Case Caption
Complete plaintiff and defendant names, court name, docket number placeholder if known, and a clear title of the pleading or motion.
A complete, correctly labeled case packet reduces filing delays, prevents service defects, and helps establish chain of custody for evidence and signatures. Accurate captions and standardized fields protect parties from procedural dismissals and minimize administrative costs during discovery and court processing.
Typical users include litigators, paralegals, in-house counsel, claims handlers, and court clerks who assemble pleadings and exhibits for filing or e-submission.
Complete plaintiff and defendant names, court name, docket number placeholder if known, and a clear title of the pleading or motion.
Complaint, answer, motions, or briefs in final PDF format with numbered pages and bookmarked exhibits where permitted by court e-filing rules.
Signed declarations, sworn affidavits, or attorney certifications required by statute or local civil rules for certain claims or service methods.
Typed name, bar number, firm, address, phone, email, and date. Include electronic signature metadata when using e-signatures.
List of parties served, method of service, dates, and proof-of-service documents for the court record and opposing counsel.
Numbered exhibit list with short descriptions and attach each exhibit file named consistently for easy reference during filing and review.
| Field | Configuration |
|---|---|
| Signer Order | Sequential signing by counsel then client |
| Authentication | Email link or SMS code for signer verification |
| Retention | Automated storage with audit trail and export |
| Notifications | Email alerts on each completed step |
Use platforms that produce court-compatible PDFs, capture audit trails, and meet required authentication and retention standards.
| Criteria | Electronic signature | Digital signature |
|---|---|---|
| Definition | any electronic mark | pki-based cryptographic signature |
| Legal Status | valid under esign/ueta | valid and stronger evidence |
| Auditability | audit trail evidence | cryptographic certificate data |
| Use Cases | general filings | high-integrity or regulated records |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The team consolidated multi-party signatures into one workflow to reduce turnaround time.
Xerox integrated signing into its ERP to automate contract execution.