Caption
Full court name, case number, and caption so the document is immediately recognized as court process and traceable in case docketing systems.
A correctly prepared Rule 45 subpoena narrows disputes, preserves admissible evidence, and reduces motion practice by giving clear scope, reasonable time and place, and lawful practice for production.
Attorneys, paralegals, corporate counsel, records custodians, and compliance officers frequently prepare, serve, or respond to subpoenas under Rule 45.
Full court name, case number, and caption so the document is immediately recognized as court process and traceable in case docketing systems.
Full legal name and address of the witness or custodian, including business unit if a corporation, to ensure proper service and avoid ambiguity about who must respond.
Itemized document/ESI requests using clear date ranges, custodians, and keywords; overly broad descriptions invite motions to quash or for protective orders.
Time, date, and location for production or inspection, and permitted formats for ESI (native, TIFF, searchable PDF) plus any metadata fields required.
Reference to applicable rules (Fed. R. Civ. P. 45), costs of compliance, and contact information for counsel to coordinate logistics and rolling productions.
Instructions for asserting privilege, producing a privilege log, and procedure for clawback or confidentiality designations under a protective order.
| Field | Configuration |
|---|---|
| Collection Method | Preserve ESI images, export native files, capture system metadata |
| Review Protocol | Use privilege filters, document-level notes, and redaction workflow |
| Format Settings | Specify native, searchable PDF, or TIFF with load files |
| Delivery Mechanism | Secure portal, encrypted transfer, or physical media per agreement |
When using e-delivery or e-submission for subpoena-related documents, confirm authentication, audit trails, and acceptable file formats with the issuing court and opposing counsel.
| 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 | 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 |
A plaintiff issues a Rule 45 subpoena to a third-party vendor for transactional records covering a three-year period
Defense counsel subpoenas medical records from a clinic with potential PHI