Can this statement be signed electronically?

Yes in most jurisdictions when the signature meets ESIGN and state UETA requirements (15 U.S.C. §7001). Confirm the local court’s e-filing policy and ensure consent and retention capability are documented.

What if party names differ slightly?

Minor inconsistencies can lead to docketing confusion or clerk inquiries. Use the exact legal names from pleadings; correct mismatches with a filed amendment when necessary.

Is notarization required?

Not usually for a Civil Case Information Statement. Notarization requirements are document-specific; confirm with the clerk if a supporting affidavit or verification must be notarized.

How do I correct a submitted statement?

File a corrected statement or an amendment per local rules and explain the change in a cover letter. Address any clerk notices promptly to avoid scheduling impacts.

Where are signed copies stored?

Keep a signed PDF/A in your case file and with the client. Courts retain the official docket; maintain records to meet retention rules and support audits.

What are quick checks before filing?

Verify caption consistency, correct case code, accurate contact info, attachments included, and whether your court requires a county-specific supplement.

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Civil Case Information Statement

Civil Case Information Statement

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

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 procedural and jurisdictional details about a civil lawsuit. It typically lists the case caption, court and division, case type or cause of action, estimated damages, whether a jury is demanded, and contact information for all parties and counsel. Courts use the statement to assign case management tracks, calculate filing fees, and schedule conferences. Requirements and the exact form vary by jurisdiction; the statement does not replace pleadings but accompanies the initiating filing to help the clerk and judges triage the matter.

Why completing the Civil Case Information Statement correctly matters

Accurate completion ensures proper case assignment, correct fee assessment, and timely scheduling of hearings. Courts rely on the statement to determine complexity, set discovery timelines, and route the matter to the appropriate judge or calendar. Mistakes can cause scheduling delays, misplaced filings, or additional administrative tasks for the parties and the clerk.

Who typically prepares and files this statement

The Civil Case Information Statement is usually prepared by the filing party or the filing party’s attorney at the time the complaint or petition is submitted to the clerk.

Plaintiff counsel prepares and signs the statement when initiating litigation and provides accurate contact and case-type data.
Self-represented litigants complete the form when filing a complaint or petition and must follow local clerk instructions.
Court clerks review the statement for docketing, fee codes, and case management assignment; errors may prompt a clerk’s notice.

Verify whether local rules require a separate cover sheet, a jurisdiction-specific questionnaire, or online e-filing; follow clerk instructions to avoid processing delays.

Step-by-step: completing and filing the statement

Follow these core steps to complete the Civil Case Information Statement from draft to filing.

01

Prepare the pleading: Draft complaint or petition first.
02

Complete the statement: Enter fields exactly and double-check names.
03

Attach supporting documents: Include exhibits, summons, and cover sheet as required.
04

File and confirm: E-file or deliver to clerk and retain proof.

How to configure an online filing workflow

If you submit electronically, set up a consistent workflow to populate the case statement from a template or case management system.

Field	Configuration
Auto-fill case caption	Pull from complaint template
Date fields	Use MM/DD/YYYY validation
Attorney block	Map firm CRM contact data
Export format	PDF/A for court e-filing

Where to submit the Civil Case Information Statement

Submission depends on the court and whether it mandates electronic filing. Use these destinations as a checklist when preparing your filing.

Court clerk’s office: In-person or drop-off filing.
E-filing portal: Follow local e-filing system rules.
County-specific cover sheet: Attach if the court requires one.
Mail or courier: Use certified mail when allowed.

Digital submission and eSignature considerations

Courts increasingly accept e-filed Civil Case Information Statements and many allow electronic signatures when ESIGN/UETA criteria are met.

Document formats: PDF, PDF/A, DOCX accepted by many portals
Authentication: Email link, SMS, or platform MFA for signers
Audit trail: Timestamp and IP address retained

Verify local court e-filing rules and whether the clerk requires wet signature originals for any supporting documents before relying solely on e-submission.

Key federal timelines that commonly apply

Some deadlines are governed by federal rules when your case is in federal court; state courts follow local rules that may differ. Confirm deadlines with the clerk.

Service of Process:

Federal: serve within 90 days (FRCP 4(m)).

Response Time:

Federal: typically 21 days to answer (FRCP 12(a)).

Case Management:

Initial conference often scheduled within 90–120 days.

E‑filing Acknowledgment:

Expect electronic receipt immediately after submission.

Local Variations:

State deadlines differ; always check local rules.

Common preparation errors to avoid

Entering inconsistent party names between the statement and the complaint, which can delay service and docketing.
Using vague cause-of-action descriptions instead of the specific legal claim required by the court’s case-type list.
Failing to attach required local supplements or cover sheets, prompting clerk rejection or additional filings.
Submitting the wrong filing location or division, causing reassignment and potential delay of hearings.

Consequences of incorrect or late Civil Case Information Statements

Rejection or Return: May require refiling

Scheduling Delay: Hearing dates postponed

Fee Misassessment: Underpayment or overcharge

Service Problems: Service may be ineffective

Case Misclassification: Wrong procedural track

Sanctions Risk: Possible court penalties

Six essential components of a professional statement

A complete Civil Case Information Statement provides a clear procedural snapshot. Include these elements to reduce clerk review time and litigation friction.

Caption and Parties

Full plaintiff and defendant names and abbreviations consistent with the complaint, including any fictitious party designations where permitted; essential for accurate docketing and service.

Court and Case Type

Specify the exact court, division, and the legal classification or cause code used by the clerk to determine track, fees, and calendaring rules.

Relief Sought

Summarize damages, injunctive relief, or declaratory relief sought with a numeric estimate or categorical description to help the court assess complexity.

Jury Demand

Indicate whether a jury is requested; this affects scheduling, voir dire procedures, and sometimes fee categories.

Counsel Information

Provide attorney names, bar numbers, firm addresses, telephone numbers, and emails to ensure responsive communication from the court and opposing parties.

Related Cases

Note any related pending or closed cases by case number; courts use this to identify potential consolidation or judge reassignment needs.

Practical examples of how firms manage the statement

These examples illustrate common approaches to minimizing clerical errors and speeding processing.

Optica Ventures

A small corporate plaintiff standardized pleadings to auto-fill the statement from templates

The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The result was faster docketing and fewer clerk requests for corrections, reducing administrative oversights during case intake.

Martin Properties

A real estate practice attaches property exhibits and pre-populates case-type codes

I can process and execute all of these documents online with 100% compliance and built-in security.
That streamlined intake helped the firm avoid cover-sheet mismatches and reduced rejections during high-volume filing periods.

Practical tips to complete the statement efficiently and accurately

Follow these best practices to reduce errors, speed clerk review, and avoid later amendments.

Use a single source of truth

Maintain one master complaint file and derive the statement fields from it to avoid name or caption mismatches.

Validate codes and amounts

Cross-check case-type codes and monetary fields against the court’s fee schedule to prevent misclassification.

Keep organized exhibits

Attach a consolidated exhibit index and mark confidential exhibits as sealed according to local rule.

Confirm filing method

Verify whether the court requires e-filing, paper originals, or supplemental county forms before submission.

Selecting an eSignature provider for completing and submitting the statement

The table compares core provider features relevant to document preparation, signing, and secure storage. 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 vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	Varies by vendor
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

Frequently asked questions about Civil Case Information Statements

Answers to common issues when preparing, signing, and submitting the statement in U.S. courts.

Need help? Contact support

Can this statement be signed electronically?
Yes in most jurisdictions when the signature meets ESIGN and state UETA requirements (15 U.S.C. §7001). Confirm the local court’s e-filing policy and ensure consent and retention capability are documented.
What if party names differ slightly?
Minor inconsistencies can lead to docketing confusion or clerk inquiries. Use the exact legal names from pleadings; correct mismatches with a filed amendment when necessary.
Is notarization required?
Not usually for a Civil Case Information Statement. Notarization requirements are document-specific; confirm with the clerk if a supporting affidavit or verification must be notarized.
How do I correct a submitted statement?
File a corrected statement or an amendment per local rules and explain the change in a cover letter. Address any clerk notices promptly to avoid scheduling impacts.
Where are signed copies stored?
Keep a signed PDF/A in your case file and with the client. Courts retain the official docket; maintain records to meet retention rules and support audits.
What are quick checks before filing?
Verify caption consistency, correct case code, accurate contact info, attachments included, and whether your court requires a county-specific supplement.

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