Case summary
A brief factual synopsis that frames the dispute, current claims and defenses, and relevant procedural history for the court.
A clear, complete Case Management Statement helps the court set realistic deadlines, identifies issues for early resolution, and demonstrates the parties’ readiness to proceed. It streamlines the case management conference and can reduce continuances or avoidable disputes about scheduling and discovery obligations.
Judges and court staff use the document to structure the conference and issue case management orders that become part of the case record.
An attorney of record who completes the statement, certifies meet-and-confer efforts, and signs on behalf of the client. The lead counsel is responsible for accurate calendaring and for presenting proposed dates at the case management conference.
A litigant proceeding without counsel who completes the form, provides contact information, and attends the conference. Courts may require additional notifications if the party is unrepresented.
A brief factual synopsis that frames the dispute, current claims and defenses, and relevant procedural history for the court.
Identify threshold legal issues or anticipated dispositive motions so the court can prioritize scheduling and hearing needs.
Explain what discovery remains, proposed cutoff dates, anticipated depositions, and any disputes that require court intervention.
State whether settlement is likely, whether mediation has been attempted, and whether parties request court-ordered ADR.
Provide a realistic estimate of trial length in days and note whether jury trial is demanded to help calendar availability.
List proposed dates for expert disclosures, motion cutoffs, pretrial conference, and trial readiness in MM/DD/YYYY format.
Often 7 or 15 days before the conference; check local rule.
Serve the filed statement promptly per local service rules.
Complete required pre-filing meet-and-confer before filing.
List any current motion cutoff dates affecting schedule.
Provide a proposed trial readiness date in MM/DD/YYYY format.
| Field | Configuration |
|---|---|
| Document upload | Upload final PDF; retain original metadata |
| Signature placement | Place signature and date fields for signers |
| Authentication | Use email or SMS code for signer identity |
| Filing export | Export court-ready PDF and e-filing package |
Retain the signed PDF and audit trail showing signer attribution, timestamps, and service records to satisfy court and recordkeeping requirements.
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
We prioritized compliance when selecting e-sign tools to meet audit needs.
The team needed secure remote signing with strong support during rollout.