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Pursuant to Section 1010.6(b) of the Code of Civil Procedure, Rule 2.253(a) of the California Rules of Court, and San Mateo Superior Court Local Rule 2.1.5 all documents (other than the documents specified below) in Complex Civil actions may be filed electronically, and must be filed electronically upon issuance of a judicial order. All documents (other than the required hard copy documents specified below) in Small Claims actions (except for Parking Appeals) and Probate actions may be filed electronically.
Please note that exhibits to any electronically filed briefs, declarations or other documents must be electronically "bookmarked" as required by CRC Rule 3.1110(f)(4).
How to E-File
In order to start e-filing, the filer must select a service provider. An electronic filing service provider (EFSP) is an online service to help you file your documents, and acts as the intermediary between you and the Odyssey eFileCA system. Each EFSP offers a variety of additional services and you should evaluate which provider meets your filing needs. Once you pick the EFSP you would like to use for electronic filing, you will be able to go through their tutorial on how to do electronic filing.
Currently, there are a number of EFSPs working to become certified with eFileCA and we expect the number of certified EFSPs to increase in the coming months. Certified EFSPs are listed below:
Document Standards
Documents to be electronically filed should be submitted in searchable PDF format, and searchable PDF/A is preferable. PDF/A is a format which excludes those PDF features that give rise to concerns about the ability to archive documents. Newer scanners allow users to directly create a PDF/A. Users with older scanners can use a conversion tool (such as Acrobat 9) to convert scanned documents to PDF/A.
Proposed Orders
Your Proposed Order should be e-filed with the pleading it relates to (e.g. stipulation or motion) in conformity with CRC Rule 3.1312(c). For Complex Civil actions, you must also email an editable version of the Proposed Order in Word format (not PDF) to: complexcivil@sanmateocourt.org so that the judge can modify it prior to signing, if needed.
For Probate actions, you must also email an editable version of the Proposed Order in Word format (not PDF) to: Probate@sanmateocourt.org so that the judge can modify it prior to signing, if needed.
For Small Claims actions ONLY, a proposed order in an editable word-processing format does NOT need to be submitted to the court under Section 3.1312(c)(2) of the California Rules of Court.
Required Hard Copy Documents
The following documents must still be filed/lodged in hard copy form:
- Stipulation and Proposed Order
- Proposed Judgment
- Ex Parte Motions and Oppositions thereto
- Default Judgment
- Abstract of Judgment
- Appeal Documents
- Administrative Records
- Request for Dismissals
For Probate actions the following additional documents must be filed/lodged in hardcopy form:
- Summons
- Wills and Codicils
- Estate Planning Documents
- Letters of Conservatorship (Judicial Council form GC350)
- Letters of Guardianship (Judicial Council form GC250)
- Letters of Temporary Guardianship or Conservatorship (Judicial Council form GC150)
- Letters of Testamentary, of Administration with Will Annexed, of Administration or of Special Administration (Judicial Council form DE150)
- Ex Parte Applications or Petitions
- Writ
E-filing Schedule
Complex Civil
Effective December 5, 2016, the Complex Civil Department entered the permissive phase of electronic filing of legal documents (e-filing). This permissive period allows filers to become familiar with the e-filing process prior to an anticipated mandatory implementation during 2018.
Small Claims
Effective January 16, 2018, the Court is entering the permissive phase of electronic filing of Small Claims legal documents (e-filing). This permissive period allows filers to become familiar with the e-filing process prior to an anticipated mandatory implementation during 2018.
Probate
Effective April 16, 2018, the Court is entering the permissive phase of electronic filing (E-filing) of Probate legal documents. This permissive period allows filers to become familiar with the e-filing process prior to an anticipated mandatory implementation during 2018.