Case Caption
Full party names and case number at the top of the form to ensure the substitution is applied to the correct docket and court file.
A properly executed substitution updates the court record, preserves service rights, and prevents missed notices; it documents client consent and the transfer of responsibilities between attorneys.
Confirm who signs and whether the court requires clerk approval, a proposed order, or additional service documentation.
The party to the case who must authorize substitution. The client’s written consent is typically required and the document may affect service, deadlines, and confidentiality obligations.
The incoming attorney who accepts representation and agrees to receive service. New counsel must provide bar identification, contact details, and jurisdictional admissions as required by the court.
Full party names and case number at the top of the form to ensure the substitution is applied to the correct docket and court file.
Name, bar number, firm, address, phone, and email for the withdrawing attorney, plus a clear statement of withdrawal and any continuing obligations.
Name, bar number, firm, address, phone, email, and statement accepting appearance and service on behalf of the client in the specific case.
A client signature block affirming consent; include printed name, signature, and date to satisfy court authorization requirements.
Explicit date when substitution becomes effective so the record shows when responsibility and service shifted to new counsel.
A signed statement listing how and when opposing counsel and the clerk were served, including method and date of service.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code |
| Signature Type | eSign with audit trail |
| Notarization | Enable RON if required |
| Storage | PDF/A with audit log |
Keep copies of the signed PDF and an audit trail showing timestamps, signer attribution, and service evidence for court records and appeal protection.
Add the MM/DD/YYYY effective date when submitting
File before next scheduled hearing when possible
Serve contemporaneously with filing
Allow time for docketing and confirmation
Confirm new counsel receives all pending notices
Prepare form with full case and counsel details
Secure client signature and date
Submit via e-file or clerk’s office
File certificate of service and serve counsel
A client changed firms during discovery
After settlement talks failed, a client chose to proceed pro se
| 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 (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |