Case Caption
Full case caption matching court docket entries, including plaintiff and defendant names as they appear on the underlying complaint or petition.
A standardized DR 360 cover sheet reduces clerk rejections, helps maintain an accurate docket, and speeds processing by making attachments and service status explicit. When completed correctly it supports electronic filing, creates a clear record for opposing parties, and helps preserve timelines for responses and hearings.
Accurate completion aligns the packet with court rules, reduces processing friction, and helps avoid missed hearing opportunities.
A licensed attorney or supervising paralegal who assembles the motion packet, certifies service, and ensures all exhibits and proof of service are attached prior to electronic or paper filing.
A court clerk or docketing officer who reviews the cover sheet at intake, confirms jurisdictional sufficiency, applies the docket code, and notifies parties of filing deficiencies or hearing assignments.
Full case caption matching court docket entries, including plaintiff and defendant names as they appear on the underlying complaint or petition.
Exact case number and court division to ensure the packet is associated with the correct matter and judge's calendar.
Clear title of the motion (for example, Motion to Compel Discovery) and brief description of requested relief for clerk reference.
Numbered table of contents listing each exhibit, attachment, and supporting declaration with page counts for quick verification.
Requested hearing date or deadline information, plus whether oral argument is requested and any scheduling constraints.
Statement of service method and the proof of service attachment reference to confirm opposing counsel were served.
| Field | Configuration |
|---|---|
| E-filing Service | Accepts PDF/A | upload to court portal |
| Authentication | Email + SMS code recommended for signer identity |
| Attachments | Allow multiple PDF exhibits up to 50MB total |
| Retention | Store signed packet for at least 7 years |
Confirm local e-filing system limits, file size caps, and required metadata to avoid technical rejections.
Check local rule; typical windows are 14 to 30 days before hearing.
Often 10 to 21 days after service; verify the specific rule for your jurisdiction.
Commonly 5 to 7 days after opposition is filed; local rules control timing.
Assigned by clerk; may be set at filing or after a scheduling conference.
Serve opposing parties within the period required by local rules to preserve response rights.
Motion and exhibits finalized and proofread before cover sheet population.
Packet submitted to the court and receipt obtained.
Opposing counsel and parties served with proof retained.
Attend hearing on the scheduled date or appear by stipulated procedure.
Optica standardized a single cover sheet template for all motions to reduce clerk follow-up.
Martin Properties moved to end-to-end electronic filing with a consistent cover sheet.
| Criteria | Cover Sheet | Proposed Order | Proof of Service |
|---|---|---|---|
| Primary Purpose | intake summary | court action request | service confirmation |
| Typical Content | case metadata | relief language | service method and recipients |
| Signature Needed | no (factual) | yes (often) | yes (server signature) |
| Filing Location | clerk/e-file | clerk/e-file | clerk/e-file |
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |