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Firm: _________________________________________________________________________

Date(s) Of Training: __________________________________________________________

Location: ______________________________________________________________________

Trainer: ________________________________________________________________________

BASIC TRAINING

Login

My SmartAdvocate

  • Configuring Panels

  • Filtering Panels

  • Sorting and Column Preferences

  • Context Menu (filtering within panels)

  • Expand Panels

Case Wizard

  • Conflict Search

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

  • Defendant Screen

  • Incident/Injury Screen

  • SOL Automation

  • 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

  • Favorite Filters Available on the Toolbar (Available to schedule as a report)

Contact Overview

  • All Contacts

  • Contact Search

  • Contact List

  • Add Contact

  • Mass Action

Review Case Summary

  • Case Details

  • Edit Case button

  • Case Panels

  • Tabs At Bottom Of Page

  • Quick Add Bar

  • Right-Click Functionality for Contacts

  • Text

  • Email

  • Favorites

  • Retain

  • Close

  • Left Menu on Summary Page

Notes Overview

  • Quick Notes

  • Notes Screen

  • Notes Search

General Section

  • Incident

  • Critical Comments

  • Court

  • Investigations

  • Retainer/Referral

  • Disbursements

Plaintiff Section

  • Summary

  • Injuries

  • Adverse Exams

  • Injuries- Prior

  • Vehicles

  • Insurance

  • Attorneys

  • Prior Claims

  • Plaintiff Fact Sheet

Defendant Section

  • Summary

  • Attorneys

  • Vehicles

  • Insurance

Additional Sections:

  • Surrogate

  • Other

Help File

  • Contact Overview

  • All Contacts

  • Contact Search

  • Contact List

  • Add Contact

  • Mass Action

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

  • Generation

  • Attachment

  • Email

  • Photographs

  • Barcoding

  • Document Screen

  • Document Search (In Tools)

  • Caption

Negotiation/Settlement Overview

  • Settlement View

  • Negotiation

  • Negotiation Follow-up Dashboard

  • Settlement

  • Fees Outstanding Report

  • Settlement Report

Medical Records Overview

  • Medical Providers

  • Medical Requests

  • Medical Records Requests Dashboards

  • Medical Records Requests Reports

Special Damages Overview

  • Employment

  • Lien Tracking

  • School/Other Activities

  • Other Providers

  • Special Damages

Litigation Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Hearing

  • Experts

Surrogate Overview (Probate/Estate)

  • Will Information

  • Decedent Information

  • Distributees/Others

  • Letter of Administration

Other Overview

  • Time Tracking

  • All Insurance

  • All Contacts

Timeline Overview

User Configuration

  • Contact Card

  • 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

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

  • 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

  • Pre-sign - Signup Not Scheduled

  • Problem Cases

  • Retained Cases

  • Sign-Up Kit To Go Out

  • Single Event Case Listing

  • Statute of Limitations

  • Tasks

Tools Overview

  • Copy/Merge Cases

  • Import/Export Cases

  • Import Case/Contact

  • Mass Communication (Mail, Email, Text)

  • UDF Export

Integrations

  • Callers Info

  • Case Intake Data

Accounting

  • Check Requests For Review

  • Distribution Check Requests For Review

Documents Search

Incomplete Cases

Mass Document Upload

Mass Time Tracking Entry

Notes Search

Time Tracking review

Unassigned Documents

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

Administrative Functions

  • Advertisement Campaigns

  • Automated Procedures

  • Case Groups

  • Case Menu Configurator

  • Case Types

  • Document Templates

  • Email/Note/Appointment/View Templates

  • Medical Record Request Types

  • Notification’s Setup

  • Quick Injuries

  • Picklist Maintenance

  • Refer-Out Rules

  • Retainer Staff

  • SOLs

  • Stages Setup

  • Status Setup

  • System Parameters

  • System Parameters (Internal)

  • Task Groups

  • Task Templates

  • Text Message Templates

  • Template Pages Configuration

  • UDF Editor

  • Users

  • User Permission Groups

I agree that on __________________________________, the items noted above were covered during a training session held at the location noted above.

By: ________________________________________

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