Case Details
Docket number and case caption appearing exactly as on court records to avoid clerical discrepancies and ensure proper indexing.
A written consent avoids confusion about representation, preserves the client’s choice, and creates a trail for court clerks and opposing counsel.
Typical participants include the client, the outgoing attorney, and the incoming attorney named on the substitution.
In contested matters, the court or opposing counsel may also require a filed substitution form before accepting service on the new attorney.
Docket number and case caption appearing exactly as on court records to avoid clerical discrepancies and ensure proper indexing.
A concise statement by the client consenting to the change, signed and dated to establish the client’s intent and effective date.
Name, bar number, firm, and contact details to confirm the prior attorney of record and enable file transfer logistics.
Name, bar number, firm, address, phone, and email so courts and parties can serve pleadings and notices without delay.
Signature blocks for client, outgoing attorney, and incoming attorney with dates to establish execution and acceptance.
A line indicating whether the form will be filed with the court or only exchanged with opposing counsel, reducing ambiguity on service.
| Step / Setting | Configuration |
|---|---|
| Signer Order | Client first, then outgoing, then incoming |
| Authentication | Email link or SMS code |
| Field Validation | Require docket and bar numbers |
| Retention | Store audit trail with PDF |
Confirm that the digital format and authentication level meet the receiving court’s or opposing counsel’s requirements before submission.
Client selects new counsel and authorizes substitution.
Complete substitution form with case and counsel details.
Client and both attorneys sign; dates recorded for effect.
Submit form to court or serve opposing counsel as required.
| 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 trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |