A short title instead of the full caption
Letters, footers and e-filing screens shorten a case to “Okafor et al. v. Rensing”. Software often copies that short title, and the form prints “Do not use et al or et ano.”
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Add the summons and complaint, the filing and service records, the motion and your case contact sheet. Fyllyo fills the UCS-840 on your Mac. Anything it can’t confirm is left for you, with the reason.

Most of the UCS-840 is copying the caption, the index number, dates and contacts from the case papers. The trouble starts where software has to pick one value out of many: several case numbers, several dates on one page, several addresses for one party. These are the common places AI tools and autofill get it wrong. What the form requires is for the New York State Unified Court System to say. Follow its instructions. NY courts official page for Form UCS-840.
Letters, footers and e-filing screens shorten a case to “Okafor et al. v. Rensing”. Software often copies that short title, and the form prints “Do not use et al or et ano.”
Case papers carry many numbers: e-filing transaction and receipt IDs, payment references, insurance claim numbers, a process server’s licence, and related cases’ index numbers. Software can put any of them in the index box.
An affidavit of service gives the day the papers were served, the day it was sworn, and often the day it was e-filed. Software can take whichever date comes first.
The papers give each party’s home address, their lawyer’s office, and insurers’ addresses. Software can fill a party’s contact box with the first address it finds for that name.
The parties table has “Issue Joined” and “Insurance Carriers” columns that the form labels “For each defendant”. The papers also name the plaintiffs’ own insurer. Software can fill those columns on every row.
The form has a line for each kind of request, and only some carry extra details such as a date issue joined, the relief requested or a return date. Software that finds a date in the papers can put it on any of those lines.
The “Dated” line is the date the RJI is signed. Software often fills it with today’s date or the date on a cover email.
With a test client and eight documents (the summons and complaint, an e-filing confirmation, an affidavit of service, the answer letter, a contact sheet, a related-case memo, a notice of motion and the attorney’s email), Fyllyo filled 33 fields in 19 seconds. It kept a date off the form that belongs to another line, and told the preparer.

Fyllyo can fill all 154 fields on Form UCS-840 from the client’s documents. Lines the documents don’t support stay blank and are listed for you to check.
You confirm on every form
Fyllyo reads the documents you already have. These can be PDFs, scans, photos, Word files or typed notes, and you can add several at once. Fyllyo works out which document answers which line.
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Client documents and the filled form never leave your computer. Fyllyo uploads nothing. Once it is set up, filling works offline.
Fyllyo doesn’t decide what to file, give legal or tax advice, or submit Form UCS-840 for you. Use the NY courts’s official page for Form UCS-840 and your professional judgement. Fyllyo does the reading and the typing.
The built-in Form UCS-840 is the Rev. 12/16/2024 edition. For a different edition, add that fillable PDF as your own form. You set it up once, then fill it like this one. Set up that fillable PDF as your own form →
Fyllyo reads scans and photos as well as PDFs, Word files and typed notes. Clear, readable copies give the best results, and every answer on Form UCS-840 still shows the line it came from.
Try form filling free for 5 days. Then buy Fyllyo Paid once for $99. It is a lifetime licence with free updates and no subscription. Filling forms on your Mac uses no AI credits. Pricing and licence details.