Case Summary
The set of Case Summary Panels and Tabs (at the bottom) can now be configured for each Case Group. Different Panels and Tabs can be shown or hidden for different Case Groups. This configuration includes 4 new Custom Panels that can display information from the templates.
The configuration can be done under Admin → Picklist Maintenance → Case Summary Page Design.
The templates for new panels can be configured under Admin → Email/Note/Appointment/View Templates
The assignment of the templates to case types or groups can be done under Admin → Template Pages Configuration.
Added ability to assign multiple people at the same time by using new Teams functionality.
Teams can be defined under Admin → Picklist Maintenance
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Labels and indicators for contact sub-types (Adult, Deceased, Incompetent, Minor/Infant) can now be customized in the Picklist Maintenance. Also, those labels will be displayed in Red on the Case Summary and on the brief contact pop-up.
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Automatic Retainer Fee Assignment. Now SmartAdvocate can be configured to automatically pick the Retainer Fee based on Case State, Group, or Type.
If multiple rules can be applied to a particular case the rule with the higher priority will be selected.
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Tasks
Added ability to associate documents with Tasks. Documents can be selected from the case or new documents can be attached.
Timeline
Added tracking of Settlement modifications and deletions.
Added tracking for UDF edits.
Added full history for referrals:
Referring Attorneys/Law Firms
Paid Advertisements
Other Referrals
Added deletion tracking of many items:
Letter of Administration
ARB/Mediations
Bankruptcy
Calendar
Appeals
All Contacts
Time Tracking
Witnesses
Counter Claims/3P
Court Rules
Death Compromise
Depositions
Distributees/Others
Employment
Evidence
Adverse Exams
Expert
Funding
Injury
Investigations
Attorneys
Referring Attorney
Hearing
Motions
Notes
OtherReferral
Other Providers
Paid Advertising
Attorneys
Decedent Information
PlaintiffInjury
Police Reports
Prior Attorney
Prior Claims
Injuries-Prior
Referred Out Attorney
Retainer
School/Other Activities
Special Damages
Sub Out Attorney
Trial Prep
Vehicles
Verdict
WorkPlans
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