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The Complaints/Answers page allows you to view and edit the details of complaints and answers in the case. Complaints and answers are mainly managed in the Defendant the Defendant Statutes of Limitation Table on the Critical Deadlines pageTable on the Critical Deadlines page, in association with individual statutes of limitation. New complaints or answers cannot be added on this page; they may only be added on the Critical Deadlines page, and in fact it is more likely that they will not need to be added at all, since the automatically added statutes of limitation should be sufficient. However, this page allows you to view and edit a portion of the information contained in the Defendant Statutes of Limitation Table, and any changes made here will also affect that table.
The Complaints/Answers page consists of a single table. Each row of the table represents an individual defendant named in a summons and complaint. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Complaints/Answer Table
Columns in the Table
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To edit complaint and answer details:
Click the Edit icon in the Edit icon in the Action column of the row representing the complaint and answer you wish to edit. This will bring up an Add/Edit panel for complaint and answer details, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Complaint/Answer 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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Note: The Respondents table is associated with an individual row of the Discovery table, and only appears if the row is set to display subtables. For that reason, whether this table appears in your Discovery page, and where in the Discovery table it appears, will depend on which row, if any, of the Discovery table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Discovery button. Used to add a new discovery request to the case file. See Adding a Discovery Request.
Discovery table. Contains the discovery details and allows various actions to be performed on them. See Discovery Table.
Respondents table. Contains the respondent details for a particular discovery request and allows various actions to be performed on them. See Respondents Table.
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The Discovery table is where the details of discovery requests are stored. Each row of the table represents an individual request. 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 Discovery table contains the following columns:
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[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Respondents). Clicking on the plus sign opens the Respondents subtable for that discovery item. The plus sign then turns into a negative sign 
which, when clicked, closes the subtable.Date Entered: The date the request was entered in the case file.
Type: The type of the request.
Served By: The parties or courts that made the request.
Description: Any additional description related to this request.
Demand/Order Date: The date of the request.
Date Type: Whether the request must be complied with on a specific date, by a specific date, or within a certain number of days after a starting date.
Date To Comply: The deadline for the request to be complied with.
Actions: Add Respondent icon, Edit Edit icon, Delete Delete icon.
Documents: The documents associated with the request.
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Right-click anywhere in the row representing the request you wish to edit. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Edit icon in the Actions column of the row representing the request you wish to edit. This will bring up an Add/Edit panel for discovery requests, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for discovery requests, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Discovery 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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To delete a discovery request:
Click the Delete icon in the Delete icon in the Action column of the row representing the request 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 request, 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.
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Click the Add Discovery button. This will bring up an Add/Edit panel for discovery requests, blank except for defaults.Fill the fields in with your desired information. See The Add/Edit Discovery Panel for details about the fields.
Fill the fields in with your desired information.
Click Save to save the request and close the panel.
If you decide you do not wish to save the request, 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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The Respondents table is where the details of respondents to a discovery request are stored. The Respondents table is a subtable of the Discovery the Discovery Table, which means that each row of the Discovery table has an individual Respondents table associated with it, which is specific to the discovery request in that row; open a row of the Discovery table using the open/close icon to reveal the associated Respondents table. Each row of the table represents an individual respondent. 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 Respondents table contains the following columns:
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Respondent: The name of the respondent.
Comments: Any comments about the respondent.
Superceded/Waived: The date the request was superseded or waived
Complied/Held Date: The date the request was complied with.
Actions: Edit icon, Delete Delete icon.
Editing a Respondent
To edit a respondent:
Click the Edit icon in the Edit icon in the Action column of the row representing the respondent you wish to edit. This will bring up an Add/Edit panel for respondents, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Respondent 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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To delete a respondent:
Click the Delete icon in the Delete icon in the Action column of the row representing the respondent 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 respondent, 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.
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Click the Add Respondent icon. This will bring up an Add/Edit panel for respondents, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Respondent Panel for details about the fields.
Click Save to save the respondent and close the panel.
If you decide you do not wish to save the respondent, 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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Add Deposition button. Used to add a new deposition to the case file. See Adding a Deposition.
Deposition table. Contains the deposition details and allows various actions to be performed on them. See Deposition Table.
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The Deposition table is where the details of depositions are stored. Each row of the table represents an individual deposition. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned belowstored. Each row of the table represents an individual deposition.
Columns in the Table
The Deposition table contains the following available columns:
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Deposition Info: The details of the service of the deposition (the date the deposition record was entered in SmartAdvocate, the type of the deposition, and the method and date of service of the notice of deposition).
Served By: The parties that initiated the deposition.
Deponent: The contact being deposed.
Testify For: The parties the deponent's testimony is intended to support.
Calendar: The details of the deposition scheduling (the time frame in which the deposition may occur and the date it is scheduled for).
Deposition Type: The type of the deposition.
Exhibits: The exhibits included in the deposition.
Comments: Any comments about the deposition.
Documents: The documents associated with the deposition.
[column with no title]: Right-click icon; right-click menu contains Edit, Delete, and Select Documents.
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To edit a deposition:
Click the rightthe right-click icon in icon in the untitled column of the row representing the deposition 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 deposition, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Deposition 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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To delete a deposition:
Click the rightthe right-click icon in icon in the untitled column of the row representing the deposition 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 deposition, 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.
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Click the Add Deposition button. This will bring up an Add/Edit panel for depositions, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Deposition Panel for details about the fields.
Click Save to save the deposition and close the panel.
If you decide you do not wish to save the deposition, 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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The Motions page allows you to view and record the details of motions in the case. The page includes motions served on your firm in addition to those initiated by your firm. Note that orders to show cause are also recorded on this page in the Motions table, even though they are not technically motions. This manual will follow the convention of the SmartAdvocate system and use "motion" to describe any action requesting a judge's decision. To distinguish between actual motions and orders to show cause, use the [Category] field in The in The Add/Edit Motion Panel.
The Structure of This Page
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Add Motion button. Used to add a motion to the case file. See Adding a Motion.
Motions table. Contains the motion details and allows various actions to be performed on them. See Motions Table.
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The Motions table is where the details of motions are stored. Each row of the table represents an individual motion. 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 Motions table contains the following available columns:
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Motion: The type of the motion and the form of the motion. If the [Form] field in The in The Add/Edit Motion Panel is Panel is left blank, this column behaves as though Submission were selected.
Date Sent/Received: The date on which the motion was sent or received by your firm.
Movants: The parties that initiated the motion.
Respondents: The parties against whom the motion was filed.
Return Date: The date the motion is to be heard by the court.
Documents: The documents associated with the motion.
Comments: Any comments about the motion.
Relief: Whether the court granted or denied relief, or partially granted or denied relief.
[column with no title]: Right-click icon; right-click menu contains Edit, Delete, and Select Documents.
Editing a Motion
To edit a motion:
Click the rightthe right-click icon in icon in the untitled column of the row representing the motion 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 motions, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Motion Panel for 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 Motion
To delete a motion:
Click the rightthe right-click icon in icon in the untitled column of the row representing the motion 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 motion, 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.
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Click the Add Motion button. This will bring up an Add/Edit panel for motions, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Motion Panel for Panel for details about the fields.
Click Save to save the motion and close the panel.
If you decide you do not wish to save the motion, 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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The Add/Edit Motion Panel allows you to fill in the details of a motion. Note: When adding a new motion, the panel that appears is a combination of this panel and The and The Add/Edit Respondent Panel. This panel appears alone when editing an existing motion. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Note: The Add Report button and Expert Reports table are both associated with an individual row of the Expert Details table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Expert page, and where in the Expert Details table they appear, will depend on which row, if any, of the Expert Details table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Expert button. Used to add a new expert to the case file. See Adding an Expert.
Expert Details table. Contains the expert details and allows various actions to be performed on them. See Expert Details Table.
Add Report button. Used to add a new expert report to the case file. See Adding an Expert Report.
Expert Reports table. Contains the expert report details and allows various actions to be performed on them. See Expert Reports Table.
Add New Note button. Used to add a new Expert note to the case file. See Adding a Note.
Expert Notes table. Contains Expert notes, and allows various actions to be performed on them. See Expert Notes Table .
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The Expert Details table is where the details of experts are stored. Each row of the table represents an individual expert. See Tables for 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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[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Bill Details and Amount Paid for that Service Provider). Clicking on the plus sign opens the Bill Details / Amount Paid subtables for that service provider. The plus sign then turns into a negative sign which, when clicked, closes the subtable.Expert Name: The name of the expert.
Specialty: The field in which the expert specializes.
Sub-Specialty: The expert's sub-specialty.
Party: Which party is employing the expert.
Disclosure: The date the expert was disclosed to the opposing party and whether disclosure is required.
Will Testify: Whether the expert will testify at trial.
Retainer Amount: The amount of compensation provided to the expert by the retainer.
Date Retained: The date the expert was retained.
Comments: Any comments about the expert.
Docs: The number of documents associated with the expert and a link to the documents in the Documents case the Documents case page.
[column with no title]: Right-click icon; right-click menu contains Edit, Delete, and Add Report.
Additional columns are available for the Expert Details table, which can be added by clicking on the Show/Hide Columns button. Columns can also be hidden using the Show/Hide Columns button. See Tables for See Tables for general information about table structure and usage. The additional available columns are: Disclosure Date, and Disclosure Required.
Editing an Expert
To edit an expert:
Click the rightthe right-click icon in icon in the untitled column of the row representing the expert 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 experts, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Expert Panel for 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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To delete an expert:
Click the rightthe right-click icon in icon in the untitled column of the row representing the expert 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 expert, 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.
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Click the Add Expert button. This will bring up an Add/Edit panel for experts, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Expert Panel for Panel for details about the fields.
Click Save to save the expert and close the panel.
If you decide you do not wish to save the expert, 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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The Expert Reports table is where the details of reports generated by experts are stored. The Expert Reports table is a subtable of the Expert the Expert Details Table, which means that each row of the Expert Details table has an individual Expert Reports table associated with it, which is specific to the expert in that row; open a row of the Expert Details table using the open/close icon to reveal the associated Expert Reports table. Each row of the table represents an individual report. See Tables for 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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Report Type: The type of the report.
Request Date: The date the report was requested of the expert.
Paid Date: The date the expert was paid for the report.
Amount Paid: The amount paid to the expert for the report.
Receipt Date: The date the report was received by the party requesting it.
Exchange: Whether the report is required to be exchanged with the opposing party, the date the opposing party requested the exchange, and the date the report was exchanged.
Comments: Any comments about the report.
[column with no title]: Right-click icon; right-click menu contains Edit and Delete.
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To edit an expert report:
Click the rightthe right-click icon in icon in the untitled column of the row representing the report 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 expert reports, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Report Panel for 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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To delete an Expert Report:
Click the rightthe right-click icon in icon in the untitled column of the row representing the report 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 report, 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.
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Click the Add Report button. This will bring up an Add/Edit panel for expert reports, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Report Panel for Panel for details about the fields.
Click Save to save the report and close the panel.
If you decide you do not wish to save the report, 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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The Notes table displays the details of notes that have the Expert type. Each row of the table represents an individual note. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below. See the Notes case the Notes case page for viewing notes of all types.
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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.
Editing a Note
To edit a note:
Click the rightthe right-click icon in icon in the untitled column of the row representing the note 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 notes, with the existing information filled in.
Fill out the note and save it. See Add See Add a Note for Note for how to fill out and save notes.
Emailing a Note
To email a note:
Click the rightthe right-click icon in icon in the untitled column of the row representing the note you wish to email, or right-click anywhere in that row. This will bring up a menu of options.
Click the Email option in the menu. This will open the Case Email panel with the note's creator, date and time of creation, and content automatically entered in the body of the email.
Fill out the email with any desired additional content.
Click Send to send the email.
If you decide you do not wish to send the email, click the white X at the upper right of the panel to close the panel without sending the email.
Printing a Note
To print a note:
Click the rightthe right-click icon in icon in the untitled column of the row representing the note you wish to print, or right-click anywhere in that row. This will bring up a menu of options.
Click the Print option in the menu. This will open a new tab containing the details of the note, and immediately bring up your browser's print options for that tab.
The details of the note include the number, name, type and status of the case the note is part of; the note's type and priority level; the date the note was created; the staff member who created the note; the date the note was modified; the staff member who modified the note; and the contents of the note.
Select the print options you desire and print the note. (Since the printing is performed by the browser and not by SmartAdvocate, different users may have different printing interfaces. Consult your browser's help if you need further details at this point.)
Note that after printing, the tab containing the note will remain open. You may close this if you wish.
Copying a Note
To copy a note:
Click the rightthe right-click icon in icon in the untitled column of the row representing the note 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 a panel allowing you to choose which case file to copy the note to. The panel contains a Radio button group a Radio button group for the last ten cases you have visited (including the case the note is already in, in case you wish to put an additional copy of the note in the same file). It also includes a Text input field a Text input field for the case's case number, in case you wish to copy the note to a case other than the ten listed.
If you wish to copy the note to one of the last ten cases you have visited, click the radio button associated with that case. If you wish to copy the note to some other case, instead type that case's case number in the text input field.
Click Copy to copy the note to the chosen case file.
If you decide you do not wish to copy the note, click Cancel instead of clicking Copy to cancel 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.
Deleting a Note
To delete a note:
Click the rightthe right-click icon in icon in the untitled column of the row representing the note 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 note, 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.
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Click the Add New Note button. This will bring up The Add/Edit Note Panel with the Expert type already selected.
The note type will still be editable; in theory, you could add any type of note starting from the Expert 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 See Add a Note for Note for how to fill out and save notes.
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The Expert UDFs page contains all user-defined fields for the case's case type that have Expert as their Screen value. It is used to store any information about experts, whether for the plaintiff or the defendant, that is not otherwise covered by some page in SmartAdvocate. See the UDF Editor page 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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Add Evidence button. Used to add a new piece of evidence to the case file. See Adding Evidence.
Evidence table. Contains the evidence details and allows various actions to be performed on them. See Evidence Table.
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The evidence table is where the details of the evidence in the case are stored. Each row of the table represents an individual piece of evidence. See Tables for 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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Evidence Type: The form of the evidence.
Evidence Description: The description of the evidence.
Storage Location: The place where the evidence is stored.
Storage Contact: The individual who can be contacted regarding the storage location.
Comment: Any comments about the evidence or storage.
Action: Edit icon, Delete Delete icon.
Editing Evidence
To edit a piece of evidence:
Click the Edit icon in the Edit icon in the Action column of the row representing the evidence you wish to edit. This will bring up an Add/Edit panel for evidence, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Evidence Panel for details about the fieldsFill the fields in with your desired information.
Click Update 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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To delete a piece of evidence:
Click the Delete icon in the Delete icon in the Action column of the row representing the evidence 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 evidence, 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.
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Click the Add Evidence button. This will bring up an Add/Edit panel for evidence, completely blank.
Fill the fields in with your desired information. See The See The Add/Edit Evidence Panel for Panel for details about the fields.
Click Update to save the evidence and close the panel.
If you decide you do not wish to save the evidence, click Cancel instead of clicking Update 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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Note: The Add Defendant Details [Verdict] button, Defendant Details [Verdict] table, Add Plaintiff Details button, and Plaintiff Details table are all associated with an individual row of the Verdicts table, and only appear if the row is set to display subtables. Additionally, the Add Defendant Details [Plaintiff] button, Defendant Details [Plaintiff] table, Add Interest Details, and Interest Details table are all associated with an individual row of an individual Plaintiff Details table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Verdicts page, and where in the Verdicts or Plaintiff Details table they appear, will depend on which row, if any, of the Verdicts and Plaintiff Details tables is set to display subtables. See Subtables and the Open/Closed Column.
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Add Verdict button. Used to add a new verdict to the case file. See Adding a Verdict.
Verdicts table. Contains the verdict details and allows various actions to be performed on them. See Verdicts Table.
Add Defendant Details [Verdict] button. Used to add basic details about a defendant's percentage of fault in a verdict for the plaintiff to the case file. See Adding Basic Defendant Details.
Defendant Details [Verdict] table. Contains basic details about the defendants' percentage of fault in a verdict for the plaintiff and allows various actions to be performed on them. See Defendant Details [Verdict] Table.
Add Plaintiff Details button. Used to add a plaintiff's damages in a verdict for the plaintiff to the case file. See Adding Plaintiff Damages.
Plaintiff Details table. Contains the details of a plaintiff's damages in a verdict for the plaintiff and allows various actions to be performed on them. See Plaintiff Details Table.
Add Defendant Details [Plaintiff] button. Used to add details about a defendant's fault in a particular plaintiff's damages in a verdict for the plaintiff to the case file. See Adding Defendant Details.
Defendant Details [Plaintiff] table. Contains details about defendants' fault in a particular plaintiff's damages in a verdict for the plaintiff and allows various actions to be performed on them. See Defendant Details [Plaintiff] Table.
Add Interest Details button. Used to add a new assessment of interest on damages in a verdict for the plaintiff to the case file. See Adding Interest.
Interest Details table. Contains the details of interest on damages in a verdict for the plaintiff and allows various actions to be performed on them. See Interest Details Table.
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The Verdicts table is where the details of the verdict are stored. Each row of the table represents an individual verdict (there may be more than one row if, for example, some defendants are judged at fault and others are not). See Tables for 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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[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Defendant Details, Plaintiff Details and, under Plaintiff Details, Defendant Details [Palintiff] and Interest Details for that Verdict). Clicking on the plus sign opens the subtables for that verdict. The plus sign then turns into a negative sign which, when clicked, closes the subtable.Verdict: The type and date of the verdict.
Verdict Date: The date of the verdict.
Verdict Type: The type of the verdict.
Judgment Date: The date of the judgment.
Type: Whether the verdict covered the question of liability, of damages, or of both.
Amount: The amount of the judgment.
Description: The description of the verdict.
Last Date of File Proposed Counter Judgment: The deadline to file a proposed counter judgment.
Last Date for Post Trial Motion: The deadline to make post-trial motions.
Last Date to File Notice of Appeal: The deadline to file a notice of appeal.
Comments: Any comments about the verdict.
[column with no title]: Right-click icon; right-click menu contains Edit and Delete.
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Editing a Verdict
To edit a verdict:
Click the rightthe right-click icon in icon in the untitled column of the row representing the verdict 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 verdicts, with the existing information filled in.
Fill the fields in with your desired information. See The See The Add/Edit Verdict Panel for 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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To delete a verdict:
Click the rightthe right-click icon in icon in the untitled column of the row representing the verdict 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 verdict, 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.
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Click the Add Verdict button. This will bring up an Add/Edit panel for verdicts, blank except for defaults.
Fill the fields in with your desired information. See The See The Add/Edit Verdict Panel for Panel for details about the fields.
Click Save to save the verdict and close the panel.
If you decide you do not wish to save the verdict, 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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The Court UDFs page contains all user-defined fields for the case's case type that have Court as their Screen value. It is used to store any information about the court, judge, dockets, or related subjects that is not otherwise covered by some page in SmartAdvocate. See the UDF Editor page 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.