What is the required form?

California commonly uses Judicial Council form CM-110 for civil case management statements. Local courts may have supplemental local forms or instructions that must be followed.

When must it be filed?

Filing deadlines vary by court; a common practice is to file and serve the statement at least 15 calendar days before the case management conference, but always confirm the specific court rule.

Can I eSign the statement?

Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and retention of a reproducible record.

What should be attached?

Attach required declarations, a list of exhibits, and any stipulated orders. Avoid attaching entire discovery sets; include only documents the local rule or the court expressly requests.

What if the filing is late or incorrect?

Contact the clerk immediately. The court may permit correction, continue the conference, or impose sanctions; timely corrective filings and good-faith explanations reduce sanction risk.

How do I correct mistakes after filing?

File an amended statement or a supplemental declaration pursuant to local rules and serve all parties. Note any change prominently so the court and counsel can account for revised scheduling.

Electronic Signature
Templates
Other
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

The California Case Management Statement (Judicial Council form CM-110 or local equivalent) is a court filing used in civil matters to summarize the case status, identify disputed issues, report settlement efforts, and propose a schedule for future proceedings. Courts use the statement to plan the case, set discovery and motion deadlines, and determine whether alternative dispute resolution is appropriate. The statement is typically prepared by counsel for each party and must follow local rules for content, timing, and service before the case management conference.

Why a Clear Case Management Statement Matters

A complete, accurate Case Management Statement helps the court manage the docket, reduces procedural friction, and focuses discovery and motion practice on the real disputes between parties.

Who Prepares and Relies on This Statement

The statement is prepared by litigants, usually through counsel, and read by the judge and court staff prior to the case management conference.

Plaintiff and defense counsel prepare party-specific narrative and scheduling proposals.
Self-represented litigants complete the form to notify the court and opposing parties of case status.
Court clerks and the judge use the document to set deadlines, hearings, and ADR referrals.

Timely, well-organized submissions reduce the risk of continuances, sanctions, and avoidable scheduling conflicts.

Step-by-Step: Filling and Submitting the Statement

Follow a consistent sequence to avoid omissions and meet court timelines.

01

Gather Documents: Collect complaint, answer, case docket, and settlement history.
02

Complete Form: Fill each required field, using MM/DD/YYYY for dates.
03

Attach Exhibits: Attach only the documents the local rule requires or the court requests.
04

File and Serve: File with the court and serve all parties per local eFiling or service rules.

How to Configure an Online Workflow for the Statement

Set up a template, designate signer roles, and enable notifications to automate filing and service for repeat cases.

Field	Configuration
Template	Create a reusable CM-110 template with static caption fields pre-filled.
Conditional Fields	Enable fields that appear only for ADR or class-action status.
Signer Roles	Assign roles for lead counsel, co-counsel, and pro se parties.
Notifications	Set email alerts for filing, service completion, and approaching deadlines.

Where to File and Who to Send Copies To

Filing and distribution follow local court rules—confirm the court's eFiling portal or acceptable paper filing process before submission.

Court eFiling: Submit via the court's approved eFiling service when available.
Opposing Counsel: Serve counsel by email or eService per local rules.
Pro Se Parties: Provide direct service by mail or email if authorized.
Court Clerk: Ensure the clerk receives the filed copy and proof of service.

Distribution and eSubmission Options

Multiple delivery methods support court filing and counsel service while keeping an audit trail.

PDF: Standard filing format accepted by most courts.
eFiling Portals: Use the court's portal or approved vendor for electronic submission.
Email Service: Serve parties per local rules and maintain delivery receipt.

Choose a format and platform that preserves document integrity, signatures, and a verifiable audit trail for the court record.

Typical Deadlines and Timing to Watch For

Court and local rules determine precise deadlines; confirm requirements for the presiding court and department before filing.

Pre-Hearing Filing:

Often due 15 days before the case management conference; verify local rule.

Service on Parties:

Serve immediately upon filing or as the local rule requires.

Response Deadline:

Some courts expect updated statements or declarations before the hearing.

Continuation Notices:

Request continuances per court timeline, often several days in advance.

E-Filing Cutoffs:

Time zone and portal maintenance can affect same-day filing acceptance.

Key Milestones in Case Management Scheduling

A clear milestone map helps parties coordinate discovery, motions, and settlement discussions before the court conference.

01

Document Preparation

Draft statement, assemble exhibits, and confirm caption accuracy.

02

Internal Review

Circulate to counsel for factual and strategic checks.

03

Filing and Service

File with the court and serve parties per local rule.

04

Conference and Orders

Attend the case management conference and follow the court's scheduling orders.

Common Preparation Mistakes to Avoid

Using an incorrect or incomplete case caption leads to misdocketing and processing delays.
Failing to attach required documents or declarations can prompt the court to continue or strike the filing.
Submitting a late statement can result in the court proceeding without updated information or imposing sanctions.
Providing inconsistent scheduling estimates increases the chance of conflicting orders and wasted discovery effort.

Consequences of Inaccurate or Late Statements

Sanctions: Monetary fines or costs

Schedule Delay: Court may continue the conference

Default Risk: Procedural default in extreme cases

Fee Consequences: Court may order cost shifting

Evidence Exclusion: Late exhibits may be excluded

Motion Denial: Court may refuse expedited relief

Essential Elements Every Professional Statement Should Include

A concise, well-structured statement improves the court's ability to manage the case and reduces the need for follow-up or clarifying filings.

Case Caption

Complete court name, case number, and party names so the filing is correctly associated with the docket and accessible to the judge and clerk.

Procedural Posture

Briefly explain the case history, pending motions, and completed discovery to give the court context for scheduling decisions.

Disputed Issues

List the legal and factual disputes to be tried, focusing on principal claims and defenses to help prioritize court resources.

Relief Sought

State the remedies each party seeks, including damages, injunctive relief, or declaratory judgment, in clear terms.

Settlement Efforts

Summarize meet-and-confer history and ADR status, noting realistic timelines for mediation or settlement discussions.

Certification

Include counsel signature, declaration of service, and date to confirm accuracy and fulfillment of service obligations.

Comparison: eSignature Options for Completing and Submitting the Statement

Platforms vary by price, bulk-send capabilities, and compliance features important to legal workflows. The table below summarizes common differences to consider for e-signing and distributing court documents.

	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, no card required	Varies by offer	Varies by offer	Varies by offer	Varies by offer
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Practical Examples of Use

Two concise scenarios show how parties typically use the California Case Management Statement in practice.

Plaintiff Counsel Example

Lead counsel prepares CM-110 with a clear discovery plan and mediation status

Emphasizes two key disputed issues and a 90-day fact discovery estimate
The court adopts a schedule and orders ADR within 60 days, reducing trial preparation overlap and clarifying early motion practice.

Defense Counsel Example

Defense counsel files a statement noting jurisdictional defenses and requested bifurcation

Proposes limited early depositions and a schedule for dispositive motions
The court schedules briefing deadlines and narrows issues, enabling focused discovery and a streamlined pretrial calendar.

Frequently Asked Questions and Troubleshooting

Answers to common questions about completing, signing, and filing the Case Management Statement, including eSignature and timing concerns.

Need help? Contact support

What is the required form?
California commonly uses Judicial Council form CM-110 for civil case management statements. Local courts may have supplemental local forms or instructions that must be followed.
When must it be filed?
Filing deadlines vary by court; a common practice is to file and serve the statement at least 15 calendar days before the case management conference, but always confirm the specific court rule.
Can I eSign the statement?
Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and retention of a reproducible record.
What should be attached?
Attach required declarations, a list of exhibits, and any stipulated orders. Avoid attaching entire discovery sets; include only documents the local rule or the court expressly requests.
What if the filing is late or incorrect?
Contact the clerk immediately. The court may permit correction, continue the conference, or impose sanctions; timely corrective filings and good-faith explanations reduce sanction risk.
How do I correct mistakes after filing?
File an amended statement or a supplemental declaration pursuant to local rules and serve all parties. Note any change prominently so the court and counsel can account for revised scheduling.

Explore Templates

Affidavit of Best Interest Affidavit of Financial Information Affidavit of Employment Verification Caregiver Authorization Affidavit Junk Affidavit Missouri Montana Financial Affidavit Form

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now