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Plaintiff Summary

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The Plaintiff Summary page allows you to view and record the details of the plaintiffs in the case. This includes plaintiffs not represented by your firm, and other parties in the case who act on behalf of plaintiffs but are not themselves named as plaintiffs or otherwise parties in the case (such as parents, guardians, etc.). You may also view and record the details of plaintiff-centric SOLs on this page, though those are primarily managed on the Critical Deadlines case page.

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The Plaintiffs table contains the following columns:

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  1. [column with no title]: A plus sign (plus) in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, information about plaintiffs' statutes of limitations applicable to that plaintiff). Clicking on the plus sign opens the Plaintiff Statutes of Limitation subtable for that defendant. The plus sign then turns into a negative sign (minus) which, when clicked, closes the subtable.

  2. Name: The name, date of birth, and age of the plaintiff.

  3. Role: The plaintiff's role in the case.

  4. Phone Number: The plaintiff's primary phone number.

  5. Primary: Whether the plaintiff is the primary plaintiff and/or your firm's primary contact in the case.

  6. Doc: The number of documents associated with the plaintiffs and a link to the documents in the Documents case page.

  7. Group: The plaintiff group to which the plaintiff belongs.

  8. [column with no title]: Right-click icon; the right-click menu contains Edit, Edit contact card, and Delete.

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  1. Click the Add Plaintiff button. This will bring up an Add/Edit panel for plaintiffs, blank except for defaults.

  2. Fill the fields in with your desired information. See The Add/Edit Plaintiff Panel for details about the fields.

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

    • If you decide you do not wish to save the plaintiff, 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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Removing a Plaintiff from the Case

You can remove a plaintiff from the case without deleting the plaintiff. 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 plaintiff, all of which will be deleted along with the plaintiff. Summarily deleting this data would potentially destroy important information, while leaving it as-is may give a mistaken impression about the plaintiff's continued involvement in the case. Removing the plaintiff from the case, as opposed to deleting the plaintiff, maintains the data but crosses out information to clearly indicate that the plaintiff is no longer involved. To remove a plaintiff from the case, simply edit the plaintiff and select the Remove From Case checkbox. You cannot remove the primary plaintiff from the case; you must first designate another plaintiff as the primary plaintiff.

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  1. Other Plaintiff Name: The name of the plaintiff.

  2. Other Plaintiff Role: The plaintiff's role in the case.

  3. Law Firm: The law firm representing the plaintiff.

  4. Attorney The attorney representing the plaintiff.

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Non-

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Party Contacts Table

The Non-Party Contacts table is where the details of individuals in the case who act on behalf of a plaintiff, but are not themselves named in the case, are stored. Each row of the table represents an individual Non-Party Contacts. 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 Injury Details table is where the details of individual injuries are stored. The Injury Details table is a subtable of the Injuries Summary table, which means that each row of the Injuries Summary table has an individual Injury Details table associated with it, which is specific to the plaintiff in that row; open a row of the Injuries Summary table using the open/close icon ( Image Removed ) to reveal the associated Injury Details table. Each row of the table represents an individual injury. 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 Other Providers table contains the following available columns:

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  1. Anchor_Hlk510446267_Hlk510446267[column with no title]: A plus sign (plus) 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 (minus) which, when clicked, closes the subtable.

  2. Plaintiff: The plaintiff who obtained services from the provider.

  3. Provider Name: The provider who provided services to the plaintiff.

  4. Provider Type: The type of services provided by the provider.

  5. Treatment Start: The date the provider first provided services to the plaintiff.

  6. Treatment End: The date the provider stopped providing services to the plaintiff.

  7. Visits: The number of visits to the service provider.

  8. Total Bill: The sum of all bills from the service provider.

  9. Docs: The number of documents associated with the service provider and a link to the documents in the Documents case page.

  10. Comments: Any comments about the service provider.

  11. Action: A Right-click icon; the right-click menu contains Edit and Delete.

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The Attorneys table is where the details of plaintiffs' attorneys are stored, whether they are attorneys also representing the plaintiff represented by your firm, or attorneys representing a plaintiff not represented by your firm (Other Plaintiffs). Each row of the table represents an individual law firm. 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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