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Defendant Summary

The Defendant Summary page allows you to view and manage the information from the Defendant Insurance and Defendant Attorneys case pages, and to view the defendant-centric SOLs from the Critical Deadlines case page. It also allows you to view and manage the defendants' roles and inclusion in the case. Managing defendants' insurance and attorneys can be done either on this page or the respective specialized case pages; the Defendant Summary page simply collects those functions in a single place. By contrast, adding or removing defendants after the case is created can only be performed on this page.

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  1. Add Defendant button. Used to add a new defendant to the case file. See Adding a Defendant.

  2. Defendants table. Contains the defendant details and allows various actions to be performed on them. See Defendants Table.

  3. Add Insurance Company button. Used to add a new insurance policy to the case file. See Adding an Insurance Policy.

  4. Insurance Companies table. Contains the insurance policy details and allows various actions to be performed on them. See Insurance Companies Table.

  5. Add Law Firm button. Used to add a new law firm to the case file. See Adding a Law Firm.

  6. Law Firms table. Contains the attorney details and allows various actions to be performed on them. See Law Firms Table.

  7. Add Defendant SOL button: Used to add a new defendant SOL to the case file. See Adding an SOL.

  8. SOLs table. Contains the details of defendant-centric SOLs. See SOLs Table.

  9. Add Non-Party Contacts (Defendants): Used to add a new individual connected to the case but not named as a defendant or other party to the case file. See Adding a Non-Party Contact (Defendants).

  10. Non-Party Contacts table (Defendants): Contains the details of non-party individuals and allows various actions to be performed on them. See Non-Party Contacts Table (Defendants).

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The Add/Edit Insurance Panel allows you to fill in the details of an insurance policy. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

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  1. TP Plaintiff: The plaintiff who filed the third party action.

  2. Plaintiff Law Firm: The law firm that filed the third party complaint on behalf of the third party plaintiff.

  3. Plaintiff Attorney: The attorney who represents the third party plaintiff in connection with the third party complaint.

  4. TP Defendant: The defendant named in the third party complaint.

  5. Defendant Law Firm: The law firm representing the third party defendant.

  6. Defendant Attorney: The attorney who represents the third party defendant in connection with the third party complaint.

  7. Insu. Co./Adjusting:

  8. Adjuster:

  9. Claim #:

  10. Law Firm File #:

  11. TP Index #:

  12. Action:

 
Editing a Non-Party Contacts
To edit a Non-Party Contact:

  1. Click the Edit icon in the Action column of the row representing the party you wish to edit. This will bring up an Add/Edit panel for non-party contacts, with the existing information filled in.

  2. Fill the fields in with your desired information. See The Add/Edit Non-Party Contacts (Defendant) Panel for details about the fields.

  3. Click Save to save the changes and close the panel.

    • If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Non-Party Contacts
To delete a Non-Party Contacts:

  1. Click the Delete icon in the Action column of the row representing the party you wish to delete. This will bring up a confirmation message (to avoid accidental deletions).

  2. Click the OK button in the message to confirm the deletion.

    • If you decide you do not wish to delete the party, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

    • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Non-Party Contacts
To add a new Non-Party Contacts:

  1. Click the Add Non-Party Contacts button. This will bring up an Add/Edit panel for non-plaintiff parties, completely blank.

  2. Fill the fields in with your desired information. See The Add/Edit Non-Party Contacts Panel for details about the fields.

  3. Click Save to save the party and close the panel.

    • If you decide you do not wish to save the party, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

The Add/Edit Non-Party Contacts (Defendants) Panel
The Add/Edit Non-Party Contacts (Defendants) Panel allows you to fill in the details of a Non-Party Contacts. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

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