Firm: _________________________________________________________________________
Date(s) Of Training: __________________________________________________________
Location: ______________________________________________________________________
Trainer: ________________________________________________________________________
BASIC TRAINING
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My SmartAdvocate
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Searching for Cases
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Case Wizard
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SOL Automation
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Contact Overview
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Favorite Filters Available on the Toolbar (Available to schedule as a report)
Review Case Summary
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Quick Add Bar
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General Section
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Notes Overview
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WorkPlans Overview |
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Incident
Critical |
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Deadlines |
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Investigations
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Retainer/Referral
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Disbursements
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Plaintiff Section
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Injuries
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Prior Claims
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Plaintiff Fact Sheet
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Defendant Section
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Attorneys
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Vehicles
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Additional Sections: |
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Help File
Contact Overview
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INTERMEDIATE TRAINING
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Critical Deadlines Overview
SOLs
Plaintiff SOLs
Critical Deadlines
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Calendar Overview
Case Calendar
Office Calendar
Appointments/Court Events
Tasks
Critical Deadlines
Work Plans
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Documents Overview
Generation
Attachment
Email
Photographs
Barcoding
Document Screen
Document Search (In Tools)
Caption
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Negotiation/Settlement Overview
Settlement View
Negotiation
Negotiation Follow-up Dashboard
Settlement
Fees Outstanding Report
Settlement Report
Case Browse
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Help File |
INTERMEDIATE TRAINING
Documents Overview
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Calendar Overview
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Litigation Screens Overview
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Medical Records Overview
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Special |
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Damage Overview
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Negotiation/Settlement Overview |
Summary
Complaints/Answers
Discovery
Depositions
Motions
Hearing
Experts
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Surrogate Overview (Probate/Estate)
Will Information
Decedent Information
Distributees/Others
Letter of Administration
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Other Overview
Time Tracking
All Insurance
All Contacts
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Surrogate Overview |
Timeline Overview |
User Configuration
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ADMINISTRATION TRAINING
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WorkPlans
Work Plan Management
Item Templates
WorkPlan Assignments
WorkPlans in Cases
Administrative Functions
Advertisement Campaigns
Automated Procedures
Case Groups
Case Menu Configurator
Case Types
Document Templates
Email/Note/Appointment/View Templates
Medical Record Request Types
Notification’s Setup
Quick Injuries
Picklist Maintenance
Refer-Out Rules
Retainer Staff
SOLs
Stages Setup
Status Setup
System Parameters
System Parameters (Internal)
Task Groups
Task Templates
Text Message Templates
Template Pages Configuration
UDF Editor
Users
User Permission Groups
I agree that on __________________________________, the items noted above were covered during a training session held at the location noted above.
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ADMINISTRATION TRAINING
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Dashboards Overview:
Financial Dashboards
Advertisement Campaigns
Settlement/Fee Production
Settlement Dashboard
Closed Cases Analysis
Overdue Dashboards
Client Contact Overdue
Attorney File Review Overdue
Supervisor File Review Overdue
Performance Dashboards
Attorney Performance
Demand Production
Intake Performance
Intake Dashboard
Pre-Lit Unit Status
Staff Performance-File Review-Client Contact
Stage Dashboards
Litigation Stage
Pre-Litigation Stage
Sign Up Stage
Case Review
Case Statistics
Close Reason Statistics
Intake Follow Up Dashboard
Intake Review
Map Dashboard
Medical Records Requests Follow-Up
Medical Records Requests To Go Out
My Medical Records Requests
My Cases
Negotiation Follow-Up
Open Cases
Referred Out Firm Follow-up
Pre-sign - Signup Not Scheduled
Problem Cases
Retained Cases
Sign-Up Kit To Go Out
Single Event Case Listing
Statute of Limitations
Tasks
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Tools Overview
Copy/Merge Cases
Import/Export Cases
Import Case/Contact
Mass Communication (Mail, Email, Text)
UDF Export
Integrations
Callers Info
Case Intake Data
Accounting
Check Requests For Review
Distribution Check Requests For Review
Documents Search
Incomplete Cases
Mass Document Upload
Mass Time Tracking Entry
Notes Search
Time Tracking review
Unassigned Documents
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Reports Overview:
Calendar Reports
Adjourned/Canceled Appointments Report
Calendar Report
Calendar Report Advanced
Client Birthday Report
Who is where tomorrow
Financial Reports
Advertisement Campaigns
Case Expenses With Interest Report
Case Settlement Values
Case Values
Checks Received Report
Cases With Disbursement Exceeding Limit Report
Disbursement Report
Expense Analysis Report
Fees Deposited
Fees Outstanding
Funding Report
Lien Report
Medical Bill vs Policy Limit
QuickBooks Disbursements Report
Settlement by Case Group/Type
Settlement Forecast Report
Settlement Performance (Min. Value)
Settlement Report
Intake Reports
Comparative Yearly Statistics for Intake
Daily Cases Opened
Daily Single Event Cases Opened
Hourly Call Patterns
Intake Analysis
Lead Analysis Report
Monthly Intake Statistics
New Case Report
Referrals By Clients
Medical Reports
Medical Records Request Report
Medical Records Requests Summary Report
Medical Records Retrieval Performance Report
Medical Provider Referral Report
Medical Visits Report
Treatment Report
SOL/Critical Deadlines Reports
Critical Deadline Report
No Fault Report
Notice of Claim Report
SOL Report
Staff Management Reports
Attorney Performance Report
Contact Rename Report
Created/Modified Contact Search
Cases With No Recent Activity
Incident Information Changed Report
Cases With Long Time In Status
Overdue Report
Overdue Tasks Report
Overdue Status Summary
Staff Activity Report
Staff Performance Report
Case Browse Report
Cases by Case Type
Case Minimum Settlement Value Not Set
Cases In Status
Case Status Change
Case Time Tracking
Case Notes
Case Statistics
Cases Without Incident Date
Closed Cases With No Fee
Document Search Report
Evidence/Storage Report
Insurance Company Report
Last Modified Note Report
Lawyer Referral By Closing date
Missing Barcoded Documents
Negotiation Follow-Up Report
Notes Search Report
Problem Cases
Referred-Out Firm Performance
Suggestion Report
UDF Report
ViewStat Report
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Project Details Overview
Filtering
Add New Project
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Favorites Overview
Manage Favorites
Users
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Picklist Maintenance
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Case Stages & Status Setup
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Case Groups & Case Type Setup
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Mass Tort Cases
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Picklist Maintenance
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Templates
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Medical Records Requests
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Picklist Maintenance
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Primer on WorkPlans
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Primer on Automated Procedures
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Sample Dashboards
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Reports
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