Page Comparison

Login

My SmartAdvocate

• Configuring Panels

• Filtering Panels

• Sorting and Column Preferences

• Context Menu (filtering within panels)

Case Wizard

• Start Screen

• Conflict Search

• Dynamic Case Type Search (links to previously used case types/sub types)

• Plaintiff Screen

• Defendant Screen

• SOL Automation

• Incident/Injury Screen

• Source Screen

• Finish Wizard and Generate Case

• Incomplete Cases

Searching for Cases

• Top Search

• Recent Cases

Case Browse

• Select Columns to Show

• Date Range / Relative

• Filtering

• Favorite Searches

• Recent Searches

• Column Configuration & Filtering

• Mass Update

• Save Filter to Favorites

Contact Overview

• All Contacts

• Contact Search

• Contact List

• Add Contact

• Mass Action

Review Case Summary

• Case Details

• Edit Case button

• Case Panels

• Quick Add Bar

• Text

• Case Reports

• Favorites

• Retain

• Close

• Tabs at bottom of page

Notes Overview

• Notes

• Quick Notes

• Message (Phone Message)

• Notes Screen

• Notes Search

General Section

• Incident

• Critical Comments

• Court

• Investigations

• Photograph

• Retainer/Referral

• Disbursements

Plaintiff Section

• Summary

• Injuries

• Adverse Exams

• Injuries- Prior

• Vehicles

• Insurance

• Attorneys

• Prior Claims

• Plaintiff UDFs

• Plaintiff Fact Sheet

Defendant Section

• Summary

• Attorneys

• Vehicles

• Insurance

• Defendant Notes

• Defendant UDFs

Additional Sections:

• Litigation

• Surrogate

• Other

Help File