Start here
Log in to the portal →Or go to directlegal.legalconnect.com and log in with your email address and password. Use a current version of Chrome, Edge, Firefox or Safari. New to the portal? See our Creating a New Account guide.
What you will need
- The documents to be recorded, as PDF files to upload
- The original documents, to mail to us
- The county where they will be recorded
- The case number, if there is one
- The names of the parties
- Your billing code or client matter number, if your firm uses one
1 Click Place an Order
Log in to your account. On your dashboard, click Place an Order.
2 Choose County Recording
In What would you like us to do?, select County Recording.
3 Select the county
In Select County, choose the county where your documents will be recorded. The county recorder’s office fills in as the Jurisdiction, and the Case Info tab opens.
4 Enter the case number
Enter the Case Number, if there is one. If there isn’t, check Check here if you do not have a Case Number. The Case Number changes to Not Applicable and the Case Participants tab opens.
5 Add the case participants
Click Add Party(s). In the Add Party box, enter the name of each party involved, their role, and whether they are your lead client. You need at least one party. When you are done, click Next.
6 Add your documents
On the Documents tab, keep Upload selected (1). To use a document already uploaded on this case, choose Existing Documents instead.
Start typing the Document Title of the document you want recorded and choose it from the list, or type your own (2). Then click Upload from Computer and choose the file (3).
6A Or upload from Clio or NetDocuments
If your firm keeps its files in Clio or NetDocuments, you can attach the document from there instead of from your computer. Click the arrow next to Upload from Computer and choose Clio or NetDocuments. Sign in if asked, then pick the file.
For the full steps, see Using Clio with Direct Legal Support or Using NetDocuments with Direct Legal Support.
7 Choose how fees are paid
Each document you add is listed under Title. Under Court fees, choose whether Direct Legal Support is authorized to advance the recording fees, or whether no fees are required. Click Next.
8 Choose when it is recorded
On the Order Details tab, choose a service level under When would you like this recorded? (1). If your firm tracks orders with its own number, enter it in Internal Reference Number (2).
The times shown are for when we submit your documents to the county recorder’s office, not when the recorder records them, which varies by county (3). The Fee Summary shows our fee and your order total (4).
9 Add instructions and submit
Type any Special Instructions (1). Notifications shows who gets status updates on this order (2), and Payment Method shows how the order will be paid (3). When you are ready, click Submit (4). You will receive a confirmation email.
10 Get your confirmation
A confirmation appears with your order number and a summary of the order. Click Print Confirmation(s) to print the order confirmation or routing pages.
Use the routing page as the cover page for your original documents when you mail them to us. Call us at (800) 675-5376 for the address to mail them to.
After you order
- Mail us the original documents, with the routing page on top
- Follow your order under Pending Orders on your dashboard
- Find completed orders and their documents under Closed Orders
Good to know
Need it sooner than the times shown? Call us at (800) 675-5376 before you place the order.
Questions? We’re here to help.
Call our Litigation Division Monday to Friday, 8:30 a.m. to 5:00 p.m. Pacific, or email info@directlegal.com. Ready to order? Log in to the portal.
Prefer paper? Download this guide as a PDF to print or save. More guides: Client Portal Guides.