Texas General Civil Filing Intake and Local-Form Locator

TEXAS GENERAL CIVIL FILING INTAKE AND LOCAL-FORM LOCATOR

Not for Filing

I. PURPOSE AND STOP NOTICE

The current official Texas Rules of Civil Procedure compilation marks Rule 78a, “Case Information Sheet,” as repealed on December 11, 2018. This packet therefore does not recreate or replace a statewide civil case information sheet.

Use it only to:

1. identify the filing court and clerk;
2. locate the current local form, if any;
3. collect information requested by that verified form or filing system; and
4. record privacy and jury-demand checks handled outside this worksheet.

Do not sign, attach, or file this packet as a court form.

II. COURT AND CLERK IDENTIFICATION

☐ The filing court and clerk were confirmed from an official court or county source.

☐ The selected clerk has authority to accept this case type.

☐ Any venue, jurisdiction, assignment, or specialized-docket question was reviewed separately.

III. CURRENT LOCAL-MATERIALS CHECK

Record every source reviewed. Do not assume that a form used by one Texas county or court is accepted by another.

☐ The current accepted local form was downloaded from an official source.

☐ The form's revision date or currentness was checked.

☐ The completed local form matches the filing court, clerk, and case type.

☐ No local cover sheet was identified after reviewing the official sources listed above.

IV. CASE INTAKE

Transcribe information into the verified local form or filing system only after completing Sections II and III.

A. Filing

1. Proposed Case Style: [PLAINTIFF / PETITIONER] v. [DEFENDANT / RESPONDENT]
2. Lead Filing: [ORIGINAL PETITION / APPLICATION / APPEAL / OTHER]
3. Case Type Used by Clerk or Filing System: [EXACT LABEL]
4. Requested Court or Assignment: [COURT / DOCKET / NONE]
5. Related Case Identified: ☐ No ☐ Yes — [COURT, CAUSE NUMBER, STYLE]
6. Refiling or Transfer: ☐ No ☐ Yes — [DETAILS]

B. Parties and Counsel

C. Relief and Administrative Data

Use only the categories and ranges shown on the current accepted form or in the filing system.

D. Exact Local-Form Transcription and Discrepancies

Use this table only after identifying the accepted local form or filing workflow above. Copy its labels and required choices exactly; the fields in Sections IV.A–C are intake prompts, not substitutes for that form.

☐ No unresolved discrepancy remains in the actual form or filing-system data.

V. PRIVACY SCREEN — TEX. R. CIV. P. 21c

Before information is transferred to a filing, check for Rule 21c sensitive data.

☐ Driver's-license, passport, Social Security, tax-identification, or similar government-issued identification number

☐ Bank-account, credit-card, or other financial-account number

☐ Birth date

☐ Home address

☐ Name of a person who was a minor when the suit was filed

☐ No Rule 21c sensitive data identified

Handling Record: [REDACTED / REQUIRED BY LAW OR RULE / SEALED-FILING ROUTE REVIEWED / OTHER]

Reviewer: [NAME]

Review Date: [__/__/____]

VI. JURY-DEMAND CHECK — TEX. R. CIV. P. 216

This worksheet is not a jury demand and does not place a case on the jury docket.

☐ No jury request is presently intended.

☐ A jury request is intended; a separate written request and applicable fee will be handled under current Rule 216 and any other governing law.

☐ Jury-demand timing, amount, indigency procedure, and local filing method were verified on [__/__/____] by [NAME].

Separate Jury-Demand Filing or Pleading: [DOCUMENT NAME / FILING DATE / NOT YET FILED]

VII. FILING PACKAGE CONTROL

VIII. REVIEW CERTIFICATION — INTERNAL ONLY

I reviewed the official court, clerk, local-rule, standing-order, and filing-system sources recorded in this packet. The actual filing package uses the current accepted materials identified above. This internal worksheet will not be filed as a court form.

Reviewed By: [NAME]

Role: [ATTORNEY / STAFF / SELF-REPRESENTED PARTY / OTHER]

Date: [__/__/____]

Signature: ____________________________________

Current-law verification note: the official Texas Rules of Civil Procedure compilation effective July 1, 2026 marks Rule 78a repealed on December 11, 2018. The same compilation supplies the Rule 21c privacy requirements and Rule 216 jury-request procedure quoted in this packet.