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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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Note: The Add Insurance Company button, Insurance Companies table, Add Law Firm button, Law Firms table, and SOLs table are all associated with an individual row of the Defendants table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Defendant Summary page, and where in the Defendants table they appear, will depend on which row, if any, of the Defendants table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Defendant button. Used to add a new defendant to the case file. See Adding a Defendant.
Defendants table. Contains the defendant details and allows various actions to be performed on them. See Defendants Table.
Add Insurance Company button. Used to add a new insurance policy to the case file. See Adding an Insurance Policy.
Insurance Companies table. Contains the insurance policy details and allows various actions to be performed on them. See Insurance Companies Table.
Add Law Firm button. Used to add a new law firm to the case file. See Adding a Law Firm.
Law Firms table. Contains the attorney details and allows various actions to be performed on them. See Law Firms Table.
Add Defendant SOL button: Used to add a new defendant SOL to the case file. See Adding an SOL.
SOLs table. Contains the details of defendant-centric SOLs. See SOLs Table.
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 ContactsContact (Defendants).
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).
Defendants Table
The Defendants table is where the details of defendants are stored. Each row of the table represents an individual defendant. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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The Defendants table contains the following columns:
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[column with no title]:
Anchor _Hlk511201280 _Hlk511201280 A plus sign
A right arrow (˃) in this column indicates that additional information is available for the row in which the plus sign right arrow is located (in this instance, Insurance Companies, Law firms, and SOLs for that defendant). Clicking on the plus sign right arrow opens the subtables for that defendant. The plus sign right arrow then turns into a negative sign 
down arrow (˅) which, when clicked, closes the subtable.Defendant Name: The defendant in the case, whether the defendant is the primary one in the case, the SOL deadline or date of compliance, and the answer due or received date.
Role: The defendant's role in the inciting incident of the case.
Claims: Whether the defendant has initiated a counter-claim or a third-party claim in connection with the case.
Insurance: The insurance company and adjuster associated with the defendant's insurance policy.
Law Firm: The law firm, primary attorney, and primary attorney paralegal representing the defendant.
Comments: Any comments about the defendant.
Docs: he The number of documents associated with the defendant and a link to the documents in the Documents case page.
Group: The defendant group to which the defendant belongs.
[column with no title]: Right-click icon; right-click menu contains Edit, Delete, Add New Insurance Co., and Add New Law Firm.
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Click the Add Defendant button. This will bring up an Add/Edit panel for defendants, completely blank.
Fill the fields in with your desired information. See The Add/Edit Defendant Panel for details about the fields.
Click Save to save the defendant and close the panel.
If you decide you do not wish to save the defendant, 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.
Removing a Defendant from the Case
You can
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also replace a defendant
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in a case. This can
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The Add/Edit Defendant Panel
The Add/Edit Defendant Panel allows you to fill in the details of a defendant. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Defendant: The defendant in the case.
Role: The defendant's role in the inciting incident of the case.
Order/Grouping: The defendant group to which the defendant belongs.
Primary: Whether the defendant is the primary defendant in the case.
Client: Whether your firm represents the defendant.
Remove from case: Whether the defendant has been released from the case.
Comments: Any comments about this defendant.
Insurance Companies Table
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be particularly useful when a default defendant (frequently John Doe) was added to the case automatically and you are ready to replace the default defendant with the actual defendant.
Click the right-click icon in the untitled column of the row representing the defendant you wish to replace, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu.
Select the actual defendant. Any information connected to the original defendant, such as role, whether he or she was the primary defendant, etc., will not be connected to the new defendant.
Click the Save button in the message to save the new defendant.
If you decide you do not wish to replace the defendant, click Cancel instead of clicking OK to cancel the replacement. You can also click the white X at the upper right of the message to do the same thing.
Removing a Defendant from the Case
You can remove a defendant from the case without deleting the defendant. This can prevent significant confusion and loss of data, since at the time of removal, there may be substantial information in the case file associated with the defendant. Summarily deleting this data would potentially destroy important information, while leaving it as-is may give a mistaken impression about the defendant's continued involvement in the case. Removing the defendant from the case, as opposed to deleting the defendant, maintains the data but crosses out information to clearly indicate that the defendant is no longer involved. To remove a defendant from the case, simply edit the defendant and select the Remove From Case checkbox. You cannot remove the primary defendant from the case; you must first designate another defendant as the primary defendant.
The Add/Edit Defendant Panel
The Add/Edit Defendant Panel allows you to fill in the details of a defendant. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
Defendant: The defendant in the case.
Role: The defendant's role in the inciting incident of the case.
Order/Grouping: The defendant group to which the defendant belongs.
Primary: Whether the defendant is the primary defendant in the case.
Client: Whether your firm represents the defendant.
Remove from case: Whether the defendant has been released from the case.
Comments: Any comments about this defendant.
Insurance Companies Table
The Insurance Companies table contains the details of a defendant's insurance policies. It contains the same information as the Insurance Companies Table in the Defendant Insurance case page, but only for a single defendant. The Insurance Companies table is a subtable of the Defendants Table, which means that each row of the Defendants table has an individual Insurance Companies table associated with it, which is specific to the defendant in that row; open a row of the Defendants table using the open/close icon to reveal the associated Insurance Companies table. Each row of the table represents an individual insurance policy. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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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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Defendant: The defendant covered by the policy.
Insurance Company: The insurance company offering providing the policy.
Primary: Whether the policy is the defendant's primary insurance. No defendant can have more than one primary policy; if this field is selected when the policy is saved, it will automatically be deselected in every other policy covering the same defendant.
Insurance Type: The type of the insurance.
Include on the Case Summary: A checkbox to indicate whether this insurance policy should be included on the Case Summary page.
Adjuster: The insurance adjuster for the policy. If the Show All checkbox in the dropdown is not selected, the dropdown will only show adjusters employed by the contact in the Insurance Company field; otherwise, the dropdown will show all adjusters.
[Adjuster Table]: A table listing all of the adjusters added in connection with this policy.
Name of Insured: The named insured of the policy. If the Select from Plaintiffs and/or Select from Defendants checkbox in the dropdown is selected, the dropdown will only show the plaintiffs and/or the defendants in the case, respectively.
Policy Number: The identification number of the policy.
Claim Number: The identification number of the claim on the policy related to the case.
Group Number: The identification number of the group plan.
ID Number: The identification number of the defendant in the plan.
Policy Start Date: The start date of the policy.
Policy End Date: The end date of the policy.
Policy Limits [Individual]: The maximum payment per individual event or injured person.
Policy Limits [Aggregate]: The maximum payment per policy period or across all injured people.
DED: The deductible applied under the policy.
Comments: Any comments about the policy.
Amount Add to be Added to Total Coverage: Whether the coverage available under this policy should be considered part of the total available coverage in the case. If this field is selected, the value of the Current Coverage Amount field is part of the sum listed in the Liability Coverage line in the Case Summary page.
MV Leased: Whether the vehicle covered by the policy is leased.
Current Available Coverage Amount: The amount of coverage currently available through this policy. Unless the Amount to be Added to Total Coverage field is selected, this field is uneditable.
Organization [TPA]: The organization serving as third-party administrator of the insurance policy.
Adjuster [TPA]: The third-party administrator's insurance adjuster for the policy. If the Show All checkbox in the dropdown is not selected, the dropdown will only show adjusters employed by the contact in the Insurance Company field; otherwise, the dropdown will show all adjusters. When the selection in this field changes, the Phone Number [TPA] field is automatically set to the primary phone number of the selected adjuster.
Phone Number [TPA]: The phone number of the third-party administrator's insurance adjuster.
Claim Number [TPA]: The third-party administrator's identification number for the claim on the policy related to the case.
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The Law Firm table contains the following available columns:
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Law Firm: he The law firm representing the defendant, the address of the firm, and the type of representation.
Attorneys: The attorneys representing the defendant. The primary attorney is listed at the top, in bold text.
File No.: The law firm's identification number for the case file.
Insurance: The insurance company directly retaining the law firm, the adjuster for the insurance company, and the adjuster's phone number.
Comments: Any comments about the law firm.
Documents: The number of documents associated with the law firm and a link to the documents in the Documents case page.
[column with no title]Action: Right-click icon; right-click menu contains Edit, Copy, and Delete.
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Click the right-click icon in the untitled column of the row representing the law firm you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for law firms, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Insurance Law Firm Panel for details about the fields.
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.
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Click the Add New Law Firm button. This will bring up an Add/Edit panel for law firms, completely blank.
Fill the fields in with your desired information. See The Add/Edit Insurance Law Firm Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, 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.
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Click the right-click icon in the untitled Action column of the row representing the law firm you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for law firms, with the information from the firm being copied filled in.
Make any changes necessary to the information in the fields. See The Add/Edit Insurance Law Firm Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, click Cancel instead of clicking Save to undo the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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Defendant: The defendant represented by the law firm. When adding a new law firm, this field is a Checkbox-select dropdown; when editing an existing firm, it is a Dropdown. As a dropdown, the field cannot be left blank; as a checkbox-select dropdown, leaving it blank is equivalent to selecting only the defendant associated with this subtable.
Law Firm: The law firm representing the defendant.
Type: The type of representation.
Attorney: The attorneys representing the defendant.
Paralegal: The paralegal associated with the defendant law firm.
File No: The law firm's identification number for the case file.
Insurance Co.: The insurance company directly retaining the law firm.
Comments: Any comments about the law firm.
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Third Party Action Table
The SOLs Third Party Action table contains the details of statutes of limitations that third party actions that that have been filed in the case. govern actions directed at a particular defendant. It contains nearly all of the information found in the Defendant Statutes of Limitation Table in the Critical Deadlines case page, but only for a single defendant. The information in each column of the SOLs table comes from the column of the same title in the Defendant Statutes of Limitation table. The SOLs table is a subtable of the Defendants Table, which means that each row of the Defendants table has an individual SOLs table associated with it, which is specific to the defendant in that row; open a row of the Defendants table using the open/close icon to reveal the associated SOLs table. Each row of the table represents an individual statute of limitations. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The SOLs table contains the following columns:
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SOL: The details of the SOL (the deadline date, the SOL type, and the date of compliance).
Summons and Complaint: The details of the summons and complaint (the filing deadline for a summons and complaint, and the date the summons and complaint was filed).
Service: The details of serving the summons and complaint (the deadline to serve the summons and complaint, the date the summons and complaint was delivered to a process server, and the date the summons and complaint was served).
Answer: The details of the answer (the deadline for the defendant to serve an answer, and the date the answer was received).
Comments: Any comments about the statute of limitations and subsequent deadlines.
Non-Party Contacts (Defendants) Table
The Non-Party Contacts (Defendants) table is where the details of individuals in the case who act on behalf of a defendant, but are not themselves named in the case, are stored. Each row of the table represents an individual Non-Party Contact. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Non-Party Contacts table contains the following columns:
Non-Party Contacts: The name of the Non-Party Contacts.
Defendant: The defendant on whose behalf the Non-Party Contacts is acting.
Comment: Any comments about the Non-Party Contacts.
Action: Action icon; the menu contains Edit and Delete.
Editing a Non-Party Contacts
To edit a Non-Party Contact:
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Each row of the table represents an individual third party action. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Third Party Action table contains the following columns:
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TP Plaintiff: The plaintiff who filed the third party action.
Plaintiff Law Firm: The law firm that filed the third party complaint on behalf of the third party plaintiff.
Plaintiff Attorney: The attorney who represents the third party plaintiff in connection with the third party complaint.
TP Defendant: The defendant named in the third party complaint.
Defendant Law Firm: The law firm representing the third party defendant.
Defendant Attorney: The attorney who represents the third party defendant in connection with the third party complaint.
Insu. Co./Adjusting:
Adjuster:
Claim #:
Law Firm File #:
TP Index #:
Action:
Editing a Non-Party Contacts
To edit a Non-Party Contact:
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.
Fill the fields in with your desired information. See The Add/Edit Non-Party Contacts (Defendant) Panel for details about the fields.
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:
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).
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:
Click the Add Non-Party Contacts button. This will bring up an Add/Edit panel for non-plaintiff parties, completely blank.
Fill the fields in with your desired information. See The Add/Edit Non-Party Contacts Panel for details about the fields.
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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Non-Party Contacts: The name of the Non-Party Contact.
Defendant: The defendant on whose behalf the Non-Party Contact is acting.
Comment: Any comments about the Non-Party Contact.
The Law Firms table contains the details of a defendant's attorneys. It contains the same information as the Attorneys Table in the Defendant Attorneys case page, but only for a single defendant. The Law Firms table is a subtable of the Defendants Table, which means that each row of the Defendants table has an individual Law Firms table associated with it, which is specific to the defendant in that row; open a row of the Defendants table using the open/close icon to reveal the associated Law Firms table. Each row of the table represents an individual law firm. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Law Firm table contains the following available columns:
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Law Firm: The law firm representing the defendant, the address of the firm, and the type of representation.
Attorneys: The attorneys representing the defendant. The primary attorney is listed at the top, in bold text.
File No.: The law firm's identification number for the case file.
Insurance: The insurance company directly retaining the law firm, the adjuster for the insurance company, and the adjuster's phone number.
Comments: Any comments about the law firm.
Documents: The number of documents associated with the law firm and a link to the documents in the Documents case page.
Action: Right-click icon; right-click menu contains Edit, Copy, and Delete.
Editing a Law Firm
To edit a law firm:
Click the right-click icon in the untitled column of the row representing the law firm you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for law firms, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Law Firm Panel for details about the fields.
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 Law Firm
To delete a law firm:
Click the right-click icon in the untitled column of the row representing the law firm you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the law firm, 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 Law Firm
To add a new law firm:
Click the Add New Law Firm button. This will bring up an Add/Edit panel for non-party contacts, with the existing information filled inlaw firms, completely blank.
Fill the fields in with your desired information. See The Add/Edit Non-Party Contacts (Defendant) Law Firm Panel for details about the fields.
Click Save to save the changes law firm and close the panel.
If you decide you do not wish to save the changeslaw firm, 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:
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Copying a Law Firm
You can add a new law firm by copying the information of an existing one. This can be useful if a firm represents multiple defendants in the case, or if a defendant is represented by multiple law firms or different attorneys at one firm for different aspects of the case. To copy a law firm:
Click the right-click icon in the Action column of the row representing the party law firm you wish to delete. This will bring up a confirmation message (to avoid accidental deletions).
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:
Click the Add Non-Party Contacts buttoncopy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for non-plaintiff parties, completely blank.Fill the fields in with your desired informationlaw firms, with the information from the firm being copied filled in.
Make any changes necessary to the information in the fields. See The Add/Edit Non-Party Contacts Law Firm Panel for details about the fields.
Click Save to save the party law firm and close the panel.
If you decide you do not wish to save the partylaw firm, click Cancel instead of clicking Save to undo the changes copying 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
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Law Firm Panel
The Add/Edit Non-Party Contacts (Defendants) Law Firm Panel allows you to fill in the details of a Non-Party Contactslaw firm. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Non-Party Contacts: The name of the Non-Party Contacts.
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Defendant: The defendant on whose behalf the Non-Party Contacts is acting.
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panel structure and usage. This panel contains the following fields:
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Defendant: The defendant represented by the law firm. When adding a new law firm, this field is a Checkbox-select dropdown; when editing an existing firm, it is a Dropdown. As a dropdown, the field cannot be left blank; as a checkbox-select dropdown, leaving it blank is equivalent to selecting only the defendant associated with this subtable.
Law Firm: The law firm representing the defendant.
Type: The type of representation.
Attorney: The attorneys representing the defendant.
Paralegal: The paralegal associated with the defendant law firm.
File No: The law firm's identification number for the case file.
Insurance Co.: The insurance company directly retaining the law firm.
Comments: Any comments about the law firm.
Defendant Attorneys |
The Defendant Attorneys page allows you to view and record the details of defendants' attorneys.
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The Attorneys table is where the details of defendants' attorneys are stored. Each row of the table represents an individual law firm. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Attorneys table contains the following available columns:
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Defendant: The defendant represented by the law firm.
Law Firm: The law firm representing the defendant, the address of the firm, and the type of representation.
Attorneys: The attorneys representing the defendant. The primary attorney is listed at the top, in bold text.
Paralegals: The paralegals assigned to the case. The primary paralegal is listed at the top, in bold text.
File No: The law firm's identification number for the case file.
Insurance: The insurance company directly retaining the law firm, the adjuster for the insurance company, and the adjuster's phone number.
Comments: Any comments about the law firm.
Docs: The number of documents associated with the law firm and a link to the documents in the Documents case page.
[column with no title]: Right-click icon; right-click menu contains Edit, Copy, and Delete.
Editing a Law Firm
To edit a law firm:
Click the right-click icon in the untitled column of the row representing the law firm you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for law firms, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Law Firm Panel for details about the fields.
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 Law Firm
To delete a law firm:
Click the right-click icon in the untitled column of the row representing the law firm you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the law firm, 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 Law Firm
To add a new law firm:
Click the Add New Law Firm button. This will bring up an Add/Edit panel for law firms, completely blank.
Fill the fields in with your desired information. See The Add/Edit Law Firm Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, 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.
Copying a Law Firm
You can add a new law firm by copying the information of an existing one. This can be useful if a firm represents multiple defendants in the case, or if a defendant is represented by multiple law firms or different attorneys at one firm for different aspects of the case. To copy a law firm:
Click the right-click icon in the untitled column of the row representing the law firm you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for law firms, with the information from the firm being copied filled in.
Make any changes necessary to the information in the fields. See The Add/Edit Law Firm Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, click Cancel instead of clicking Save to undo the copying 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 Law Firm Panel
The Add/Edit Law Firm Panel allows you to fill in the details of a law firm. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Defendant: The defendant represented by the law firm.
Law Firm: The law firm representing the defendant.
Primary: Whether the law firm is primary.
Type: The type of representation.
Attorney: The attorneys representing the defendant. This field allows multiple attorneys to be selected; click the Add hypertext in the dropdown to select an attorney, and it will appear in the table below the dropdown. Click the Delete hypertext in the table to remove an attorney. If there is a contact in the Law Firm field, the dropdown will only show attorneys employed by that contact; click the Show All button to make the dropdown show all attorneys, then click the Show Only Firm's Attorney button to go back to showing only attorneys employed by the law firm.
Paralegal: The assigned to the case. This field allows multiple paralegals to be selected; click the Add hypertext in the dropdown to select a paralegal, and he or she will appear in the table below the dropdown. Click the Delete hypertext in the table to remove a paralegal. If there is a contact in the Law Firm field, the dropdown will only show paralegals employed by that contact; click the Show All button to make the dropdown show all paralegals, then click the Show Only Firm's Paralegals button to go back to showing only paralegals employed by the law firm.
File No: The law firm's identification number for the case file.
Insurance Co.: The insurance company directly retaining the law firm.
Comments: Any comments about the law firm.
Vehicles |
The Defendant Vehicles page allows you to view and record the details of defendants' vehicles that are relevant to the case.
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The Vehicles table is where the details of vehicles are stored. Each row of the table represents an individual vehicle. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Vehicles table contains the following available columns:
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Date: The date and time the note was created.
Staff: The staff member who created the note.
Notes: The content of the note, including formatting.
[Priority]: The priority level of the note.
[column with no title]: Right-click icon; right-click menu contains Edit, Email, Print, Copy, and Delete.
Type: The note's type.
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Click the Add New Note button. This will bring up The Add/Edit Note Panel with the Defendant Insurance type already selected.
The note type will still be editable; in theory, you could add any type of note starting from the Defendant Insurance page. However, it is generally better practice to use the Add Note icon for notes of arbitrary types.
Fill out the note and save it. See Add a Note for how to fill out and save notes.
Defendant Notes |
The Defendant Notes page provides a shortcut for viewing all notes with Defendant in the note type. It is identical to the Notes case page in every way, except that Defendant is automatically entered into the filter for the Type column when the page is opened. For all instructions on interacting with this page, see Notes.
Defendant UDFs |
The Defendant UDFs page contains all user-defined fields for the case's case type that have Defendant as their Screen value. It is used to store any information about the defendant that is not otherwise covered by some page in SmartAdvocate. See the UDF Editor page for creating and managing user-defined fields, for a description of the available field formats, and for an explanation of how user-defined fields are organized on this and other UDF pages.
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