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Client Portal Guide

How to Place a Writ Levy Order

Send us your writ and we will open it with the sheriff and serve the levy. This guide walks through an Open Writ with Sheriff and Serve order, from choosing the writ type to printing the confirmation for your writ package.

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 writ and your levy documents as PDF files, one file per document
  • The county and sheriff’s office that will open the writ
  • The type of writ and levy
  • The names and addresses of the parties to serve
  • The case number

1 Click Place an Order

Log in to your account. On your dashboard, click Place an Order.

Dashboard with Place an Order

2 Choose Writ Service

In What would you like us to do?, select Writ Service.

Writ Service in the What would you like us to do list

3 Choose the service and the sheriff’s office

Under Service, select Open Writ with Sheriff and Serve (1). Then choose the County (2) and the sheriff’s office in Location (3), and enter the Dept/Div if one applies (4).

Service, County, Location and Dept/Div
Other writ services:The same screen also offers Open Writ with Sheriff, Record and Serve, Deliver Writ to Sheriff Only and Serve Writ Only.

4 Choose the writ type

Under Writ Type, choose Attachment, Earnings Withholding Order or Execution. For an attachment or an execution, also choose the type from the list below it.

Attachment types: Bank Attachment, Real Property, Third Party
Attachment types: Bank Attachment, Real Property or Third Party.
Execution types: Bank Levy, Real Property, Third Party, Wage Garnishments (EWO)
Execution types: Bank Levy, Real Property, Third Party or Wage Garnishments (EWO).
Note that a County Recording order will be created

Attaching real property? A note shows that a County Recording order will also be created, with the county recorder’s address.

The note only appears for an attachment of real property.

5 Add the parties to serve

Under Party(s) To Serve, click Add. Enter the party’s name, choose the Role, enter the Address and save. Repeat for each party, then click Next.

Earnings Withholding Order with a party to serve being entered
An earnings withholding order (1), with the party to serve being entered (2).
Parties to serve with their roles and addresses

6 Enter the case number

On the Case Info tab, enter the Case Number. If the case is already in the portal, the court and case title fill in. If it isn’t, the portal asks you for the case information.

Check the Proof of Service Information, including the Attorney of Record. Click Next.

Case number, jurisdiction and proof of service information

7 Add the case participants

If the case isn’t in the portal yet, click Add Party(s) and add the plaintiff and the defendant. Click Next.

Case participants with the Add Party(s) button
Billing code:Depending on how your account is set up, a Billing Code may be required: your firm’s internal billing or client matter number for the case. If you don’t have one, enter N/A.

8 Attach your documents and choose the sheriff fees

On the Documents tab, choose how to send your documents (1):

  • Upload them from your computer. Upload each document on its own, for example the writ, a declaration and an ex parte order.
  • Mail them separately. Enter each document’s title and an estimate of the total pages.
  • Existing Documents lets you pick documents already uploaded to the case.

To upload, type the Document Title (2). Matching titles appear as you type; pick one or keep your own. Then click Upload from Computer and attach the file. To attach it from Clio or NetDocuments instead, see step 8A.

Upload, Mail and Existing Documents, and the Document Title
Original signed writ?Upload the writ. If you have an original signed writ (a wet writ), also mail it to Direct Legal Support, 901 Corporate Center Dr., Ste. 400, Monterey Park, CA 91754.

Your documents are listed under Title. Under Sheriff fees, choose whether Direct Legal Support may advance the sheriff’s fees. If you choose not to pay sheriff fees and the sheriff requires one, the filing is rejected. Click Next.

Uploaded writ and the Sheriff fees choice

8A Or upload from Clio or NetDocuments

Upload from Computer menu with Clio and 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.

9 Add the other parties to notify

On the Notice to Other Parties tab, click Add and enter the name, role and address of each interested party to notify, such as the judgment debtor. Click Next.

Notice to Other Parties tab

10 Choose the service levels

On the Order Details tab, choose when the writ should be opened with the sheriff, and then when the party should be served. The portal shows the price of each choice.

When would you like to open with Sheriff?
When would you like this attempted?
One bundled fee:Our fee to open, serve and close the levy is billed as one bundled rate under the writ service order number. The delivery fee for taking the packet to the sheriff is waived unless the sheriff rejects the file.

11 Add instructions and submit

Type any Special Instructions for us (1) and choose who gets Notifications about the order (2). The portal shows your estimated fees under Order Totals. Click Submit.

Want us to draft the levy documents? Copy this into Special InstructionsPlease draft all necessary levy documents to open the levy, serve the entity, and file the proof of service with the sheriff for additional fees.
Special Instructions, Notifications and Order Totals

12 Print the confirmation for your writ package

Your order numbers appear. Click Print Confirmation(s). If you are mailing us an original signed writ, put the order confirmation in the envelope with it.

Order numbers and the Print Confirmation(s) button
Example order confirmation
Example order confirmation.

After you order

  • If you have an original signed writ (a wet writ), mail it to our Monterey Park office with the order confirmation
  • Follow your order under Pending Orders on your dashboard
  • Find completed orders and their documents under Closed Orders

Good to know

Which documents go with each levy? See our Writ Levy Document Checklist.

Rates and sheriff rules: see directlegal.com/writ-levies or call us at (800) 675-5376.

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.

(800) 675-5376

Prefer paper? Download this guide as a PDF to print or save. More guides: Client Portal Guides.

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