Goal & what you need

Goal

Identify the correct Florida case and its current operational routing information before filing, calendaring, serving, corresponding, researching, or saving a document.

What you need

The document or assignment being reviewed
Access to the official clerk or court docket
The matter or client record when one exists
A defined downstream task such as filing, calendaring, service, correspondence, research, or storage

Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.

Step-by-step preview

Members can open all 15 steps.

1Confirm the assignment and whether the information will control filing, calendaring, service, correspondence, research, matter setup, or document storage
2Read the full document without editing it and locate the caption, document title, filing stamp, signature block, footer, and any clerk or portal identifiers

Continue the full course

Open the complete SOP and every learning asset

Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.

Sources & references (8)

Preview two sources. Members can open the complete source list.

OfficialThe Florida BarPrimary source

The Florida Bar, Florida Rules of Civil Procedure, updated April 1, 2026, including Rules 1.050, 1.070, 1.100 and Form 1.997

Source reference