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BASIC TRAINING

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

INTERMEDIATE TRAINING

Critical Deadlines Overview

  • SOLs

  • Plaintiff SOLs

  • Critical Deadlines

Calendar Overview

  • Case Calendar

  • Office Calendar

  • Appointments/Court Events

  • Tasks

  • Critical Deadlines

  • Work Plans

Documents Overview

  • Caption

  • Generation

  • Template Creation

  • Attachment

  • Photographs

  • Barcoding

  • Document Screen

  • Document Search (in Tools)

Negotiation/Settlement Overview

  • Negotiation

  • Settlement View

  • Settlement

  • Negotiation Follow-up Dashboard

  • Fees Outstanding Report

  • Settlement Report

Medical Records Overview

  • Medical Providers

  • Medical Requests

  • Medical Records Requests Dashboards

  • Medical Records Requests Reports

Special Damages Overview

  • Other Providers

  • Employment

  • School/Other Activities

  • Lien Tracking

  • Special Damages

Litigation Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Trial Prep

  • Appeals

  • Experts

  • Expert UDFs

  • Evidence

  • Verdict

  • Court UDFs

  • Counter Claims/3P

  • Hearings

Surrogate Overview

  • Will Information

  • Decedent Information

  • Distributees/Others

  • Letter of Administration

  • Death Compromise

  • Death Compromise Distribution

Other Overview

  • Bankruptcy

  • Arb/Mediations

  • Other Cases

  • Time Tracking

  • Funding

  • All Contacts

Timeline Overview

User Configuration

  • Contact Card

  • Suggestions

  • User Preferences

  • Change Password

  • Logout

ADVANCED TRAINING

Dashboards Overview

Financial Dashboards

  • Advertisement Campaigns

  • Settlement/Fee Production

  • Settlement Dashboard

  • Closed Cases Analysis

Overdue Dashboards

  • Client Contact Overdue

  • Attorney File Review Overdue

  • Supervisor File Review Overdue

  • Stage Overdue by Staff

Performance Dashboards

  • Attorney Performance

  • Demand Production

  • Intake Performance

  • Intake Dashboard

  • Pre-Lit Unit Status

  • Staff Performance-File Review-Client Contact

Stage Dashboards

  • Litigation Stage

  • Pre-Litigation Stage

  • Sign Up Stage

Case Review

Case Statistics

Cases In Status

Close Reason Statistics

Intake Follow Up Dashboard

Intake Review

Map Dashboard

Medical Records Requests Follow-Up

Medical Records Requests To Go Out

My Medical Records Requests

My Cases

Negotiation Follow-Up

Open Cases

Referred Out Firm Follow-up

Presign - Signup Not Scheduled

Problem Cases

Retained Cases

Sign-Up Kit To Go Out

Single Event Case Listing

Statute of Limitations

Tasks

Tools Overview

Integrations

  • Callers Info

  • Case Intake Data

Accounting

  • Check Requests For Review

  • Distribution Check Requests For Review

Copy/Merge Cases

Documents Search

Import/Export Cases

Import Case/Contact

Incomplete Cases

Mass Document Upload

Mass Mailing

Mass Emailing

Mass Texting

Mass Time Tracking Entry

Notes Search

Time Tracking review

Unassigned Documents

UDF Export

Reports Overview

Calendar Reports

  • Adjourned/Canceled Appointments Report

  • Calendar Report

  • Calendar Report Advanced

  • Client Birthday Report

  • Who is where tomorrow

Financial Reports

  • Advertisement Campaigns

  • Case Expenses With Interest Report

  • Case Settlement Values

  • Case Values

  • Checks Received Report

  • Cases With Disbursement Exceeding Limit Report

  • Disbursement Report

  • Expense Analysis Report

  • Fees Deposited

  • Fees Outstanding

  • Funding Report

  • Lien Report

  • Medical Bill vs Policy Limit

  • QuickBooks Disbursements Report

  • Settlement by Case Group/Type

  • Settlement Forecast Report

  • Settlement Performance (Min. Value)

  • Settlement Report

Intake Reports

  • Comparative Yearly Statistics for Intake

  • Daily Cases Opened

  • Daily Single Event Cases Opened

  • Hourly Call Patterns

  • Intake Analysis

  • Lead Analysis Report

  • Monthly Intake Statistics

  • New Case Report

  • Referrals By Clients

Medical Reports

  • Medical Records Request Report

  • Medical Records Requests Summary Report

  • Medical Records Retrieval Performance Report

  • Medical Provider Referral Report

  • Medical Visits Report

  • Treatment Report

SOL/Critical Deadlines Reports

  • Critical Deadline Report

  • No Fault Report

  • Notice of Claim Report

  • SOL Report

Staff Management Reports

  • Attorney Performance Report

  • Contact Rename Report

  • Created/Modified Contact Search

  • Cases With No Recent Activity

  • Incident Information Changed Report

  • Cases With Long Time In Status

  • Overdue Report

  • Overdue Tasks Report

  • Overdue Status Summary

  • Staff Activity Report

  • Staff Performance Report

Case Browse Report

Cases by Case Type

Case Minimum Settlement Value Not Set

Cases In Status

Case Status Change

Case Time Tracking

Case Notes

Case Statistics

Cases Without Incident Date

Closed Cases With No Fee

Document Search Report

Evidence/Storage Report

Insurance Company Report

Last Modified Note Report

Lawyer Referral By Closing date

Missing Barcoded Documents

Negotiation Follow-Up Report

Notes Search Report

Problem Cases

Referred-Out Firm Performance

Suggestion Report

UDF Report

ViewStat Report

Project Details Overview

  • Filtering

  • Add New Project

Favorites Overview

  • Manage Favorites

ADMINISTRATION TRAINING

WorkPlans

  • Work Plan Management

  • Item Templates

  • WorkPlan Assignments

  • WorkPlans in Cases

Accounting Integration

Advertisement Campaigns

Automated Procedure Management

Case Menu Configurator

Case Types

Client Portal Administration

Document Templates

Email/Note/Appointment/View Templates

Medical Record Request Types

Notifications Setup

Quick Injuries

Picklist Maintenance

Refer-Out Rules

Retainer Staff

Stages Setup

Status Setup

System Parameters

System Parameters (Internal)

Task Groups

Task Templates

Tip of the Week Admin

Text Message Templates

Template Pages Configuration

UDF Editor

Users

User Permission Groups

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Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.