Civil Cover Sheet / Case Information Sheet - Texas State Court
TEXAS LOCAL CIVIL COVER-SHEET TRANSCRIPTION COMPANION
Not a Court Form — Do Not File
I. REQUIRED INPUT
Do not complete this companion until a current accepted local form or filing-system workflow has been identified. The statewide Rule 78a case information sheet was repealed on December 11, 2018.
| Control Item | Verified Information |
|---|---|
| County | [COUNTY] |
| Court | [COURT NAME AND NUMBER] |
| Clerk | [CLERK OFFICE] |
| Current accepted form or workflow | [EXACT TITLE / SYSTEM NAME] |
| Official source | [URL] |
| Revision or effective date shown | [DATE / NONE SHOWN] |
| Date source checked | [__/__/____] |
| Checked by | [NAME] |
☐ The source is an official court, clerk, county, or authorized filing-system source.
☐ The material applies to this court and case type.
☐ The actual accepted form or system—not this companion—will be used for filing.
II. FIELD-BY-FIELD TRANSCRIPTION
Copy the accepted form's labels exactly. Do not substitute historical statewide categories, monetary ranges, case codes, fees, or certifications.
| Field No. | Exact Label on Accepted Form or System | Required? | Entry | Source Note |
|---|---|---|---|---|
| 1 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 2 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 3 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 4 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 5 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 6 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 7 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 8 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 9 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
| 10 | [LABEL] | [YES / NO / CONDITIONAL] | [ENTRY] | [INSTRUCTION / RULE] |
Additional field sheet attached: ☐ No ☐ Yes — [NUMBER OF PAGES]
III. COMMON DATA SOURCES
Identify where each entry came from. This section does not declare that the accepted form requests every item.
| Data Source | Reviewed? | Version or Date | Notes |
|---|---|---|---|
| Lead pleading | [YES / NO / N/A] | [DATE] | [NOTES] |
| Party and counsel records | [YES / NO / N/A] | [DATE] | [NOTES] |
| Service or citation request | [YES / NO / N/A] | [DATE] | [NOTES] |
| Related-case search | [YES / NO / N/A] | [DATE] | [NOTES] |
| Local rules and standing orders | [YES / NO / N/A] | [DATE] | [NOTES] |
| Clerk instructions | [YES / NO / N/A] | [DATE] | [NOTES] |
| Filing-system instructions | [YES / NO / N/A] | [DATE] | [NOTES] |
| Fee schedule | [YES / NO / N/A] | [DATE] | [NOTES] |
| Other | [YES / NO / N/A] | [DESCRIPTION] | [NOTES] |
IV. RULE 21c SENSITIVE-DATA GATE
Before transferring any entry to the accepted form or filing system, screen it under current Tex. R. Civ. P. 21c.
| Sensitive-Data Type | Present? | Proposed Handling |
|---|---|---|
| Driver's-license, passport, Social Security, tax-identification, or similar government-issued identification number | [YES / NO] | [REDACT / REQUIRED / OTHER] |
| Bank-account, credit-card, or other financial-account number | [YES / NO] | [REDACT / REQUIRED / OTHER] |
| Birth date | [YES / NO] | [REDACT / REQUIRED / OTHER] |
| Home address | [YES / NO] | [REDACT / REQUIRED / OTHER] |
| Name of a person who was a minor when the suit was filed | [YES / NO] | [REDACT / REQUIRED / OTHER] |
☐ The complete current Rule 21c was reviewed for any exception, required inclusion, redaction method, unredacted-copy retention, clerk notice, or access restriction.
☐ Any seal, confidential-identity, or other protective procedure was reviewed separately.
Privacy Reviewer: [NAME]
Review Date: [__/__/____]
V. DISCREPANCY LOG
Record conflicts instead of guessing.
| Item | Conflict or Missing Information | Resolution Source | Resolved Entry |
|---|---|---|---|
| 1 | [DESCRIPTION] | [CLERK / COUNSEL / RULE / ORDER] | [ENTRY] |
| 2 | [DESCRIPTION] | [CLERK / COUNSEL / RULE / ORDER] | [ENTRY] |
| 3 | [DESCRIPTION] | [CLERK / COUNSEL / RULE / ORDER] | [ENTRY] |
☐ No unresolved discrepancy remains in the actual form or filing-system data.
VI. TRANSFER AND QUALITY CONTROL
| Check | Initials | Date |
|---|---|---|
| Every entry was transferred to the current accepted form or system | [____] | [__/__/____] |
| Form title, court, county, and revision were rechecked | [____] | [__/__/____] |
| Names and case style match the lead pleading | [____] | [__/__/____] |
| Local categories and codes were copied exactly | [____] | [__/__/____] |
| Fee information came from the current clerk schedule | [____] | [__/__/____] |
| Rule 21c review was completed | [____] | [__/__/____] |
| Required signature or certification on the actual form was completed by the proper person | [____] | [__/__/____] |
| This companion was excluded from the filing package | [____] | [__/__/____] |
VII. INTERNAL COMPLETION RECORD
Actual Form or Workflow Completed By: [NAME]
Quality-Control Reviewer: [NAME]
Date Completed: [__/__/____]
Actual Form Filename or Filing Reference: [REFERENCE]
Notes: [NOTES]
Current-law verification note: the official Texas Rules of Civil Procedure compilation effective July 1, 2026 marks Rule 78a repealed on December 11, 2018 and contains the Rule 21c privacy provisions quoted above.
About This Template
These are the filings that drive a lawsuit through the system: complaints, answers, motions, briefs, discovery requests and responses, and post-judgment papers. Each has its own format requirements under federal and state procedural rules, and each has a deadline that cannot be missed without consequences. Clean, procedurally correct filings move a case forward; sloppy ones invite motions to strike, amended responses, and avoidable delays.
Important Notice
This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on 2026-08-24.
Legal authority: Tex. R. Civ. P. 78a (case information sheet repealed December 11, 2018); Tex. R. Civ. P. 21c(a)-(d) (sensitive-data definition, redaction, retention, and clerk notice)
Tex. R. Civ. P. 78a (checked 2026-08-24): "RULE 78a. CASE INFORMATION SHEET (Repealed 12.11.2018)"
Tex. R. Civ. P. 21c(a)-(c) (checked 2026-08-24): "Sensitive data consists of: (1) a driver's license number, passport number, social security number, tax identification number, or similar government-issued personal identification number; (2) a bank account number, credit card number, or other financial account number; and (3) a birth date, a home address, and the name of any person who was a minor when the underlying suit was filed. Unless the inclusion of sensitive data is specifically required by a statute, court rule, or administrative regulation, an electronic or paper document, except for wills and documents filed under seal, containing sensitive data may not be filed with a court unless the sensitive data is redacted."
Last updated: 2026-08-24
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