Parties
Identify plaintiff and defendant by full legal names, include counsel names and firm information. Clear party identification prevents misapplication and ensures the correct case file is targeted for the offer.
A Letter Regarding Offer of Judgment encourages settlement, clarifies terms, and preserves rights to cost-shifting or sanctions under governing procedural rules. It creates a documented alternative to trial that can reduce litigation time and costs while signaling seriousness about resolution.
Typical users include litigants, defense counsel, plaintiffs' attorneys, and risk managers preparing settlement offers in civil cases.
Identify plaintiff and defendant by full legal names, include counsel names and firm information. Clear party identification prevents misapplication and ensures the correct case file is targeted for the offer.
Describe settlement amount, payment schedule, obligations, releases, and any non-monetary conditions. Use precise language to avoid later disputes over interpretation or performance obligations tied to acceptance.
Specify exact acceptance method, required signatures, whether acceptance must be written, and any escrow or payment instructions. Clarity prevents disputes about whether an acceptance occurred before the deadline.
Provide date, time, and time zone for acceptance. State consequences of lapse and whether the offer automatically terminates if not accepted within the period.
State permitted service methods and instruct how proof will be provided. Require filing a certificate of service if local rules demand court notification of the offer's service.
Include a concise statement about potential cost-shifting or sanctions under the applicable rule so recipient understands legal consequences of rejection and later adverse judgment.
| Field | Configuration |
|---|---|
| Signature Field | Require signer signature and date |
| Date Field | Set as MM/DD/YYYY to ensure clear acceptance date |
| Proof of Service | Attach certificate or upload delivery receipt |
| Audit Trail | Enable IP, timestamp, and authentication logs |
Choose delivery channels and signer authentication consistent with local rules and probative audit trails.
Date letter is signed and dated
Method-dependent; use certified mail or electronic proof
Specified in letter, often 14–30 days by agreement
Follow rule limits or state requirements for revocation
File certificate if local rules require court notice
| 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, no card required | Varies by plan and billing cycle | Varies by plan and billing cycle | Varies by plan and billing cycle | Varies by plan and billing cycle |
| Bulk Send | Yes — available on Business Premium | Yes — available on select plans | Yes — available | Yes — available | No bulk send option |
| Audit Trail | Yes — full audit trail with timestamps and IP data | Yes — audit trail provided | Yes — audit trail provided | Yes — audit trail provided | Yes — audit trail provided |
| HIPAA Compliant | Yes — BAA available for covered workflows | Yes — BAA available | Yes — BAA available | No HIPAA compliance or BAA offering | No HIPAA compliance or BAA offering |
A plaintiff proposes a $50,000 settlement to resolve a negligence claim before costly discovery and trial commence.
A defendant extends a structured offer with release provisions to limit exposure and avoid admission of liability during settlement talks.
An authorized corporate officer may sign settlement offers and bind the corporation if corporate authority is documented. Board or committee approval may be required; include a statement confirming authority to avoid later ratification disputes.
A named attorney may sign if expressly authorized by client in writing or by power of attorney. Counsel should attach written authorization when serving the offer to demonstrate signatory authority under court scrutiny.
Save the completed letter as PDF/A for long-term preservation and as DOCX if edits may be required; include an embedded audit trail or certificate of completion when available for evidentiary support.
Prepare and attach a signed certificate showing service method, date, recipients, and proof; file with the court when local rules require a filed notice of service.
Attach settlement terms, drafts, correspondence, or medical bills as exhibits; label each exhibit and reference them in the letter to avoid ambiguity during enforcement or hearing.
Retain original electronic files, server logs, timestamps, and any signature verification artifacts to demonstrate chain of custody and authenticity if contested.
Prepare precise terms and deadline
Send using authorized methods and document service
Monitor for timely acceptance and preserve records
If judgment is less favorable, seek fees or sanctions