US Document E-Filing
Assemble court/agency e-filing packets: PDF cover sheets, bookmarks, an index, court-compliant file names and rule validation before you upload to your own portal
Assemble court/agency e-filing packets: PDF cover sheets, bookmarks, an index, court-compliant file names and rule validation before you upload to your own portal
Key Features
Court & agency rule profiles
Court & agency rule profiles — capture each destination's e-filing standards once: page size, PDF/A requirement and conformance level, bookmark and cover-sheet requirements, per-document size and page limits, accepted file extensions and th
One-click packet assembly
One-click packet assembly — turn a list of documents into a complete filing packet with a generated cover sheet and index in a single step.
Native PDF cover sheet
Native PDF cover sheet — produces a real, dependency-free PDF cover sheet carrying the caption, case number, filer, attorney/bar number and a document list, with embedded XMP metadata for PDF/A-oriented workflows.
Bookmarked table of contents
Bookmarked table of contents — builds a page-accurate index and a bookmark outline (exported as JSON) so multi-part filings meet courts' bookmark rules.
Automatic exhibit lettering
in packet order and reflected in bookmarks and file names.
Court-compliant file naming
Court-compliant file naming — every document is renamed from a configurable pattern ({seq}, {case}, {doctype}, {party}, {title}, {date}) with slugified, length-limited, portal-safe names.
Rule validation engine
Rule validation engine — checks file extensions, size limits, page limits, cover-sheet and bookmark requirements, lead-document presence and redaction certification, reporting clear errors and warnings.
Upload manifest export
Upload manifest export — download a plain-text checklist, CSV or JSON manifest listing every file in upload order with its role, page count and final name.
Filing workflow & audit trail
Filing workflow & audit trail — draft, assembled, validated, filed and rejected stages with full chatter and activity tracking, plus a reminder for packets left in draft.
Multi-company aware
Multi-company aware — packets are scoped per company with user and manager roles.
Screenshots
Why Choose This Module
The customer always does the actual filing. This module is a format and assembly tool: it never connects to a court system and never transmits a filing. It produces the assembled cover sheet, the table of contents, the bookmark outline and a step-by-step upload manifest, so the paralegal or attorney can drop the finished files into CM/ECF, a Tyler / Odyssey EFSP, NYSCEF or an agency portal with confidence.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1609 |
| Technical Name |
us_document_e_filing_packet_assembler |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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