurisdictional Amount from the drop down.
    3. Enter your requested Case Title.
    4. Fill out all related fields to your case type.
  2. Add Documents – Define, select, and upload the documents that make up your filing.

    1. Select the Document Type: The Court prescribes the list of documents you see available in the Document Type field. If you don’t see the specific document type you are looking for then you’ll need to select the document type that most closely matches, or is somewhat generic in nature. Learn more about selecting a document type when the one needed isn’t listed…
    2. Enter the Document Description: After making your selection, type the true document title in the document description field.
    3. Click the Click to Upload link to add your document. We’ll automatically convert most native file formats (i.e. Word, WordPerfect, JPG, PNG, GIF, TIF) into the Court’s preferred Adobe PDF format, upon upload.
    4. Click the Edit button to edit a description, delete a document, replace a document, or add an attachment.
  3. New Case Parties – Each case type you choose has required parties that must be defined. You may add more parties by clicking the Add Parties link at the bottom of this section, but you must still have the court’s required roles in order to file.

    1. Most states will alert filers to the roles they need defined via this Tip box.
    2. Some states will auto-populate the required roles in the parties section itself.

    When filling out this section, you may select Representing Attorneys from the menu, or click the Add Another Attorney link to add them.

    If you do not know your party’s address, you may click the Address Unknown checkbox.

  4. Filing Party – Choose the party or parties you are filing on behalf of. If you do not see your party listed, you may add them in the step above, and then come back to this section to select them.
  5. Additional Info – Enter any additional information that is required.

    Click the button Check for Required Data to see if the court requires additional information from your uploaded document(s) before submitting.

    For this particular filing, the San Diego Civil Court does not require additional data for the documents.

  6. Service Contacts – Add service contacts to your filing to perform electronic service. If none are listed, or a filer needs to add additional service contacts; click the Add Service Contact link (Letter D). In this section, a filer has the option to eServe a contact via email and starting in the Spring of 2021 filers my choose to send the accepted documents to contacts via Certified and First Class Mail.
    service contacts

    2. The Mail Service column allows users to send their accepted documents via Certified or First Class Mail
    3. In the Name column, a filer may add or edit an address for Mail Service. However, only the contact’s name will show unless the filer selects a Mail Service type in the previous column.
    4. As always, filers may click the Add Service Contact link to add new contacts to a filing.
    5. Filers will want to make sure the Return Address listed is correct for any Mail Service returned to them.

    Learn More about Service Contacts and our new Mail Service via Certified and First Class Mail

  7. Filing Fees – Select a payment method, and click the Confirm Fee calculation link to see the estimated fees. The filing fees auto-populate from the court based on the case type and document type(s) selected above. If the fees seem incorrect to you, you may need to change one of these types.
    Filing Fees

    Please read this article regarding the use of Debit Cards with e-filing.
  8. Review & Submit – Finalize your filing, review, and submit.
    review and submit

    1. If you are Filing for an Attorney select them from the menu or click the Add Attorney link.
    2. When a firm uses any sort of Client Matter No, the filer may enter it here. If you want an unofficial copy of the filing to go to anyone associated with the case, like a client, enter their email(s) here. Note: this is different from a service contact, and it, along with the client matter number, are for your internal purposes only.
    3. If your court has the option to leave the clerk a memo, enter any sort of note here in the Note to Clerk box.
    4. Review your entire filing for accuracy, and check the Verify and Affirm boxes to acknowledge you have verified all information and affirm that you understand the court fees are estimated, may be modified or removed by the court clerk upon review.

    Click the Submit Filing button. Once filers click the button, the application immediately sends all documents to the court’s filing clerk for review. The system will then show the filing as Pending. The court assigns a submission time once the system completes its upload of all documents, and the court returns an Envelope Number.
    Pre-authorization of Fees – It is important to note that when you submit your filing, the court does a pre-authorization on your card for the filing fees. If the court rejects the filing, then they will not settle that pre-authorization, and it will eventually fall off your card within 3 to 10 business days from the date of the clerk’s rejection depending on your banking institution. Learn more about the pre-authorization of fees here

Congratulations! You have submitted your filing to Initiate a New Case. The court will review it, and email you with a response in short time depending on their backlog. You can always go to the Filing Status page at any time to see where the filing stands.