2. SmartAdvocate™ screens are crisp, clear and easy to read. Click anywhere on screen for an immediate link to detailed information in that area. Shortcuts to specific areas of the case file are quickly available on the navigation bar. Use your mouse to hover over fields for easy access to additional information.

3. Able to handle and display the multiple relationships that we have in our cases. For example, multiple plaintiffs, each with multiple defendants, each with multiple defense attorneys (ie: primary, excess and personal) each with multiple insurance companies (ie: primary and excess) each with multiple adjusters (ie: regular and supervisor).

4. The ability to automatically forward cover letters and copies of documents to clients either by e-mail or snail mail as the documents are received (pursuant to the rules each law firm establishes – hereinafter referred to as “Rules Based”). For example, if a police report is received, if the law firm rules require, a cover letter and a copy of the police report is e-mailed to the client automatically as it was received, based upon the police report icon being linked to an image. If the law firm is not scanning documents yet, then based on the date the police report was received being filled in with the date the report was received, the client will get a cover letter advising them of your receipt[pt of the relevant document. Same will be true for all documents designed by the law firm ie: hospital records, medical records, medical reports, deposition transcripts, expert reports, orders, etc.

5. A Contact system which associates “related” Contacts, i.e.: it associates adjusters who are working out of a particular insurance company office of a insurance company, lists all cases you had with a particular adjuster just by looking at the adjuster’s Contact card, associates all attorneys working for particular law firms, displays all cases you had with a particular attorney just by looking at the attorney’s Contact card, associates a law secretary to a particular judge and displayes all cases you ever had with that judge, displays all cases a doctor was involved with just by looking at the doctor’s Contact card, etc.

6. SmartAdvocate™ gives access to all other matters that a Contact has had with your office at the click of a button with details about all of the cases.

7. A state-of-the-art Workflow system which pushes your cases through the claim and litigation process. The Workflow system will prevent any file from lingering. The Workflow system automatically creates documents that need to be created to satisfy the Workflow item that is currently due. As the Workflow proceeds, if the case status needs to be updated due to the progress made through the Workflow system, those case statuses will be automatically updated. The Workflow is fully customizable for each firm’s method of practice.

8. A Case Summary Screen that gives you a snapshot of your entire case on one screen.

9. The ability to track the receipt of written co-counsel agreements with automatic follow-up via the internet and/or mail with the litigating firm until the co-counsel agreement is received.

10. SmartAdvocate™ automatically creates an Extranet website for each client so that a client, with a user name and password, is able to obtain, at any time, the status of their case, access to their case calendar, access to case documents, hypertext links to the staff working on their case (all Rules Based). Whenever their Extranet is updated with new information, the client receives an e-mail with a hypertext link bringing them back to their Extranet to see what changes have taken place in their case.

11. If both the litigating firm and the referring firm are using SmartAdvocate™, as the litigating firm updates their case file, those updates are sent via the internet and logged into the referring firm’s corresponding case file for the relevant cases (on a schedule set by the cooperating firms i.e.: once a day, once a week, once a month, etc). This way the referring firm is always be in possession of the latest information as to the status of their cases. Further, the referring firm has the ability to e-mail a new case file to the litigating firm. The litigating firm has the ability to import all of the case data received from the referring firm without any retyping. Once the case is received and opened by the litigating firm, an acknowledgment is sent over the internet which is automatically filed in the appropriate case file of the referring firm, confirming that the case was received and reflecting the litigating firm’s file number in the appropriate field.

12. If the litigating firm is using SmartAdvocate™ , but the referring firm is not, SmartAdvocate™ establishes an Extranet Website for each referring firm that is not a SmartAdvocate™ user. That website, with a user name and password, enables the referring firm to gain access to all of their files that they have referred to the litigating firm and to run pre-formatted status reports on those cases. This alleviates the necessity of the referring firm calling the litigating firm to get basic case status.

13. SmartAdvocate™ is designed so that the merge codes for the various parties, entities and providers incorporate their role so no longer do you have to have your parties inserted in a certain order in the database in order to properly merge documents. For example, a defendant who is the owner of a car and the defendant who is the operator of a vehicle, etc. have different merge codes then the defendant who is the owner of the vehicle.

14. SmartAdvocate™ allows the creation of as many statutes of limitations as is applicable to a particular case type. For example, if you have an automobile case against a municipality that is also a malpractice case against a hospital which then results in the death of the client, depending upon the jurisdiction, you may have many different statutes to track. For example, you may have to track a no-fault statute for medical reimbursement and lost wages, etc. You might have a Notice of Claim as it relates to the municipality in addition to a short statute of limitations for the personal injury claim. The medical malpractice action against the hospital as well as the wrongful death statute may also be different. SmartAdvocate™ tracks the statute of limitations by each defendant as well as by case and alert whoever is designated about approaching SOLs. SmartAdvocate™ will also track the statute of limitations, by state !

15. SmartAdvocate™ permits access to all documents and e-mails that relate to a particular party, provider, etc. when you are at the relevant screen. For example, if you are looking at a doctor’s screen, you will have access to all the e-mails and letters written to that doctor regarding that client.

16. SmartAdvocate™, in addition to normal document assembly projects, permits the mass assembly of documents based upon your specific needs. For example, if you wanted to send a letter to all of your closed Baycol clients who alleged muscle injuries, SmartAdvocate ™ can locate those cases, prepare a custom letter and envelope to each of those clients and file a copy of that letter in each client’s case file. If SmartAdvocate™ located 1000 cases which met these criteria, it would prepare all 1000 custom letters and envelopes at one time. If you only wanted letters to those clients who reside in new Jersey, its just as easy to do.

17. SmartAdvocate™ has the ability to send your clients update letters automatically, at pre-determined time periods (Rules Based), and track for receipt of follow-up correspondence or telephone calls from the client responding to that letter, if appropriate.

18. SmartAdvocate™ has a special screen to track every aspect of cases that are referred out. It also has the ability to note if a case is subject to a “master referral agreement” so that tracking for a written fee agreement does not need to take place.

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