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How to Transfer a Felony Case to a Misdemeanor Case: Step-by-Step Guide

Learn how to transfer a felony case to a misdemeanor case with this detailed, step-by-step guide. Follow the process for updating charges, filing paperwork, and ensuring accurate case management.

By Catherine Frederick

In this guide, we'll learn how to transfer a felony case to a misdemeanor case. This process can also be used for other types of case transfers, such as moving a misdemeanor to a felony or handling juvenile cases. The objective is to ensure that all case details, charges, and related information are updated and transferred correctly in the system.

We'll cover each step, from updating charges to managing financial records and court dates.

Let's get started

Hello, everyone. In this video, we will learn how to transfer a felony case to a misdemeanor case. This will follow the same format as transferring a misdemeanor case to a felony case, or moving juvenile cases to felony or misdemeanor status, and so on. First, open the case and have the transfer case paperwork ready. First, go to your Charges tab.

You will select the prosecutor and click the link to display what the state attorney is filing.

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Click on the "CHARGES Tab "
Step #1: Click on the "CHARGES Tab "
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Click on pros
Step #2: Click on pros
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Click on "Charge to be amended
Step #3: Click on "Charge to be amended
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Click here
Step #4: Click here

In this case, they are changing the first count to a misdemeanor possession of marijuana.

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Type "89313 + Tab"
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Click here
Step #6: Click here

To make it easier, you can specify the code you are looking for. Alternatively, you can keep clicking "next" until you find the one you need.

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Type "893.13 6b + Enter"

It's easier to place the statute number at the top. This makes it simple to search for the code you need. Here it is.

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Click on "MARIJUANA - POSSESS - NOT MORE THAN 2893.13 6b"
Step #8: Click on "MARIJUANA - POSSESS - NOT MORE THAN 2893.13 6b"

Click to change the statute. Then, go to Additional, scroll to the bottom, and set the filing date as today.

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Click on "ADDITIONAL"
Step #9: Click on "ADDITIONAL"
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Click here
Step #10: Click here

If you type "T" and click off to the side, it will automatically enter today's date. Alternatively, you can click the calendar button to select the filing date.

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Type "t"
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Click here
Step #12: Click here
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Click here
Step #13: Click here
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Click on "21"
Step #14: Click on "21"
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Click here
Step #15: Click here

Click on Transfer, then select Continue. Repeat these steps if the charge changes.

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Click here
Step #16: Click here
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Click on "Transferred"
Step #17: Click on "Transferred"
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Click on "Continue"
Step #18: Click on "Continue"

Since nothing is changing, we will copy everything we did, as both accounts are being transferred.

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Click here
Step #19: Click here
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Click here
Step #20: Click here

Make sure both options say "Transfer," then click Continue.

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Click on "Continue"
Step #21: Click on "Continue"

You will notice the charge has changed. Now, go to your disposition and click the Disposition link.

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Click on "DISPOSITION"
Step #22: Click on "DISPOSITION"
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Click on "Disposition"
Step #23: Click on "Disposition"

Once the link appears, make sure it has changed. This should happen automatically. Then you will file a Change of Venue for both.

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Click here
Step #24: Click here
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Click on "Change"
Step #25: Click on "Change"
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Click here
Step #26: Click here

After copying and selecting Change of Venue for both, click Additional Disposition. Ensure the name is correct, then click Save, and Save again.

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Click on "Add'l"
Step #27: Click on "Add'l"
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Click on "Continue"
Step #28: Click on "Continue"
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Click on "Save"
Step #29: Click on "Save"

We will close this case as a transfer, although I don't believe it is. The case will be marked as transferred.

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Click on "+"
Step #30: Click on "+"
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Click here
Step #31: Click here
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Click on "Criminal Appeal Case"
Step #32: Click on "Criminal Appeal Case"

There you go. Then continue, and make sure to cancel your hearing to confirm the new court date.

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Click on "Continue"
Step #33: Click on "Continue"
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Click on "HEARINGS"
Step #34: Click on "HEARINGS"
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Right-click on "KW COURTROOM F )"
Step #35: Right-click on "KW COURTROOM F )"
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Click on "Cancel"
Step #36: Click on "Cancel"
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Click here
Step #37: Click here

You can write a brief comment, such as "transferred to misdemeanor," "transferred to felony," or similar.

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Click on "New Court Date Set"
Step #38: Click on "New Court Date Set"
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Click on "Reason New Court Date Set Comment"
Step #39: Click on "Reason New Court Date Set Comment"

After you click Save, the court date will be canceled. You are now ready to transfer.

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Type "transfer to MM"
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Click on "Save"
Step #41: Click on "Save"
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Click on "Save"
Step #42: Click on "Save"
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Click on "EVENTS"
Step #43: Click on "EVENTS"
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Click on "SUMMARY"
Step #44: Click on "SUMMARY"

The Financial tab will show the $50 public defender fee if it is a public defender case. Make sure to leave this as zero.

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Click on "Financial Balance"
Step #45: Click on "Financial Balance"
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Click on "Criminal Fines and Fees"
Step #46: Click on "Criminal Fines and Fees"
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Click on "View"
Step #47: Click on "View"
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Right-click here
Step #48: Right-click here
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Click on "Reverse Transaction"
Step #49: Click on "Reverse Transaction"

Reverse the payment and add a comment: "Transferred to misdemeanor case." Then click Save.

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Click here
Step #50: Click here
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Type "transfer to MM case"
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Click on "Save"
Step #52: Click on "Save"

Review your summary to ensure everything is accurate.

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Click on "SUMMARY"
Step #53: Click on "SUMMARY"

Now, we will save this case on this screen.

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Click on "S Save"
Step #54: Click on "S Save"

Now we need to add your case.

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Click on "Add ✓"
Step #55: Click on "Add ✓"

You'll go... Usually, you'll see options like Case, Criminal, New Case Classic, and Key West. Now, select Misdemeanor Case.

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Click here
Step #56: Click here
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Click on "✩ Criminal"
Step #57: Click on "✩ Criminal"
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Click on "New Classic"
Step #58: Click on "New Classic"
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Click on "Key West"
Step #59: Click on "Key West"
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Click on "★ Misdemeanor"
Step #60: Click on "★ Misdemeanor"

Once you click on a misdemeanor, you are not... You can relate the case from here and reference the felony case number.

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Click on "+"
Step #61: Click on "+"

The reason will be Transfer. Click Continue.

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Type "25cf916ak"
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Click on "☑"
Step #63: Click on "☑"
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Click on "Transfer"
Step #64: Click on "Transfer"
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Click on "Continue"
Step #65: Click on "Continue"

From this screen, go to your Parties tab.

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Click on "PARTIES"
Step #66: Click on "PARTIES"

Right-click on the Defendant to bring up your party.

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Right-click on "Defendant"
Step #67: Right-click on "Defendant"
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Click on "Add Defendant"
Step #68: Click on "Add Defendant"

Click the magnifying glass to search for your defendant.

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Click here
Step #69: Click here
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Click here
Step #70: Click here

Alexander, date of birth is...

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Type "Lopez + TabJames + TabAlexander + Tab05121995 + Enter"

Next, choose the option with the correct information. If there are multiple parties, use your best judgment. Hit the second one for now. We’ll verify his information in a minute.

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Click on "James Alexander"
Step #72: Click on "James Alexander"
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Click on "Continue"
Step #73: Click on "Continue"

Click Continue. Next, go to your charges.

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Click on "CHARGES"
Step #74: Click on "CHARGES"

From here, you will have a transfer link.

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Click on "Iransfer"
Step #75: Click on "Iransfer"

After you click the Transfer button, his two charges from the felony case should appear if the process was done correctly. If you don't have this, you missed a step. Go back and do it again. Since we did it correctly, click on both charges and hit Continue. All the arrest information will be pulled over, linking the case automatically.

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Click here
Step #76: Click here
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Click here
Step #77: Click here
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Click on "Continue"
Step #78: Click on "Continue"

The next step is to complete your prosecutor form and file it today.

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Click on "Prosecutor"
Step #79: Click on "Prosecutor"
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Click here
Step #80: Click here
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Type "t"
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Double-click here
Step #82: Double-click here
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Type "n"
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Click here
Step #84: Click here

Then click Continue.

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Click on "Continue"
Step #85: Click on "Continue"

Finally, click Save. You will then receive a misdemeanor case number.

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Click on "S Save"
Step #86: Click on "S Save"

This is for verification to show that both cases and both counts are transferring over.

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Click on "Select All"
Step #87: Click on "Select All"

Select all, then click Continue. Now, your case file is ready.

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Click on "Continue"
Step #88: Click on "Continue"

Now we will go into the case to process all our paperwork.

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Click on "Edit"
Step #89: Click on "Edit"

Here, everything has been completed for us. Now, you just need to process your paperwork for the transfer.

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Click on "CHARGES"
Step #90: Click on "CHARGES"
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Click on "EVENTS"
Step #91: Click on "EVENTS"
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Click on "+"
Step #92: Click on "+"
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Click here
Step #93: Click here

Transfer from circuit court. Next, provide the information.

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Type "tran"
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Click on "Transferred Case Paperwork Packet"
Step #95: Click on "Transferred Case Paperwork Packet"
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Click here
Step #96: Click here
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Type "CIRCUIT COURT"
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Click on "▸ Add Next"
Step #98: Click on "▸ Add Next"

Oops.

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Click here
Step #99: Click here

There we go.

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Type "inf"
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Click on "INFORMATION FOR ISSUE CAPIAS"
Step #101: Click on "INFORMATION FOR ISSUE CAPIAS"

Then click to continue.

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Click here
Step #102: Click here
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Click on "Save"
Step #103: Click on "Save"

Enter your next court date for your case and select the correct judge.

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Click on "HEARINGS"
Step #104: Click on "HEARINGS"
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Click on "+"
Step #105: Click on "+"
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Type "mmarr + Tab"
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Click here
Step #107: Click here
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Click on "Code Sort Description"
Step #108: Click on "Code Sort Description"
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Type "12 + Enter"
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Click on "12"
Step #110: Click on "12"
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Double-click on "Continue"
Step #111: Double-click on "Continue"

Find your escort date, which is the 29th. Add a comment: "transfer from CF."

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Double-click on "Find"
Step #112: Double-click on "Find"
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Click on "1 71 % 08/29/2025"
Step #113: Click on "1 71 % 08/29/2025"
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Click on "Type MM - ARRAIGNMENT Comment A"
Step #114: Click on "Type MM - ARRAIGNMENT Comment A"

Then click Save.

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Type "Transfer from CF"
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Click on "Save"
Step #116: Click on "Save"

Lastly, you need to carry over the public defender application. Go to your Financial tab.

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Click on "FINANCIAL"
Step #117: Click on "FINANCIAL"
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Click on "Criminal Fines and Fees"
Step #118: Click on "Criminal Fines and Fees"
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Click on "☺ SS SS S"
Step #119: Click on "☺ SS SS S"

You can just pick one of those for now.

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Click on "Charge +"
Step #120: Click on "Charge +"
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Click on "OBTS 4401098342 Sequence 1"
Step #121: Click on "OBTS 4401098342 Sequence 1"
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Click on "Continue"
Step #122: Click on "Continue"

It doesn't have to be both, since you're only charging one count for the PD app.

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Click here
Step #123: Click here

For this one, I would put PD at the top to show all related options. I’m selecting felony public defender app because it was a felony at the time.

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Type "pd + Enter"
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Click on "MMCT PD APPLICATION FEE"
Step #125: Click on "MMCT PD APPLICATION FEE"

We're adding that now so it's already taken care of.

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Click on "Continue"
Step #126: Click on "Continue"
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Click on "Save"
Step #127: Click on "Save"
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Click on "Save"
Step #128: Click on "Save"

Now you can add all your parties.

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Click on "SUMMARY"
Step #129: Click on "SUMMARY"
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Click on "PARTIES"
Step #130: Click on "PARTIES"
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Right-click on "James Alexander"
Step #131: Right-click on "James Alexander"

You can add your public defender back there.

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Click on "Add Attorney"
Step #132: Click on "Add Attorney"
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Click here
Step #133: Click here

I usually go to the nickname and do PD.

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Double-click on "Nickname"
Step #134: Double-click on "Nickname"
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Type "PD + Enter"

I choose the Key West office.

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Click on "Public Defender"
Step #136: Click on "Public Defender"

I select Attorney as the type, then click Continue.

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Click here
Step #137: Click here
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Click on "at"
Step #138: Click on "at"
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Click on "Continue"
Step #139: Click on "Continue"

That is how you transfer any case.

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Double-click on "SUMMARY"
Step #140: Double-click on "SUMMARY"

Hope this helps. Let me know if you have any questions.