Case Caption
Include the court name, docket number, and full case caption exactly as used in filings so the offer is clearly tied to the pending matter and accepted documents can be entered as judgment.
An Offer of Judgment can accelerate resolution, define monetary exposure, and trigger fee- or cost-shifting that changes settlement dynamics; it also creates a documented record that courts can enforce if acceptance or sanctions issues arise.
Common users include litigants, defense counsel, insurers, and corporate legal departments who manage settlement strategy in contested matters.
Lead litigation counsel or an authorized client representative signs to bind the plaintiff if authority is delegated in writing and local rules permit counsel-signed offers.
Defense counsel signs when expressly authorized by insurer or corporate defendant; ensure written settlement authority to avoid challenges to validity.
Include the court name, docket number, and full case caption exactly as used in filings so the offer is clearly tied to the pending matter and accepted documents can be entered as judgment.
Name each offering and offeree party precisely, using full legal names or business entities; mismatched names can create disputes over who is bound by the offer.
State a specific monetary figure for judgment, and clarify whether it includes costs, fees, interest, or is exclusive of such amounts to avoid later interpretation disputes.
Specify allocation of taxable costs, attorney fees if applicable, and how interest is calculated so the court can enter judgment consistent with the parties' agreement and statutory rules.
Set a clear expiration or acceptance period with the method of acceptance (written, filed notice, service); reference controlling rules such as FRCP 68 when federal practice applies.
Provide signature lines, printed names, titles, dates, and contact information for signatories to confirm authority and enable service and filing of acceptance or judgment documents.
| Step | Configuration | Action | Recommended setting |
|---|---|
| Upload Document | PDF or DOCX with case caption intact |
| Place Fields | Signature, date, and initials fields positioned clearly |
| Authentication | Email link or SMS code; use stronger KBA for high-risk cases |
| Send Method | Direct send to counsel email and retain delivery receipt |
Ensure the platform supports required PDF and DOCX formats, robust audit trails, and signer authentication suitable for court filings.
Date the offer is served to start acceptance timing.
Typically 14 days from service under FRCP 68; local rules may differ.
File notice or stipulated judgment promptly after acceptance per court rules.
Costs and fees often calculated from acceptance date to judgment entry.
Some districts impose different notice or filing requirements; confirm local practice.
Prepare offer text, secure client authority, and approve settlement terms.
Serve opposing party and retain proof of service and delivery.
Track acceptance period; if accepted, prepare stipulated judgment filings immediately.
Submit acceptance notice or proposed judgment and obtain clerk entry.
| Criteria | Offer of Judgment | Settlement Agreement |
|---|---|---|
| Enforceability | court judgment | contract enforcement |
| Timing | often late-stage | any stage |
| Court Filing | often filed | rarely filed |
| Confidentiality | public if filed | commonly private |
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
A plaintiff offers a fixed judgment to avoid trial costs and uncertainty.
An insurer issues an offer under agency authority to limit exposure in a bodily-injury claim.