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
- Your documents, one file per document
- The county, court and department or division
- The case number
- The names of the lead 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 Courtesy Copy Delivery
In What would you like us to do?, select Courtesy Copy Delivery.
3 Select the county
In Select County, choose the county where your documents will be delivered. The Case Info tab opens.
4 Enter the case number and department
Type the Case Number and press Enter (1). Then choose the Jurisdiction, the courthouse where the documents go (2), and enter the Department/Division (3). Click Next.
5 Add the case participants
Add the lead parties, such as the plaintiff and the defendant. You only need the lead parties. Click Add Party(s).
5A Enter each party
In the Add Party box, choose Organization or Person (1), then the Role (2) and the Name (3). Under Is this your Lead Client?, choose Yes for your client (4). If your account uses billing codes, enter your firm’s internal billing or client matter number in Billing Code (5). Click Save (6).
Repeat for each lead party, then click Next.
6 Upload your documents
On the Documents tab, choose Upload to send files from your computer, Fax or Mail to send them to us separately, or Existing Documents to use documents already uploaded on this case (1).
To upload, start typing the Document Title and choose it from the list (2). Choose Starts with or Contains to change how the list is searched. If your title isn’t listed, type your own. Then click Upload from Computer and choose the file.
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 Check your documents and court fees
Each document you attach is listed under Title. Under Court fees, choose whether Direct Legal Support is authorized to advance court fees, or whether no fees are required. Click Next.
8 Choose when it is delivered
On the Order Details tab, choose a service level under When would you like your Courtesy Copy delivered? (1). If your firm tracks orders with its own number, enter it in Internal Reference Number (2).
The Fee Summary shows our delivery fee and your order total (3).
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).
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.
After you order
- Follow your delivery under Pending Orders on your dashboard
- Find completed orders and their documents under Closed Orders
Good to know
Filing the documents too? When you place a Court Filing order for an existing case, you can ask for a courtesy copy in the same order. See our Court Filing guide.
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.