Download signNow app
4.7 / 5 rating on

Pre Trial Statement

Automate complex legal workflows with a Pre Trial Statement 2013 template.

What a Pre Trial Statement does

A Pre Trial Statement is a court document that organizes the facts, claims, defenses, witnesses, exhibits, and legal issues a party expects to present at trial. Its exact contents, filing deadline, required format, and signature rules depend on the court and jurisdiction handling the case. To prepare it in signNow, upload the court-approved template, review its sections, place or confirm fillable fields, assign each signer, and send it for completion. The final document and audit trail can then be retained for the case file, subject to court instructions and applicable law.

Who uses a Pre Trial Statement

Legal services

Attorneys and litigation teams can prepare witness lists, exhibit references, proposed stipulations, and signature sections while preserving the case caption and court-required structure.

Business litigants

Businesses involved in civil litigation can route a Pre Trial Statement for review, approval, and signature without replacing the court’s filing instructions or deadline.

Business types that use this form

Pre Trial Statements serve litigation teams that must coordinate factual disclosures, witnesses, exhibits, and approvals before a court-imposed trial event.

  • A solo civil litigator can upload the court template, prepare the caption and trial disclosures, route signatures, and preserve the final statement with its audit trail in one case record.
  • A midsize litigation practice can reuse an approved Pre Trial Statement template while assigning witnesses, attorneys, and clients only the fields relevant to each case.
  • An enterprise legal department can coordinate multiple matter teams through controlled templates, delegated sending, and signNow audit trails while keeping court-specific filing decisions with counsel.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How the statement workflow works

Prepare the court’s document in signNow, route each required approval, and preserve the signed record with its audit trail.

  • Upload document: Upload the court-approved Pre Trial Statement template to signNow.
  • Check fields: Review detected fields and add missing signer or date fields.
  • Route for signing: Assign parties, send the statement, and monitor signing status.
  • Archive records: Download the signed statement and audit trail for the case file.
be ready to get more
Get legally-binding signatures now!
  • Best ROI. Our customers achieve an average 7x ROI within the first six months.
  • Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
  • Intuitive UI and API. Sign and send documents from your apps in minutes.

What the audit trail records

A complete audit record connects the Pre Trial Statement, signer actions, timestamps, and final document for later case-file review.

01

Authenticate signer:

SignNow records the signer’s authentication event before the signature action.
02

Capture timestamp:

Each signing action receives a recorded timestamp and event entry.
03

Link document:

The completed document is associated with its signing history and record.
04

Seal history:

The audit trail preserves sequential actions for later review.
05

Deliver completion:

Signers receive the completed Pre Trial Statement after workflow completion.
06

Export audit trail:

Authorized users can retrieve or export the audit trail with the document.

Recommended Pre Trial Statement setup

Use court-approved content, verified signer identity, an exportable audit trail, and retention controls aligned with the case record policy.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailExport with completed document
Document retentionFollow court retention policy
EncryptionTLS 1.2/1.3 and AES-256

Find and fill out the correct pre trial statement form

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
*2013 AZ DRPTS16f [2013-01-02] 20134.8 Satisfied (15362 Votes)

Best practices for preparing the statement

Accuracy, court-specific formatting, signer assignment, and complete record preservation reduce avoidable filing and evidentiary problems.

Use the court-approved template

Upload the exact template issued or approved by the court handling your case. Compare every heading, page limit, exhibit reference, witness entry, and signature requirement before adding signNow fields or sending the document to another party.

Verify case-specific requirements

Confirm the judge’s scheduling order and local rules before preparing the statement. Enter the case caption, docket number, parties, claims, defenses, witnesses, exhibits, and disputed issues exactly as the court requires.

Assign fields to correct parties

Assign each signature and review field to the correct participant. Require signers to review the completed document before signing, and use SMS OTP or another available authentication control when the case record warrants stronger identity evidence.

Preserve the signed record

Download the completed Pre Trial Statement together with its signNow audit trail. Store both records in the designated case repository, and document the retention decision under the court’s order or applicable records policy.

Retention rules that may affect records

A Pre Trial Statement has no single nationwide retention period; apply the rule attached to the underlying case, industry, or record type.

01

3 years from tax filing

IRC §6501(a) governs federal tax records, not Pre Trial Statements; apply only when the case record also serves a tax purpose.
02

6 years for substantial understatement

IRC §6501(a) allows 6 years when income is understated by 25 percent or more; this does not create a court filing deadline.
03

6 years for HIPAA records

45 CFR §164.530(j) requires six-year retention for HIPAA-covered policies, procedures, and related records; apply only when protected health information is involved.
04

6 years for broker records

17 CFR §240.17a-4 requires six-year retention for specified broker-dealer books and records; it does not govern every litigation file.
05

3 years for payroll records

29 CFR §516.5 requires three-year retention for covered payroll records; use only where the statement’s supporting record falls within that rule.

Check jurisdiction-specific filing rules

Notary requirement

May require notarization

Court-specific rule

May be excluded from e-signing

State procedure

May require wet-ink execution

Submission format

May require approved filing method

Pre Trial Statement preparation challenges

  • Using an outdated court template can omit required disclosures, exhibit references, or signature lines and may require correction before the court accepts the filing.
  • Leaving the case caption, docket number, witness list, or exhibit list incomplete can create inconsistencies between the Pre Trial Statement and the trial record.
  • Routing the statement to the wrong party or assigning a field incorrectly can delay approval and weaken evidence that the correct person signed.
  • Treating signNow completion as court filing can cause a missed deadline because electronic signing and court submission are separate procedural events.

Pre Trial Statement troubleshooting questions

Resolve signing, field, acceptance, consent, plan, and record-preservation questions before submitting a Pre Trial Statement.

Upload the court’s required Pre Trial Statement template to signNow, place fields for each required signer, and confirm local filing rules before sending. Business plans include templates, audit trails, and legally binding eSignatures; ESIGN and UETA support electronic records where no exception applies.

A Pre Trial Statement may be electronically signed when the court, judge, and applicable state rules permit electronic signatures. ESIGN and UETA establish legal equivalence in covered transactions, but court filing procedures and document-specific rules control acceptance.

If signNow does not detect fields, use the editor to place text, date, checkbox, and signature fields manually. Review every required section against the court’s form instructions before sending the completed Pre Trial Statement.

Business is listed at $8 per user per month with annual billing and includes templates and audit trails. Business Premium is $15 and adds bulk send; Enterprise is $30 and adds advanced signer authentication and formula fields.

For a consumer-facing electronic record, provide the required ESIGN disclosure, explain the right to receive paper records, confirm electronic access, and explain consent withdrawal procedures. The requirements come from 15 U.S.C. §7001(c), not from signNow.

Use signNow’s audit trail to preserve signing actions, timestamps, signer information, and the completed document. Export the record and retain it under the applicable court, agency, or organizational policy; no universal Pre Trial Statement retention period is established here.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

BE READY TO GET MORE

Get this form now!

If you believe that this page should be taken down, please follow our DMCA take-down process.