Odyssey Case Manager

odyssey
a tyler courts & justice solution
Odyssey Case Manager
The Most Complete Court System Available
The Most Comprehensive
Courts System Available
Imagine how effectively and efficiently your court would operate if you had
a comprehensive, end-to-end court case management system that provided
case management, document management, e-filing, financials and more
— from dispatch through disposition. Tyler Technologies’ complete, endto-end Odyssey® product suite is that solution. Odyssey has proven to be so
successful that it has become the leading case management software in the
market today.
Odyssey Case Manager™ is at the heart of the Odyssey product suite. This
highly-configurable software was designed to handle the unique needs of
a wide range of courts, including small county courts and large, statewide
implementations. Whether functioning as a single case-type system or as the
hub of a unified, highly integrated case management system, Case Manager
provides secure access to a comprehensive view of party and case data that
results in streamlined workflow, better decision-making, greater efficiencies
and paperless processes across the entire justice system.
Our Mission:
To improve our society by delivering holistic
solutions to the justice community and the
citizens it serves.
2
Why Tyler Technologies
Let Our Experience Lead to Your Success
Tyler Technologies is the leading provider of software solutions
and services for local governments. We know local government
like no one else because Tyler is 100 percent dedicated to the
public sector.
“Since day one, there was a partnership
Proven Track Record
between our court and Tyler. The ongoing
We have a proven track record of automating processes,
customer service we receive encourages
eliminating paper and making courts more efficient and effective.
us to continue to make improvements and
We serve thousands of successful Odyssey courts across 900
to challenge ourselves to become more
counties and 24 states, including 11 statewide implementations.
efficient, which better serves our staff and
This represents more than one-third of the nation’s population —
the public.”
100 million citizens live in jurisdictions that have licensed Tyler’s
— Megan Ivey, Deputy Trial Court
Odyssey case management or e-filing solutions.
Administrator for Information & Technology
Services, Washtenaw County, Michigan
Knowledgeable Resources and Deep Expertise
In 2016, Forbes ranked Tyler on their “Most
Tyler has the financial stability and scale to allow us to invest in
Innovative Growth Companies” list, and it
our products for the long term, including more than $40 million
has also named Tyler one of “America’s Best
in R&D investment every year just to improve our products. We
Small Companies” eight times.
also attract the best people, utilize the latest technology and
implement best-in-class support and training systems. Our
growing team of more than 550 dedicated courts and justice
professionals has deep domain expertise in the public sector,
and because we have had so many successful implementations,
we share best practices and knowledge from other jurisdictions
to make your project more successful.
3
A History of Success
175 Dedicated Courts
300 Dedicated Courts
& Justice Experts
& Justice Experts
1980
2000
30+ YEARS OF EXPERIENCE
1981 — The Software Group (TSG)
is founded to produce software for
the public sector.
ODYSSEY DEBUTS
2001 — Odyssey Case Manager is
unveiled at the Court Technology
Conference (CTC) as the first
party-based court case automation
software in the industry.
MINNESOTA LEADS WITH
ECOURT ODYSSEY
2002 — As Odyssey’s first client,
the state of Minnesota has been
a front-runner in justice system
technology advancements, including
standardized statewide practices,
touchscreens on the bench and
statewide e-filing.
2003
14 STATEWIDE IMPLEMENTATIONS
ODYSSEY EVOLVES & IMPROVES
2002 – 2017 — Odyssey has
become the platform of choice
in many statewide and county
implementations, including 14
statewide clients: Minnesota (2002),
New Hampshire (2002), Indiana
(2005), New Mexico (2005), North
Dakota (2008), South Dakota (2008),
Oregon (2008), Maryland (2011),
Rhode Island (2011), Idaho (2011),
Washington (2011), Texas (2011),
Illinois (2016) and Maine (2017).
2008 – 2017 — Industry-leading
product advancements expand Odyssey’s
value to clients with the release of
e-Signatures (2008), Software as a
Service (SaaS, 2009), Odyssey Judge
Edition™ (2009), Odyssey File & Serve™
(2011), Odyssey Guide & File™ (2014),
Odyssey Jury™ (2016) and Case Manager
for Appellate Courts (2016). Odyssey
2017 includes a new interface and
updated technology.
LEADERSHIP IN 120 COUNTIES IN TEXAS, CALIFORNIA,
GEORGIA, FLORIDA & NEVADA
2002 – 2017 — Odyssey has become the leading case management system
in many states where case management system decisions are made county by
county. In both Texas and California, 70 percent of the population is served,
including Los Angeles Superior Court, the largest court in the U.S.
ODYSSEY CLIENTS IN AUSTRALIA
Odyssey Implementations
4
550+
Dedicated Courts
& Justice Experts
375
Dedicated Courts
& Justice Experts
2010
2017
2013
COLLIN COUNTY’S
INTEGRATED CRIMINAL JUSTICE
2010 — When Collin County, Texas, augmented
their existing Odyssey Case Manager with Odyssey
Jail Manager™ and Law Enforcement products, they
seamlessly shared case information between justice
partners. The resulting efficiencies led to significant
cost savings and reduced errors, plus this enabled
them to better serve the public with faster, simpler
and automated processing of transactions between
the jail and court system.
OREGON ACHIEVES E-COURT VISION
2011 — Oregon’s first circuit court was online
within 15 months of signing a contract with Tyler
and has moved rapidly toward the completion of
their progressive Oregon e-Court vision that includes
statewide e-filing, online documents and online
interactive forms for self-represented litigants.
E-FILING LEADERSHIP
2017 — Odyssey File & Serve is now the most
widely adopted e-filing platform in the nation with
more than 40 million documents filed annually
and 520,000+ registered users. The state of Texas,
the largest statewide mandatory e-filing project in
the country, was completed nine months ahead of
schedule and on budget.
550+ DEDICATED COURTS & JUSTICE EXPERTS
2017 — The Courts & Justice team has grown
over the years from 175 in 2003 to more than
550 professionals today — many with experience
working in courts across the U.S.
ODYSSEY CLIENTS BY US STATES
Statewide Implementations
Presence in selected courts
Odyssey, the leading
courts and justice
software system in the
U.S., serves more than
900 counties across
24 states.
5
Outstanding Training,
Community and Support
Tyler University: Improve Knowledge and
Train New Staff — 24/7
Tyler Community: Answers and Advice
from Tyler Experts and Your Peers
Tyler University (Tyler U) offers valuable job-related
Some of the most valuable knowledge about
training that Odyssey clients can access 24/7, from
Odyssey lies in the minds of our clients,
any location with internet access using a personal
as well as Tyler employees. These unique
computer or a mobile device. Tyler U reduces the
experiences and perspectives can benefit
time, effort and cost associated with training your
both users and Tyler staff, which is why we
workforce by delivering comprehensive training
developed the Tyler Community — an online
curriculums tailored to your organization’s needs
collaboration community filled with useful
based on Tyler’s comprehensive library of courses. The
blogs, forums, libraries and wikis that allow
content is included in your maintenance agreement
participants to:
at no cost and is updated on a regular basis as part of
• Search forums, discussions and wikis
Tyler’s evergreen philosophy. Tyler U enables existing
and new staff to take full advantage of Odyssey.
• New staff can get up to speed quickly and you
can track your employee’s training and progress.
• Existing staff learn about Odyssey’s latest
to solve problems before submitting a
support ticket
• Connect with peers and Tyler staff in a
collaborative, interactive environment
• Ask questions and get answers from
experts in other jurisdictions or Tyler staff
features and capabilities, increasing
productivity.
• Share best practices, ideas and knowledge
about Odyssey products and capabilities
CHECK
MANAGER
ATTORNEY
MANAGER
LAW
ENFORCEMENT
MORE THAN 1,000 INDIVIDUAL
LEARNING ASSIGNMENTS
ACROSS SEVEN ODYSSEY
PRODUCT CENTERS
enhancements
FINANCIAL
MANAGER
CASE
MANAGER
JAIL
MANAGER
SUPERVISION
6
• Make recommendations for product
Industry-Leading Support
As technology changes, your needs change. Service is at the core of what we stand for — to deliver
leading-edge, end-to-end services and support and be a reliable partner for the long term.
Support Services to Solve Your Unique Needs
Tyler provides valuable support services and resources, including a real-time help desk and related
services that solve Odyssey clients’ immediate needs. These support services are response-driven.
Issues are intelligently routed to a resource best suited to resolve the problem, are governed by
Service Level Agreements (SLAs) and are always aligned with our commitment to provide you with
technologically current products and reliable performance throughout the life of your Odyssey
investment.
Gain Access to:
• 24x7 emergency support – A toll-free number is available for emergency issues that occur
outside of normal support hours (8 a.m. - 5 p.m. CST), including catastrophic system issues.
• Weekend support – Saturday support is available for prescheduled system upgrades.
Tyler adds a “proactive”
approach to industry-leading
“reactive” support services.
Reactive support services
answer questions and
resolve problems quickly.
Proactive services help
POST IMPLEMENTATION
avoid problems and improve
SUPPORT
user sophistication in using
Odyssey. When combined,
Reactive
Proactive
• Software Issues
• Project Transition
• Configuration Updates
• Post-Project Governance
• System & Servers
• Account Management
• Install Assistance
• Learning Management System
• Critical Situation Process
• Release Planning
they translate to clients
who are more efficient and
effective, resulting in customer
satisfaction scores that far
exceed the industry.
• Tyler Community
7
Constant Innovation Drives
Continuous Improvement
Odyssey is the industry-leading case management software in part because it is constantly improving.
With a goal toward securing long-term relationships with our clients, Tyler’s evergreen philosophy
means we are always enhancing our products with the latest technology, and new product releases
are available to clients at no cost. More than 150 developers work diligently to ensure that Odyssey
remains the best case management system available. EverGuide® extends this commitment from just
improving our software to working proactively with our clients to create a plan that helps them take full
advantage of our software, with process improvements, training and other adjustments. The result —
Odyssey clients improve their operations, year after year.
everGuide
The Evolution to an Electronic Court
The journey to realizing a paperless court is not as simple as installing the latest version of Odyssey.
Every client is unique with their own set of needs and challenges, so Tyler works with clients to create
an approach that is customized for them — one that evolves over time. Tyler’s E-Court Maturity Model
is a tool we use with clients to develop a successful plan for evolving their organizations from
paper-based to an electronic court.
“Tyler’s evergreen approach is about constantly looking at how to advance your
office through their software solutions — how to gain business efficiencies from
new Odyssey releases. We set our course, our unique roadmap, and pave the way
with Tyler to achieve each new milestone success.”
Laurie Reaves, Chief Information and Innovation Officer, Clerk of Courts, Miami-Dade County, Florida 8
Tyler’s E-Court Maturity Model
Court
Advanced
Electronic
u
u
u
All
Electronic
u
u
u
Mostly
Electronic
u
u
Participants are electronically
noticed on court orders and
actions.
u
u
Some
Electronic
u
u
u
All documents in CMS are
searchable PDFs.
Automated electronic tasks exist
between clerk and court.
Citizens
u
u
Automated electronic tasks exist
between court and clerk.
All files in courtroom are electronic.
All data entry and forms generated
in courtroom.
Processes between court and clerk
are electronic.
Most files in courtroom are
electronic.
Some manual and paper processes
still exist.
u
u
u
u
u
u
u
Manual
Documents received and signed
electronically.
Operations
Some data entry and forms
generated in the courtroom, but
paper/manual process are still
prevalent.
u
u
Paper files in courtroom.
u
Manual forms generated in
courtroom.
u
All signatures on paper.
Only electronic files are maintained.
u
Appeals are generated
electronically.
u
Processes between clerk and court
are electronic.
u
Most cases are initiated
electronically.
Most subsequent filings are
received electronically.
u
u
Self-represented litigants can
complete forms and electronically
file online.
Electronic interaction between
court and juror regarding jury
services and trial cancellation.
Court documents can be viewed
online.
Jurors can submit excusal and
reschedule requests online.
Some self-represented litigants can
complete forms online.
Citizens can look up case
information online.
Jurors can complete questionnaires
online.
Attorneys
u
u
u
u
u
u
u
u
Attorneys are electronically noticed
on court orders and action.
Automated electronic tasks exist
between attorneys and the CMS.
Justice Partners
u
u
Feature-rich services function
natively on mobile devices.
All new cases and subsequent
filings are submitted electronically.
Attorneys can submit proposed
orders electronically.
u
u
Court documents can be viewed
online.
Most filings are submitted
electronically.
Attorneys can look up case
information online.
u
u
E-filings are automatically updated
in CMS.
Some documents are received
electronically.
All paper documents received or
generated are scanned.
All case filings are received on
paper and docketed manually.
All case files are maintained on
paper.
u
u
u
u
u
General court information is
available online.
u
Some filings are submitted
electronically.
u
Payments can be made online and
are automatically posted in the
CMS.
Copies of court records are
available at the courthouse.
Payments are mostly made in
person by cash or check.
Jury service is facilitated through
paper and mail.
u
u
Copies of court records are
available at the courthouse.
Attorneys hand-deliver or use
couriers to file documents with the
court.
u
u
Automated electronic tasks exist
between clerk and court.
Courts can view electronic case
information from many
jurisdictions in the region.
All justice partners receive
information from the court
electronically.
Justice partners can electronically
retrieve appropriate case
documents.
Most justice partners receive
information from the court
electronically.
Justice partners have appropriate
elevated privileges to access
secured case information.
Some justice partners receive
information from the court
electronically.
Information is provided to justice
partners mostly by exchanging
paper documents.
Case information from other court
jurisdictions must be requested
manually.
The Maturity Model scorecard identifies many key characteristics of an electronic court. By implementing the capabilities
in the table and moving toward the top of the chart, courts transform business processes and improve efficiency
“The Maturity Model empowers us to leverage the comprehensive Odyssey
product suite to achieve our goals. The evergreen philosophy enables us to
continue using Odyssey for many years to come, allowing it to be a system the
courts could use forever.”
Peter Panciocco, Executive Director, Rhode Island State Courts
9
From Dispatch to Disposition™
Tyler Alliance Leads the Way with an Integrated Approach to Criminal Justice and
Public Safety Solutions
Tyler Alliance is a multi-agency, distributed platform that integrates public safety and criminal justice
systems by connecting departments, agencies and jurisdictions. The platform helps organizations
break down barriers to make sharing information across public safety and justice agencies easy
and secure. From dispatch operators, police on patrol, fire departments and emergency services to
court clerks, trial judges, prosecutors, corrections staff and probation officers, improved information
sharing enhances decision making, increases safety, automates processes, saves time and reduces
errors. Anchored by a common foundation, Tyler Alliance seamlessly connects Tyler products,
enabling them to operate more collaboratively, and securely share data via connection points across
multiple applications. Tyler Alliance allows public safety and justice agencies to protect the public
and execute justice more effectively, more responsively and more transparently.
COURT
Court access to warrants from neighboring jurisdictions improves decision
making, and shared party information
reduces data entry and errors.
FIRE/EMS
Fire and emergency service
teams access information faster
with improved investigative data
and subject notifications.
CORRECTIONS




























































Access to historical arrest records,
aliases, open warrants and known
associations help prepare officers for
each incident response.


LAW ENFORCEMENT




Dispatchers access
cross-jurisdictional
information for faster
response times, more
accurate locations and
reduced data entry.

















DISPATCH


At intake, jailers access
outstanding warrants, behavior
history and gang affiliations for
better control in placing inmates.
PROSECUTOR AND PUBLIC DEFENSE
Prosecutors and attorneys can make better decisions based
on more detailed information — status updates, party data,
hearing schedules, warrants and more.
Tyler Alliance makes sharing information easy across justice partners.
10
SUPERVISION
Supervisory staff use document
management, automated
reporting, forms processing and
probation tracking to simplify
adult and juvenile probation.
In addition to New World applications for dispatch, EMS and law enforcement, there are Odyssey
modules designed specifically for the needs of attorneys, jailers, judges and sheriff staff supporting
civil process. Jurisdictions that choose Odyssey Attorney Manager, Odyssey Jail Manager or Odyssey
Supervision, in addition to Odyssey Case Manager, make the task of sharing information with
justice partners completely seamless.
ST
AT
AT E/D
TO IST
RN RI
EY CT
C
F
KO
ER
CL OURT
C
w and Task Managem
ent
rkflo
o
W
Crimi
nal
il
Civ
MANAGEME
NT
SE
CA
FINANCIAL
WARRANTS
SHARED
DATA
EVENTS
BONDS
COURT
ADMIN
ISTRAT
ION
FEES
PERSONS
Family
PERSONS
a
DOC
U M E NTS
ve
n
ell
te
ile
CHARGES
App
LAW
T
MEN
RCE
O
F
EN
S
Traffic
Web S
ervic
es –
Dat
JUSTI
aXc
CE P
ha
ART
ng
NE
JAILS
R
JUD
ICIA
RY
ES
ENCI
E AG
STAT
aces
terf
d In
lize
S
na
TION
rso
ERA
OP
Pe
RT
OU
e
Ju
Probate
w and Task Managem
ent
rkflo
Wo
AN LAW
D
AT FIR
TO MS
RN
EY
S
Odyssey’s integrated
LF TED
SE EN S
S
T
E
PR AN
RE ITIG
L
GENERAL
PUBLIC
ATTORN
IC
EYS AND PUBL
s
Brows
ers – Mobile Platform
structure enables
information sharing
across all justice
partners — courts,
attorneys, the public
and justice agencies.
Shared Data Fuels Odyssey’s Power
Shared data is the crux of Odyssey’s power, fueling core applications with unified case management,
integrated document management and improved workflow processes. Every document and piece of
data — party information, events, warrants, fees and charges — is organized, managed and protected
by Case Manager. Users can easily track cases from e-filing through disposition via Odyssey’s powerful
and robust case management capabilities. In addition, you can control who has access to which
information on your system, all from one unified, secure source.
11
End-to-End
Court Case Management
Tyler’s Odyssey product suite is a comprehensive, end-to-end courts
and justice software solution that modernizes and automates court
processes. The system encompasses all the functionality required to
manage all aspects of court administration, from e-filing to disposition,
which helps our clients run their courts more efficiently and effectively
and improve the administration of justice.
“Odyssey provides Collin County with a
product it can build on and evolve over
time, and it enables us to do things that
we couldn’t do in the old environment.
It also reinforces that we’ve selected a
vendor that is continuously improving
its product to ensure it won’t go
stagnant and that it will support this
county in the next ten or twenty years.”
– Caren Skipworth, Chief Information Officer for Collin
County, Texas
Case Manager’s Powerful Capabilities
E-filing: Tyler’s e-filing solution, Odyssey File & Serve, transforms cumbersome processes —
document processing, filing and serving — into streamlined electronic filing that saves time,
increases convenience and reduces costs for the court, the bar and self-represented litigants.
Judge’s application: Odyssey Judge Edition enables immediate, secure access to critical case
information right from the bench — providing both a high-level, or detailed view, using a touch screen.
Clerk and court minutes: Odyssey Clerk Edition™ automates courtroom tasks and organizes
information, enabling clerks to rapidly access and enter critical data right in the courtroom.
Document management: Integrated seamlessly with Odyssey Case Manager, Odyssey’s document
management application makes thousands of documents seamlessly available across all
Odyssey applications in one centralized location. This enables you to streamline, organize and
share important information, reduce costs, eliminate paper and save time. Odyssey document
management enables distributed document storage for remote offices while images are routinely
uploaded to central servers for backup.
Public access: The Odyssey Portal™ is a web-based application that provides justice partners,
attorneys and the public 24/7 real-time, secure access to court data from a PC, Mac, tablet or
smartphone, which increases court efficiency and eliminates unnecessary trips to the courthouse
and waiting in long lines.
Financials: Control your financial system with Odyssey Financial Manager™, which enables users to
track accounts, process finances and manage transactions securely and efficiently.
MAIN MENU
RIGHT PANEL
WORK AREA
COMMAND
LEGEND
LEFT PANEL
LIST VIEW
This is an example of the new Odyssey Case Manager user interface that
shows Task Manager and a case viewable in the workspace.
13
Workflow and Task Manager Streamline Operations
Odyssey’s workflow and task management capabilities allow you to customize the way Odyssey
operates to fit the way you work, automating tasks and helping clients work smarter and more
efficiently.
With Task Manager, you can access tasks to track cases from e-filing to disposition via configurable
time standards that enable you to adhere to statutory and local rules. Task Manager supports
notifications, document routing and signing documents via task queues.
Task Manager Empowers You to Work Smarter
The task management functionality automates workflow via powerful features:
• Tasks can be added automatically or manually.
• Tasks can be assigned due dates.
• Task Manager gives supervisors full access to tasks and queues.
• Users can link to the case or a specific tab of the case in Odyssey.
• Users can share notes on a specific workflow item.
• History is tracked on an item, including the timestamp and the user who worked on the item.
A flexible workflow is customized to business processes of the court and the functions of the
user. Odyssey’s workflow facilitates document routing between the judge and clerk for reviewing
and signing documents. Documents added to the queue can be tagged for the judge’s signature.
Supporting documents can be bundled together for a judge to review, for example a motion and the
proposed order.
14
MyOdyssey Workspace
This customized dashboard personalizes and streamlines any work being done within Odyssey,
creating a bird’s-eye view into detailed case and financial information with a single click.
MyOdyssey Workspace allows users to easily personalize the way they view data using graphical
interfaces called widgets, which can be customized on how they display information and how many
are on a workspace, so that users only view the data that is most important to them. From a widget,
users can easily navigate directly to the right place in Odyssey and take action on the data they are
reviewing. The Workspace shows information — Work Queues, Upcoming Hearings or a Process
Checklist — and presents information as a list.
Electronic Signatures
Electronic Signatures streamline office processes and empower users to effortlessly capture
and apply electronic signatures to documents filed with the court as well as documents that are
generated from within Odyssey. Users can merge forms using Odyssey’s integration with Microsoft
Word and send those forms to judges’ or clerks’ Odyssey queues for insertion of electronic
signature(s). Users can also tag a document for signatures and add it to the queue. Once
electronically signed, the documents are converted to PDF or TIFF files for permanent storage,
which can then be automatically docketed on the case. When an electronic signature pad is used,
non-Odyssey users can sign existing documents associated with cases. Users can specify the area
in the document to be signed, resize and move the signature, accept or decline the signature and
then save the document to make the signature permanent. In addition, electronically filed PDF
documents, such as proposed orders, can be annotated and electronically signed.
Easily view, annotate and sign documents.
15
E-filing Creates a Tipping Point to Paperless Processes
Tyler’s Odyssey File & Serve solution enables the electronic filing of documents with the court via
a secure, web-based portal, including online filing for the legal community and self-represented
litigants (SRLs). This highly automated system enables courts to transition from paper-based
processes to an electronic filing (e-filing) system, which automatically submits documents to the
court in real time. This results in the elimination of paper, decreased delays, reduced costs and
improved efficiencies.
Major Components of Odyssey File & Serve
• Odyssey File & Serve Filer Interface – Users can submit filing data and any associated
documents directly to the court via the web. Filers may also elect to electronically serve other
parties on the case.
• Odyssey File & Serve Review Tool – Court staff can receive and review electronically filed
submissions. The Review Tool provides the reviewer with the ability to stamp, annotate, accept,
reject and communicate reason for return or rejection back to the filer.
• Fee Collection – A fully integrated payment processing service enables users to pay via credit
cards, debit cards and eChecks for any court processing and fees assessed.
CMS Integration and ECF Standards
Odyssey File & Serve is fully integrated with Odyssey Case Manager. The system works by accepting
electronic documents from attorneys and other filers via File & Serve and puts them in review
queues. After clerk review, filing data and documents are seamlessly integrated with the court’s
case management system, and can also create the appropriate docket entry with the related filestamped document image. Odyssey File & Serve uses an industry standard interface that connects
to more than 50 third-party case management systems and Electronic Filing Service Providers
(EFSPs). Tyler received the IJIS Institute Springboard Certification and utilizes the latest ECF
(Electronic Court Filings) standards.
16
eFileTexas — Implemented On Budget and Ahead of Schedule
The Texas Office of Court Administration (OCA) implemented Odyssey File & Serve, starting in
January 2014. This became the largest e-filing implementation in the country and one of the
most successful. It was rolled out to 110 counties within 12 months of the contract signing with
mandatory e-filing statewide being completed nine months ahead of schedule.
eFileTexas Accomplishments
• Rolled out to 110 Texas counties in 12 months, mandatory in all 254 counties
within three years
• Integrated with 17 EFSPs and 10 case management systems
• Registered more than 90,000 users in the first year
• Expanded to criminal filings and self-represented litigants
The Most Successful E-filing Platform in the U.S.
528,000+
registered users
22 states
13 statewide
24+ million
implementations
fillings per year
50+
integrated with CMS and EFSPs
Odyssey File & Serve is broadly
adopted and highly reliable.
17
Odyssey Guide & File
Enhance Access to Justice for Self-Represented Litigants
Odyssey Guide & File is a powerful suite of tools that guides self-represented litigants (SRLs)
through the process of completing court forms and filing cases online. Divorces, evictions, small
claims cases and more can be filed by self-represented litigants — without waiting in long lines or
visiting the court’s counter.
The Odyssey Guide & File authoring tool enables content creators in your court to easily produce
interviews that apply the court’s business rules. Clients can leverage a library of existing interviews
from other jurisdictions, accelerating interview creation even further. Interviews can be published
and accessed from your website, providing flexibility for self-represented litigants to complete
anytime, from anywhere, and enabling courts to better serve the needs of self-represented litigants.
“Guide & File makes a huge difference for us in automating the process of
providing forms and information to people who can’t afford lawyers.”
— Tina Sibbitt, Associate State Attorney, Access to Justice Program, New Mexico Administrative
Office of the Courts
Create and manage interviews easily and efficiently.
18
Creating an Electronic Courtroom for Judges and Clerks
The courtroom is still the biggest paper generator today. While some courts have made progress
in transforming to more electronic processes, few courts can claim that they are 100 percent
paperless, from intake to disposition. Odyssey can automate the flow of information and create an
integrated, high-tech courtroom.
Odyssey Judge Edition
When in the courtroom, judges rely
on immediate access to the precise
information they need. Odyssey Judge
Edition uses powerful touch-screen
capabilities to eliminate paper files and
folders while giving judges the ability to
efficiently and securely access critical
case information while court is in
session. Odyssey Task Manager can be
accessed from Judge Edition, allowing
judges and clerks to move electronic
documents through the draft, approval
Judges can access and control critical case information
and signature processes electronically.
using Judge Edition.
Odyssey Clerk Edition
Designed specifically for the high-volume courtroom where massive amounts of information are in
constant motion, Odyssey Clerk Edition automates courtroom tasks by enabling clerks to rapidly
access and enter data right in the courtroom — replacing hand-written forms with digital court
information. This time-saving tool not only organizes information efficiently, but also renders case
data actionable so that clerks can immediately manage case hearing outcomes, including both
criminal and non-criminal case processing. Once forms are auto-filled and printed in the courtroom,
information is uploaded back to Odyssey Case Manager, eliminating the need to re-enter data after
the court session has concluded. The Minute Order mode allows the clerk to perform data entry,
while watching case documents build simultaneously within the workspace view. Clerks can also
send documents to Task Manager from Clerk Edition.
19
Odyssey Jury
Streamline the Jury Selection Process for Jury Clerks and Jurors
Odyssey Jury is an end-to-end, statewide enterprise jury system that efficiently organizes and
simplifies the jury selection process at a state and county level, from the loading of the jury wheel
or master list to managing the pooling process and panels sent to the courtroom for trial, as well as
compensating jurors.
Odyssey Jury is completely integrated with Odyssey Case Manager, allowing courts to automate
the process of requesting a jury and providing the jury clerk visibility to the court’s needs earlier
in the process. This integration automates processes, eliminates duplicate data entry, reduces
errors and increases court efficiency. It also leverages Odyssey’s ability to efficiently organize tasks
into queues, enabling clerks to effectively manage tasks, such as empanelment, deferrals and
more. Odyssey also integrates with third-party applications for summons printing, Coding Accuracy
Support System (CASS) certification and juror payments.
20
Convenience for Jurors and
Efficiency for Clerks
Robust Tools for Jury Clerks
Odyssey Jury empowers jury clerks to achieve an efficient jury process for jurors, attorneys, court
staff and judges. Jury helps courts increase juror yield by enhancing the juror experience and
improves information sharing with other court systems to improve efficiency and lower costs.
Odyssey Jury supports both “one day, one trial” term of service courts and grand jury.
Simplifies the Jury Response
In order to accommodate a growing mobile jury pool, Odyssey Jury provides online and digital
options for responding to a jury summons using an intuitive, user-friendly interface, which
increases the response rate and juror yield. After jurors are summoned, they may respond to their
initial qualification questionnaires via the internet, at any time and from anywhere, using the jury
response section of the Odyssey Portal.
21
The Odyssey Portal
provides justice partners,
attorneys, businesses and
the general public 24/7
real-time, secure access
to court information from
a PC, Mac, tablet or
smartphone.
Odyssey Portal
Secure Access to Essential Court and Judicial Information
Setting the bar for citizens’ ease-of-use, Odyssey Portal provides the public, judges and justice
partners with access to essential case, calendar and party information via the internet, any time and
from anywhere, eliminating unnecessary trips to the courthouse. You control what content, such as
registers of action, calendars, judgments and orders, is available to each user who views information
from the Portal. This means that a public user can look at a case and see only public information, but
a judicial officer can look at the same case and see all sensitive data and documents.
Tyler also offers best-of-breed redaction capabilities that are tightly integrated with Odyssey, which
protect data that shouldn’t be exposed to the general public.
Access Court Information Instantly from Your Mobile Device
Whether you are a judge, an attorney, a clerk or the general public, information accessibility is
crucial. Odyssey Portal is built with “responsive design” and HTML5, which are natively supported
by and optimized for all modern desktop and mobile devices — Apple® iPhone and iPad, Android™,
Windows Mobile devices and Mac/PC. Adjustments for screen size can include resizing text,
removing graphics to make room for vital information and even reorganizing the layout itself. The
Portal is also Americans with Disabilities Act (ADA) compliant on all devices, so content is made
readily available to all web users.
22
Tyler dataXchange
Share Data with Neighboring Jurisdictions
Tyler dataXchange™ automates the flow of information, enabling your county to access and
securely share critical information with other participating agencies using Odyssey or other Tyler
products — across a select group of jurisdictions (counties, states and municipalities), as well
as across agencies — jails, county and municipal courts, law enforcement and supervision. Tyler
dataXchange allows users to access a wide variety of information, including, but not limited
to, party and case data, citations, vehicles, jailings and incidents, warrants, cases, electronic
documents, as well as property details, utility billing and appraisal values.
Unlike other shared data warehouses where the user must perform a separate search, with
dataXchange, users simply click on the tab and the search is done for them. Using dataXchange,
Odyssey users save time by accessing information in real time from within Odyssey, eliminating the
need to access another system, make a phone call or send an email.
Tyler dataXchange is available at no cost to Odyssey clients as a part of their maintenance agreement.
Courts Save Time and Improve Efficiency with Better Information
Using dataXchange, courts gain immediate, automated access to valuable information, including
warrants and TRNs generated outside their jurisdiction. Warrants that could take days or weeks
to obtain in other databases, show up immediately with dataXchange, which improves decisionmaking. Having TRNs readily available eliminates unnecessary fingerprinting and time spent
associated with this process. Also, obtaining TRNs helps in the effort to reach CJIS 80 percent
compliance rates through the DPS, where courts risk being sanctioned if not met.
Tyler dataXchange provides
immediate access to records
across district and county
courts, jurisdiction and
municipal courts, police
departments, sheriff’s
offices and jails.
23
Odyssey Case Manager for Appellate Courts
Manage Appellate Business Processes
The Appellate case module supports case management in both the original jurisdiction and
appellate jurisdiction within intermediate appellate courts and state supreme courts. To better
support appellate courts, the Appellate case module includes robust features for case management,
panel assignment, opinion management and lower court case functions.
The case management feature helps court staff with everything from case initiation to financial
management. Odyssey Case Manager provides the ability to create court-generated documents,
such as notices and mandates, using a powerful forms engine.
Opinion management assists in assigning an opinion to a judicial officer as the author, tracking
the status of the opinion and recording the votes from the panel members, streamlining the justice
review process, from authoring opinions to filing the final opinion with the clerk.
Panel assignment supports the ability to create and manage panels of multiple judicial officers and
batch-create judicial officer panels. This feature also enables users to assign a judicial officer to the
case individually or from a panel, which increases the processing speed for panel assignments.
When the lower court case is in the Odyssey system, staff can automatically access the Register of
Actions (ROA) or case summary from the lower court case, navigate to the lower court case record,
select and add parties and attorneys to the appellate case, which saves time because information is
automatically added.
Common appellate business processes are supported with workflows and Task Manager to create
greater efficiencies and eliminate paper.
24
Odyssey Financial Manager
Centralize Complex Financial Transactions and Automate Collections
With Odyssey Financial Manager, users can efficiently track and manage an entire transaction,
while keeping information secure with fully auditable transaction listings in real time. This
integrated application manages your back office financial needs through a dynamic dashboard
that can be customized based on your specific needs. Users can print checks, balance checking
accounts and produce a summary of financial activity via a Chart of Accounts. The application
enables users to easily create and view robust reports on account activity, account balances,
daily cash balances and more. Financial Manager also enables multiple checking accounts to be
combined or separated depending on your needs.
Odyssey Financial Manager provides robust capabilities to help your court manage and
assess collections:
• Identify and flag case party balances — from upcoming due dates through past-due balances
• Send custom notices to parties with balance and due date information
• Collect and send case party balances to a third-party collection agency and import and
apply payments
• Maintain a history of delinquency and collection statuses
25
Real-time Reports Empower Better Decisions
Tyler’s analytical offering provides comprehensive data using key metrics, eliminating the need to
track down, reconcile, reformat and consolidate data. These robust reports present information in
easy-to-read charts and graphs, enabling decision makers to easily analyze large amounts of data
and spot trends, resulting in better decision-making and increased efficiency of their office.
Standard Reports
Robust reporting capabilities are an integral part of Odyssey Case Manager, offering a
comprehensive collection of reports to support clerk and court functions, including caseloads,
statistics, event activity, time standards and more. Reports can be easily modified to summarize
parameters, online previews, scheduled processing and automatic emailing to one or more parties.
Enterprise Custom Reporting
Enterprise Custom Reporting (ECR) provides an intuitive, easy-to-use mechanism to create ad
hoc custom reports (using Microsoft® SQL Reporting Services) without the added expense or time
requirements associated with an external report writer. This enables real-time decision-making
through the creation, management and delivery of reports for printing and ad hoc data exploration
in CSV or PDF formats or also in TIFF image file format for long-term storage and easy access.
26
CourTools Integration
Courts seek balanced and realistic performance measures that are practical to implement and use.
The CourTools performance measures were designed by the National Center for State Courts to
provide courts with effective measurements, which is key to managing court resources efficiently,
and ensures the public knows what your court has achieved and identifies the benefits of improved
court performance.
Odyssey focuses on the measures directly related to case data tracked in the system, including
measure 2 (Clearance Rates), measure 3 (Time to Disposition), measure 4 (Age of Active Pending
Caseload), measure 5 (Trial Date Certainty) and measure 7 (Collection of Monetary Penalties).
CourTools improves court performance by providing courts with effective measurements.
27
Software that thinks like you do.
Tyler Technologies (NYSE: TYL) is a leading provider of end-to-end
information management solutions and services for local governments.
Tyler partners with clients to empower the public sector — cities,
counties, schools and other government entities — to become more
efficient, more accessible and more responsive to the needs of their
constituents. Tyler’s client base includes more than 14,000 local
government offices in all 50 states, Canada, the Caribbean, the United
Kingdom and other international locations. In 2016, Forbes ranked
Tyler on their “Most Innovative Growth Companies” list, and it has also
named Tyler one of “America’s Best Small Companies” eight times.
The company has been included six times on the Barron’s 400 Index, a
measure of the most promising companies in America. More information
about Tyler Technologies, headquartered in Plano, Texas, can be found
at www.tylertech.com.
OD-CASEOVER-BR-7109-0117
[email protected] | 1.800.431.5776 | www.tylertech.com
© 2017 Tyler Technologies, Inc., All rights reserved