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Civil Case Information Statement

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COURT OF COMMON PLEAS

CIVIL CASE INFORMATION STATEMENT (CIS)

COUNTY:

CIVIL ACTION NUMBER:

Civil Case Type:

(SEE REVERSE SIDE FOR TYPE)

Caption:

Name and Status of party filing Document:

DOCUMENT TYPE:

Non-Arbitration (CERTIFICATE OF VALUE MAY BE REQUIRED)

Arbitration Mediation Neutral Assessment

Defendant (Circle One) ACCEPT REJECT

JURY DEMAND YES NO

If Yes – please attach $185.00 filing fee for Superior Court Prothonotary

ATTORNEY NAME(S):

ATTORNEY ID(S):

FIRM NAME:

ADDRESS:

TELEPHONE NUMBER:

FAX NUMBER:

E-MAIL ADDRESS:

IDENTIFY ANY RELATED CASE(S) NO PENDING BY CAPTION AND CIVIL ACTION NUMBER:

EXPLAIN THE RELATIONSHIP(S):

(OTHER UNUSAL ISSUES THAT AFFECT CASE MANAGEMENT)

(IF ADDITIONAL SPACE IS NEEDED, PLEASE ATTACH PAGE)

THE CLERK WILL NOT PROCESS THE COMPLAINT, ANSWER, OR FIRST RESPONSIVE PLEADING IN THIS MATTER FOR SERVICE UNTIL THE CASE INFORMATION STATEMENT (CIS) IS FILED. THE FAILURE TO FILE THE CIS AND HAVE THE PLEADING PROCESSED FOR SERVICE MAY RESULT IN THE DISMISSAL OF THE COMPLAINT OR MAY RESULT IN THE ANSWER OR FIRST REPONSIVE PLEADING BEING STRICKEN.

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What the Civil Case Information Statement Is and when it’s used

A Civil Case Information Statement is a standardized court filing that summarizes key case details at the outset of litigation. It typically lists the court, case caption, parties, attorneys, nature of the claim, relief sought, estimated trial length, and related cases. Courts use this statement to assign cases to the appropriate track, schedule initial conferences, and manage resources. Completing the form accurately helps avoid clerical delays and supports case management orders; many jurisdictions require submission when a complaint or removal is filed.

Why completing the statement carefully matters

Courts rely on the Civil Case Information Statement to assign calendars, set discovery timelines, and determine whether alternative dispute resolution is appropriate; accurate answers reduce administrative friction and delay.

Why completing the statement carefully matters

Who typically prepares and files this form

The statement is completed by the filing party or that party’s attorney at case opening to provide the court with administrative and procedural details.

  • Civil litigants and counsel who initiate or remove civil actions, ensuring the court has required case metadata.
  • Court clerks and case managers who use the form to set calendars and triage cases to the appropriate docket.
  • Opposing parties and mediators who review case status for settlement planning and discovery scheduling.

Primary signers and filers

Pro Se Plaintiff

An individual filing without counsel must complete the statement and provide accurate contact and address details so the court can serve notices and schedule conferences; clerks often require original signatures or an e-filed submission per local rules.

Counsel of Record

An attorney entering an appearance typically completes and files the statement on behalf of a client, ensuring the case classification, jury demand, and estimated trial length reflect counsel’s initial assessment.

Security and compliance for electronic submissions

Encryption: AES-256 at rest; TLS 1.2/1.3 in transit
Audit Trail: Tamper-evident logs and timestamps
HIPAA: BAA required for protected health information
ESIGN / UETA: Compliant for electronic signatures
21 CFR Part 11: Support for regulated records where required
Certifications: SOC 2 Type II and ISO 27001 controls

Consequences of inaccurate or late filing

Perjury exposure: False statements risk sanctions
Default judgment: Missed service deadlines increase risk
Case sanctions: Court may impose monetary sanctions
Scheduling delays: Incorrect estimates disrupt hearings
Fee forfeiture: Late filings may trigger clerk fees
Dismissal risk: Failure to comply can risk dismissal

Common mistakes to avoid when preparing the statement

  • Using inconsistent party names or abbreviations that do not match the complaint or removal notice, causing confusion in dockets and service documents.
  • Underestimating or omitting the estimated trial length, which can misclassify the case and result in scheduling conflicts or inadequate preparation time.
  • Failing to list related cases or prior filings, which can prevent consolidation and lead to duplicated discovery and expense.
  • Submitting an unsigned form or incorrect filer information; courts often treat unsigned or incomplete administrative forms as deficient.

Step-by-step: completing and submitting the statement

Follow these sequential steps to ensure a correct and accepted submission to the court clerk or e-filing system.

  • 01
    Gather case data: Collect complaint, party names, and counsel contact information.
  • 02
    Complete fields: Fill each answer using the official court form language.
  • 03
    Verify accuracy: Double-check names, dates, and trial estimates for consistency.
  • 04
    Submit to court: File by e-filing or clerk office per local rules.

How electronic completion and e-filing typically flow

A standard e-submission workflow saves time and captures provenance for the court record; follow required identity or account authentication steps.

  • Upload: Upload the completed PDF or fillable form to e-file system.
  • Attach: Attach complaint or removal notice as required by the clerk.
  • Authenticate: Sign electronically or authenticate per court e-file rules.
  • Receive receipt: Obtain filing confirmation and stamped copy for records.

Core elements of a professional Civil Case Information Statement

A complete statement presents structured metadata so the court can triage the case and schedule appropriate events; include clear, concise answers and consistent terminology.

Court identification

Full court name and division must match the complaint to ensure the filing is routed to the correct calendar and clerk’s office.

Case caption

Exact party names and case title as used in the initiating pleading to avoid docket mismatches or service problems.

Nature of claim

Select the category (e.g., contract, tort) and provide a brief description to assist case-track assignment and resource planning.

Relief requested

State monetary damages, injunctive relief, or declaratory relief clearly to inform discovery scope and potential ADR needs.

Trial estimate

Provide realistic days for trial and indicate jury demand status to help the court schedule appropriate blocks.

Related matters

List linked cases, prior proceedings, or bankruptcy filings that could affect case management or consolidation decisions.

Typical e-filing setup and configuration checklist

Configure these elements before e-submission to prevent delays and ensure the clerk accepts the filing.

Field Configuration
Document format PDF/A preferred; searchable PDF when available
Signature method eSignature or scanned wet signature per court rule
Attachments Include required exhibits and captions
Filing codes Select the correct filing type in e-file portal

Technical considerations for digital completion and e-submission

Keep a stamped copy of the filed statement and any e-filing receipt in your case file; verify local rules for signature and format requirements before filing.

  • File formats: PDF, PDF/A formats preferred
  • Authentication: Account login or e-sign authentication
  • Integrations: Supports ECF portals and document storage

Key timing points to track when filing

Observe court and service timelines to avoid default or dismissal; federal and state rules vary, so check local procedural rules.

File at initiation:

Submit the statement when filing the complaint or removal to start case management.

Service deadline:

Federal Rule 4(m) requires service within 90 days unless extended by court.

Initial conference:

Court often schedules a case management conference within 60–120 days of filing.

Disclosure deadlines:

Mandatory disclosures often follow scheduling order with specific dates.

Trial readiness:

Adhere to pretrial order deadlines for exhibits and witness lists.

Milestones from filing to trial

A typical case timeline highlights filing, early conferences, discovery cutoff, and trial—each stage triggers administrative obligations.

01

Case Filing

Complaint filed and Civil Case Information Statement submitted to the clerk.

02

Initial Conference

Court sets discovery schedules and ADR requirements based on the statement.

03

Discovery Cutoff

Parties complete discovery per the scheduling order dates.

04

Trial and Post-Trial

Trial estimated length determines courtroom scheduling and post-trial briefing deadlines.

Pricing snapshot for eSignature options often used with court documents

Basic plan and feature differences for common eSignature vendors are shown; signNow appears first per platform comparison conventions.

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 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

Practical examples of how the statement is used

Two concise examples illustrate routine scenarios where the Civil Case Information Statement helps case management and scheduling.

Routine Civil Complaint

Plaintiff files a breach of contract complaint and completes the statement to estimate a two-day jury trial

  • The court assigns a standard civil track and schedules a case management conference
  • Early submission clarified discovery timelines and avoided an initial scheduling continuance, saving time and administrative back-and-forth.

Removal to Federal Court

Defendant removes a state-court action to federal court and files the Civil Case Information Statement with removal papers

  • The federal clerk uses the statement to set an initial scheduling order
  • Accurate trial estimate enabled a concise discovery plan and aligned ADR deadlines before the first conference.

Practical tips for accurate and efficient completion

Follow these best practices to reduce clerical rejection risk and to make the case management process smoother for the court and parties.

Verify names and caption
Confirm party names and the case caption match the initiating pleading exactly; mismatches cause docketing confusion and may require corrective filings, adding time and cost.
Be realistic about trial time
Provide a defensible estimate of trial length based on claimed issues; unrealistic estimates can lead to rescheduling or inefficient use of court resources.
Disclose related matters
List pending or previously adjudicated related cases to help the court decide consolidation or discovery coordination and to avoid duplicative litigation.
Keep filed copies
Retain both a stamped paper copy and a certified electronic copy of the filed statement and receipt for recordkeeping and to prove timely submission.

Frequently asked questions about the Civil Case Information Statement

Answers to common procedural and technical questions help filers avoid rejection and ensure the court receives the information it needs.


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