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1. Plaintiff Name: The plaintiff who lost time from the activity.

2. Other Activity: The activity the plaintiff lost the ability to perform.

3. Organization: The organization with which the plaintiff had performed the activity.

4. Contact Person Name: The representative of the organization with whom your firm corresponds.

5. From: The start date of the period of time lost from the activity.

6. To: The end date of the period of time lost from the activity.

7. MD Conf. Req. Date: The date on which a doctor's confirmation that the injuries caused the inability to perform the activity was requested.

8. MD Conf. Date: The date on which a doctor's confirmation that the injuries caused the inability to perform the activity was received.

9. School Verif. Requested Date: The date on which the organization's verification that the plaintiff lost the ability to perform the activity was requested.

10. School Verif. Received Date: The date on which the organization's verification that the plaintiff lost the ability to perform the activity was received.

11. Lost Amount: The asserted monetary value of the time lost from the activity.

12. Limited?: Whether the damages that can be recovered for the loss of the activity are limited by statute.

13. Comments: Any comments about the loss of the activity.

14. Auth. to Defense Counsel: Whether a signed authorization to release the organization's records of the plaintiff has been sent to the defense counsel.

15. Auth. to Defense Counsel Date: The date a signed authorization to release the organization's records of the plaintiff was sent to the defense counsel.

The Special Damages page allows you to view and record the details of special damages in the case. Special Damages recorded in SmartAdvocate include vehicle damage, lost wages, and bills from medical and other providers, and when those damages are recorded on the appropriate pages (respectively, the Plaintiff Vehicles, Employment, Medical Providers, and Other Providers pages), they will automatically also appear on this page. However, on this page, you can also manually add and edit special damages that are not in any of those categories.

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1. Claim Submitted Date: The date the claim was made to the insurer regarding the damages.

2. Collateral: The type of compensation being used to pay for the damages.

3. Paid Date: The date the payment was made.

4. Paid By: The contact that made the payment.

5. Paid Amount: The amount being paid.

The Plaintiff Vehicles page allows you to view and record the details of plaintiffs' vehicles that are relevant to the case, and to keep track of damage to the vehicles and compensation for the damage.

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1. Associated Vehicle Damage Bill: Which bill for vehicle damage expenses the payment is for.

2. Collateral: The type of compensation being used to pay the bill.

3. Claim Submitted Date: The date the claim was made to the insurer regarding the bill.

4. Paid Date: The date the payment was made.

5. Paid By: The contact that made the payment.

6. Paid Amount: The amount being paid toward the bill.

The Plaintiff Insurance page allows you to view and record the details of plaintiffs' insurance policies that are relevant to the case.

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1. Click the Add New Note button. This will bring up The Add/Edit Note Panel with the Plaintiff Insurance type already selected.

2. The note type will still be editable; in theory, you could add any type of note starting from the Plaintiff Insurance page. However, it is generally better practice to use the Add Note icon for notes of types different than the type of note relating to the table you are currently in.

3. Fill out the note and save it. See Add a Note for how to fill out and save notes.

The Plaintiff Attorneys page allows you to view and record the details of plaintiffs' attorneys, other than your firm.

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1. Date: The date your firm received notice of the lien.

2. Confirmed: Whether the amount of this lien has been confirmed.

3. Lien Type: The type of the lien.

4. Firm Staff: The staff member responsible for negotiating and handling the lien.

5. Service Date From: The date the lienor began providing services to plaintiff that resulted in the lien.

6. Service Date To: The date the lienor stopped providing services to plaintiff that resulted in the lien.

7. Unconfirmed Amount: The amount of the lien initially claimed by the lienor.

8. Itemization Requested: The dates that an itemized listing of payments was requested from the lienor.

9. Confirmed Amount: The amount of the lien confirmed by the lienor and your firm to be valid.

10. Itemization Received: The dates that an itemized listing of payments was received from the lienor.

11. Confirmation Received: The date the lienor confirmed your firm's reassessment of the lien amount.

12. Client Notified: The dates that the plaintiff subject to the lien was notified of the lien and responded to the notification.

13. Method of Service: The means by which your firm was notified of the lien.

14. Client Responded: The date the plaintiff responded to notification of the details of the lien.

15. Waived: Whether the lien was waived by the lienor.

16. Comments: Any comments about the lien.

The Prior Claims page allows you to view and record the details of insurance claims filed by one of the plaintiffs prior to the inciting incident of the case.

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