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The Structure of This Page
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Add Negotiation button. Used to add a new negotiation to the case file. See Adding a Negotiation.
Settlement View button. Opens the Settlement View panel, which displays a summary of the case file for use in negotiations. See Settlement View Panel.
Continue Negotiation: Pulls up the most recent negotiation to edit.
Negotiation table. Contains the negotiation details and allows various actions to be performed on them. See Negotiation Table.
Add Settlement button. Used to add a new settlement to the case file. See Adding a Settlement.
Settlement table. Contains the settlement details and allows various actions to be performed on them. See Settlement Table.
Add Check: Used to add new check
Add All Distribution Checks: Used to add all checks paid from insurance companies.
Negotiations Panel
Settlement View Panel
The Settlement View panel provides an overview of the information in the case that is likely to be relevant during negotiations. The panel includes information from various other case pages in SmartAdvocate. To open the panel, click the Settlement View button. To close it, click the Close button or the white X in the upper right corner of the panel. The panel contains the following sections:
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Plaintiff: This section contains a Radio button field with an option for each plaintiff in the case. Select the plaintiff whose information you wish to see; all other sections show only the information pertaining to the selected plaintiff.
Incident Facts: This section contains the Incident Facts field from the Incident case page.
Injuries: This section contains information from the Injuries Summary column in a table with two segments taken from the Injuries case page. The first segment is taken from the Injuries Summary column of the Injuries Summary table; the second is taken from the Injury and Description columns of the Injury Details sub-table.
Coverage: This section contains a table with five columns taken from the Insurance Companies tables in the Plaintiff Insurance and Defendant Insurance case pages. The table excludes duplicate records and records from the Plaintiff Insurance page that cover a plaintiff other than the selected one, but it includes third-party administrators as separate rows. The Ins. Co. column is taken from the Insurance Company column of the source table (or the first line of the 3rd Party Insurance column for third-party administrators); the Ins. Type column is taken from the Insurance Type column; the Adjuster column is taken from the Adjuster column (or the Adjuster line of the 3rd Party Insurance column for third-party administrators); the Insured Name is taken from the first line of the Policy Info column; and the Policy Limit column is taken from the Limits line of the Policy Info column for defendant insurance companies, or the UM/SUM Limits line of the Policy Info column for plaintiff insurance companies.
Lienors: This section contains a table with four columns taken from the Lienor Table on the Lien Tracking case page. The Lienor Name column is taken from the Lienor column of the source table; the Lienor Type column is taken from the Lienor Type column of the source table; the Lienor Amount column is taken from the Negotiated line of the Amounts column; and the Comments column is taken from the Comments column.
DisbursementsCase Expense: This section contains the number in the Total column for the selected plaintiff on the Disbursements Case Expense case page.
Last Demand: This section contains the number in the Demand column of the Negotiation Page with the latest date in the Date field of all those that involve the plaintiff, ignoring those where the Demand column is blank or contains $0.00.
Last Offer: This section contains the number in the Offer column of the Negotiation Page with the latest date in the Date field of all those that involve the plaintiff, ignoring those where the Offer column is blank or contains $0.00.
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The Negotiation table contains the following available columns:
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Date: The date of the negotiation.
Plaintiff: The plaintiff whose settlement was being negotiated.
StaffNegotiated by: The staff member who conducted the negotiation.
Negotiating With: The details of the company being negotiated with (for insurance companies: the name of the company, insurance type, policy limits, relevant defendant or plaintiff, name of insured, claim number, and adjuster name and phone number; for law firms, the name of the firm and the attorney name (Advocate) and phone number).
Demand: The amount of the demand made by your firm during the negotiation.
Offer: The amount of the offer made by the insurance company or attorney during the negotiation.
Authorized: The amount the plaintiff authorized your firm to accept.
Settlement: The amount of the settlement reached during the negotiation.
Note: Any comments about the negotiation.
Action: Right-click icon; right-click menu contains Edit, Email, Delete, and Print.
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Negotiating with: Radio buttons that allow you to choose the company or law firm being negotiated with.
Date: The date of the negotiation.
Negotiated by: The staff member who conducted the negotiation.
Plaintiff: The plaintiff whose settlement was being negotiated.
Authorized: The amount the plaintiff authorized your firm to accept.
Demand: The amount of the demand made by your firm during this negotiation.
Offer: The amount of the offer made by the company or law firm during the negotiation.
Settlement: The amount of the settlement reached during the negotiation. An exclamation mark (
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indicates that the data in this field is different from the data for this plaintiff in the Settlement table. For additional details, see The Settlement Field.Note : Any Template: Select note templates previously made, OR add any comments about the negotiation.
Settlement Calculation Based on the Offer: This is a separate section of the Add/Edit Negotiation Panel, used to determine the approximate amount the plaintiff will receive based on a specific settlement amount. The information for most of the fields are taken from information in other pages in the system. You can refresh the data in those fields by clicking on the refresh icon ( ) to the right of that field. An exclamation mark ( ) indicates that the data in the field from which this data is taken is different than the amount presently seen on this page for that field. Click on the refresh icon to obtain the most current data from the source page. You can manually enter data into many of these fields, however if the amount is different than the amount on the source page, an exclamation mark will appear to the right of the field. To pull in the latest amount from the source page, simply click on the refresh icon.
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