Can I use an electronic signature on this statement?

Yes in most cases. Electronic signatures are legally recognized under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; confirm the court’s local rules for acceptable e-sign methods and any required authentication.

Are scanned signatures or images acceptable?

Scanned signature images are often accepted if accompanied by a reliable audit trail showing signer intent and attribution. Courts and e-filing providers may require stronger authentication for certain filings; check local court instructions.

What if I filed the wrong or incomplete statement?

File an amended statement if allowed by local rules, or notify the court and opposing counsel promptly. Some courts permit filing a corrected statement with an explanatory cover letter.

Who must sign the statement?

An attorney of record or an unrepresented party should sign and date the statement. Signature rules vary by court; confirm whether electronic signature is permitted for your role.

How should I serve the filed statement on other parties?

Serve per California service rules and local court requirements: by e-service where permitted, or by mail, electronic delivery, or personal service as applicable, and retain proof of service.

How long should I keep records of the filed statement?

Retain the filed statement and proof of service for the life of the case and beyond according to applicable retention rules; consult IRS guidance (IRC §6501(a)) and HIPAA rules where relevant.

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California Case Management Statement

California Case Management Statement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

What the California Case Management Statement Is and when it’s used

The California Case Management Statement is a court filing parties submit before a scheduled Case Management Conference (CMC). It summarizes the case status, service and pleadings history, discovery progress, settlement efforts, and proposed scheduling. Courts use the statement to set case management orders, identify dispositive motions or trial readiness, and direct next steps. Both represented and self-represented parties typically prepare and exchange the statement per the notice for the CMC and local rules.

Why a clear Case Management Statement matters

A well-prepared statement helps the court set an efficient schedule, frames disputed issues, documents discovery status, and documents settlement efforts, reducing the risk of misunderstandings and case delays.

Who prepares and relies on the Case Management Statement

Attorneys and self-represented litigants commonly prepare the statement to inform the court and opposing parties of case status and needs.

Civil litigants and counsel who must report discovery status, anticipated motions, and trial readiness.
Judges and case managers who review statements to set deadlines and issue case management orders.
Court clerks and e-filing services that process submitted statements and record service information.

Completing the statement accurately ensures the court and parties share the same view of schedule, discovery, and settlement posture.

Basic sequence for completing a California Case Management Statement

Follow this short sequence to prepare, sign, file, and serve the statement ahead of the Case Management Conference.

01

Gather Information: Collect case caption, number, service dates, and discovery status.
02

Complete Form: Fill in required fields on the judicial council form or local equivalent.
03

Sign and Date: Ensure authorized counsel or party signs and dates the document.
04

File and Serve: E-file or file with the clerk and serve opposing counsel per local rules.

Configuring an online workflow to complete and submit the statement

Set up an e-filing workflow that captures required fields, places signature fields, and routes to the court and opponents.

Field	Configuration
Case Caption Field	Mapped to court caption template
Date Field	MM/DD/YYYY validation
Signature Field	Place signer name and date stamp
Service Tracking	Attach proof-of-service PDF copy

Where to file, submit, and whom to serve

Know the court’s e-filing rules and local service requirements before submission; procedures differ by county and case type.

E-file Portal: Submit via the court’s authorized e-filing service provider when available.
Court Clerk: If e-filing unavailable, deliver paper copy to the clerk for filing and stamping.
Serve Opposing Parties: Serve the filed statement on all parties per California service rules.
Provide Courtesy Copies: Bring a courtesy copy to the courtroom if the judge’s local rules request one.

Technical considerations for eSigning and eSubmission

Choose tools that support court-required file formats, signer authentication, and proof of service tracking.

File Formats: PDF and PDF/A are widely accepted
Integrations: Works with Salesforce, Microsoft 365, NetSuite, Google Workspace
Authentication: Email, SMS code, or stronger methods

Verify the court’s e-filing provider accepts your chosen format and that signed PDFs include an audit trail proving signer identity and timestamp.

Timing and typical deadlines to watch for

Deadlines for filing and serving the Case Management Statement are set by the court’s notice; check local rules and the CMC notice for exact timing.

Check the Notice:

Follow the CMC notice for the specific filing deadline.

E-filing Window:

E-file before the system cutoff time on the due date.

Service Timing:

Serve the filed statement per local service rules.

Late Filing:

Late submissions may be excluded or draw court admonition.

Requests to Continue:

File a continuance request if timely compliance is impossible.

Key milestones from preparation to conference

A simple milestone sequence helps teams coordinate preparation, filing, and hearing attendance.

01

Prepare Statement

Assemble facts, discovery status, and settlement efforts.

02

Review and Sign

Confirm accuracy, authorized signature, and attachments.

03

File and Serve

E-file with the court and serve opposing counsel.

04

Attend CMC

Appear on the scheduled date to discuss case management.

Common preparation errors to avoid

Incomplete caption or wrong case number causing clerical rejection and processing delays toward the Case Management Conference.
Omitting discovery status details that prevent the court from understanding readiness and may lead to unclear orders.
Failing to serve opposing parties properly, creating disputes about whether the court had accurate party notifications.
Using incorrect file formats or unsigned PDFs that e-filing portals or clerks may reject without processing.

Consequences of an incorrect or missing statement

Sanctions: Court may impose sanctions

Case Delay: Proceedings and trial dates can be postponed

Order Limitations: Court may restrict relief or set adverse timelines

Evidence Impact: Late disclosures can affect admissibility

Fee Exposure: Potential cost awards against noncompliant party

Procedural Default: Missed steps can forfeit certain procedural rights

Essential components of a professional Case Management Statement

Include clear, concise sections that allow the court to assess readiness, outstanding issues, and proposed scheduling without additional requests for information.

Case Caption

Full party names, case number, and assigned judge so the court and opposing parties can identify the matter immediately and avoid clerical delays.

Service and Pleadings

Dates of service, responsive pleadings, and current operative complaint or cross-complaint status to show the procedural posture of the case.

Discovery Status

Summary of discovery completed, outstanding items, disputes, and estimated completion dates to assist the court in scheduling discovery deadlines.

Motions and Hearings

List anticipated dispositive motions, existing motion schedule, and any hearing dates that will affect case management or trial readiness.

Settlement Efforts

Document current settlement discussions, ADR participation, or referrals to mediation to help the court evaluate the need for settlement conferences.

Proposed Schedule

Provide suggested dates for expert disclosures, discovery cutoff, and trial, with justification and estimates of trial length if requested.

Required data elements and sensitive items to protect

Case Caption: Party names and court identifiers

Case Number: Exact court-assigned number

Contact Information: Attorney addresses and phone numbers

Discovery Status: Summaries, not private exhibits

Confidential Data: Redact PHI or sensitive business data

Proof of Service: Signed service documents or certificates

Real-world examples of how organizations handle case management statements

These brief examples show typical workflows and outcomes when parties use digital tools to prepare and submit their statements.

Law Firm Example

A midsize law firm centralized case intake and prepared statements digitally to avoid last-minute errors.

The process reduced clerical rework across matters.
The firm emphasized audit trails and consistent captions so filings processed smoothly with the court and opposing counsel.

Real Estate Dispute

A property management company used standardized templates to populate statements across multiple cases.

Templates reduced variation and missing items.
Consistent templates helped the court quickly compare discovery status and set coordinated trial schedules for related matters.

Comparison of common eSignature providers for completing and eSubmitting court statements

Feature and price comparison of widely used eSignature vendors; select a provider that supports required file formats, audit trails, and any needed compliance features for court filings.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Plan	Yes, 30-day trial	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently asked questions about preparing, signing, and filing the statement

Answers to common questions about electronic signatures, filing, service, and corrections to previously filed Case Management Statements.

Need help? Contact support

Can I use an electronic signature on this statement?
Yes in most cases. Electronic signatures are legally recognized under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; confirm the court’s local rules for acceptable e-sign methods and any required authentication.
Are scanned signatures or images acceptable?
Scanned signature images are often accepted if accompanied by a reliable audit trail showing signer intent and attribution. Courts and e-filing providers may require stronger authentication for certain filings; check local court instructions.
What if I filed the wrong or incomplete statement?
File an amended statement if allowed by local rules, or notify the court and opposing counsel promptly. Some courts permit filing a corrected statement with an explanatory cover letter.
Who must sign the statement?
An attorney of record or an unrepresented party should sign and date the statement. Signature rules vary by court; confirm whether electronic signature is permitted for your role.
How should I serve the filed statement on other parties?
Serve per California service rules and local court requirements: by e-service where permitted, or by mail, electronic delivery, or personal service as applicable, and retain proof of service.
How long should I keep records of the filed statement?
Retain the filed statement and proof of service for the life of the case and beyond according to applicable retention rules; consult IRS guidance (IRC §6501(a)) and HIPAA rules where relevant.

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