Case Header
Agency, case number, filing party, and designated point of contact. Critical for routing and prevents misidentification during intake or docketing.
A consistent workbook reduces processing delays by grouping essential items—timeline, evidence, and signatories—so reviewers can assess the merits without searching across emails or files. It helps demonstrate procedural compliance and creates a reproducible record that supports appeals or audits.
The Workbook for RFR is used by a mix of individuals, in-house teams, and external representatives who must submit formal requests for review.
Agency, case number, filing party, and designated point of contact. Critical for routing and prevents misidentification during intake or docketing.
Concise, date-ordered timeline of material events with citations to exhibits. Helps reviewers verify timeliness and procedural history at a glance.
Clear description of the remedy sought, statutory or contractual basis, and practical outcome requested to focus the reviewer on the decision sought.
Numbered exhibit list with short descriptions and page ranges. Supports efficient cross-referencing between the narrative and attached documents.
Signed statements asserting truthfulness, chain-of-custody for evidence, and any required agency-specific attestations or acknowledgements.
Record of submission method, recipient, timestamps, and proof of delivery to establish the official filing date and handling chain.
| Field | Configuration |
|---|---|
| Signature fields | Required; date-stamp enabled |
| Authentication | Email link, SMS code, or KBA |
| Routing | Sequential signer order or parallel |
| Attachments | Allow PDFs, DOCX, and image files |
When submitting electronically, confirm accepted file types, signer authentication level, and whether the agency accepts electronic signatures or requires notarization.
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies by plan | Varies by plan | Varies by plan |