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Other Cases

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  1. Case Name: The name of the case.
  2. Plaintiff: The name of the plaintiff.
  3. Case #: The case number.
  4. Case Type: The case type of the case.
  5. Status: The primary status of the case.
  6. Case Manager: The case manager on the case, if any.

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Bankruptcy

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The Structure of This Page

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  1. Add Bankruptcy button. Used to add a new bankruptcy to the case file. See Adding a Bankruptcy.
  2. Bankruptcy table. Contains the bankruptcy details and allows various actions to be performed on them. See Bankruptcy Table.

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The Bankruptcy table is where the details of bankruptcies are stored. Each row of the table represents an individual bankruptcy. 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 Bankruptcy table contains the following available columns:
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  1. Party Name: The party that filed for bankruptcy.
  2. Bankruptcy Type: The chapter of the Bankruptcy Code under which the bankruptcy was filed.
  3. Party Type: Whether the bankrupt party is a defendant or plaintiff in the case.
  4. Filing Date: The date the party filed for bankruptcy.
  5. Claim No: The identification number of the claim filed on behalf of your client against the bankrupt defendant.
  6. Court: The court overseeing the bankruptcy proceeding.
  7. Judge: The judge overseeing the bankruptcy proceeding.
  8. Docket No: The docket number of the bankruptcy proceeding.
  9. Trustee: The trustee in the bankruptcy.
  10. Letter to Trustee on Case: The date your firm sent an introductory letter to the trustee regarding the case.
  11. Retained by Trustee: The date your firm was retained by the trustee who assumed the plaintiff's interest in the lawsuit.
  12. Attorney: The bankruptcy attorney retained by the party.
  13. Proof of Claim Filed: The date a proof of claim was filed on behalf of your client against the bankrupt defendant.
  14. Date of Discharge: The date the bankruptcy discharge was entered.
  15. Release to Trustee: The date the settlement and release agreement was sent to the trustee.
  16. Comments: Any comments about the bankruptcy.
  17. [column with no title]: Right-click icon; right-click menu contains Edit and Delete.

Editing a Bankruptcy

To edit a bankruptcy:

  1. Click the right-click icon in the untitled column of the row representing the bankruptcy you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for bankruptcies, with the existing information filled in.
  3. Fill the fields in with your desired information. See The Add/Edit Bankruptcy Panel for details about the fields.
  4. 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 Bankruptcy

To delete a bankruptcy:

  1. Click the right-click icon in the untitled column of the row representing the bankruptcy you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
  3. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the bankruptcy, 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.

Adding a Bankruptcy

To add a new bankruptcy:

  1. Click the Add Bankruptcy button. This will bring up an Add/Edit panel for bankruptcies, completely blank.
  2. Fill the fields in with your desired information. See The Add/Edit Bankruptcy Panel for details about the fields.
  3. Click Save to save the bankruptcy and close the panel.
    • If you decide you do not wish to save the bankruptcy, 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.

The Add/Edit Bankruptcy Panel

The Add/Edit Bankruptcy Panel allows you to fill in the details of a bankruptcy. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Party Name: The party that filed for bankruptcy.
  2. Bankruptcy Type: The chapter of the Bankruptcy Code under which the bankruptcy was filed.
  3. Filing Date: The date the party filed for bankruptcy.
  4. Court: The court overseeing the bankruptcy proceeding.
  5. Judge: The judge overseeing the bankruptcy proceeding.
  6. Docket No: The docket number of the bankruptcy proceeding.
  7. Trustee: The trustee in the bankruptcy.
  8. Letter to Trustee on Case: The date your firm sent an introductory letter to the trustee regarding the case.
  9. Retained by Trustee: The date your firm was retained by the trustee who assumed the plaintiff's interest in the lawsuit.
  10. Release to Trustee: The date the settlement and release agreement was sent to the trustee.
  11. Attorney: The bankruptcy attorney retained by the party.
  12. Proof of Claim Filed: The date a proof of claim was filed on behalf of your client against the bankrupt defendant.
  13. Claim No: The identification number of the claim filed on behalf of your client against the bankrupt defendant.
  14. [Trustee Action]: Whether there was a payment of proceeds and fees by or to the trustee or the trustee waived any interest in the case.
  15. Payments of Proceeds and Fees by/to Trustee: The date that proceeds and fees from the case were paid by or to the trustee. This field does not appear unless Payments of Proceeds and Fees by/to Trustee is selected in [Trustee Action].
  16. Date of Discharge: The date the bankruptcy discharge was entered.
  17. Comments: Any comments about the bankruptcy.

All Contacts

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The Structure of This Page

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  1. Add New Contact button. Used to add a new contact to the case file. See Adding a Case Contact.
  2. Contacts table. Contains the details of case contacts and allows various actions to be performed on them. See Contacts Table.

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The Contacts table is where the list of contacts related to the case is stored. Each row of the table represents an individual contact. 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 Contacts table contains the following available columns:
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  1. Name: The name of the contact (Lastname, Firstname format for individuals).
  2. Role: The contact's role or roles in the case.
  3. Email: The primary email address of the contact.
  4. Contact Number: The primary phone number of the contact.
  5. Screen Entered: The case page or pages in which the contact was selected.
  6. Employer: The employer of the contact.
  7. Comment: Any comments about the contact's involvement in the case.
  8. Action: Edit icon, Delete icon. The Delete icon only appears if the contact was added using the Add New Contact button on this page.

Editing a Case Contact

To edit a case contact:

  1. Click the Edit icon in the Action column of the row representing the contact you wish to edit. This will bring up an Add/Edit panel for case contacts, with the existing information filled in.
  2. Fill the fields in with your desired information. See The Add/Edit Case Contact Panel for details about the fields.
  3. 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 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.

Deleting a Case Contact

To delete a case contact from the case:

  1. Click the Delete icon in the Action column of the row representing the contact you wish to delete from the case. This will bring up a confirmation message (to avoid accidental deletions).
    • You can only delete contacts that were added from this page. Contacts that were added on other pages cannot be deleted directly from the All Contacts page; you must separately delete whatever record on another page contains the contact.
  2. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the contact from the case, 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.

Adding a Case Contact

To add a new case contact:

  1. Click the Add New Contact button. This will bring up an Add/Edit panel for case contacts, completely blank.
  2. Fill the fields in with your desired information. See The Add/Edit Case Contact Panel for details about the fields.
  3. Click Save to save the case contact and close the panel.
    • If you decide you do not wish to save the case contact, 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.

The Add/Edit Case Contact Panel

The Add/Edit Case Contact Panel allows you to fill in the details of a contact's connection to the case. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Contact: The name of the contact. When editing an existing case contact, this field is uneditable.
  2. Role: The contact's role in the case. This field is uneditable unless the case contact was added using the Add New Contact button on this page.
  3. Comment: Any comments about the contact's involvement in the case.

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  1. Add Defendant Insurance Company button. Used to add a new defendant insurance company to the case file. See Adding a ????.
  2. Add Plaintiff Insurance Company button. Used to add a new plaintiff insurance company to the case file. See Adding a ????.
  3. Insurance Companies table. Contains the details of insurance companies and allows various actions to be performed on them. See Insurance Companies Table.

Insurance Companies Table
The Insurance Companies table is where the list of both plaintiff and defendant insurance companies related to the case is stored. Each row of the table represents an individual insurance company. 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 Contacts table contains the following available columns:
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  1. Party: The name of the party (Lastname, Firstname format for individuals) covered by the insurance policy.
  2. Party type: The party's role in the case.
  3. Insurance Company: The insurance company providing coverage to the party.
  4. Insurance Type: The type of insurance.
  5. Adjuster: The name of the insurance adjuster assigned to the case.
  6. Policy Info: The name of the insured covered by the insurance policy, the policy limits, and the claim number.
  7. Include on the Case Summary Page: Whether to display this insurance company's information in the Defendant or Plaintiff section of the Case Summary Page even if the Primary box is not checked for that insurance company.
  8. Payments Made: Any payments made by the insurance company.
  9. 3rd Party Insurance: The name and claim number of any Third Party Administrator or Adjusting Company.
  10. Comment: Any comments about the insurance company.
  11. Docs: Any documents that have been attached to this insurance policy. If the number is other than zero (0), clicking on the number will bring you to a list of the documents.
  12. Action: Edit icon, Copy icon, Delete icon.

Editing an Insurance Company
To edit an Insurance Company:

  1. Click the Edit icon in the Action column of the row representing the insurance company you wish to edit. This will bring up an Add/Edit panel for insurance companies, with the existing information filled in.
  2. Fill the fields in with your desired information. See The Add/Edit Insurance Company Panel for details about the fields.
  3. 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 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.

Deleting an Insurance Company
To delete an insurance company from the case:

  1. Click the Delete icon in the Action column of the row representing the insurance company you wish to delete from the case. This will bring up a confirmation message (to avoid accidental deletions).
  2. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the insurance company from the case, 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.

Adding an Insurance Company
You can add a new Plaintiff Insurance Company or a new Defendant Insurance Company from the All Insurance page. To add a new insurance company:

  1. Click the Add Defendant Insurance Company or the Add Plaintiff Insurance Company button. This will bring up an Add/Edit panel for insurance companies, completely blank.
  2. Fill the fields in with your desired information. See The Add/Edit Case Contact Panel for details about the fields.
  3. Click Save to save the case contact and close the panel.
    • If you decide you do not wish to save the case contact, 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.

The Add/Edit Insurance Company Panel
The Add/Edit Insurance Panel allows you to fill in the details of an insurance company to the case. See Add/Edit Panels for general information about panel structure and usage. You can add either Defendant or Plaintiff Insurance Companies from the All Insurance page.
See Add/Edit [Defendant] Insurance Panel and Add/Edit [Plaintiff] Insurance Panel for details on adding insurance companies from the All Insurance page.

Outstanding Items

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  1. Medical records requested, but not received.
  2. Discovery Items that do not have Complied/Held date.
  3. Opposition outstanding for Motions.
  4. School verification outstanding (School Verif. Requested Date is present, but School Verif. Received Date is empty).

The Structure of This Page
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  1. Description: The description of the outstanding item.
  2. Type: The type of item that remains outstanding.
  3. Party: The party who is responsible for resolving the outstanding item. If the responsible person is not a party to the litigation (for example, a medical provider who has been requested to provide medical records), this field will be blank.)
  4. Date: The date the item was entered into SmartAdvocate.
  5. Due Date: The date the outstanding item was due.

The Outstanding Items page is informational only; no action can be taken from this page on any of the outstanding items. However, clicking on an outstanding item's Type will bring you to the case page where the outstanding item was entered.
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ARB/Mediations

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The Structure of This Page

Note: The Add Event Details button and Event Details table are both associated with an individual row of the Arbitration/Mediation table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your ARB/Mediations page, and where in the Arbitration/Mediation table they appear, will depend on which row, if any, of the Arbitration/Mediation table is set to display subtables. See Subtables and the Open/Closed Column.
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  1. Add Arbitration/Mediation button. Used to add a new arbitration or mediation to the case file. See Adding an Arbitration or Mediation.
  2. Arbitration/Mediation table. Contains the details of arbitrations and mediations and allows various actions to be performed on them. See Arbitration/Mediation Table.
  3. Add Event Details button. Used to add an individual arbitration/mediation date to the case file. See Adding an Arbitration/Mediation Date.
  4. Event Details table. Contains the details of individual arbitration or mediation dates and allows various actions to be performed on them. See Event Details Table.

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The Arbitration/Mediation table is where the details of arbitrations and mediations are stored. Each row of the table represents an individual arbitration or mediation. 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 Arbitration/Mediation table contains the following available 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, Event Details for that Arbitration or Mediation). Clicking on the plus sign opens the Event Details subtable for that Arbitration or Mediation. The plus sign then turns into a negative sign (minus) which, when clicked, closes the subtable.
  2. Organization: The organization providing the arbitrator or mediator.
  3. Contact Name: The arbitrator or mediator.
  4. Plaintiff: The plaintiffs subject to the arbitration or mediation.
  5. Arbitration/Mediation Type: The type of the arbitration or mediation.
  6. File #: The file number used by the arbitration/mediation organization for this case.
  7. Comments: Any comments about the arbitration or mediation.
  8. Docs: The number of documents associated with the arbitration/mediation and a link to the documents in the Documents case page.
  9. [column with no title]: Right-click icon; right-click menu contains Edit and Delete.

Editing an Arbitration or Mediation

To edit an arbitration or mediation:

  1. Click the right-click icon in the untitled column of the row representing the arbitration or mediation you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for arbitrations and mediations, with the existing information filled in.
  3. Fill the fields in with your desired information. See The Add/Edit Arbitration/Mediation Panel for details about the fields.
  4. 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 an Arbitration or Mediation

To delete an arbitration or mediation:

  1. Click the right-click icon in the untitled column of the row representing the arbitration or mediation you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
  3. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the arbitration or mediation, 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.

Adding an Arbitration or Mediation

To add a new arbitration or mediation:

  1. Click the Add Arbitration/Mediation button. This will bring up an Add/Edit panel for arbitrations and mediations, completely blank.
  2. Fill the fields in with your desired information. See The Add/Edit Arbitration/Mediation Panel for details about the fields.
  3. Click Save to save the arbitration or mediation and close the panel.
    • If you decide you do not wish to save the arbitration or mediation, 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.

The Add/Edit Arbitration/Mediation Panel

The Add/Edit Arbitration/Mediation Panel allows you to fill in the details of an arbitration or mediation. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Organization: The organization providing the arbitrator or mediator.
  2. Contact Name: The arbitrator or mediator.
  3. Plaintiff: The plaintiffs subject to the arbitration or mediation.
  4. Arbitration/Mediation Type: The type of the arbitration or mediation.
  5. File #: The file number used by the arbitration/mediation organization for this case.
  6. Comments: Any comments about the arbitration or mediation.

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The Event Details table is where the details of individual arbitration/mediation dates are stored. The Event Details table is a subtable of the Arbitration/Mediation Table, which means that each row of the Arbitration/Mediation table has an individual Event Details table associated with it, which is specific to the arbitration or mediation in that row; open a row of the Arbitration/Mediation table using the open/close icon to reveal the associated Event Details table. Each row of the table represents an individual date. 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 Event Details table contains the following available columns:
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  1. Event Date: The date of the arbitration or mediation.
  2. Last Date to Appeal Award: The deadline to appeal the arbitration decision to the court.
  3. Mailing Date: The date the arbitrator's decision was mailed to all parties.
  4. Decision Date: The date the arbitrator rendered a decision.
  5. Receipt Date: The date the arbitrator's decision was received by your firm.
  6. Case Settled: Whether the case was successfully settled on the mediation date.
  7. Award Amount: The amount awarded to the plaintiffs as a result of the arbitration/mediation date.
  8. Comments: Any comments about the arbitration/mediation date.
  9. [column with no title]: Right-click icon; right-click menu contains Edit and Delete.

Editing an Arbitration/Mediation Date

To edit an arbitration/mediation date:

  1. Click the right-click icon in the untitled column of the row representing the date you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for arbitration/mediation dates, with the existing information filled in.
  3. Fill the fields in with your desired information. See The Add/Edit Event Details Panel for details about the fields.
  4. 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 an Arbitration/Mediation Date

To delete an arbitration/mediation date:

  1. Click the right-click icon in the untitled column of the row representing the date you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
  3. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the date, 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.
    • Deleting the arbitration/mediation date will not delete the appointment created through the The Add/Edit Event Details Panel; you will have to delete that separately in the Calendar.

Adding an Arbitration/Mediation Date

To add a new arbitration/mediation date:

  1. Click the Add Event Details button. This will bring up an Add/Edit panel for arbitration/mediation dates, completely blank.
  2. Fill the fields in with your desired information. See The Add/Edit Event Details Panel for details about the fields.
  3. Click Save to save the date and close the panel.
    • If you decide you do not wish to save the date, 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.

The Add/Edit Event Details Panel

The Add/Edit Event Details Panel allows you to fill in the details of an arbitration/mediation date. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Event Date: The date of the arbitration or mediation. This field cannot be edited directly; to edit it, click the Add or Edit button to the right of the field, which will open an Add/Edit Appointment Panel. This field will automatically contain the start date of the appointment created through the panel.
  2. Last Date to Appeal Award: The deadline to appeal the arbitration decision to the court.
  3. Mailing Date: The date the arbitrator's decision was mailed to all parties.
  4. Decision Date: The date the arbitrator rendered a decision.
  5. Receipt Date: The date the arbitrator's decision was received by your firm.
  6. Case Settled: Whether the case was successfully settled on the mediation date.
  7. Award Amount: The amount awarded to the plaintiffs as a result of the arbitration/mediation date.
  8. Comments: Any comments about the arbitration/mediation date.

Time Tracking

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The Structure of This Page

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  1. Summary table. Displays the total monetary values (billable, non-billable, and overall) of the tracked time spent on behalf of each plaintiff. See Summary Table.
  2. Add Time Tracking button. Used to add a new span of tracked time to the case file. See Adding Tracked Time.
  3. Time Tracking table. Contains the time tracking details and allows various actions to be performed on them. See Time Tracking Table.

Summary Table

The Summary table totals the billing amounts in the Time Tracking table. It is updated automatically when changes are made to the Time Tracking table; no changes may be made to the Summary table directly. Each row of the table represents an individual plaintiff. 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 Summary table contains the following columns:
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  1. Plaintiffs: The plaintiff whose time tracking totals are listed.
  2. Total: The total value of all tracked time spent on the plaintiff's behalf. The sum of this column across all rows in the table appears below the last row of the column.
  3. Billable No Status: The total value of all tracked time spent on the plaintiff's behalf that does not have a status attached to it. The sum of this column across all rows in the table appears below the last row of the column.
  4. Billable Invoiced: The total value of all tracked time spent on the plaintiff's behalf which has been included on an invoice. The sum of this column across all rows in the table appears below the last row of the column.
  5. Billable Paid: The total value of all tracked time spent on the plaintiff's behalf for which your firm has been paid. The sum of this column across all rows in the table appears below the last row of the column.
  6. Billable Performed: The total value of all tracked time spent on the plaintiff's behalf for which the status is Performed.. The sum of this column across all rows in the table appears below the last row of the column.
  7. Billable Total: The total value of all billable tracked time spent on the plaintiff's behalf. The sum of this column across all rows in the table appears below the last row of the column.
  8. Non-Billable Amount: The total value of all non-billable tracked time spent on the plaintiff's behalf. The sum of this column across all rows in the table appears below the last row of the column.

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The Time Tracking table is where the details of spans of tracked time are stored. Each row of the table represents an individual span of time. 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 Time Tracking table contains the following available columns:
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  1. Activity: The type of activity being performed during the span of time.
  2. Status: The status of the activity.
  3. Staff: The staff member performing the activity.
  4. Plaintiffs: The plaintiffs on whose behalf the activity was performed.
  5. Tracking Date: The date the activity was performed.
  6. Start Time: The start of the span of time.
  7. End Time: The end of the span of time.
  8. Duration: The length of the span of time, expressed in hours and minutes.
  9. Billing Rate: The amount billed for the activity, per hour.
  10. Billable Amount: The total value of the activity over the span of time.
  11. Billable?: Whether the span of time represents billable hours.
  12. Shared Expenses: Whether the total value of the activity should be split equally among all plaintiffs.
  13. Comments: Any comments about the span of time.
  14. Action: Right-click icon; right-click menu contains Edit and Delete.

Additional columns are available for the Time Tracking 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 general information about table structure and usage. The additional available columns are: Duration (hours), Invoice #, Invoice Date, Status Date.

Editing Tracked Time

To edit a span of tracked time:

  1. Click the right-click icon in the Action column of the row representing the span of time you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
    • Alternatively, you can click the Edit icon in the Actions column of the row representing the span of time you wish to edit. This will bring up an Add/Edit panel for tracked time, with the existing information filled in. Skip to step 3.
  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for tracked time, with the existing information filled in.
  3. Fill the fields in with your desired information. See The Add/Edit Time Tracking Panel for details about the fields.
  4. 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 Tracked Time

To delete a span of tracked time:

  1. Click the right-click icon in the Action column of the row representing the span of time you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
    • Alternatively, you can click the Delete icon in the Actions column of the row representing the span of time you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
  3. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the span of time, 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.

Adding Tracked Time

To add a new span of tracked time:

  1. Click the Add Time Tracking button. This will bring up an Add/Edit panel for tracked time, blank except for defaults.
  2. Fill the fields in with your desired information. See The Add/Edit Time Tracking Panel for details about the fields.
  3. Click Save to save the span of time and close the panel.
    • If you decide you do not wish to save the span of time, 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.

The Add/Edit Time Tracking Panel

The Add/Edit Time Tracking Panel allows you to fill in the details of a span of tracked time. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Staff: The staff member performing the activity.
  2. Activity: The type of activity being performed during the span of time.
  3. Status: The status of the activity being performed.
  4. Status Date: The date on which the current status was set for the activity.
  5. Invoice #: The identification number of the invoice on which the activity was billed.
  6. Invoice Date: The date on which the invoice on which the activity was bill was issued.
  7. Tracking Date: The date the activity was performed.
  8. Start Time: The start of the span of time. If the End Time field is not blank, changing the time in this field will automatically set the Duration and Duration (hours) fields to reflect the time difference between this field and the End Time field. If the End Time field is blank, changing the time in this field will automatically set the Duration and Duration (hours) fields to zero, and set the End Time field to the time in this field.
  9. End Time: The end of the span of time. If the End Time field is not blank, changing the time in this field will automatically set the Duration and Duration (hours) fields to reflect the time difference between the Start Time field and this field. If the End Time field is blank, changing the time in this field will automatically set the Duration and Duration (hours) fields to zero, and set the End Time field to the time in this field.
  10. Duration: The length of the span of time, expressed in hours and minutes. Changing this field will automatically set the Duration (hours) field to the equivalent of this field in hours with decimal points. If the Start Time field is not blank, changing this field will automatically set the End Time field to the time in the Start Time field plus the length of time in this field. If the Start Time field is blank, changing this field will automatically set the Start Time field to the current time, and set the End Time field to the current time plus the length of time in this field.
  11. Duration (hours): The length of the span of time, expressed in hours, with two decimal points. Changing this field will automatically set the Duration field to the equivalent of this field in hours and minutes. If the Start Time field is not blank, changing this field will automatically set the End Time field to the time in the Start Time field plus the length of time in this field. If the Start Time field is blank, changing this field will automatically set the Start Time field to the current time, and set the End Time field to the current time plus the length of time in this field.
  12. Billing Rate: The amount billed for the activity, per hour. If this field is not blank, clicking the Auto Calculate button next to it will automatically set the Billable Amount field to the amount in this field times the number of hours in the Duration field, counting minutes as 1/60 of an hour.
  13. Billable Amount: The total value of the activity over the span of time.
  14. Billable?: Whether the span of time represents billable hours.
  15. Shared Expenses: Whether the total value of the activity should be split equally among all plaintiffs. If neither this field nor any of the checkboxes in the Plaintiffs field is selected, the record will not save.
  16. Plaintiffs: The plaintiffs on whose behalf the activity was performed. This field is uneditable if Shared Expenses is selected. If neither Shared Expenses nor any of the checkboxes in this field is selected, the record will not save.
  17. Comments: Any comments about the span of time.

...

The Structure of This Page

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  1. Add Case Funding button. Used to add new case funding to the case file. See Adding Case Funding.
  2. Case Funding table. Contains the case funding details and allows various actions to be performed on them. See Case Funding Table.

Case Funding Table

The Case Funding table is where the details of case funding are stored. Each row of the table represents an individual funding company. 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 Case Funding table contains the following available columns:
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  1. Funded By: The company funding the case.
  2. Need to Pay Back: The amount owed to the funding company after the conclusion of the case.
  3. Comment: Any comments about the funding.
  4. [column with no title]: Right-click icon; right-click menu contains Edit and Delete.

Editing Case Funding

To edit case funding:

  1. Click the right-click icon in the untitled column of the row representing the funding you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for case funding, with the existing information filled in.
  3. Fill the fields in with your desired information. See The Add/Edit Case Funding Panel for details about the fields.
  4. 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 Case Funding

To delete case funding:

  1. Click the right-click icon in the untitled column of the row representing the funding you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
  3. Click the OK button in the message to confirm the deletion.
    • If you decide you do not wish to delete the funding, 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.

Adding Case Funding

To add new case funding:

  1. Click the Add Case Funding button. This will bring up an Add/Edit panel for case funding, completely blank.
  2. Fill the fields in with your desired information. See The Add/Edit Case Funding Panel for details about the fields.
  3. Click Save to save the funding and close the panel.
    • If you decide you do not wish to save the funding, 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.

The Add/Edit Case Funding Panel

The Add/Edit Case Funding Panel allows you to fill in the details of case funding. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Funded By: The company funding the case.
  2. Need to Pay Back: Whether the amount owed to the funding company is calculated as a portion of the net firm fee or as an absolute amount.
  3. % of the Net Firm Fee: The portion of the net firm fee owed to the funding company after the conclusion of the case. This field is uneditable and ignored unless % of the Net Firm Fee is selected in the Need to Pay Back field.
  4. Amount: The amount owed to the funding company after the conclusion of the case. This field is uneditable and ignored unless Amount is selected in the Need to Pay Back field.
  5. Comment: Any comments about the funding.