To display the "Critical Deadlines" panel on the My SmartAdvocate Screen, make sure the Critical Deadlines option is checked in the personal configuration tab. All upcoming Critical Deadlines for all cases will be displayed in the panel.
This panel displays cases to which you are assigned that have open or past due critical deadlines and/or SOL's.

You can configure the dates to include in the list (i.e., Today and Overdue, Next 7 days, or a custom range). You can also filter to show Critical Deadlines, SOL's or both.

SOL/Critical Deadline Reports

Critical Deadline Report: Lists critical deadlines in a selected date range in a text table. Columns include the case number, name, and type, the party the deadline applies to, the deadline type, due date and compliance date, the attorney and paralegal on the case, and any comments on the deadline. Parameters include the date range, case status (open, closed, or both), case type, whether to include critical deadlines that have been met, the deadline type, the staff member involved with the case, and whether to include mass tort cases. Note: this report does not list SOLs.

No Fault Report: Lists No Fault SOLs due before a selected number of days after the current date (including overdue ones) in a text table. Columns include the case number, name, type and status, insurance carrier, SOL deadline date, the number of days until the deadline date (or, if the deadline is overdue, the number of days past the deadline date), and the attorney, paralegal, and case manager. Parameters include the number of days, the staff member involved with the case, whether to include cases referred out or handled within your firm, and the firm office handling the case.

Notice of Claim Report: Lists Notice of Claim SOLs due in a selected date range in a text table. Columns include the case number and type, plaintiff's name, defendant's name, incident date, SOL deadline, date of compliance, and the attorney, case manager, and paralegal. Parameters include the case status (open, closed, or all), whether to include SOLs that have been met, whether to include mass tort cases, and the date range.

SOL Report: Lists SOLs in a text table. Almost every column is optional, and the selection of columns is one of the parameters. Other parameters include how the SOL deadline date range is selected, the date range itself, the staff involved with the case, the case group and type, whether to include SOLs with compliance or filing dates, whether to include cases referred out or handled within your firm, whether to include cases that have or have not been retained, whether to include mass tort cases, whether to limit the report results to only show the SOL with the earliest deadline date in each case, the SOL Type, and the case status (open, closed, or all). Note that this report can, depending on the SOL types chosen, include the information in the No Fault and Notice of Claim Reports.

Plaintiff Statutes Of Limitation Subtable

The Plaintiff Statutes Of Limitation table contains the details of statutes of limitations that govern actions taken by a particular plaintiff. It contains the same information as the Plaintiff Statutes of Limitation Table in the Critical Deadlines case page, but only for a single plaintiff. The Plaintiff Statutes Of Limitation table is a subtable of the Plaintiffs Table, which means that each row of the Plaintiffs table has an individual Plaintiff Statutes Of Limitation subtable associated with it, which is specific to the plaintiff in that row; open a row of the Plaintiffs table using the plus / minus sign icon to reveal the associated Plaintiff Statutes Of Limitation subtable. Each row of the subtable represents an individual statute of limitations. 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 Plaintiff Statutes Of Limitation table contains the following columns:

SOL Type: The SOL type.
SOL Date: The deadline of the SOL.
Date Complied: The date of compliance with the SOL.
Comments: Any comments about the statute of limitations.
[column with no title]: Right-click icon; the right-click menu contains Edit and Delete

Editing a Plaintiff SOL

To edit a plaintiff-centric statute of limitations:

Click the right-click icon in the untitled column of the row representing the SOL you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Plaintiff SOL Panel for details about the fields.
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 Plaintiff SOL

To delete a plaintiff-centric statute of limitations:

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

To add a new plaintiff-centric statute of limitations:

Click the Add Plaintiff SOL button. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Plaintiff SOL Panel for details about the fields.
Click Save to save the SOL and close the panel.
- If you decide you do not wish to save the SOL, 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 Plaintiff SOL Panel

The Add/Edit Plaintiff SOL Panel allows you to fill in the details of a plaintiff-centric statute of limitations. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

Plaintiff Name: The plaintiff to whom the statute of limitations applies.
SOL Type: The SOL type (including its length).
From Date [any date]: : The date from which the SOL begins to be counted.
Pick From Date: Provides various dates from the case that could be the From Date for purposes of calculating the SOL. Clicking on one of the dates inserts that date into the From Date field.
SOL Date: The deadline of the SOL.
Date Complied: The date of compliance with the SOL.
Comments: Any comments about the statute of limitations.