Caption
Court name, case title, and docket number must exactly match other filings so the clerk can docket and locate the matter without error.
Filing a Certificate in Lieu of Case Management Conference streamlines docket management, saves time for the court and parties, and documents mutual agreement to limit hearings where appropriate.
The filing party should confirm local rule requirements before submission, as format, timing, and service obligations differ by jurisdiction.
Court name, case title, and docket number must exactly match other filings so the clerk can docket and locate the matter without error.
List each party and counsel with firm name and contact details to ensure service obligations are clear and recordable.
A short, factual declaration that the parties agree the case management conference is unnecessary and the basis for that agreement.
Specify how counsel were served (e-file notice, email, mail) to document compliance with service rules and avoid challenges.
Printed name, firm, bar number where required, signature line, and date. Use permitted electronic signature methods if allowed.
Attach or reference any stipulation, meet-and-confer emails, or scheduling orders that justify waiving the conference.
| Field | Configuration |
|---|---|
| Signature Block | Add signer name, date, and signature fields; require signer email verification. |
| Consent Evidence | Attach email or stipulation PDF and tag as supporting document. |
| Service Automation | Enable automatic service notifications to listed counsel after filing. |
| Retention Rule | Store a copy in case folder for required retention period. |
Keep an offline signed copy and confirm the clerk’s accepted format to prevent rejected filings or processing delays.
File by the date required in the scheduling order or local rule.
File promptly after mutual written agreement to provide clear docketing.
File within the time frame specified in the stipulation to ensure enforceability.
Submit by the deadline the court sets in any notice or order.
Expect possible clerk return or judge’s instruction to appear at rescheduled CMC.
Parties document mutual waiver and reason for omitting the CMC.
Prepare certificate with caption, waiver language, and service statement.
Obtain signatures or electronic consent from required counsel or parties.
E-file or deliver to clerk and serve all parties, then confirm docketing.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |