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Class Claim Form

Draft Class Action Claim Forms in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Settlement Agreement
  • Court Approval Order
  • Administrator Details

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Class Action Claim Form skill automatically drafts court-compliant settlement claim forms from your approval orders and settlement agreements. It generates every required section—from claimant identification fields and eligibility summaries to perjury attestations and multi-channel submission instructions—saving hours of manual drafting while ensuring FRCP 23 compliance.

Drafting class action settlement claim forms is a painstaking process that requires meticulous alignment between the settlement agreement, court approval order, and FRCP 23 requirements. Missing a single field, deadline specification, or attestation clause can trigger court rejection, delay distributions, or expose the settlement to challenge. The manual process often takes hours of cross-referencing documents and formatting complex multi-section forms.

CaseMark automates the entire claim form drafting process by extracting class definitions, eligibility criteria, compensation formulas, and deadlines directly from your settlement documents. The AI generates a complete, court-ready claim form with proper attestations, release language, documentation requirements, and submission instructions—all formatted for immediate review and filing.

How it works

  1. 1. Upload your settlement agreement, approval order, and class definition documents

  2. 2. AI extracts class criteria, compensation tiers, deadlines, and administrator details

  3. 3. Review the generated claim form with all required fields, attestations, and instructions

  4. 4. Export the finalized claim form in your preferred format (DOCX, PDF)

What you get

  • Header and Deadline Block

  • Eligibility Summary

  • Claimant Identification Fields

  • Class Criteria and Claim Detail Sections

  • Documentation Requirements

  • Certification, Release, and Signature Block

  • Submission Instructions

What it handles

  • FRCP 23-compliant claim form structure with proper case caption and deadline formatting

  • Plain-language eligibility summaries tailored to class definitions and class periods

  • Dynamic claim category fields with compensation formula-aligned checkboxes and tiers

  • Perjury attestation, release acknowledgment, and state-specific waiver language generation

  • Multi-channel submission instructions covering mail, email, and online portal workflows

  • Documentation requirement sections with no-doc threshold and copies-vs-originals rules

Required documents

  • Settlement Agreement

    The executed settlement agreement containing class definition, compensation terms, and claim procedures

    .pdf, .docx

  • Court Approval Order

    Preliminary or final approval order specifying court requirements and deadlines

    .pdf, .docx

  • Administrator Details

    Settlement administrator contact information, portal URL, and submission procedures

    .pdf, .docx, .txt

Supporting documents

  • Prior Claim Forms

    Previously approved claim forms from similar settlements for reference formatting

    .pdf, .docx

  • Class Notice

    Class notice documents containing plain-language descriptions of eligibility and claims process

    .pdf, .docx

  • Privacy and Data Retention Policy

    Data handling and retention policies applicable to claimant information

    .pdf, .docx

Why teams use it

Reduce claim form drafting time by up to 80% while maintaining full court compliance

Eliminate formatting errors and omissions that can delay court approval or confuse class members

Automatically align claim categories, documentation requirements, and compensation tiers to your settlement terms

Generate plain-language eligibility summaries that improve class member comprehension and submission rates

Questions

Does this claim form comply with FRCP 23 requirements?

Yes. CaseMark generates claim forms structured to meet Federal Rule of Civil Procedure 23 standards, including proper case caption formatting, perjury attestations, release acknowledgments, and deadline specifications required by court approval orders.

Can the claim form handle multiple claim categories and compensation tiers?

Absolutely. CaseMark reads your settlement agreement to identify each claim type, eligibility tier, and compensation formula, then generates corresponding checkboxes, date fields, and amount fields tailored to your specific settlement structure.

Does it include state-specific waiver language like California Civil Code § 1542?

Yes. When your settlement releases unknown claims, CaseMark includes applicable state-specific waiver language such as Cal. Civ. Code § 1542 disclaimers. You should verify applicability to your specific jurisdiction during review.

Can the form be used for online claim portals as well as paper submissions?

CaseMark generates claim forms suitable for both paper and digital workflows. The output includes multi-channel submission instructions covering mail, email, and online portal options, along with e-sign acceptance statements for electronic submissions.

How does CaseMark handle documentation requirements and no-doc thresholds?

CaseMark extracts documentation requirements from your settlement agreement and organizes them by claim type, specifying acceptable proof, copies-vs-originals rules, and any no-doc thresholds below which supporting documentation is not required.

Can I customize the generated claim form before filing?

Yes. CaseMark produces an editable document that you can review and modify before submission to the court or settlement administrator. The exported DOCX or PDF format allows full customization of fields, language, and formatting.

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