1. Open the Case Wizard.

2. Select the case group, case type and subtype, and fill in the details of the first plaintiff.

3. If there are multiple plaintiffs in the case, click the Add Plaintiff tab and fill in the details of the second plaintiff; otherwise, skip this step.

   • If there are three or more plaintiffs, click the new Add Plaintiff tab after you have filled in the second plaintiff's details, and fill in the details of the third plaintiff.

   • You can only add up to three plaintiffs through the Case Wizard; if you need to add more, use the Plaintiff Summary case page after the case has been created.

4. If you know the identity of the non-default defendant, click the Defendant tab and fill in the details of the defendant.

5. If your firm has the tabs activated for Medical Providers, Insurance, Vehicles, and Employment, click on each tab and fill in the details of each tab.

6. Click the Incident/Injury tab and fill in the details of the incident.

7. Click the Source tab and fill in the details of how the plaintiff was referred to your firm.

8. Click the Finish Wizard. Determine whether the case will be rejected, retained or reviewed.

   1. If the case will be rejected, select Reject. Use the dropdown to indicate the reason for rejection. Then select the document, email and/or text template that will be sent to the Plaintiff. Click Generate & Reject.

   2. If this case will be retained, select Retain. Choose the Document or E-Sign template that will be sent to the Plaintiff. Click Generate & Retain.

   3. If this case needs to be reviewed, select Review. Then click Generate & Review.

9. If you have filled out all of the required information, the Case Wizard will close and the Case Summary page for the new case will open. If not, the tab will list the sections of the Case Wizard and whether each has been adequately filled out. See Finish Wizard and Generate Case for a description of the necessary information from each of the other tabs. This chapter will not list whether each individual field is required, because the Case Wizard works differently from Add/Edit panels.

Plaintiff

The Plaintiff tab is where you enter the personal information of the first plaintiff and the case's type and subtype.

The Structure of This Tab

Open

1. Type Shortcuts. Links for commonly used case types and subtypes, allowing you to quickly select the appropriate ones. If the ones you want are not in the list, choose the correct ones from the lists below.

2. Case Group. Contains the case group of the case.

3. Case Type. Contains the case type of the case.

4. Case Sub Type. Contains the case subtype of the case

Open

1. Contact. Contains the plaintiff's name and some other identifying details.

2. Phones. Contains the plaintiff's phone numbers.

3. Address. Contains the plaintiff's physical address.

4. Contact Miscellaneous Details. Contains other personal information about the plaintiff.

5. Plaintiff's Role in the Case. Contains the plaintiff's case role.
   

Contact

The Contact area contains the following fields:

1. [Category]: Radio label; indicates whether the plaintiff is an organization or an individual.

2. Gender: Radio button; the gender of the plaintiff. This field does not appear unless [Category] is set to Individual.

3. Last Name: Text input; the last name of the plaintiff. This field does not appear unless [Category] is set to Individual.

4. First Name: Text input; the first name of the plaintiff. This field does not appear unless [Category] is set to Individual.

5. Middle Name: Text input; the middle name of the plaintiff. This field does not appear unless [Category] is set to Individual.

6. Nick Name: Text input; the nick name of the plaintiff. This field does not appear unless [Category] is set to Individual.

7. Prefix: Dropdown; the title that precedes the plaintiff's given name (e.g. Dr.). See Prefixes for the contents of the dropdown. This field does not appear unless [Category] is set to Individual.

8. Suffix: Dropdown; the title that follows the plaintiff's given name (e.g. Jr.). See Suffixes for the contents of the dropdown. This field does not appear unless [Category] is set to Individual.

9. Organization: Contact-list dropdown; the organization that employs the plaintiff. This field does not appear unless [Category] is set to Individual.

10. Name: Text input; the full name of the plaintiff. This field does not appear unless [Category] is set to Organization.

11. Other Name: Text input; an alternate name for the plaintiff. This field does not appear unless [Category] is set to Organization.

12. Office Hours: Text input; the hours of operation of the plaintiff organization. This field does not appear unless [Category] is set to Organization.

13. EIN #: Text input; the Employer Identification Number of the plaintiff organization. This field does not appear unless [Category] is set to Organization.

14. Code: Text input; the Employer Code of the plaintiff organization. This field does not appear unless [Category] is set to Organization.

Phones

The Phones area allows you to record up to four phone numbers for the plaintiff. Most of the fields in this area, accordingly, appear four times. However, the first phone number is specifically for recording the phone number from which a plaintiff's initial call originates, before you know exactly what type of phone number it is. Accordingly, the other three phone numbers each have a Copy icon to the right of the fields that comprise that number. Clicking the icon copies the number and extension from the Originating phone number to the one associated with the clicked icon. The Text checkbox is not copied. The area contains the following fields:

1. Primary: Radio button; which of the plaintiff's phone numbers is the primary phone number. There can only be one primary phone number. Clicking on the radio button will automatically deselect the radio button that may have been selected for any other phone number.

2. [Phone Type]: Dropdown; the type of the phone number. this field appears four times, once for each type of phone number. The first of these fields contains Originating and cannot be changed.

3. [Phone Number]: Text input; the phone number. This field appears four times, once for each phone number.

4. [Extension]: Text input; the extension to the phone number. This field appears four times, once for each phone number.

5. Text: Checkbox; whether the phone number can receive text messages. This field appears four times, once for each phone number.

Address

The Address area contains the following fields:

1. Address Type: Dropdown; The type of the address. See Address Types picklist for contents of the dropdown.

2. Address 1: Text input; The first line of the address.

3. Address 2: Text input; The second line of the address.

4. ZIP: Text input; The five-digit ZIP code (or the Canadian postal code). Entering a partial ZIP code, or a ZIP code associated with multiple cities, brings up a panel allowing you to select the correct ZIP code; the selection will also enter the city, county, and state automatically.

5. ZIP [Extended]: Text input; The last four digits of the extended ZIP code.

6. City: Text input; The city in which the address is located. This will be automatically inserted based upon the ZIP code entered. If the ZIP code entered covers more than one city, a list will appear from which the appropriate city can be chosen.

7. County: Text input; The County in which the address is located. This will be automatically inserted based upon the ZIP code entered.

8. State: Dropdown; The postal abbreviation for the state (or province) in which the address is located. This will be automatically inserted based upon the ZIP code entered.

9. Country: Dropdown; The country in which the address is located.

Contact Miscellaneous Details

The Contact Miscellaneous Details area contains the following fields:

1. Date of Birth: Date-widget dropdown; The plaintiff's date of birth. This field does not appear unless [Category] is set to Individual.

2. Date of Death: Date-widget dropdown; The plaintiff's date of death. This field does not appear unless [Category] is set to Individual.

3. SSN: Text input; the plaintiff's Social Security Number. This field does not appear unless [Category] is set to Individual.

4. Language [Primary]: Dropdown; The plaintiff's primary language. This field does not appear unless [Category] is set to Individual.

5. Language [Secondary]: Dropdown; the plaintiff's secondary language. This field does not appear unless [Category] is set to Individual.

6. e-Mail: Text input; the plaintiff's email address.

7. Website: Text input; The plaintiff's website. This field does not appear unless [Category] is set to Organization.

8. Comments: Text input; any comments about the plaintiff.

Plaintiff's Role in the Case

The Plaintiff's Role in the Case area contains the following fields:

1. Primary Plaintiff: Checkbox; whether this plaintiff is the primary plaintiff.

2. Primary Contact: Checkbox; whether this plaintiff is the primary contact in this case.

3. Client: Checkbox; whether this plaintiff is a client of your firm.

4. [Plaintiff Role]: Radio button; plaintiff's role in the inciting incident of the case. The specific roles displayed in this panel are based on the case type chosen. The roles for each case type are configurable by the administrator.

Type Shortcuts

The Type Shortcuts area is used to efficiently select the case group, type, and subtype of the case; there is no separate information that is stored in this area. The area has two parts.

1. A selection of hyperlinks, each containing the name of a recently used case type. Clicking any of these hyperlinks will automatically select the case type, and the case group it is in, in the Case Group and Case Type areas. Note that it will still be necessary to choose the case subtype manually.

2. A Dropdown field containing a two-column table. The table contains every case type-case subtype pair in the SmartAdvocate system. To search for a particular case type or case subtype, click the text input area in the field and type in any part of the name of the desired case type or subtype. The table will automatically be filtered to only include entries where either the type or subtype contains the text you entered. Selecting any item will automatically select the listed case type and subtype, and the case group the case type is in, in the Case Group, Case Type, and Case Sub Type areas.

Case Group

The Case Group area contains only one field:
Case Group: List; The case group of the case. Chose the appropriate group from the Case Groups picklist. Case Groups are configurable by the administrator.

Case Type

The Case Type area contains only one field:
Case Type: List; The case type of the case. Chose the appropriate group from the Case Type picklist. Case Types are configurable by the administrator.

Case Sub Type

The Case Sub Type area contains only one field:
Case Sub Type: List; The case subtype of the case. Chose the appropriate group from the Case Subtype picklist. Case subtypes are configurable by the administrator.

Add Plaintiff

The Add Plaintiff tab is where you enter the personal information of an additional plaintiff. If you begin to enter the information for the second plaintiff (i.e. the first additional plaintiff), a new Add Plaintiff tab will appear, allowing you to add a third plaintiff. This only happens once; the maximum total number of plaintiffs that can be included in a case using the Case Wizard is three. If you need to add more, use the Plaintiff Summary case page after the case has been created.
This tab contains five areas: Contact, Phones, Address, Contact Miscellaneous Details, and Plaintiff's Role in the Case. Each of these areas functions identically to its corresponding area in the Plaintiff tab, with one exception: the Address area contains the hypertext Copy From First, which automatically copies the address in the Plaintiff tab to the address in the Add Plaintiff tab. Note that the list of available roles in the Plaintiff's Role in the Case area is also based on the selected case type from the Plaintiff tab.

Defendant

The Defendant tab is where you enter the personal information of the defendant. This tab contains five areas: Contact, Phones, Address, Contact Miscellaneous Details, and Defendant's Role in Case. The Contact, Phones, Address, and Contact Miscellaneous Details areas function identically to their corresponding areas in the Plaintiff tab. The Defendant's Role in Case area contains only one field:
[Defendant Role]: Radio button; the defendant's role in the inciting incident of the case. You can choose between each defendant role assigned to the selected case type. The specific roles displayed in this panel are based on the case type chosen. The roles for each case type are configurable by the administrator.

Medical Providers

The Medical Providers tab is where you enter the details about medical providers the plaintiff has seen for the injuries or symptoms resulting from the incident.

The Structure of This Tab

1. Add: Click here first to open the dialog box to add the medical provider.

2. Plaintiff: Contact-list dropdown; the plaintiff that treated with the medical provider.

3. Provider: Contact-list dropdown; the medical provider treated the plaintiff.

4. Individual: Contact-list dropdown; the specific individual (perhaps at a medical office or hospital) who treated the plaintiff.

5. Start Date: Date-widget dropdown; the first date of treatment with this medical provider.

6. End Date: Date-widget dropdown; the last date of treatment with this medical provider.

7. Total Visits: This field is to indicate the total number of treatment visits the plaintiff had with this medical provider. Enter a number.

8. Comments: Enter any applicable comments regarding this medical provider

9. Update: Once all the information for this medical provider is entered, click Update to save the information.

Insurance

The Incident/Injury tab is where you enter the details of the inciting incident of the case, and any injuries to any plaintiff resulting from the incident. Most aspects of this tab vary depending on the case type selected in the Plaintiff tab.

The Structure of This Tab

1. Add: Click here first to open the dialog box to add the insurance carrier.

2. Party: Dropdown; the party the insurance carrier insures.

3. Party Type: Dropdown; whether the party if plaintiff or defendant

4. Insurance Company: Contact-list dropdown; the insurance company

5. Primary: Checkbox; indicates this is primary insurance,

6. Insurance Type: Dropdown; indicates type of insurance policy this party.

7. Name of the Insured: Contact-list dropdown; the insured person or company.

8. Policy Number: Text field. Enter the policy number of the insurance policy.

9. Claim Number: Text field. Enter the claim number.

10. Group Number: Text field. Enter the Group Number if the insurance policy, if one applies. For example, health insurance policies have group numbers.

11. ID Number: Text field, Enter the ID Number if the insurance policy, if one applies. For example, health insurance policies have ID numbers.

12. Policy Start Date: Date-widget dropdown; the start date of the insurance policy.

13. Policy End Date: Date-widget dropdown; the end date of the insurance policy.

14. Policy Limits: Text field. Enter the liability policy limit per person injured.

15. Policy Limits: Text field. Enter the liability policy limit per incident.

16. Deductible: Enter the deductible for the liability policy.

17. UM/SUM Policy Limits: Text field. Enter the UM/SUM policy limit per person injured.

18. UM/SUM Policy Limits: Text field. Enter the UM/SUM policy limit per incident.

19. UM/SUM Deductible: Enter the deductible for the UM/SUM policy.

20. Comments: Text field. Enter any applicable comments regarding this insurance policy.

21. Update: After all the insurance information has been entered for this policy, click Update to save the information.

Vehicles

The Vehicles tab is where you enter the details of the vehicles involved in the incident.

The Structure of This Tab

1. Add: Click here first to open the dialog box to add the vehicle information.

2. Party: Dropdown; the party applicable for this vehicle.

3. Party Type: Dropdown; whether this party is a plaintiff or a defendant.

4. Owner: Contact-list dropdown; owner of the vehicle.

5. Registrant: Contact-list dropdown; registrant of the vehicle.

6. Operator: Contact-list dropdown; operator of the vehicle.

7. License #: Text field. Enter the license number of the operator of the vehicle.

8. License State: Dropdown; the state where the operator of the vehicle is licensed.

9. License Expiration: Date-widget dropdown; the expiration date of the operator’s license.

10. Restrictions: Text field. Enter any restrictions applicable to the operator’s license.

11. Make: Dropdown; the make of the vehicle.

12. Model: Dropdown; the model of the vehicle.

13. Body: Dropdown; the body type of the vehicle.

14. Year: Text field. Enter the year of the vehicle.

15. Color: Text field. Enter the color of the vehicle.

16. Plate Number: Text field. Enter the plate number of the vehicle.

17. Plate Type: Dropdown; the plate type of the vehicle.

18. Vehicle State: Dropdown; the state who issued the vehicle plate.

19. VIN: Text field. Enter the VIN number of the vehicle.

20. Registration Expiration: Date-widget dropdown; the expiration date of the vehicle plate.

21. Lease: Dropdown; indicate if the vehicle is leased.

22. Comments: Enter any comments applicable to the vehicle.

23. Update: Once all the vehicle information has been entered, click update to save the information.

Employment

The Employment tab is where you enter the employment and compensation details of the plaintiff.

The Structure of This Tab

1. Add: Add: Click here first to open the dialog box to add the plaintiff employment information.

2. Plaintiff: Dropdown; plaintiff who is employed

3. Employer Name: Contact-list dropdown; the employer

4. Date From: Date-widget dropdown; the date the plaintiff began this employment.

5. Date To: Date-widget dropdown; the date the plaintiff ended this employment.

6. Status: Dropdown; the status of the plaintiff’s employment.

7. Work site: Contact-list dropdown; the address of the work-site.

8. Job Title: Text field. Enter the plaintiff’s job title.

9. Department: Text field. Enter the department the plaintiff works in.

10. Trade: Dropdown; the plaintiff’s trade.

11. Contact Person Name: Contact-list dropdown; the contact person at the place of employment.

12. Union: Contact-list dropdown; the union the plaintiff belongs to.

13. W/C Claim: Check this box if there is a worker’s compensation claim related to this incident.

14. Employer Comments: Enter comments applicable to the employer.

15. Salary: Text field. Enter the amount of the payment for salary.

16. Salary Frequency: Dropdown; the frequency of the payments for salary.

17. Commission: Text field. Enter the amount of the payment for commissions.

18. Commission Frequency: Dropdown; the frequency of the payments for commissions.

19. Bonus: Text field. Enter the amount of the payment for bonuses.

20. Bonus Frequency: Dropdown; the frequency of the payments for bonuses.

21. Over Time: Text field. Enter the amount of the payment for over time.

22. Over Time Frequency: Dropdown; the frequency of the payments for over time.

23. Other Compensation: Text field. Enter the amount of the payment for other compensation.

24. Other Compensation Frequency: Dropdown; the frequency of the payments for other compensation.

25. Temporary Total Disability: Text field. Enter the temporary total disability.

26. Average Weekly Wage: Text field. Enter the average weekly wage.

27. Compensation Comments: Enter comments applicable to compensation.

28. Update: Once all the employment and compensation information has been entered, click update to save the information.

Incident

The Incident/Injury tab is where you enter the details of the inciting incident of the case, and any injuries to any plaintiff resulting from the incident. Most aspects of this tab vary depending on the case type selected in the Plaintiff tab.

The Structure of This Tab

1. Incident Details. Contains the basic details of the inciting incident of the case and provides reference information about the firm project associated with the case type. The State and Date fields must be completed for the SOLs to calculate.

2. Questions. Contains user-defined fields (UDFs) associated with the case type or incident type.

Incident Details

The Incident Details area includes a section for the details of the project tied to the case type. See the Project Details page for defining firm projects. If the portion of the case type before the first hyphen matches the name of a defined project, then the Incident Details area will include the status of that project, and the hypertext Show Project Details. Clicking the hypertext will bring up a panel that displays the project name and status, target injury, and intake issues.
The area also allows you to specify the incident dates and states in the case. Because you can define up to four incident dates for any case type, this area may include up to four similar sets of fields, with different titles. The Incident Date and State must be completed for the calculation of the case's SOLs. The area contains the following fields:

1. State: Dropdown; The state in which the incident occurred. This field appears once for each incident date in the case type. The states where your firm primarily practices can be configured by the administrator to appear at the top of the list, to make it easier to choose these jurisdictions. A full list of all states can still be accessed by scrolling down the list.

2. Date: Date-widget dropdown; the date of the incident. This field appears once for each incident date in the case type.

3. Time: Text input; the time of the incident. This field appears once for each incident date in the case type.

4. UM State: The state in which the incident occurred. This field appears once for each incident date in the case type. The states where your firm primarily practices can be configured by the administrator to appear at the top of the list, to make it easier to choose these jurisdictions. A full list of all states can still be accessed by scrolling down the list.

5. UM Date: Date-widget dropdown; the date of the incident. This field appears once for each incident date in the case type.

6. UM Time: Text input; the time of the incident. This field appears once for each incident date in the case type.

7. Facts: Text input; the facts of the case. This field only appears once.

Questions (User-Defined Fields)

The fields in the Questions area are almost completely dependent on the case type. Even the heading of the area is actually the Type of the case type followed by Questions. The only field that is present regardless of the case type is a dropdown containing the case subtypes associated with the selected case type, which can be used to change the selected case subtype. The rest of the area contains user-defined fields, or UDFs. See the UDF Editor administrative page for creating and managing UDFs. Incident Type UDFs that belong to the incident type the selected case type is part of and have a Screen value of Incident Wizard, and Case Type UDFs that belong to the selected case type and have a Screen value of Case Wizard, will appear in this area; no other UDFs from the case type or incident type will appear.

Injury

The Injury tab allows you to record the injuries suffered by each plaintiff. The fields for recording injuries only appear once in this area, regardless of the number of plaintiffs; however, the contents of the No Injury, Other Injuries, and [Quick Injuries] fields are specific to the plaintiff listed in the Select Plaintiff field. This means there may effectively be multiple copies of each of these fields, one for each plaintiff in the case, but only the copy for the selected plaintiff is visible at any given time. When the case is created, the injuries recorded for each plaintiff will be added to the case file, regardless of which plaintiff's injuries are visible at the time the case is created.

The Structure of This Tab

1. Serious Injury: Checkbox; whether the case involves a serious injury. Note that while the existence or absence of a serious injury in a case is noted in various Reports and Dashboards, it has no specific definition within SmartAdvocate. Thus, your firm can determine how this checkbox will be used and the exact meaning or purpose of a checked or unchecked box. (For example, some firms use this checkbox to indicate whether the verbal threshold has been met in an automobile accident case.)

2. Select Plaintiff: Dropdown; used to select each plaintiff to record injuries. When the selection in this field changes, the No Injury, Other Injuries, and [Quick Injuries] fields automatically change to reflect the selections made for that plaintiff.

3. No Injury: Checkbox; Check this box when the selected plaintiff personally suffered no injury related to the case.

4. Other Injuries: Text input; any injury to the selected plaintiff not covered by the Quick Injuries for the case type. This field appears three times, so that up to three injuries may be recorded for each plaintiff.

5. [Quick Injuries]: Checkbox group; injuries to the selected plaintiff that are common for the case type. Quick Injuries is configurable by the administer for each case type.

Source

The Source tab is where you select the contact or advertising source that referred the case to your firm.

The Structure of This Tab

1. Paid Advertising: Contains the details of the advertisement that prompted the plaintiff to contact your firm.

2. Referring Attorney: Contains the details of a referral by an attorney or law firm.

3. Other Referral: Contains the details of any other form of referral.

Paid Advertising

The Paid Advertising area contains the following fields:

1. Source of Advertisement: Dropdown; used to select the advertisement that prompted the plaintiff to contact your firm. Every active contact in the Contacts List with Advertise as the contact type will be listed.

2. Comments: Text input; any comments about the advertisement.

Referring Attorney

The Referring Attorney area contains the following fields:

1. Law Firm: Contact-list dropdown (Law Firm type contacts only). The law firm that made the referral.

2. Attorney: Contact-list dropdown (Attorney and Defense Attorney type contacts only). The attorney that made the referral. If the Law Firm field is not blank, the dropdown will only include attorneys employed by the selected law firm.

3. Comments: Text input; any comments about the referral.

Other Referral

The Other Referral area contains the following fields:

1. Source Name: Contact-list dropdown; The contact that made the referral.

2. Relationship: Dropdown; the referring contact's relationship to your firm. Contact Relationships are configurable by the administrator.

3. Comments: Text input; any comments about the referral.

Finish Wizard and Generate Case

The Finish Wizard and Generate Case tab is used to create the case file once the case information has been entered. There are three options in the Finish Wizard:

1. Reject: Case will be rejected and notification of the rejection will be sent to the plaintiff.

2. Review: Case will be created and can be retained later.

3. Retain: Case will be retained and retention documents will be sent to the plaintiff.

Reject Case

If this case will be rejected, select Reject Case.

1. Reason: Dropdown; used to select the reason for rejection.

2. Generate document: Checkbox; select to generate a rejection document to plaintiff.

3. Select template: Dropdown; used to select which document template should be generated to the plaintiff.

4. Review before Sending (document): Checkbox; select to review the document before sending to the plaintiff.

5. Send email: Checkbox; select to generate a rejection email to plaintiff.

6. Select template: Dropdown; used to select which email template should be generated to the plaintiff.

7. Review before Sending (email): Checkbox; select to review the email before sending to the plaintiff.

8. Send text: Checkbox; select to generate a rejection text to plaintiff.

9. Select template: Dropdown; used to select which text template should be generated to the plaintiff.

10. Review before Sending (text): Checkbox; select to review the text before sending to the plaintiff.

11. Select Generate & Reject once template(s) are chosen to send to plaintiff.

Review Case

If this case requires further review, select Review Case. Then click Generate & Review.

Retain Case

If this case will be retained, select Review Case.

1. Choose between generating an eSign document or non-Esign document to manually send to the plaintiff.

2. If choosing to manually send a document to the plaintiff, select a template to generate to send to the plaintiff.

   1. If choosing to send an eSign document to the plaintiff, select the eSign template to generate.

   2. Select the text capable phone number or email address to send the eSign document to the plaintiff.

3. Review before sending: Checkbox; select to review the document before sending to the plaintiff.

4. Click Generate & Retain to generate documents and open the case.

When you click the generate button, regardless if the finish option chosen, if the required information has been included, the Case Wizard will close and the Case Summary page of the new case will open. If the required information has not been included, the tab will instead display a list of the individual Case Wizard tabs and whether sufficient information has been added to each of them. Tabs that have been adequately filled out are listed as OK; tabs that have not are listed as Not Completed, and the missing information may also be listed.

The list displayed, and the information required, is as follows:
Case Type
You must select a case group, type, and subtype from the Case Group, Case Type, and Case Sub Type areas in the Plaintiff tab to complete this section.
Plaintiffs
This section includes all the plaintiffs that have been added. In order for this section to be listed as OK, there must be at least one plaintiff, and every plaintiff's section must also be completed.
Plaintiff 1, Plaintiff 2, Plaintiff 3
Each plaintiff that has been added is listed separately. In order for a plaintiff to be listed as OK, the First Name, Last Name, and Gender fields in the Contact area must be filled in, as must the [Plaintiff Role] field in the Plaintiff's Role in the Case area.
Defendant
If no defendant has been added, this section will not appear in the Finish Wizard and Generate Case tab; entering a defendant is not necessary for the Case Wizard to complete. If a defendant has been added, then in order for the section to be listed as OK, the First Name, Last Name, and Gender fields in the Contact area must be filled in, as must the [Defendant Role] field in the Defendant's Role in the Case area. Whether the Defendant tab appears in Case Wizard is configurable by the administrator.
Incident
In order for this section to be listed as OK, you must select a state in the State field of the first incident date (the upper left one, if there are more than one) in the Incident Details area of the Incident/Injury tab. The incident date is not required but it is highly recommended that it be completed if available, so SmartAdvocate can calculate any applicable SOLs.
Injury
In order for this section to be listed as OK, at least one of the No Injury, Other Injuries, or [Quick Injuries] fields for at least one of the plaintiffs in the Injury area of the Incident/Injury tab must be selected or non-blank. Any single field, for any single plaintiff, is enough to complete this section.
Source
In order for this section to be listed as OK, there must be a selection in at least one of the Source of Advertisement, Law Firm, Attorney, or Source Name fields in the various areas in the Source tab.