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When a new user registers for the first time, the system asks the user to select whether their account will be a Firm Account or a Self-Represented (or Individual) Account.
Firm Accounts
As the image above mentions, Firm Accounts are perfect for attorneys, specifically solo attorney practitioners or law firms with multiple filers (whether those filers are themselves attorneys or paralegals filing on behalf of attorneys).
Firm accounts can have multiple users (set up by the Firm Administrator) linked to the same account. These users can share payment accounts (set up solely by the Firm Administrator) across all user accounts. These firm accounts can have non-filing Attorneys listed (also set up by the Firm Administrator) that filers can specify they're filing on behalf of in filing drafts.
- Please Note: Most states require Firm accounts to have an attorney added. The attorney's bar number must be verified via the system in order to efile.
- Please Note: Organizations with multiple users may see the following persistent error message: "Users registered with your firm will be able to submit filings after you complete the following: Add an attorney." If the firm already has attorneys added to the Firm Attorney page, then this error message may safely be ignored.
The original creator of a Firm Account is automatically the account's first Firm Administrator, though that initial administrator can grant administrator rights to other users as well.
For more information, please refer to the articles below:
- Who is the Firm Admin? Who is the Firm Admin of my firm account?
- How do I add more Users to the Firm Account?
- How do I add a Firm Attorney?
Individual (Self-Represented) Accounts
An Individual or Self-Represented Account is exactly that: it's an account for individual non-attorney filers. These are accounts for Pro Se filers (or filers representing themselves in a case), process servers, landlords and tenants... in short: accounts for anyone who isn't an attorney (though out-of-state or pro hac vice lawyers can use them, too).
These are standard efiling accounts meant solely for filing paperwork with the court or serving paperwork to other parties in a case. There's only one user, and there's only one account administrator — the account-holder.