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 name of the corporation or company
- 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 Secretary of State Filing
In What would you like us to do?, select Secretary of State Filing.
3 Check the jurisdiction
The Jurisdiction is filled in as Secretary of State. Click Next.
4 Mark that there is no case number
Below the Case Number box, 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 requester
On the Case Participants tab, click Add Party(s).
5A Enter the corporation
In the Add Party box, click Organization (1) and choose Requester as the Role (2). Type the name of the corporation (3). Under Is this your Lead Client?, choose Yes or No (4). Click Save (5), then click Next.
6 Upload your documents
On the Documents tab, start typing the Document Title and choose it from the list (1). Choose Starts with or Contains to change how the list is searched (2). 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 Choose how fees are paid
Each document you attach is listed under Title. Under Court fees, choose whether Direct Legal Support is authorized to advance the fees, or whether no fees are required. Click Next.
8 Choose when it is filed
On the Order Details tab, choose a service level under When would you like this filed? (1). For the fastest filing, choose On Demand. If your firm tracks orders with its own number, enter it in Internal Reference Number (2).
The Fee Summary shows our filing 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). 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 your order confirmation.
Sending the documents by fax or mail? Click Print Routing Pages and use the routing page as the cover page for your documents. The fax number is in the upper left corner of the routing page. If you are mailing them, call us at (800) 675-5376 for the mailing address.
After you order
- Follow your filing 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.