Do I need signatures on the form?

Many courts accept a completed Case Information Statement uploaded by counsel without party signatures; check local Chancery Division rules or the assigned judge's preferences before filing.

Can I file electronically?

If the court supports e-filing, submit the signed PDF and include the required docketing information. Confirm accepted formats and e-filing system instructions with the clerk.

Is an electronic signature valid?

Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided the signature shows intent, consent, attribution, and the record is retained in reproducible form.

What if facts change after filing?

File an amended Case Information Statement promptly and notify the court and opposing counsel; keep prior versions in your case record for audit purposes.

Does the court require notarization?

Most Chancery Division intake forms do not require notarization, but specific filings or affidavits attached to a case may — consult local rules or the clerk for confirmation.

How long must I keep signed copies?

Retain the signed statement for at least the period required by applicable laws: generally a minimum of three years for financial records and six years for HIPAA-covered records when relevant.

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Case Information Statement - NJ Chancery Division

Case Information Statement - NJ Chancery Division

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

CIVIL CASE INFORMATION STATEMENT (CIS)

Use for initial Law Division Civil Part pleadings (not motions) under Rule 4:5-1
Pleading will be rejected for filing, under Rule 1:5-6(c), if information above the black bar is not completed or if attorney's signature is not affixed.

FOR USE BY CLERK'S OFFICE ONLY

PAYMENT TYPE: CK CG CA

CHG / CK NO.

AMOUNT:

OVERPAYMENT:

BATCHNUMBER:

ATTORNEY / PRO SE NAME

TELEPHONE NUMBER

FIRM NAME (If applicable)

COUNTY OF VENUE

OFFICE ADDRESS

DOCKET NUMBER (When available)

NAME OF PARTY (e.g. John Doe, Plaintiff)

CAPTION

DOCUMENT TYPE

JURY DEMAND YES NO

CASE TYPE NUMBER
(See reverse side for listing)

HURRICANE SANDY RELATED? YES NO

IS THIS A PROFESSIONAL MALPRACTICE CASE? YES NO

RELATED CASES PENDING? YES NO

IF YOU HAVE CHECKED "YES," SEE N.J.S.A. 2A:53A-27 AND APPLICABLE CASE LAW REGARDING YOUR OBLIGATION TO FILE AN AFFIDAVIT OF MERIT.

IF YES, LIST DOCKET NUMBERS

DO YOU ANTICIPATE ADDING ANY PARTIES
(arising out of same transaction or occurrence)? YES NO

NAME OF DEFENDANT'S PRIMARY INSURANCE COMPANY (if known)

NONE UNKNOWN

THE INFORMATION PROVIDED ON THIS FORM CANNOT BE INTRODUCED INTO EVIDENCE.

CASE CHARACTERISTICS FOR PURPOSES OF DETERMINING IF CASE IS APPROPRIATE FOR MEDIATION

DO PARTIES HAVE A CURRENT, PAST OR RECURRENT RELATIONSHIP? YES NO

IF YES, IS THAT RELATIONSHIP:
EMPLOYER/EMPLOYEE
FAMILIAL

FRIEND/NEIGHBOR
BUSINESS

OTHER (explain)

DOES THE STATUTE GOVERNING THIS CASE PROVIDE FOR PAYMENT OF FEES BY THE LOSING PARTY? YES NO

USE THIS SPACE TO ALERT THE COURT TO ANY SPECIAL CASE CHARACTERISTICS THAT MAY WARRANT INDIVIDUAL MANAGEMENT OR ACCELERATED DISPOSITION:

DO YOU OR YOUR CLIENT NEED ANY DISABILITY ACCOMMODATIONS? YES NO

IF YES, PLEASE IDENTIFY THE REQUESTED ACCOMMODATION:

WILL AN INTERPRETER BE NEEDED? YES NO

IF YES, FOR WHAT LANGUAGE?

23. I certify that confidential personal identifiers have been redacted from documents now submitted to the court, and will be redacted from all documents submitted in the future in accordance with Rule 1:38-7(b).

24. ATTORNEY SIGNATURE:

CASE TYPES (Choose one and enter number of case type in appropriate space on the reverse side.)

Track I - 150 days' discovery

151 NAME CHANGE
175 FORFEITURE
302 TENANCY
399 REAL PROPERTY (other than Tenancy, Contract, Condemnation, Complex Commercial or Construction)
502 BOOK ACCOUNT (debt collection matters only)
505 OTHER INSURANCE CLAIM (including declaratory judgment actions)
506 PIP COVERAGE
510 UM or UIM CLAIM (coverage issues only)
511 ACTION ON NEGOTIABLE INSTRUMENT
512 LEMON LAW
801 SUMMARY ACTION
802 OPEN PUBLIC RECORDS ACT (summary action)
999 Other (briefly describe nature of action)

Track II - 300 days' discovery

305 CONSTRUCTION
509 EMPLOYMENT (other than CEPA or LAD)
599 CONTRACT/COMMERCIAL TRANSACTION
603N AUTO NEGLIGENCE - PERSONAL INJURY (non-verbal threshold)
603Y AUTO NEGLIGENCE - PERSONAL INJURY (verbal threshold)
605 PERSONAL INJURY
610 AUTO NEGLIGENCE - PROPERTY DAMAGE
621 UM or UIM CLAIM (includes bodily injury)
699 TORT - OTHER

Track III - 450 days' discovery

005 CIVIL RIGHTS
301 CONDEMNATION
602 ASSAULT AND BATTERY
604 MEDICAL MALPRACTICE
606 PRODUCT LIABILITY
607 PROFESSIONAL MALPRACTICE
608 TOXIC TORT
609 DEFAMATION
616 WHISTLEBLOWER / CONSCIENTIOUS EMPLOYEE PROTECTION ACT (CEPA) CASES
617 INVERSE CONDEMNATION
618 LAW AGAINST DISCRIMINATION (LAD) CASES

Track IV - Active Case Management by Individual Judge / 450 days' discovery

156 ENVIRONMENTAL/ENVIRONMENTAL COVERAGE LITIGATION
303 MT. LAUREL
508 COMPLEX COMMERCIAL
513 COMPLEX CONSTRUCTION
514 INSURANCE FRAUD
620 FALSE CLAIMS ACT
701 ACTIONS IN LIEU OF PREROGATIVE WRIT

Multicounty Litigation (Track IV)

271 ACCUTANE/ISOTRETINOIN
274 RISPERDAL/SEROQUEL/ZYPREXA
281 BRISTOL-MEYERS SQUIBB ENVIRONMENTAL
282 FOSAMAX
285 STRYKER TRIDENT HIP IMPLANTS
286 LEVAQUIN
287 YAZ/YASMIN/OCELLA
289 REGLAN
290 POMPTON LAKES ENVIRONMENTAL LITIGATION
291 PELVIC MESH/GYNECARE

292 PELVIC MESH/BARD
293 DEPUY ASR HIP IMPLANT LITIGATION
295 ALLODERM REGENERATIVE TISSUR MATRIX
296 STRYKER REJUVENATE/ABG II MODULAR HIP STIM COMPONENTS
297 MIRENA CONTRACEPTIVE DEVICE
299 OLMESARTAN MEDOXOMIL MEDICATIONS/BENICAR
300 TALC-BASED POWDERS
601 ASBESTOS
623 PROPECIA
624 STRYKER LFIT CoCrV40 femoral heads

If you believe this case requires a track other than that provided above, please indicate the reason on Side 1, in the space under "Case Characteristics."

Please check off each applicable category

Putative Class Action Title 59

Effective 0-05-2017, CN 10517 Page 1 of 2

Effective 05-04-2015, CN 10517_ps-English Page 2 of 2

What the Case Information Statement is and where it fits

The Case Information Statement used in the New Jersey Chancery Division is a court form completed early in civil equity and chancery matters to summarize factual, procedural, and scheduling information about a case. It collects party names, counsel contact details, case type, relief sought, related case numbers, and estimated time for trial or hearing. Courts use the statement to assign calendars, set pretrial deadlines, and identify docket needs; completeness and accuracy help avoid scheduling delays and case-management orders.

Why completing an accurate statement matters to your case

A clear Case Information Statement speeds court scheduling, reduces docketing errors, and helps the Chancery Division allocate resources accurately.

Who prepares and relies on the Case Information Statement

The statement is typically prepared by litigants or their counsel at the outset of a Chancery Division matter; it provides the clerk and judge with essential case facts before the first case-management conference.

Plaintiffs and petitioners who initiate equity or chancery actions and must disclose claims and requested relief.
Defense counsel and respondents who must confirm jurisdictional and scheduling information for the case.
Court clerks and case managers who use the form to calendar hearings and assign resources.

Courts expect timely filing; if multiple parties are involved, counsel should confer to present consistent information and avoid conflicting scheduling requests.

Core sections to expect on a Chancery Division Case Information Statement

Typical entries include party and counsel contact details, nature of the action, relief sought, related cases, estimated hearing time, and billing or settlement status. Presenting this information clearly reduces follow-up requests from the court.

Party Details

Names, addresses, and counsel information for each party listed on the docket.

Case Type

Designation of the action (e.g., equity, fiduciary, probate, foreclosure) and statutory basis if applicable.

Relief Sought

Concise description of remedies requested, including injunctive relief, accounting, or declaratory relief.

Related Cases

Cross-references to pending or closed matters that affect jurisdiction or coordination.

Estimated Time

Anticipated time for trial or hearing to assist with calendar allocation.

Settlement Status

Current settlement posture and whether mediation or ADR is scheduled or requested.

Quick sequence to complete and submit the statement

Follow a simple sequence: confirm case caption, collect party and counsel details, complete factual sections, review for consistency, and file with the Chancery Division clerk.

01

Confirm Caption: Match the complaint or petition header exactly.
02

Gather Contacts: Collect full counsel and party contact information.
03

Complete Sections: Fill factual answers with concise, verifiable information.
04

File and Serve: Submit to the clerk and serve opposing counsel per court rules.

How to set up an online workflow for the Case Information Statement

Design a repeatable digital workflow to collect, validate, and file the statement while keeping an auditable record of changes and signatures.

Field	Configuration
Authentication	Use email plus optional SMS or secure token for signer identity verification.
Templates	Create a single template with mandatory and conditional fields to ensure consistency.
Conditional Fields	Enable logic to reveal sections only when relevant to the case type.
Integrations	Link with document management or e-filing systems to streamline submission.

Typical routing: from form completion to court filing

A common routing pattern: prepare the form, collect signatures, generate final PDF, and file or deliver to the Chancery Division clerk and opposing counsel.

Prepare: Upload template and populate fields with verified data.
Sign: Collect signer attribution and timestamps via electronic signature.
Export: Produce a locked PDF plus audit trail for retention.
File: Submit to clerk as e-file or paper copy per court rules.

Technical needs for eSubmission and eSignature

Ensure your platform supports secure signing, audit trails, and the file formats required by the court and your internal records retention policy.

Document formats: PDF and DOCX supported
Integrations: Works with common case-management systems
Authentication: Email, SMS, or stronger methods

Confirm the Chancery Division e-filing rules before electronic submission and retain the signed PDF and audit log for the retention period required by applicable law.

Typical timing and deadlines to expect

Timing depends on the case calendar and local rules; file the statement when required by the initial case filing or at the first case-management conference as directed.

At Filing:

Complete statement at or shortly after complaint/petition filing.

Case Management:

Provide updated information before the first status conference.

Amendments:

File corrected statements promptly if facts change.

E-Filing Cutoffs:

Follow local electronic filing system deadlines.

Retention Start:

Retention begins upon filing of the final signed form.

Security and compliance items to preserve with the signed form

Encryption: TLS 1.2/1.3; AES-256 at rest

Audit Trail: Timestamps, IP, action log

Certifications: SOC 2 Type II available

Privacy: GDPR and CCPA compliant

Healthcare: HIPAA compliant with BAA

Regulatory: 21 CFR Part 11 support

Consequences of inaccurate or untimely statements

Scheduling Delays: Court may postpone hearings

Sanctions: Possible court sanctions for false statements

Service Issues: Failed service or misdirected notices

Case Management: Adverse scheduling or case-management orders

Evidence Problems: Inconsistent records risk credibility

Cost Increase: Additional filings and attorney time

Common preparation errors to avoid

Using abbreviated or inconsistent party names that don't match pleading captions.
Leaving estimated hearing time blank or giving unrealistic timeframes.
Failing to list related cases or prior orders that affect jurisdiction.
Neglecting to update the statement when material facts change.

Real-user examples showing practical outcomes

Two concise examples illustrate how digital workflows can reduce back-and-forth with the court while preserving audit records.

Optica Ventures (COO)

Optica used a template to standardize court intake, reducing clerical follow-ups.

'The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.'
Standardized fields and a locked PDF audit trail reduced clerical corrections and improved on-time calendar assignment in subsequent matters.

Martin Properties (Founder)

Martin Properties moved intake online to avoid in-person signings for routine filings.

'I can process and execute all of these documents online with 100% compliance and built-in security.'
Moving to a verified digital workflow reduced turnaround and ensured consistent records for repeat property-related chancery actions.

Practical tips to complete the statement correctly and efficiently

Follow these best practices to reduce errors and avoid unnecessary court inquiries or scheduling delays.

Verify caption and docket

Compare the statement to the complaint/petition and the court docket before filing; consistency prevents misfiling and reduces clerk follow-up.

Use structured templates

Create and use a standardized form template with mandatory fields and validation to avoid missing or inconsistent entries across matters.

Maintain change logs

Retain versioned PDFs and an audit trail showing who changed what and when; courts may request clarity on amended entries.

Coordinate among counsel

When multiple parties or firms are involved, confirm entries jointly to present one unified statement and reduce disputes over scheduling requests.

Frequently asked questions about preparing and filing the statement

Answers to common questions about accuracy, signatures, e-filing, and retention to help avoid delays.

Need help? Contact support

Do I need signatures on the form?
Many courts accept a completed Case Information Statement uploaded by counsel without party signatures; check local Chancery Division rules or the assigned judge's preferences before filing.
Can I file electronically?
If the court supports e-filing, submit the signed PDF and include the required docketing information. Confirm accepted formats and e-filing system instructions with the clerk.
Is an electronic signature valid?
Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided the signature shows intent, consent, attribution, and the record is retained in reproducible form.
What if facts change after filing?
File an amended Case Information Statement promptly and notify the court and opposing counsel; keep prior versions in your case record for audit purposes.
Does the court require notarization?
Most Chancery Division intake forms do not require notarization, but specific filings or affidavits attached to a case may — consult local rules or the clerk for confirmation.
How long must I keep signed copies?
Retain the signed statement for at least the period required by applicable laws: generally a minimum of three years for financial records and six years for HIPAA-covered records when relevant.

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