Case Wizard

In order to create a new case from within SmartAdvocate, you must use the Case Wizard.

Note: (Cases can be entered in SmartAdvocate in other ways, such as through integrations with third party providers, however Case Wizard is the only method of entering cases from within SmartAdvocate.)

The Case Wizard allows you to enter the basic information about a new case (in particular, the information you would likely record during intake), and automatically formats that information into a new case file. You can access the Case Wizard by clicking the Case Wizard heading in the top tool bar, which will open the Case Wizard in a new tab.

Take note that if your firm has multiple offices, when entering a new case through Case Wizard the case will be assigned to the office with which the person who entered the case is associated.

The Case Wizard is divided into five or more sections. Your firm can select which sections appear in Case Wizard for each case type. The tabs at the top of the page can be used to jump to the different sections of the page. The available tabs are Plaintiff, Add Plaintiff, Defendant, Add Defendant, Medical Providers, Insurance, Vehicles, Employment, Incident/Injury, Source, and Finish.

To learn how to Create a New Case and learn more about each of the six tabs, click here.

SmartAdvocate Tips of the Week: New Cases and the Case Wizard

How To Automatically Assign Staff To Your New Cases

How To Automatically Enter The Default Defendant In Your New Cases