Case Information
Court name, case number, party names, and caption to properly associate the substitution with the correct docket and avoid clerical misfiling.
A correctly executed substitution preserves client instructions, ensures service of papers goes to the correct counsel, and avoids procedural defects that can delay proceedings or produce sanctions.
All signatories should retain a copy and confirm the clerk has accepted the filing to maintain uninterrupted service and docket accuracy.
In-house Counsel: Often signs to confirm that the organization consents to the substitution, provides contact information for service, and confirms internal authority to change outside counsel. The in-house signer's authority should be documented in corporate records to avoid disputes.
Outside Counsel: The incoming and withdrawing attorneys must sign to accept or relinquish representation, confirm client consent, and provide their bar numbers and contact information so the court and opposing parties can update service lists.
Court name, case number, party names, and caption to properly associate the substitution with the correct docket and avoid clerical misfiling.
Full name, firm, bar number, mailing address, email, and telephone so the record shows who is withdrawing and where prior service originated.
Full name, firm, bar number, mailing address, email, and telephone to permit proper service and establish the attorney of record going forward.
A clear statement signed by the client consenting to the substitution; courts typically require written client authorization to prevent unauthorized withdrawal.
The date the substitution takes effect, written in MM/DD/YYYY format when needed to align with service obligations and deadline calculations.
Signature lines for client, withdrawing counsel, and incoming counsel, plus printed names and bar numbers for clerks and opposing counsel to verify.
| Field | Configuration |
|---|---|
| Signature Order | Client first, then withdrawing, then incoming counsel |
| Authentication | Email link or SMS code for signer verification |
| Audit Trail | Enable IP, timestamp, and action logs |
| Delivery | Auto-email filed copy to client and opposing counsel |
Keep an exportable certificate of completion and a signed PDF for the case file and any required court upload or electronic filing system.
Client decides to replace counsel due to fee disputes
Conflict discovered after appearance is entered
File upon client consent to update the docket and service lists.
Submit substitution before scheduled hearings if representation will change at the hearing.
Serve opposing counsel per local rules when filing substitution.
Substitution does not extend existing filing deadlines by itself.
Allow time for clerk review and docketing after submission.
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