1. National Conference of Bankruptcy Clerks
Wednesday, July 19, 2017

2. NextGen CM/ECF Pilot Courts
3 District Courts:
Florida Northern
Kansas
Minnesota
4 Bankruptcy Courts:
Alaska
California Southern
New Jersey
Oregon
2 Appellate Courts:
2nd Circuit Court of Appeals
9th Circuit Court of Appeals

3. NextGen CM/ECF Early Adopter Courts
7 District Courts:
8 Bankruptcy Courts:
Alabama Northern
District of Columbia
Indiana Southern
Iowa Northern
Iowa Southern
Missouri Western
Nebraska
South Dakota

4. NextGen CM/ECF Releases
1.1 Release (pilot courts live; early adopter courts testing)
Central Sign-on
Workspace
Citation Links
Judge Review Packets
1.2 Release (October 2017)
Enhancements to 1.1 modules
Security Upgrades (e.g., Java 1.8, Tomcat 8, Operating System updates)
Technical Debt (improve code quality)

5. NextGen CM/ECF Releases
1.2.1 Release (late December 2017)
District/Bankruptcy Calendar to 4 pilot courts
1.3 Release (Spring 2018)
Security Upgrades (e.g., Java 1.8, Tomcat 8, Operating System updates)
Technical Debt (improve code quality)

6. NextGen CM/ECF Independent Technical Analysis
End-to-End Assessment of Project by MITRE Corporation
Code, infrastructure, network, hardware, authentication, testing
37 recommendations related to:
Code improvements
Standardizations
Architecture
Testing processes
Server configuration
Governance
Improvements made in last year

7. NextGen CM/ECF Independent Technical Analysis
Changes to Code Development Process
Baseline conducted for existing code
“Tiger team” and O&M teams dedicated to addressing problems
Changed focus of next two releases (1.2 and 1.3)
Increase work on technical debt
Limit new features
Improvements to testing process
More collaboration with Testing Services Division
Increase automated testing

8. CurrentGen CM/ECF Release
July 2017
Security upgrades
Incorporated hotfixes previously released
E.g., document download vulnerability for PACER users

9. NextGen CM/ECF – New Modules
Central Sign-On
Allows court users and public filers to have one login/password to any NextGen court
Judiciary users log in through JENIE
Public filers log in through PACER
Courts continue to approve access level
Payment data is stored at PACER
Attorney admissions also done through PACER
Courts approve admissions

10. NextGen CM/ECF – New Modules
Workspace – What is it?
A desktop organizer to present standard pages of case information, based on role, for more personal efficiency
Also have the ability to create customized pages
An enhanced utility for case management and to prepare for hearings
CM/ECF data or other portlets (e.g., travel site)
22 portlets provided – 19 for bankruptcy
Case Snapshot is most popular

11. NextGen CM/ECF – New Modules
Workspace Portlets for Bankruptcy Court
Alerts
Case Snapshot
Courtroom Timer
DocShare
Filed Cases
Find Cases
Judge Review Packets
My Cases
My Events
My Reports & Queries
My Workload Manager
Quality Control Review
Quick Links
RSS Feed
Scheduled Events
Search (Full Text)
System Administrator Dashboard
Workload Distribution
Workload Monitor Report

12. NextGen CM/ECF – New Modules
Judge Review Packets (JRP)
Electronic version of a paper file
Created manually or automatically
Rules engine for automatic creation
Allows management of matters, notes, files
Access control for packets and information
Routing of packets within chambers

13. NextGen CM/ECF – New Modules
Citation Links
Creates a live link from cited case law to the source based on user preference (e.g., Westlaw, LexisNexis)
Created automatically when document is viewed
For court users only
Pilot tested by two courts
(9th Cir. and Kansas)

14. NextGen CM/ECF – New Modules
Automatic Judge/Trustee Assignment
Replaces the legacy Judge Trustee Assignment module
Allows users to automatically assign judges and/or trustees to a bankruptcy case
Easy-to-use interface, fewer screens, and added functionality

15. NextGen CM/ECF – New Modules
Case Opening
Courts can require that the filing fee be paid in order for the case opening process to be completed
National Barred Debtor database functionality
Attorneys using third party software can now file a case by XML upload, allows more data from individual filers to be captured

16. NextGen CM/ECF – New Modules
Calendar
Available for District & Bankruptcy courts
Planned for release to pilot courts in late December 2017
Can be configured on three levels – court, chambers, and individual
Features scheduling options for court, case-related, and personal events, with conflict checking
Includes scheduling through docketing, presets, and batch scheduling
Integrated with CM/ECF
Integrated with other NextGen components, including Workspace, Judge Review Packets, and Case Snapshot

17. NextGen CM/ECF – New Modules
Calendar

18. NextGen CM/ECF – New Modules
Calendar
Judges have complete control over their calendars, including the ability to:
Configure available hearing times and locations, with default preferences
Configure permission levels to control who may access, create, edit, and delete events
Create a chambers default configuration for any deadline or event
Create default preferences for scheduling through docketing

19. NextGen CM/ECF – New Modules
DEMONSTRATIONS

20. NextGen CM/ECF Implementation Plan
When the decision is made to go live, the court will be assigned an Implementation Team made up of staff from AO offices (CMSO, SDSO, CSO, and JSO) and three mentors (chambers, operations, and IT) from the pilot courts
The Implementation Team will coordinate with a designated Court NextGen Manager to support the court transitioning to NextGen
Courts will have opportunities for in-person visits from members of the Implementation Team during the go-live process

21. NextGen CM/ECF – More Information
JNet Page:

22. Contact Us
Nick Gomez, Chief, Case Management Branch, Court Services Office
Daniel Isaacs-Smith, Senior Attorney, Judicial Services Office