Track multiple plaintiffs in the same file or open an individual file for each plaintiff in related case

It really is a matter of choice. SmartAdvocate has the capability and functionality to allow your firm to efficiently operate either way.

 Multiple Plaintiffs in the same case

Some pros

• Calendar items (that apply to all plaintiffs) are entered in one case. Eliminates the need to make duplicate entries in every case

• Makes it easier to handle discovery, hearings, motions, etc. especially if they apply to all plaintiffs

• Notes, documents, injury details, medical providers, case costs, liens, insurance information, settlements, vehicle information, etc. is entered for each plaintiff.

• Medical records requests can be conveniently made for each plaintiff (i.e., when the request is being made you designate which plaintiff the request is for)

Cons

• The case can only have one main status that will be applicable across the board. However, Sub-Statuses or different Status Types and Case Tags can be utilized to differentiate among the various plaintiffs is necessary.

 Separate Case for each plaintiff

Some pros

• A main status will be entered for each case

• Less chance of data entry errors where an item may be associated with the wrong plaintiff

• Cases can be easily marked “related” to show they are associated with each other

• System settling will allow you to display documents and notes from related cases

 Some cons

• Duplicate entries for things such as calendar entries, notes, documents, case expenses, etc. However, the “copy” function will allow items (e.g., case costs, notes, documents) to be easily copied from one case to the next

• Staff must remember to copy items from one case to the next if necessary