Case summary form 2026

1. Click ‘Get Form’ to open the case summary form in the editor.
2. Begin by filling in the 'CAPTION' and 'CASE NO.' sections at the top of the form. This information is crucial for identifying your case.
3. In the 'MATERIAL FACTS' section, provide a concise overview of the key facts relevant to your case. Aim for clarity and brevity.
4. Next, outline any 'LEGAL ISSUES' that are pertinent to your mediation. This helps clarify the points of contention.
5. Fill out the 'STATUS OF DISCOVERY' field to inform about any ongoing discovery processes related to your case.
6. List any special damages and summarize injuries or damages in their respective sections, ensuring you include all necessary details.
7. Document your negotiation history to date, providing insights into previous discussions and offers made between parties.
8. Finally, complete the 'POSITION OF THE PARTIES' section, detailing each party's stance on the issues at hand.
9. Fill in your contact information as an attorney, including name, address, phone number, and fax number. Ensure accuracy for communication purposes.
10. Review all entries for completeness and accuracy before saving or exporting your completed form for submission.

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