Page Comparison

All Referrals

All Staff

All firm staff members assigned to the case in any capacity.

All Status Info

Attorney

The firm's primary attorney for the case.

Case Creator

Case Group

Case Manager

The firm's case manager for the case.

Case Name

The name of the case.

Case No

The number of the case in the SmartAdvocate system. Clicking the number will open the case summary for that case number in a new tab. (Note:

Case No. is the only column that cannot be removed from the Case Browse results table using the Select Columns To Show button.)

Case Tags

Client Review

Client Review Comment

Client Review Date

Client Review Days

Close Reason

Closed Date

The date the case was closed.

Comm Preference

Comm Preference Comment

Comm Preference Date

Comm Preference Days

Court

The court handling the case.

Court County

Creation Method

Critical Comments

Def. 3P Adjuster

The third party adjuster for the primary insurance company covering the primary defendant.

Def. 3P Insurance Admin

The third party insurance administrator for the primary insurance company covering the primary defendant.

Def. Ins. Limit (High)

The upper limit of the primary defendant's insurance coverage.

Def. Ins. Limit (Low)

The lower limit of the primary defendant's insurance coverage.

Defendant

The name of the primary defendant.

Defendant Address

The street address of the primary defendant.

Defendant Adjuster

The name of the adjuster for the primary insurance company covering the primary defendant.

Defendant City

The city in which the primary defendant is located or resides.

Defendant Claim #

The claim number for the primary defendant's primary insurance.

Defendant Insurance

The name of the insurance company providing primary insurance to the primary defendant.

Defendant Law Firm

The law firm representing the primary defendant.

Defendant State

The state in which the primary defendant is located or resides.

Defendant Zip Code

The ZIP code for the address where the primary defendant is located or resides.

Designated Market Area

Dialer Status

Dialer Status Comment

Dialer Status Date

Dialer Status Days

Docket #

The docket number of the case.

Expected Resolution

Incident Date

The date of the incident.

Incident Dates/States

Incident Facts

The facts underlying the case, as entered in the Incident tab of Case Wizard or on the Case Incident page.

Intake

Judge

Last Note

The most recent note on the case. Also includes the date, time, and creator of the note before the text of the note. This information in this column is based upon the date on which the note was created, regardless of the date inputted on the note by the user who created the note.

Last Note (by Date)

The most recent note on the case. Also includes the date, time, and creator of the note before the text of the note. This information in this column is based upon the date inputted on the note by the creator of the note, regardless of date the note was actually created.

M1 - Case Rank

An additional sub-status. As initially set up, this sub-status is intended to represent the case's Case Rank (however that term may be defined by your firm). The M1 status is configurable by the firm Administrator to represent any sub-status chosen by your firm and be named accordingly. The exact heading and meaning of this column will depend on how your status types have been configured. If the firm Administrator has edited the name of this status, the edited name will appear as a column heading.

M1 - Case Rank Comment

Any comments about the M1 sub-status. (See M1 – Case Rank.)

M1 - Case Rank Date

The date on which the M1 status was entered in the case. (See M1 – Case Rank.)

M1 - Case Rank Days

The number of days the case has been in the M1 sub-status. (See M1 – Case Rank.)

M2 - Treatment

An additional sub-status. As initially set up, this sub-status is intended to represent the status of the plaintiff's treatment. The M2 status is configurable by the firm Administrator to represent any sub-status chosen by your firm and be named accordingly. The exact heading and meaning of this column will depend on how your status types have been configured. If the firm Administrator has edited the name of this status, the edited name will appear as a column heading.

M2 - Treatment Comment

Any comments about the M1 sub-status. (See M2 – Case Rank.)

M2 - Treatment Date

The date on which the M1 status was entered in the case. (See M2 – Case Rank.)

M2 - Treatment Days

The number of days the case has been in the M1 sub-status. (See M2 – Case Rank.)

M3 – Negotiation

An additional sub-status. As initially set up, this sub-status is intended to represent the status of any settlement negotiations in the case. The M3 status is configurable by the firm Administrator to represent any sub-status chosen by your firm and be named accordingly. The exact heading and meaning of this column will depend on how your status types have been configured. If the firm Administrator has edited the name of this status, the edited name will appear as a column heading.

M3 – Negotiation Comment

An additional sub-status. As initially set up, this sub-status is intended to represent the status of any settlement negotiations in the case. The M3 status is configurable by the firm Administrator to represent any sub-status chosen by your firm and be named accordingly. The exact heading and meaning of this column will depend on how your status types have been configured. If the firm Administrator has edited the name of this status, the edited name will appear as a column heading.

M3 – Negotiation Date

The date on which the M3 status was entered in the case. (See M3 – Case Rank.)

M3 – Negotiation Days

The number of days the case has been in the M3 sub-status. (See M3 – Case Rank.)

Minimum Settlement Value

The minimum settlement value set for the case.

Minor Sub-Status Info

Next Critical Deadline

Next Critical Deadline Type

Next Deadline/SOL

The next open Critical Deadline or Statute of Limitations in the case.

Next Deadline/SOL Type

Next Defendant SOL

Next Defendant SOL Type

Next Plaintiff SOL

Next Plaintiff SOL Type

Next SOL

Next SOL Type

Non-Primary Plaintiffs

Office

The firm office that is handling the case. This column is unrelated to the state in which the case is being litigated.

Open/Closed

Whether the case is open or closed.

Opened Date

The date the case was opened.

Opened Date/Time

The date and time the case was opened.

Opened Days

Other Referral

The referral source, not otherwise classifiable, that referred the case to your firm.

Other Referral Comment

Paid Advertising

The paid advertising source that provided the case lead.

Paid Advertising Comment

Paralegal

The paralegal for the case.

Pl. 3P Adjuster

The third party adjuster for the primary insurance company covering the primary plaintiff.

Pl. 3P Insurance Admin

The third party insurance administrator for the primary insurance company covering the primary plaintiff.

Pl. Ins. Limit (High)

The upper limit of the primary plaintiff's insurance coverage.

Pl. Ins. Limit (Low)

The lower limit of the primary plaintiff's insurance coverage.

Pl. UM Ins. Limit (High)

Pl. UM Ins. Limit (Low)

Plaintiff

The name of the primary plaintiff.

Plaintiff Address

Plaintiff Adjuster:

The name of the adjuster for the primary insurance company covering the primary plaintiff.

Plaintiff City

Plaintiff Claim #:

The claim number for the primary plaintiff's primary insurance.

Plaintiff DOB

Plaintiff DOD

Plaintiff Email

Plaintiff Injuries Summary

Plaintiff Insurance

The name of the insurance company providing primary insurance to the primary plaintiff.

Plaintiff Law Firm:

The law firm (other than yours) representing the plaintiff.

Plaintiff License #

Plaintiff Phone

Plaintiff Primary Language

Plaintiff SSN

Plaintiff State

Plaintiff Zip Code

Referral

Referral Attorney

The attorney who referred the case to your firm.

Referral Attorney Comment

Referral Fee

Referral Law Firm

The law firm that referred the case to your firm.

Referral Source

The main referral source of the case. If the case has multiple referral sources, the one listed in this column is chosen in the following way: Attorney has highest priority, then Paid Advertising, then Other.

Referred Out Attorney

The attorney to whom the case was referred by your firm.

Referred Out Law Firm

The law firm to which the case was referred by your firm.

Referring File #

Retained Date

The date on which the case was retained.

Retained Days

Retainer Signed Date

Settled/Not Settled

Settlement Amount (Total)

Settlement Date (First)

Settlement Value

Stage

The stage the case is currently in.

State

The state in which the case is being litigated. This column is unrelated to the state in which the office handling the case is located.

Status

The current status of the case.

Status Comment

The comment on the current status.

Status Date

The most recent date on which the status of the case was changed.

Status Days

The number of days since the most recent date on which the status of the case was changed.

Sub Out Attorney

The attorney who has been substituted into the case and taken over the case from your firm.

Sub Out Law Firm

The law firm that has been substituted into the case and taken over the case from your firm.

Sub Status

The current sub status of the case.

Sub Status Comment

Any comment about the case's sub-status.

Sub Status Date

The most recent date on which the status of the case was changed.

Sub Status Days

The number of days the case has been in a particular sub-status.

Sub Type(s)

The case subtype.

Total Liability Coverage

The sum of liability coverage across selected insurers in the case.

Type

The case type.

Value From

The low end of the Estimated Value range of the case.

Value To

The high end of the Estimated Value range of the case.

Verdict (Total)

Wanted/Accepted Date