Is this form required in every bankruptcy?

Requirement depends on the court's local rules and the judge's preferences. If the local bankruptcy rules or standing orders require a statement of related cases, file it according to those rules to avoid administrative issues.

Can I e-sign the form?

Electronic signatures are generally acceptable under ESIGN and UETA for most filings, provided the court permits e-filed electronic signatures and signatory intent, attribution, and retention are documented.

What if I discover an omitted related case?

Amend or supplement the statement promptly and file a certificate of service if required. Courts expect timely disclosure to address conflicts or coordination needs.

Do I need a notary or witnesses?

Most related-case statements are not sworn affidavits and do not require notarization, but verify local rules; certain sworn statements or attachments may require notarization or RON.

How should confidential details be handled?

Redact sensitive or privileged information from the public filing and, where necessary, file a sealed exhibit under the court's sealing procedures to protect confidential data.

Where should I store the signed copy and audit trail?

Keep a signed PDF and full audit report in the client file and counsel's document management system for at least the retention period applicable to the case and any regulatory requirements.

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Fred Matthew Adelman Statement of Related Cases LBR Form

Fred Matthew Adelman Statement of Related Cases LBR Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

UNITED STATES DISTRICT COURT

CENTRAL DISTRICT OF CALIFORNIA

TAPE/COMPACT DISC ASSIGNMENT WORK LOG

Interpreter's Name:

Address:

City, State, Zip Code:

Case Name:

Case Number:

Date	Start Time	Tape No./ CD No. Description of Work	Stop Time	Hours	Rate	Amount

Total Hours Worked This Page/Amount Due @ = $

Executed under penalty of perjury this day of at CA.

Signed:

I-05 (02/09)

TAPE/COMPACT DISC ASSIGNMENT WORK LOG

What the Fred Matthew Adelman Statement of Related Cases LBR Form Is

The Fred Matthew Adelman Statement of Related Cases LBR Form is a court-facing disclosure used in U.S. bankruptcy practice to identify existing or pending matters that are related by party, claim, or factual overlap. Typically completed by counsel or a pro se debtor, the form helps the court and judge manage case assignments, avoid duplicative litigation, and coordinate scheduling. It is structured to capture case captions, docket numbers, parties, and a brief description of the factual or legal relationship among matters. Courts use the form to evaluate recusal, consolidation, and procedural coordination needs.

Why a Clear Statement of Related Cases Matters

Filing an accurate Statement of Related Cases clarifies procedural relationships, reduces the risk of conflicting orders, and supports efficient case management by the court and chambers staff.

Who Typically Prepares and Files This Form

The form is most often prepared by litigators, bankruptcy practitioners, and self-represented debtors who are aware of overlapping matters.

Bankruptcy attorneys and firm paralegals responsible for case intake and docketing; they ensure all related matters and counsel are disclosed.
In-house counsel and corporate legal teams when a company is a debtor or adverse party across multiple proceedings.
Pro se filers who must disclose other bankruptcy or related federal/state court cases to ensure accurate case assignment.

Proper completion reduces administrative delays and helps the judge evaluate motions concerning consolidation, venue, or conflicts of interest.

Core Elements to Include in a Professional Statement

A professional Statement of Related Cases is concise, accurate, and organized to allow quick review by the court and opposing parties.

Caption Accuracy

Use the exact case caption for each related matter, including party names and style of the case, to avoid ambiguity and to enable easy docket lookup.

Docket Numbers

Provide complete docket or case numbers for every related matter so court staff can cross-reference files without manual search or follow-up.

Court Identification

Identify the tribunal and division (e.g., district, bankruptcy court, appellate court) for each related matter to clarify venue and jurisdictional overlaps.

Relationship Summary

Summarize in one to three sentences why the cases are related, focusing on overlapping parties, claims, or factual issues relevant to judicial administration.

Counsel and Contacts

List lead counsel for each related matter with firm name and contact email to facilitate notice and coordination between courts or chambers.

Signature and Date

Signatory should attest to the form's accuracy, include date signed, and provide counsel bar number if applicable for verification and recordkeeping.

Data and Security Considerations for the Form

Personal Data: Minimize unnecessary PII on public filings

Encryption: Use TLS 1.2/1.3 in transit

Storage: AES-256 encrypted at rest

Audit Trail: Retain timestamps and IP records

HIPAA BAA: BAA required for PHI-containing workflows

Access Control: Limit editing to authorized counsel

Step-by-Step: Completing the Form

Complete the form in a single session where possible and verify all case identifiers and counsel contacts before submission.

01

Gather Records: Collect dockets and counsel contact details for all potentially related matters.
02

Populate Fields: Enter captions, case numbers, courts, and concise relationship descriptions.
03

Attach Supporting Documents: Attach relevant filings such as complaints, orders, or notices that demonstrate the relationship.
04

File and Serve: Submit via court e-file system and serve opposing counsel per local rules.

How to Configure an Online Workflow for This Form

Set up a reliable digital workflow to reduce manual errors and to preserve an evidentiary audit trail when completing or circulating the form.

Authentication Level	Email link with optional SMS OTP for signer verification
Document Format	Use PDF/A or PDF for stable rendering and court acceptance
Attachments Allowed	Permit PDF attachments for orders, complaints, and exhibits
Routing Order	Set required signer sequence: filer, opposing counsel, chambers as needed
Audit Trail Enabled	Capture timestamps, IP, and signer actions for compliance

How Electronic Completion and Submission Works

Electronic workflows follow predictable steps that preserve signer intent, attribution, and a retrievable record suitable for court review.

Prepare Document: Upload a final PDF and place required fields
Add Signers: Specify signers and any authentication methods
Sign Electronically: Signers execute signature and date fields online
Submit to Court: Upload the completed PDF to the court e-filing system

Platform and File Requirements for eSubmission

Confirm the court's accepted file formats, maximum file sizes, and any local e-filing conventions before uploading.

File Types: PDF and PDF/A are standard
Integrations: Supports cloud storage and CMS integrations
Audit Data: Ensure audit logs are exportable

Keep a local copy of the signed PDF and audit report in counsel files for service, recordkeeping, and potential disputes over authenticity.

Timing Considerations and Typical Deadlines

Timing varies by court and the triggering event; file promptly when awareness of a related matter arises to avoid later amendments or sanctions.

At Case Opening:

File when initiating the bankruptcy case if related matters exist

Upon Appearance:

File at first pleading or appearance that reveals a related matter

Before Scheduling Conference:

Provide disclosure ahead of any status or scheduling conference

When New Related Case Arises:

Amend or supplement the statement within the court's required timeframe

As Ordered by Court:

Comply with any judge-directed deadlines for supplemental disclosures

Common Errors and Consequences of Incomplete Disclosure

Late Filing: May lead to supplemental filings or court admonition

Incorrect Case Number: Creates clerical delays and misrouting

Missing Signature: Form may be rejected or deemed unsigned

Failure to Disclose: Can result in sanctions or inquiry

Unsupported Attachments: May be returned by e-filing system

Service Deficiencies: Opposing counsel may seek relief or postponement

How This Form Differs from a Motion to Consolidate

Compare disclosure-only statements with motions that request court action; the two documents serve different procedural purposes.

Criteria	Statement of Related Cases	Motion to Consolidate
When used	notice only	requests judicial consolidation
Court action	none	requires motion hearing
Form required	yes under local rule	no, requires supporting motion
Typical effect	administrative clarity	possible case merger

eSignature Vendor Pricing Snapshot for Document Execution

Compare basic pricing and core features relevant to signing and circulating court-facing disclosures; signNow is listed first per vendor 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 free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes (Business Premium)	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Varies by plan	Varies by plan	Varies by plan	Varies by plan

Practical Examples from Legal and Real-Estate Practices

Real organizations report operational improvements when they standardize disclosure forms and use digital workflows to complete them.

Optica Ventures LLC — Brian Fitzgibbons

A small legal team standardized related-case disclosures to avoid docketing errors.

The interface reduced manual steps and improved clarity.
"The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Martin Properties — Tim Martin

A real-estate operator consolidated related bankruptcy notices across portfolios.

Digital signing enabled remote execution and faster coordination.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Frequently Asked Questions and Troubleshooting

Answers to typical procedural and technical questions encountered when preparing and submitting a Statement of Related Cases.

Need help? Contact support

Is this form required in every bankruptcy?
Requirement depends on the court's local rules and the judge's preferences. If the local bankruptcy rules or standing orders require a statement of related cases, file it according to those rules to avoid administrative issues.
Can I e-sign the form?
Electronic signatures are generally acceptable under ESIGN and UETA for most filings, provided the court permits e-filed electronic signatures and signatory intent, attribution, and retention are documented.
What if I discover an omitted related case?
Amend or supplement the statement promptly and file a certificate of service if required. Courts expect timely disclosure to address conflicts or coordination needs.
Do I need a notary or witnesses?
Most related-case statements are not sworn affidavits and do not require notarization, but verify local rules; certain sworn statements or attachments may require notarization or RON.
How should confidential details be handled?
Redact sensitive or privileged information from the public filing and, where necessary, file a sealed exhibit under the court's sealing procedures to protect confidential data.
Where should I store the signed copy and audit trail?
Keep a signed PDF and full audit report in the client file and counsel's document management system for at least the retention period applicable to the case and any regulatory requirements.

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