User Permission Groups

Accounting

Tools

Accounting (a future feature to be installed)

Accounting

/SaRx/Accounting.aspx

Accounting

Accounting (a future feature to be installed)

Accounting Integration

/SaRx/AccountingIntegration.aspx

Accounting

Accounting Integration with third-party application

Add Contact

javascript:AddContactMaster();

Contacts

Add a contact to the database

Add current page to Favorites

javascript:AddFavorite();

Favorites

Add the current page to your list of favorites

Adjourned/Canceled Appointments Report

/SAReports.aspx?reportid=CanceledAdjournedAppointment/CanceledAdjournedCalendarReport

Reports

Reports for Adjourned/Cancelled appointments

Admin

Home

Access to the Administrative Functions (for set up and configuration)

Adverse Exams

/Medical_Provider_AdverseExam.aspx

Plaintiff

Exams conducted by the opposition (e.g., DMIs)

Advertisement Campaigns

/Dashboard_AdvertisementCampaigns.aspx

Financial Dashboards

Financial Dashboards to display Financial Information such as Advertisement Campaigns, etc.

Advertisement Campaigns

/AdvertisementCampaign.aspx

Admin

Set up Advertisement sources and amount spent per period for that source

Advertisement Campaigns

/SAReports.aspx?reportid=AdvertisementReport/AdvertisementReport

Reports

Reports for Advertisement Campaigns

All Contacts

/All_contacts.aspx

Other

List all contacts 

All Insurance

/Insurance.aspx

Other

All insurance for all parties

All Vehicles

/Vehicle.aspx?AllParties=true

Other

Vehicle information for both parties

Appeals

/Litigation_Appeals.aspx

Litigation

Access to the Appeals page in the Litigation Section

ARB/Mediations

/ArbitrationMediation.aspx

Other

Arbitration/Mediatio Page

Attorney File Review Overdue

/DashboardStaffReview.aspx?NoteTypeCriteria=81

Overdue Dashboards

Dashboard that displays Attorney File Reviews that are overdue

Attorney Performance

/Attorney_Dashboard.aspx

Performance Dashboards

Dashboard that shows Attorney Performance (cases assigned, etc.)

Attorney Performance Report

/SAReports.aspx?reportid=AttorneyPerformanceReport/AttorneyPerformanceReport

Staff Management Reports

Reposr that shows Attorney Performance

Attorneys

/Plaintiff_Attorney.aspx

Plaintiff

Attorney information for Plainitff(s) on the Plaintiffs' page (attorneys for plaintiffs other that our firm)

Attorneys

/Defendant_Attorney.aspx

Defendant

Attorney information for defendant(s)

Automated Procedure Management

/AutomationCampaigns.aspx

Admin

Automated Procedures management page. Create, Edit and Assign Automated Procedures

Bankruptcy

/Bankruptcy.aspx

Other

Bankruptcy Page - shows bankruptcy information for the parties

Barcode Generation

/CoverGeneration.aspx

General

Allows the creation of a barcode page for document scanning

Calendar

/CaseCalendar.aspx

General

Access to the Office Calendar

Calendar Report

/SAReports.aspx?reportid=CalendarReport/CalendarReportAllActivities

Calendar Reports

Reports generated from the calendar

Calendar Report Advanced

/SAReports.aspx?reportid=CalendarReport/CustomCalendarReport

Calendar Reports

More detailed reports for specific information generated from the calendar

Calendar Reports

Calendar Reports

Acces to Reports generated from the calendar

Callers Info

/CallersInfo.aspx

Integrations

Information from specific calles generated through integrations

Callers Report

/excel_report_new.aspx

Legacy Reports

Caption

/Case_Caption.aspx

General

Access to the Case Caption Page

Case

Home

Case

Case Browse

/Case_Browse.aspx

Admin

Access to the case browse screen to generate lists based on available filters

Case Browse

/SAReports.aspx?reportid=CaseBrowse/CaseBrowse

Reports

Reports that can be generated based on filters saved in case browse

Case Browse Results

/Case_Browse_Results.aspx

Home

Results generated by filters set in case browse

Case Expenses With Interest Report

/SAReports.aspx?reportid=CaseExpensesWithInterest/CaseExpensesWithInterest

Reports

Report of case expenses (disbursements) with interest applied

Case Intake Data

/CaseIntakeData.aspx

Integrations

Case information/data captured from Intake generate through Integrations

Case Menu Configurator

/CaseMenuConfigurator.aspx

Admin

Allow access to change the left menu - Available from the Case's Summary Screen

Case Minimum Settlement Value Not Set

/SAReports.aspx?reportid=CaseMinSettlementValueNotSetReport/CaseMinValueReport

Reports

Reports generated from the minimum settlement value set per case

Case Notes

/SAReports.aspx?reportid=CaseNotesReport/CaseNotesReport

Reports

Reports of notes entered in cases

Case Review

/CaseReview.aspx

Dashboards

Dashboard which displays cases that have been reviewed by attorney and supervisor

Case Settlement Values

/SAReports.aspx?reportid=Case Settlement Value/CaseSettlementValues

Financial Reports

Report that shows settlement over the specified date range

Case Statistics

/SAReports.aspx?reportid=CaseStatistics/CaseStatistics

Reports

Reports that shows new intakes, settlements and Advertisement for the time period specified

Case Statistics

/dashboard_CaseStatistics.aspx

Dashboards

Dashboard that shows new intakes, settlements and Advertisement for the time period specified

Case Status Change

/SAReports.aspx?reportid=CaseStatusChangeReport/CaseStatusChangeReport

Reports

Shows cases with status changed for the period selected

Case Time Tracking

/SAReports.aspx?reportid=CaseTimeTrackingReport/CaseTimeTrackingReport

Reports

Report of time entered for cases over the period designated

Case Type

/CaseType.aspx

Admin

Case Type setup

Case UDF

/UDFs.aspx

General

User Defined Fileds created on the Case UDF page

Case UDF

/UDFs.aspx?UDFFor=Case

Other

Case Value

/CaseValue.aspx

Other

A combination of data entered on various screens that will show special damages and, certain expenses and certain liens

Case Values

/SAReports.aspx?reportid=CaseValues/CaseValues

Financial Reports

Report of the Case Values for Special Damages, etc.

Case Wizard

/Case_Wizard.aspx

Home

Used to create a new matter/case 

Case Wizard

/sarx/CaseWizard.aspx

Home

Acces to enter/create a new matter/case

Cases

Favorites

A list of cases that has bee marked as favorite

Cases by Case Type

/SAReports.aspx?reportid=CaseByCaseTypeSummary/CasesByCaseTypeSummaryRpt

Reports

Report of list of cases sorted by Case Type

Cases In Status

/SAReports.aspx?reportid=CasesInStatus/CasesInStatus

Reports

Report of cases in a specific status

Cases In Status

/Dashboard_Sol_V2_ChaseCall.aspx?Criteria=StatusBased

Dashboards

Dashboard show cases in a specific status

Cases With Disbursement Exceeding Limit Report

/SAReports.aspx?reportid=CaseDisbursementExceededReport/CaseDisbursementExceededReport

Financial Reports

Report that shows cases where the case costs/Disbursements exceed the limit set b y the firm

Cases With Long Time In Status

/SAReports.aspx?reportid=LongStatus/LongStatusCases

Staff Management Reports

Report of cases that have been in a specific status longer than the time designated by the firm to be in that status

Cases With No Recent Activity

/SAReports.aspx?reportid=CasesWithNoActivity/CasesWithNoActivity

Staff Management Reports

Report of cases with no recent activity (notes, documents, appointments, tasks, etc.)

Cases Without Incident Date

/SAReports.aspx?reportid=CasesWOIncidentDate/Cases Without IncidentDate

Reports

Repost of cases where no incident date has been entered

Change Password

/Change_Password.aspx

Admin

Access to change user password

Chart of Accounts

/ChartOfAccounts.aspx

Admin

List of accounts for accounting (future feature)

Check Requests For Review

/CheckRequestsForReview.aspx

Tools

List of checks that have been marked for review peior to being sent to QuickBooks for check disbursement

Checks Audit Trail Report

/SAReports.aspx?reportid=ChecksAuditTrailReport/ChecksAuditTrailReport

Financial Reports

Audit trail for checks showing change detail and individual who made the change

Checks Received Report

/SAReports.aspx?reportid=ChecksReceivedReport/ChecksReceivedReport

Financial Reports

Report of settlement checks received

Client Birthday Report

/SAReports.aspx?reportid=ClientBirthdayReport/Birthday Report Closed Cases With Settlement Status

Calendar Reports

Report of client birthdays for the month

Client Contact Overdue

/Dashboard_Sol_V2_ClientContact.aspx

Overdue Dashboards

Dashboard that shows list of cases where the client has not been contacted by the Paralegal within the time designated by the firm

Client Portal

/CaseClientPortal.aspx

General

Access to the Client Ports to sent token/invitation to clients, etc.

Client Portal Administration

/ClientPortalAdmin.aspx

Admin

Access to the Client Ports for administration and set up

Close Reason Statistics

/ClosedCasesStats.aspx

Dashboards

Dashboard that shows list of cases closed and the reson therefore

Closed Cases Analysis

/DashboardClosedCasesReport.aspx

Financial Dashboards

Analysis of closed cases by staff and the fees generated, etc.

Closed Cases With No Fee

/SAReports.aspx?reportid=DisbursmentforClosedCasesWithNoSettlment/DisbursementofClosedCasesNoSettlement

Reports

Report of cases that have been closed with no firm/attorney fee generated

Closed Reason Statistics

/SAReports.aspx?reportid=CloseReasonStatistics/CloseReasonStatistics

Intake Reports

Reports showing cases that have been closed and the reason they were closed with percentages

Codicil Information

/Surrogate_WillInformation.aspx?CodicilInformation=C

Surrogate

Amendment/Codicil to Will of the client

Comparative Yearly Statistics for Intake

/SAReports.aspx?reportid=IntakeMonthlyReport/IntakeMonthlyReport

Intake Reports

Report of cases entered in intake with a comparative yearly analysis

Complaints/Answers

/Litigation_ComplainAnswers.aspx

Litigation

List of complain and answere entered on the Critical Deadlines page and shown in a summary on the Litigation Page

Conflict Report

/SAReports.aspx?reportid=ConflictReport/ConflictReport

Intake Reports

Report of cases showing possible conflicts (same name, same address, same phone numbers, etc.)

Contact Related Add

/Contact_RelatedAdd.aspx

General

Add contact

Contact Rename Report

/SAReports.aspx?reportid=ContactRenameReport/ContactRenameReport

Staff Management Reports

Report of cases where the contact name has been modified

Contact Search

/Contact_List_New.aspx

Contacts

Search contact

Contact Select

/Contact_SelectAdd.aspx

Contacts

Home

Search contacts

Copy/Merge Cases

/CopyAndMergeCases.aspx

Tools

Copy a case or merge two or more cases

Counter Claims/3P

/Counter_Claims3P.aspx

Litigation

Third-Party Litigation 

Court

/Case_Court.aspx

General

Court information (Court name, Docket Number, Judge, eyc.)

Court Rules

/CourtRules.aspx

General

Integration through Calendar Rules

Court UDFs

/UDFs.aspx?UDFFor=Court

Litigation

User Defined Files that will display on the Court Page

Create Document

/Create_doc.aspx

Create documents 

Created/Modified Contact Search

/SAReports.aspx?reportid=ContactSearchReport/ContactSearchReport

Staff Management Reports

Report of contacts that have been created or modified for the period selected

Critical Comments

/Critical_Comments.aspx

General

Critical Comment that can be set to appear on the case as a popup when the user tries to access the case

Critical Deadline Report

/SAReports.aspx?reportid=Critical Deadline Report/Critical Dealine Report

SOL/Critical Deadline Reports

Report of deadlines 

Critical Deadlines

/Case_SOL.aspx

General

Access to the critial deadlines page of the case

Custom View Page 1

/CustomView.aspx?PageID=1

Other

Pages/Panels that can be created to display in the case show information typically populated via merge codes

Custom View Page 2

/CustomView.aspx?PageID=2

Other

Pages/Panels that can be created to display in the case show information typically populated via merge codes

Custom View Page 3

/CustomView.aspx?PageID=3

Other

Pages/Panels that can be created to display in the case show information typically populated via merge codes

Custom View Page 4

/CustomView.aspx?PageID=4

Other

Pages/Panels that can be created to display in the case show information typically populated via merge codes

Custom View Page 5

/CustomView.aspx?PageID=5

Other

Pages/Panels that can be created to display in the case show information typically populated via merge codes

Daily Cases Opened

/SAReports.aspx?reportid=DailyCasesOpened/DailyCasesOpened

Intake Reports

Intake Report show daily cases opened

Daily Single Event Cases Opened

/SAReports.aspx?reportid=SingleEventIntakePattern/SingleEventIntakePatterns

Intake Reports

Intake Report show daily cases opened

Dashboard Designer

/CustomDashboards.aspx?Mode=Designer

Dashboards

Administrative function that allows the design of custom dashboards

Dashboard Group 1

/CustomDashboards.aspx?Group=1

Dashboards

Administrative function that allows the design of custom dashboards

Dashboard Group 2

/CustomDashboards.aspx?Group=2

Dashboards

Administrative function that allows the design of custom dashboards

Dashboard Group 3

/CustomDashboards.aspx?Group=3

Dashboards

Administrative function that allows the design of custom dashboards

Dashboard Group 4

/CustomDashboards.aspx?Group=4

Dashboards

Administrative function that allows the design of custom dashboards

Dashboard Group 5

/CustomDashboards.aspx?Group=5

Dashboards

Administrative function that allows the design of custom dashboards

Dashboard Teams

/TeamManagement.aspx

Admin

Dashboard Viewer

/CustomDashboards.aspx?Mode=Viewer

Dashboards

Dashboard that shows graphical display of Open Cases, Settlements, Leads by Groups, Lead Demographics, Lead Geographics, User Activity

Dashboard(Old)

/Dashboard_Sols.aspx

Admin

Dashboards

Home

Access to Dashboards

Death Compromise

/DeathCompromise.aspx

Surrogate

Procedure in Probate Court

Death Compromise Dist.

/DCDistribution.aspx

Surrogate

Procedure in Probate Court

Decedent Information

/SurrogateDecedentInformation.aspx

Surrogate

Information for decedent entered on the Surrogate/Probate Court page

Defendant

Case

Defendant Main Section on the Summary Screen

Defendant Notes

/CaseNotesNew.aspx?NoteType=Defendant

Defendant

Notes page showing defendants notes

Defendant UDFs

/UDFs.aspx?UDFFor=Defendant

Defendant

User Defined Fields created for the defendants' page

Demand Production

/Dashboard_DemandProduction.aspx

Performance Dashboards

Dashboard showing settlement demands made for the period selected

Depositions

/Litigation_Deposition.aspx

Litigation

Depositions Page under the Litigation Section

Disbursement Report

/SAReports.aspx?reportid=DisbursementReport/DisbursementReport

Financial Reports

Report of case costs/Disbursements

Disbursements

/Case_Disbursement.aspx

General

Disbursements Page

Discovery

/Litigation_Discovery.aspx

Litigation

Discovery page under the Litigation Section

Distributees/Others

/Surrogate_Distributees.aspx

Surrogate

Distributees shown on the Surrogate/Probate information screen

Distribution Check Requests For Review

/DistributionCheckRequestsForReview.aspx

Tools

Dashboard uses to show checks that have been flagged for review that are populated to the special dashboard prior to approval to be sent to QuickBooks

Document Search Report

/SAReports.aspx?reportid=DocumentSearchReport/DocumentSearchReport

Reports

Report to show documents added to a case

Document Templates

/TemplateManagement.aspx

Admin

Access to the document templates used for document generation

Documents

/case_documents.aspx

General

Documents page in the case

Documents Search

/Document_Listing.aspx

Tools

System-wide document search

Email Cache

/EmailCache.aspx

Tools

(Future feature)

Email/Note Templates

/EmailTemplates.aspx

Admin

Create email templates

Emails

/case_documents.aspx?show=EmailsOnly

General

Emails page

Employment

/Plaintiff_Employment.aspx

Plaintiff

Plaintiff's Employment information

Evidence

/Evidence.aspx

Litigation

Evidence page on the Litigation Section

Evidence/Storage Report

/SAReports.aspx?reportid=EvidenceStorage/EvidenceStorage

Reports

Report showing physical evidence being stores

Expense Analysis Report

/SAReports.aspx?reportid=ExpenseAnalysisReport/ExpenseAnalysisReport

Financial Reports

Report showing comparison of case expenses to recovery

Expert

/Expert_Details.aspx

Litigation

Expert page on the litigation section

Expert UDFs

/UDFs.aspx?UDFFor=Expert

Litigation

User Defined Filed for Expert

Favorites

Home

List of filters saved

Fees Awarded

/FeesAwarded.aspx

General

Page for entry of fees awarded in Social Security/Disability, Workers Comp cases, etc.

Fees Deposited

/SAReports.aspx?reportid=FeeDepositReport/FeesDepositedReport

Financial Reports

Report of Firm fees deposited from settlements

Fees Outstanding

/SAReports.aspx?reportid=FeeOutStanding/FeesOutstanding

Financial Reports

Report of Firm fees earned from settlements but not yet deposited (settlement checks not yet received)

Filters

Favorites

Access to saved filters (Calendar, favorite cases, etc.)

Financial Dashboards

Dashboards

Financial Dashboards (settlements, advertisement campaigns, etc.)

Financial Reports

Reports

Financial Reports (Settlements, etc.)

Funding

/Funding.aspx

Other

Page for pre or post-settlement funding requests

Funding Report

/SAReports.aspx?reportid=FundingReport/FundingReport

Financial Reports

Report of funding requests/funding made

General

Case

Hearing

/LitigationHearing.aspx

Litigation

Hearing page under the Litigation section (Workers Comp., etc.)

Help

/help/default.htm

Home

Access to online user help for SmartAdvocate

Home

(Future feature)

Hourly Call Patterns

/SAReports.aspx?reportid=Intake Pattern/IntakePatternReport

Intake Reports

"Call Patters" (Intakes) done over a specified period

Import Case/Contact

/ImportCaseContacts.aspx

Import case contacts from spreadsheet

Import/Export Cases

/ImportCase.aspx

Import or Export case information to a spreadsheet

Incident

/Case_Incident.aspx

General

The incident Page (initially completed during intake)

Incident Date/State

/Case_Incident.aspx#Incident

General

The incident date (date of accident)

Incident Information Changed Report

/SAReports.aspx?reportid=IncidentInformationChangedReport/IncidentInformationChangedReport

Staff Management Reports

Report of any changes made to information on the Incident page

Incomplete Cases

/Incomplete_Cases_New.aspx

Tools

A log of "cases/intakes" where the Case Wizard (Intake) was commenced but not completed where a new case/new matter was created

Injuries

/Case_Injury.aspx

Plaintiff

Injuries page for plaintiff

Injuries-Prior

/Medical_Provider_Priorsubsequentinjuries.aspx

Plaintiff

Page where "prior" injuries (injuries of the plaintiff/claimant that occurred before the incident at issue)

Insurance

/Plaintiff_Insurance_Company.aspx

Plaintiff

Insurance informatin for the plaintiff

Insurance

/Defendants_Insurance_Company.aspx

Defendant

Insurance information for the defendant

Insurance

/Plaintiff_Insurance_Company.aspx?Defendant=True

Defendant

Insurance information for the defendant

Insurance Company Report

/SAReports.aspx?reportid=Insurance Company Report/Insurance Company Report

Reports

Report of insurance companies and settlements made by those companies

Intake Analysis

/SAReports.aspx?reportid=IntakeAnalysis/IntakeAnalysisCount

Intake Reports

Intake data showing leads from applicable sources, leads by case group, and optional settlement information generally defaulted for the last 24 hours

Intake Dashboard

/DashboardIntake.aspx

Performance Dashboards

Dashboard showin intake statistics, including leads generated, conversion percentage, signed up leads, and referred out leads for the period selected

Intake Follow Up Dashboard

/Dashboard_Sol_V2_ChaseCall.aspx

Dashboards

Dashboard showing cases in the intake stage where the client has not yet been retained

Intake Performance

/DashboardIntakeReport.aspx

Performance Dashboards

Dashboard showing intake statistics, including leads generated, conversion percentage, signed up leads, and referred out leads for the period selected

Intake Performance Report

/SAReports.aspx?reportid=IntakePerformanceReport/IntakePerformanceReport

Intake Reports

Report showing intake statistics, including leads generated, conversion percentage, signed up leads, and referred out leads for the period selected

Intake Reports

Reports

Access to the Intake Reports

Intake Review

/IntakeReview.aspx

Dashboards

Dashboard showing cases in the intake stage that have been marked to be rejected, but need to be reviewed by a supervisor

Intake Statistics

/Dashboard_NewCases.aspx

Dashboards

Dashboard showing graphical rendition of intake statistics, by source and case type year to date and month over month for tha past four years

Integration Page 1

/Integration1.aspx

Other

Third Party Integrations

Integration Page 2

/Integration2.aspx

Other

Third Party Integrations

Integration Page 3

/Integration3.aspx

Other

Third Party Integrations

Integration Page 4

/Integration4.aspx

Other

Third Party Integrations

Integration Page 5

/Integration5.aspx

Other

Third Party Integrations

Integrations

Tools

Investigations

/Investigations.aspx

General

Third Party Investigationss

Item Templates

/WorkPlanTemplatesAdmin.aspx

Work Plans

SmoartAdvocate WorkPlans (Create, modify, assign)

Last Modified Note Report

/SAReports.aspx?reportid=LastModifyBy/Last Modified By Report

Reports

Report showing notes last modified

Lawyer Referral By Closing date

/SAReports.aspx?reportid=LawyerReferralSource/LawyerReferralSource

Reports

Repoirt showing referral by attorney

Lead Analysis Report

/SAReports.aspx?reportid=LeadAnalysisReport/LeadAnalysisReport

Intake Reports

Intake Report showinggraphical rendition of lead by gender, age and case group for the period selected

Legacy Dashboards

Dashboards

Legacy Reports

Reports

Letter of Administration

/Surrogate_Letter_Of_Admin.aspx

Surrogate

Letters of administration from Probate/Surrogate Court

Lien Report

/SAReports.aspx?reportid=Lien Report/LienReport

Financial Reports

Financial Report showing liens in cases

Lien Tracking

/Plaintiff_LienTracking.aspx

Plaintiff

Page where liens are entered in the case

Lienor Report

/SAReports.aspx?reportid=LienorCreationReport/LienorCreationReport

Reports

Report of liens in cases

Links

Favorites

Links for URLs or pages outside of SmartAdvocate

Litigation

Case

The Litigation Page

Litigation Stage

/Dashboard_Sol_V2_LigNew.aspx

Legacy Dashboards

Litigation Stage

/StageDashboard.aspx?stage=2

Stage Dashboards

Dashboard showing cases in the Litigation Stage

Manage Favorites

/CaseFavorite.aspx

Favorites

Access to mage the user lists of favorites (filters, etc.)

Map Cases

/MapCases.aspx

Home

Map showing geographic location of plaintiffs based on their address

Map Dashboard

/MapsIntegration.aspx

Dashboards

Dashboard showing Map showing geographic location of plaintiffs based on their address

Mass Contact Import

/MassContactImport.aspx

Tools

Import tool to import contacts in bulk from spreadsheet

Mass Document Upload

/Document_Scanning.aspx

Tools

Upload tool to upload multiple documents to a case simultaneously

Mass Emailing

/MassEmail.aspx

Tools

Tool to send multiple emails simultaneously

Mass Mailing

/Mass_Mailing.aspx

Tools

Tool to send document to multiple plaintiffs simultaneously

Mass Sending Errors

/MassSendingErrors.aspx

home

Page that logs error from mass sending operations

Mass Texting

/MassSMS.aspx

Tools

Tool to send text messages in bulk to multiple pplaintiffs

Mass Time Tracking Entry

/MassTimeEntry.aspx

Tools

Page that allows the entry of time tracking information to multiple cases simultaneously

MDL Cases

/MDL.aspx

Other

List of cases in Multi District Litigation

Medical Bill Vs Policy Limit

/SAReports.aspx?reportid=MedicalBillVsPolicyLimits/MedicalBillVsPolicyLimits

Reports

Report showing medical bills and policy limits in the case

Medical Chronology

/Plaintiff_Medical_Chronology.aspx

Plaintiff

Medicals chronology for treatment by the medical providers

Medical Provider Referral Report

/SAReports.aspx?reportid=MedicalProviderReferralReport/MedicalProviderReferralReport

Medical Reports

Report of cases where the firm referred clients to those providers

Medical Providers

/Plaintiff_Medical_Provider.aspx?current=true

Plaintiff

Page where medical providers for the plaintiff are entered (treatment for "current" injuries)

Medical Providers-Prior

/Plaintiff_Medical_Provider.aspx?Prior=true

Plaintiff

Page where medical providers for prior treatment are entered

Medical Record Request Types

/MedicalRecordType.aspx

Admin

Types of medical records requests (hospital records, pharmacy records, MRI, etc.)

Medical Records Request Report

/SAReports.aspx?reportid=ExternalMedicalRequests/ExternalMedicalRequests

Medical Reports

Report of medical records requests made

Medical Records Requests (external)

/Dashboard_MedicalRequests.aspx?Ext=True

Dashboards

Dashboard showing medical records requests made and the records have not been received

Medical Records Requests (internal)

/Dashboard_MedicalRequests.aspx?Ext=False

Dashboards

Dashboard showing medical records requests that have been logged to the case, but not yet sent out

Medical Records Requests Summary Report

/SAReports.aspx?reportid=MedicalRecordsRequestsSummary/MedicalRecordsRequestsSummary

Medical Reports

Summary Report of medical records request made

Medical Records Retrieval Performance Report

/SAReports.aspx?reportid=MedicalRecordsRetrievalPerformanceReport/MedicalRecordsRetrievalPerformanceReport

Medical Reports

Report of medicalrecords request made through retrieval service and received by date range

Medical Records Update Report

/SAReports.aspx?reportid=MedicalRecordsUpdateReport/MedicalRecordsUpdateReport

Medical Reports

Report of update requests for medical records from retrieval service

Medical Testing

/MedicalTesting.aspx

General

Page showing test ordered by the medical provider

Medical Visits Report

/SAReports.aspx?reportid=MedicalVisitsReport/MedicalVisitsReport

Medical Reports

Report of visits by provider for the case

Missing Barcoded Documents

/SAReports.aspx?reportid=MissingBarcodedDocuments/MissingBarcodedDocuments

Reports

Report of documents that were scanned without a barcode cover page

Modified Notes Report

/SAReports.aspx?reportid=ModifiedNotesReport/ModifiedNotesReport

Staff Management Reports

Report of notes that have been modifies by staff

Money In Trust Account

/SAReports.aspx?reportid=MoneyInTrustAccountReport/MoneyInTrustAccountReport

Financial Reports

Report of settlement funds being held in Trust

Monthly Intake Statistics

/SAReports.aspx?reportid=IntakeDetailedAnalysis/IntakeDetailedAnalysis

Intake Reports

Report of Intakes per month

Motions

/Litigation_Motion.aspx

Litigation

Motions Page under the Litigation Section

My Cases

/Dashboard_Sol_V2_ChaseCall.aspx?Criteria=AllCalls

Dashboards

Dashboard show list of open cases assigned to the staff member

My Medical Records Requests

/Dashboard_ParalegalMedicalRequests.aspx

Dashboards

Dashboard showing list of medical records requests assigned to the staff member

My SmartAdvocate

/MySmartAdvocatePanels.aspx

Home

Home page in SmartAdvocate

Negotiation Follow-Up

/Dashboard_SettlementNegotiation.aspx

Dashboards

Dashboard showing list of cases where a demand or offer has been entered but not yet settled

Negotiation Follow-Up

/SAReports.aspx?reportid=NegotiationFollowUp/NegotiationFollowUp

Reports

Report showing list of cases where a demand or offere has been entered but not yet settled

Negotiation/Settlement

/Negotiation.aspx

General

Negotiation/Settlement page where demands, offere and settlements are entered

Negotiation/Settlement (Checks Panel)

/Negotiation.aspx#Checks

General

Checks received from Settlement

Negotiation/Settlement (Negotiations Panel)

/Negotiation.aspx#Negotiations

General

Settlement information

Negotiation/Settlement (Settlements Panel)

/Negotiation.aspx#Settlements

General

Negotiation/Settlement panel on the Negotiation/settlement page where demands, offere and settlements are entered

New Case Report

/SAReports.aspx?reportid=NewCaseReport/IntakePatternsReferralSource

Reports

Report of new cases entered for the period

New Cases

/Dashboard_Sol_V2_NewCaseLive.aspx

Dashboards

News cases from Probate/Dashboards Court

No Fault Report

/SAReports.aspx?reportid=No Fault Report/No Fault Repot

SOL/Critical Deadline Reports

Report showing "No Fault" deadlines

Notes

/CaseNotesNew.aspx

General

Page where notess are entered the case

Notes

/CaseNotesNew.aspx?NoteType=Expert

Litigation

Litigation notes

Notes

/CaseNotesNew.aspx?NoteType=Court

Litigation

Litigation notes

Notes Overdue by Type

/DashboardStaffReview.aspx

Overdue Dashboards

Dashboard showing note types that have not been entered for the specified period

Notes Search

/NoteSearch.aspx

Tools

Tool that allows searching of notes system wide

Notes Search Report

/SAReports.aspx?reportid=NotesSearchReport/NotesSearchReport

Reports

Report of notes that have been entered

Notice of Claim Report

/SAReports.aspx?reportid=Notice of Claim/Notice of Claim Report

SOL/Critical Deadline Reports

Report showing "Notices of Claim" deadline

Notifications Setup

/NotificationsSetup.aspx

Admin

Set up for notification sent to staff based on certain occurrences

Office Calendar

/OfficeCalendar.aspx

Home

Main Office (Central) Calendar

Open Cases

/OpenCases.aspx

Dashboards

Dashboard showing list of open cases

Other

Case

Other unrelated cases for the plaintiff

Other Cases

/OtherCases.aspx

Other

Other unrelated cases for the plaintiff

Other Providers

/Medical_Provider_OtherProvider.aspx

Plaintiff

Other medical providers (other than those entered for "current" treatment)

Outstanding Items

/Outstanding_Items.aspx

Other

Page showing list of items with "open" dated (e.g., open medical records request, Motion pending and no decision date, discovery with no satisfied date, etc.)

Overdue Dashboards

Dashboards

Dashboard showing overdue items (client contact overdue, attorney file review overdue, supervisor file review)

Overdue Report

/SAReports.aspx?reportid=OverDueReport/OverDueReport

Staff Management Reports

Report showing overdue items (client contact overdue, attorney file review overdue, supervisor file review)

Overdue Status Summary

/SAReports.aspx?reportid=OverDueStatusSummary/OverDueStatusSummary

Staff Management Reports

Report showing list of cases where they have been in a status longer than the time designated

Overdue Tasks Report

/SAReports.aspx?reportid=OverDueTasksReport/OverDueTasksReport

Staff Management Reports

Report of tasks that are open with a past due date

Performance Dashboards

Dashboards

Dashboard showing staff performance (cases assigned, etc.)

Photograph

/Case_Photograph.aspx

General

Photographs page showing photographs that have bee added to the case

Picklist Maintenance

/PickList.aspx

Admin

Admin section to configure certain items such as those shown in drop-down lists

Plaintiff

Case

Plaintiff Fact Sheet

/UDFs.aspx?UDFFor=PFS

Plaintiff

Page where a PFS can be designed/set for the case

Plaintiff UDFs

/UDFs.aspx?UDFFor=Plaintiff

Plaintiff

Page where User Defined Fields for the plaintiffs can be designed/set 

Policy Limit Settlement Report

/SAReports.aspx?reportid=PolicyLimitSettlementReport/PolicyLimitSettlementReport

Financial Reports

Report showing settlements and the policy limits for the insurance entered in the case

Prelit Unit Status

/DashboardSingleEventStatusReport.aspx

Performance Dashboards

Dashboard show staff performance which includes total settlements, fee generated, average times, etc.

Pre-Litigation Stage

/Dashboard_Sol_V2_PreLitNew.aspx

Legacy Dashboards

Pre-Litigation Stage

/StageDashboard.aspx?stage=1

Stage Dashboards

Dashboard showing cases in the Pre-Litigation Stage

Prescriptions

/Prescriptions.aspx

Plaintiff

Page showing medications prescribed for the plaintiff

Presign - Signup Not Scheduled

/PresignNotScheduled.aspx

Dashboards

Dashboard showing leads where a sign-up kit has not been sent 

Prior Claims

/Plaintiff_Prior_claims.aspx

Plaintiff

Priors claims made by this plaintiff

Problem Cases

/Dashboard_Sol_V2_ProblemCase.aspx

Dashboards

Dashboard showing cases where critical information is missing (missing incident date, missing incident facts, etc.)

Problem Cases Report

/SAReports.aspx?reportid=ProblemCasesReport/ProblemCasesReport

Reports

Report showing cases where critical information is missing (missing incident date, missing incident facts, etc.)

Project Details

/Project_Details.aspx

Home

Campaigns for mass tors, class action, etc., showing target plaintiff, potential intake issues, etc. A general guide for the Intake Team for special types of cases generally in the Mass tort arena

Query Tool (Alpha)

javascript:var w=window.open("http://saweb2008a/querytool/","contacts","");

Tools

Quick Injury

/QuickInjuryManagement.aspx

Admin

Admin section to designate quick injuries (check boxes to enter injuries) typically used in intake

QuickBooks Disbursements Report

/SAReports.aspx?reportid=QBDisbursements/QuickBooksDisbursements

Financial Reports

Report showing disbursements/Case Costs sent to QuickBooks

Recent Cases

Home

List of last 20 cases accessed by the user

Recently Accessed Cases

/RecentlyAccessedCases.aspx

Recent Cases

List of cases recently accessed by the user

Refer-Out Rules

/ReferOutRules.aspx

Admin

Set up which case type are referred to designated attorney/law firms

Referrals By Clients

/SAReports.aspx?reportid=ReferralsByClients/ReferralsByClients

Reports

Report showing cases referred to the firm by former/current clients

Referred Out

/RetainerReferral_Out.aspx

General

Page showing referred out firm

Referred Out Firm Follow-up

/Dashboard_Sol_OutLawFirm.aspx

Dashboards

Dashboard that displays list of cases referred to firms/attorneys

Referred-Out Firm Performance

/SAReports.aspx?reportid=ReferredOutFirmPerformance/ReferredOutFirmPerformance

Reports

Report showing list of cases referred to to firms/attorneys

Reports

Home

Access to Reports

Retainer Staff

/RetainerStaffManagement.aspx

Admin

Set up staff that are assigned when a matter is retained

Retainer/Referral

/Case_Retainer_Referral.aspx

General

Page where Retainer and Referral information is entered for the case

SA Pages

Favorites

List of favorite filters

School/Other Activities

/Plaintiff_SchoolAndOtherActivity.aspx

Plaintiff

School and other activity information for the plaintiff

Settlement Dashboard

/DashboardSettlement.aspx

Financial Dashboards

Dashboard showing settlement information for the period selected

Settlement Forecast Report

/SAReports.aspx?reportid=SettlementForecastReport/SettlementForecastReport

Financial Reports

Report showing anticipated settlement for a designated period

Settlement Performance (Min. Value)

/SAReports.aspx?reportid=SettlementPerformanceMinValueReport/SettlementPerformanceMinValueReport

Financial Reports

Report showing forecasted settlements for the minimum settlement valu set.

Settlement Report

/SAReports.aspx?reportid=Settlement Report/Settlement Report

Financial Reports

Access to Financial Reports

Settlement/Fee Production

/Dashboard_SettlementProduction.aspx

Financial Dashboards

Dashboard showing settlements and firm/attorney fees generated from those settlements

Settlements By Case Group/Type

/SAReports.aspx?reportid=SettlementsByCaseGroupAndType/SettlementsByCaseGroupAndType

Financial Reports

Report showing settlements by Case Group

Shared Documents

/Case_SharedDocuments.aspx

General

Documents shared with "outside" sources/contacts

Sign Up Stage

/Dashboard_Sol_V2_Signups.aspx

Legacy Dashboards

Dashboard showing list of cases in the Sign Up Stage broken down by statuses in that stage

Sign Up Stage

/StageDashboard.aspx?stage=3

Stage Dashboards

Dashboard showing cases in the Sing-Up Stage

SignUp Kit To Go Out

/Dashboard_SignUpKit.aspx

Dashboards

Dashboards showing cases in the specific status for "Sign-Up Kits" to be sent to the designated leads

Single Event Case Listing

/DashboardSingleEventCaseListing.aspx

Dashboards

Dashboard showing list of open "single event" type cases 

Social Security Disability

/SocialSecurityDisability.aspx

General

Page for Social Security/Disability type matters

SOL Report

/SAReports.aspx?reportid=SOLReportv2/SOL Short Report V2

SOL/Critical Deadline Reports

Report showing Statute of Limitations (SOL) deadlines

SOL/Critical Deadline Reports

Reports

Report showing Statute of Limitations (SOL) deadlines

Special Damages

/PlaintiffSpecialDamage.aspx

Plaintiff

Page showing special damages for the plaintiff

Staff Activity Report

/SAReports.aspx?reportid=StaffActivity/StaffActivity

Staff Management Reports

Report showing staff activity over the designated period

Staff Management Reports

Reports

Access to Staff Management Reports

Staff Performance

/DashboardStaffPerformance.aspx

Performance Dashboards

Dashboard showing staff activity over a designated period

Staff Performance Report

/SAReports.aspx?reportid=StaffPerformanceReport/StaffPerformanceReport

Staff Management Reports

Report showing staff activity over a designated period

Stage Dashboards

Dashboards

Dashboard showing cases by Stages

Stage Overdue by Staff

/DashboardStageOverdue.aspx

Stage Dashboards

Dashboard showing cases in designated stages that are beyond the time frame set by the firm

Stages Setup

/StagesSetUp.aspx

Admin

Administrative function to set up the desired Stage for cases

Status Setup

/StatusSetUp.aspx

Admin

Administrative function to set up the desired Statuses for cases

Statute of Limitations

/Dashboard_Sol_V2.aspx

Dashboards

Dashboard showing the Statute of Limitations deadlines for cases

Suggestion

/Suggestion.aspx

Home

Send suggestions to SmartAdvocate

Suggestion Report

/SAReports.aspx?reportid=SuggestionReport/Suggestion Report

Reports

Report showing suggestions for SmartAdvocate

Summary

/CaseSummary.aspx

General

Access the case summary screen

Summary

/Case_Plaintiff.aspx

Plaintiff

Access the summary page for plaintiff

Summary

/Defendant.aspx

Defendant

Access the summary page for defendant

Summary

/Litigation_Index.aspx

Litigation

Access the summary page for litigation

Summary (Close Case)

/CaseSummary.aspx#CloseCase

General

Access the summary (close case) page 

Summary (Staff Panel)

/CaseSummary.aspx#Staff

General

Access summary of staff assigned to the case to date

Summary (Status Panel)

/CaseSummary.aspx#Status

General

Access summary of different statuses assigned to the case over time

Summary (Value Panel)

/CaseSummary.aspx#Value

General

Access summary of case value

Supervisor File Review Overdue

/DashboardStaffReview.aspx?NoteTypeCriteria=80

Overdue Dashboards

Dashboard showing Supervisor file review overdue

Surrogate

Case

Surrogate (Probate Court) section

System Parameters

/AdminParams.aspx

Admin

Administrative functions to set certain parameters for SmartAdvocate

System Parameters (Internal)

/AdminInternalParams.aspx

Admin

Administrative functions to set certain parameters for SmartAdvocate

Task Groups

/TaskGroupManagement.aspx

Admin

Administrative function to set task groups

Task Templates

/TaskTemplateManagement.aspx

Admin

Administrative function to create task templates

Tasks

/Dashboard_Tasks.aspx

Dashboards

Dashboard to access tasks system wide

Tasks

/Case_Tasks.aspx

General

Page that shown tasks that have been assigned in the case

Template Editor

javascript:var w=window.open("Template_Editor.aspx","editor");

Admin

Access the template editor page for admin

Template Page 1

/CustomView.aspx?PageID=1&Template=true

Other

Access the template page 1 page for other

Template Page 2

/CustomView.aspx?PageID=2&Template=true

Other

Access the template page 2 page for other

Template Page 3

/CustomView.aspx?PageID=3&Template=true

Other

Access the template page 3 page for other

Template Page 4

/CustomView.aspx?PageID=4&Template=true

Other

Access the template page 4 page for other

Template Page 5

/CustomView.aspx?PageID=5&Template=true

Other

Access the template page 5 page for other

Template Pages Configuration

/TemplatePagesConfig.aspx

Admin

Administrative function to create/set up custom pages

Template Panel 1

/CustomView.aspx?PanelID=1&Template=true

Other

Custom Panel

Template Panel 2

/CustomView.aspx?PanelID=2&Template=true

Other

Custom Panel

Template Panel 3

/CustomView.aspx?PanelID=3&Template=true

Other

Custom Panel

Template Panel 4

/CustomView.aspx?PanelID=4&Template=true

Other

Custom Panel

Text Message Templates

/TemplateEditForm.aspx

Admin

Administrative function to create/edit text message templates

Time Tracking

/Case_TimeTracking.aspx

Other

Time Tracking Page

Time Tracking Review

/TimeTrackingReview.aspx

Tools

Tools to review time tracking entries

Timeline

/CaseTimeline.aspx

General

General time line (audit trail) of certain activities in the case

Tip of the week

https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/928382993/TipoftheWeek-MasterList

Help

Access the tip of the week page for help

Tip of the week Admin

/TipOfTheWeekAdmin.aspx

Help

Administrative function to add update Tip-Of-The-Week

Tools

Home

Access to the Tools tab on the top tool bar

Top Search

/TopSearchResults.aspx

Top Search

Main search function for cases in SmartAdvocate

Treatment Report

/SAReports.aspx?reportid=TreatmentReport/TreatmentReport

Medical Reports

Report of medical treatment

Trial Prep

/Litigation_TrialPrep.aspx

Litigation

Page available under the Litigation Section to enter Trial Prep information

UDF Editor

/UDFManagement.aspx

Admin

Administrative function to create/edit/modify User Defined Fields

UDF Export

/UDF_Export.aspx

Tools

Tools to export User Defined Filed information

UDF Report

/SAReports.aspx?reportid=UDF Values Report/UDFCasesValues

Reports

Report of data entered in User Defined Fields

UDFs #1

/UDFs.aspx?UDFFor=Other1

Other

Custom Page for UDF

UDFs #2

/UDFs.aspx?UDFFor=Other2

Other

Custom Page for UDF

UDFs #3

/UDFs.aspx?UDFFor=Other3

Other

Custom Page for UDF

UDFs #4

/UDFs.aspx?UDFFor=Other4

Other

Custom Page for UDF

UDFs #5

/UDFs.aspx?UDFFor=Other5

Other

Custom Page for UDF

Unassigned Documents

/Document_Scanning.aspx?un_mode=1

Tools

Tools to list documents that have not be assigned to a case

Upside Down Medicals Report

/SAReports.aspx?reportid=UpsideDownMedicalsReport/UpsideDownMedicalsReport

Financial Reports

Report of medical bills that exceeds insurance policy limits

User Manual

http://app.smartadvocate.com/Help/SmartAdvocate_User_Manual_07_2019.pdf

Help

User Manual

User Permission Groups

/PagesInRoles.aspx

Admin

Administrative access to User Permission Groups

User Preferences

/UserPreference.aspx

Admin

Administrative access to set user preferences

Users

/UserMaintenance.aspx

Admin

Administrative access to configure users

VA Claims

/VeteransAffairsClaims.aspx

Litigation

Page for VA claims under the Litigation section

Vehicles

/Vehicle.aspx?plaintiff=true

Plaintiff

Vehicle information for plaintiff

Vehicles

/Vehicle.aspx

Defendant

vehicle information for defendant

Verdict

/Verdict.aspx

Litigation

Verdict page under litigation section

ViewStat Report

/SAReports.aspx?reportid=ViewStat/Quick Status Rpt

Reports

A quick status report showing specific information for the specified case (incident detail, assigned staff, critical deadlines)

Web Importer

/Web_Intake.aspx

Tools

(Future planned feature)

Who is where tomorrow

/SAReports.aspx?reportid=WhosWhere/WhosWhereUpdated

Calendar Reports

Access the who is where tomorrow page for calendar reports

Will Information

/Surrogate_WillInformation.aspx

Surrogate

Page where wills are entered the case

WorkPlan Assignments

/WorkPlanAssignment.aspx

Work Plans

SmartAdvocate WorkPlans (Create, modify, assign)

WorkPlan Edit

/WorkPlanEdit.aspx

Edit existing WorkPlans

WorkPlan Management

/WorkPlanAdmin.aspx

Work Plans

SmartAdvocate WorkPlans (Create, modify, assign)

WorkPlans

/WorkPlans.aspx

General

Access the workplans page in the case to assign WorkPlan to the Case, edit the WorkPlan items, etc.

WorkPlans

Admin

Administrative access to WorkPlan Management

WorkPlans in Cases

/WorkPlanCases.aspx

Work Plans

List of WorkPlans that are assigned to cases