Caption and Court Info
The top of the form identifies the court, case number, and party caption; accurate placement avoids misfiling and ensures the form attaches correctly to the case docket.
Completing the CM 200 accurately ensures the court and other parties receive consistent case data, helps the court set appropriate case management deadlines, and reduces the risk of administrative rejections or hearing continuances.
Confirm whether local rules require attorney signatures or additional filing steps for represented parties.
| Field | Configuration |
|---|---|
| Document Format | PDF/A preferred for court compatibility |
| Signer Authentication | Email + SMS code or ID credentialing for higher assurance |
| Retention | Maintain signed PDF and audit trail for compliance |
| Notifications | Enable automatic filing and service notifications |
Align platform choices with court eFiling rules and your organization’s record retention policies before submitting.
Follow dates on the CMC notice
Local schedules control filing timing
Permit time for proper service
Allow additional days for clerk review
Account for court closures and weekends
Complete CM 200 and assemble exhibits
Signer signs and any notarization occurs
Submit via eFiling or in person
Serve opposing counsel and retain proof
The top of the form identifies the court, case number, and party caption; accurate placement avoids misfiling and ensures the form attaches correctly to the case docket.
This section lists each party and their counsel with full contact information including bar numbers and email addresses to ensure proper service and clerk communications.
Selecting the correct case category (for example contract or tort) determines the assigned case management track and impacts deadlines and required disclosures.
Key dates and procedural posture (motions pending, temporary restraints, prior orders) should be summarized to inform the court’s scheduling decisions.
A concise statement of the core disputed issues and relief sought helps the court evaluate complexity and resource needs before the case management conference.
The signature, printed name, capacity, and date complete the form; mismatched or missing signatures can require corrective filings or re-execution.
A dated proof of service document showing how and when parties were served; courts often reject filings lacking service evidence.
Attach limited exhibits or declarations that are essential to understanding procedural posture or pending motions referenced on the CM 200.
If required by local rule, include the civil case cover sheet or other intake forms the court requires for docketing and statistical reporting.
When scheduling requests are complex, include a proposed case management order or calendar to assist the court in setting hearing dates.
| 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 | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A mid-sized plaintiff firm prepares a CM 200 for each new civil filing detailing counsel and issues.
An individual files the CM 200 after initiating a small claims-related civil action.