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California Orange Superior Court Case Management Statement

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ORDER GRANTING ATTORNEY'S MOTION TO BE RELIEVED AS COUNSEL-CIVIL

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address):

TELEPHONE NO.:

FAX NO.:

ATTORNEY FOR (Name):

NAME OF COURT:

STREET ADDRESS:

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME:

MC-053

FOR COURT USE ONLY

CASE NAME:

CASE NUMBER:

ORDER GRANTING ATTORNEY'S MOTION TO BE RELIEVED AS COUNSEL-CIVIL

HEARING DATE:

DEPT.:

BEFORE HON.:

TIME:

DATE ACTION FILED:

TRIAL DATE:

1. The motion of :

to be relieved as counsel of record for :

a party to this action or proceeding, came on regularly for hearing at the date, time, and place indicated above.

2. The following persons were present at the hearing:

FINDINGS

3. Attorney has

4. Attorney has shown sufficient reasons why the motion to be relieved as counsel should be granted and why the attorney has brought a motion under Code of Civil Procedure section 284(2) instead of filing a consent under section 284(1).

5. The client's last known address and telephone number are (specify):

ORDER

6. Attorney is relieved as counsel of record for client

7. a. The next scheduled hearing in this action or proceeding is set for (date, time, and place):

b. The hearing will concern (subject matter):

NOTICE TO CLIENT

You or your new attorney, if any, must prepare for and attend this hearing.

Judicial Council of California

MC-053 [Rev. January 1, 2007]

(Continued on reverse)

ORDER GRANTING ATTORNEY'S

MOTION TO BE RELIEVED AS COUNSEL-CIVIL

electronic form ©1999-2007

WWW.LawCA.com

Law Publishers

Page 2 of 2

Code of Civil Procedure, § 204;

Cal. Rules of Court, rule 3.1362


CASE NAME:

CASE NUMBER:

MC-053

8. The following additional hearings and other proceedings (including discovery matters) are set in this action (describe the date, time, place, and subject matter of each):

9. The trial in this action or proceeding:

10. Client is hereby notified of the following effects this order may have upon parties.

NOTICE TO CLIENT

Your present attorney will no longer be representing you. You may not in most cases represent yourself if you are one of the parties on the following list:

  • A guardian
  • A conservator
  • A trustee
  • A personal representative
  • A probate fiduciary
  • A corporation
  • A guardian ad litem
  • An unincorporated association

If you are one of these parties, YOU SHOULD IMMEDIATELY SEEK LEGAL ADVICE REGARDING LEGAL REPRESENTATION. Failure to retain an attorney may lead to an order striking the pleadings or to the entry of a default judgment.

11. Client is notified that, if the client will be representing himself or herself, the client shall be solely responsible for the case.

NOTICE TO CLIENT WHO WILL BE UNREPRESENTED

You will not have an attorney representing you. You may wish to seek legal assistance. If you do not have a new attorney to represent you in this action or proceeding, and you are legally permitted to do so, you will be representing yourself. It will be your responsibility to comply with all court rules and applicable laws. If you fail to do so, or fail to appear at hearings, action may be taken against you. You may lose your case.

12. Client is notified that it is the client's duty to keep the court informed at all times of the client's current address.

NOTICE TO CLIENT WHO WILL BE UNREPRESENTED

The court needs to know how to contact you. If you do not keep the court and other parties informed of your current address and telephone number, they will not be able to send you notices of actions that may affect you, including actions that may adversely affect your interests or result in your losing the case.

13. The court further orders (specify):

Date:

JUDGE OR JUDICIAL OFFICER

MC-053 [Rev. January 1, 2007]

ORDER GRANTING ATTORNEY'S

MOTION TO BE RELIEVED AS COUNSEL-CIVIL

Page 2 of 2

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What the California Orange Superior Court Case Management Statement Is

The California Orange Superior Court Case Management Statement is a court-required filing used to summarize the status of a civil case, identify outstanding issues, and propose a schedule for discovery and trial. It typically lists the parties, counsel, procedural posture, unresolved motions, discovery completed and remaining, estimated trial length, and settlement prospects. Courts use the statement to set case management conferences, allocate judicial resources, and direct case-specific timelines. Completing the form accurately helps the court and parties coordinate pretrial tasks and reduce unexpected delays.

Why the Case Management Statement Matters to Your Case

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.

Why the Case Management Statement Matters to Your Case

Who Prepares and Reviews the Case Management Statement

Judges and court staff use the document to structure the conference and issue case management orders that become part of the case record.

  • Plaintiff counsel: Prepares factual and procedural summary; proposes schedule.
  • Defense counsel: Notes affirmative defenses, discovery needs, and trial estimates.
  • Self-represented parties: Complete the form directly and attend conference.

Typical Signatories and Their Roles

Lead Counsel

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.

Self-Represented Party

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.

Step-by-Step: Prepare and File Your Case Management Statement

Follow these steps to finish and submit the form ahead of the scheduled case management conference.

  • 01
    Gather case details: Collect complaint, answer, case number, and counsel contact information.
  • 02
    Meet and confer: Hold the required meet-and-confer to narrow issues and attempt stipulations.
  • 03
    Complete the form: Enter required fields, proposed schedule, and discovery status accurately.
  • 04
    File and serve: File with the court and serve opposing parties per local rules.

How Filing and the Case Management Conference Proceed

This sequence shows typical routing from statement completion through the court’s case management order.

  • Form preparation: Party prepares and signs the statement, confirming meet-and-confer compliance.
  • Electronic filing: File via the court’s e-filing system or submit at clerk’s office as required.
  • Service on parties: Serve the filed statement on all parties according to local rules.
  • Court conference: Judge conducts case management conference and issues scheduling orders.

Essential Elements to Include in a Professional Statement

A complete statement presents the court with a concise factual and procedural summary and realistic scheduling proposals.

Case summary

A brief factual synopsis that frames the dispute, current claims and defenses, and relevant procedural history for the court.

Legal issues

Identify threshold legal issues or anticipated dispositive motions so the court can prioritize scheduling and hearing needs.

Discovery plan

Explain what discovery remains, proposed cutoff dates, anticipated depositions, and any disputes that require court intervention.

Settlement status

State whether settlement is likely, whether mediation has been attempted, and whether parties request court-ordered ADR.

Estimated trial time

Provide a realistic estimate of trial length in days and note whether jury trial is demanded to help calendar availability.

Proposed deadlines

List proposed dates for expert disclosures, motion cutoffs, pretrial conference, and trial readiness in MM/DD/YYYY format.

Required Information Typically Requested on the Form

Case number: Full court case number
Party names: Plaintiff and defendant names
Counsel details: Attorney contact info
Discovery status: Completed and remaining
Trial estimate: Days required
ADR status: Settlement/mediation note

Common Preparation Pitfalls to Avoid

  • Inconsistent party names between filings that create clerical misrouting and require correction before the conference.
  • Vague proposed dates such as 'in approximately 60 days' rather than fixed MM/DD/YYYY deadlines the court can calendar.
  • Failing to document meet-and-confer efforts, which can result in sanctions or denial of discovery motions.
  • Omitting expert disclosure schedules or expected testimony which can force late continuances or Daubert disputes.

Consequences of Inaccurate or Late Statements

Sanctions: Monetary or non-monetary sanctions
Continued hearings: Conference may be continued
Scheduling delays: Trial and discovery schedules affected
Motion denial: Court may decline late relief
Case management order: Court issues binding deadlines
Reputational risk: Adverse credibility with court

Typical Deadlines to Track for Filing and Service

Observe both the court’s local rule deadlines and the specific date provided on the summons or scheduling order when preparing the statement.

Statement filing deadline:

Often 7 or 15 days before the conference; check local rule.

Service on parties:

Serve the filed statement promptly per local service rules.

Meet-and-confer date:

Complete required pre-filing meet-and-confer before filing.

Motion cutoff:

List any current motion cutoff dates affecting schedule.

Trial readiness:

Provide a proposed trial readiness date in MM/DD/YYYY format.

Configuring an Online Filing and Signing Workflow

Set up a secure electronic workflow to prepare, sign, and submit the statement while preserving an audit trail and service records.

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

Digital Signing and e-Filing Requirements

Retain the signed PDF and audit trail showing signer attribution, timestamps, and service records to satisfy court and recordkeeping requirements.

  • File formats: PDF/A or court-accepted PDF
  • Authentication: Email, SMS, or stronger ID verification
  • Integrations: E-filing vendor and document storage links

eSignature Pricing Snapshot for Filing and Signing Court Documents

Compare typical vendor starting prices and common capabilities relevant to court filings and secure signature capture. Confirm specific plan features and enterprise options with each vendor.

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

Real-World Examples of Electronic Case Document Workflows

Organizations have combined e-signature, audit trails, and integration to accelerate document turnaround in legal workflows.

BIS — CEO

We prioritized compliance when selecting e-sign tools to meet audit needs.

  • The platform’s SOC 2 certification provided confidence.
  • The vendor’s compliance focus helped BIS implement consistent e-sign policies and preserve court-ready audit trails across litigation teams.

Fertility Centers of Illinois — Founder

The team needed secure remote signing with strong support during rollout.

  • The API and responsiveness enabled integration with case intake systems.
  • As a result, intake forms and consent documents were executed electronically with robust logs, reducing paper handling and misplaced records.

Tips to Prepare an Accurate and Court-Ready Statement

Follow these guidelines to reduce corrections, continuances, and disputes at the case management conference.

Use exact names and numbers
Verify the case number, party names, and counsel contact information against the official docket to avoid clerical misfilings and ensure proper service.
Propose realistic dates
Offer firm MM/DD/YYYY deadlines for discovery and motions. Courts prefer concrete dates to vague time ranges when issuing scheduling orders.
Document meet-and-confer
Record the date, participants, and topics from required meet-and-confer efforts; include a brief summary on the form to demonstrate compliance.
Preserve audit trails
When e-signing, keep certificate of completion, IP addresses, and timestamps to prove attribution and retention for court records.

Frequently Asked Questions About the Case Management Statement

Answers to common procedural and technical questions about completing, signing, and filing the Case Management Statement.


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