Note: Your company has the option of using the Litigation 1, 2, 3 Tab or using the 1 Page Litigation screen. The 1 Page Litigation screen combines the fields located on the 1, 2, 3 Litigation Tab into one screen. The system setting for this function is located in the Claims / Litigation folder: "Use One Page Litigation Screen."
True = The 1 Page Litigation screen is used.
False = Use the three (3) tab Litigation screen.
The Litigation tab is used to enter legal information for a specific claimant. This screen is accessed from the Claimant's screen:
In the left pane of the Claim Tree View, open the Claimant's folder.
Double click the Claimant you wish to add litigation information for.
Once the claimant is displayed, click the Litigation Tab.
To begin entering claimant specific litigation information, select the Add button from the Litigation Toolbar to open the Litigation Detail screen.
Three (3) buttons are available on the Litigation Detail screen toolbar:
Save: Saves entries made on the Detail - 1, Detail - 2 and Detail 3 screens.
Cancel: Exits the Litigation Detail screen.
Firm / Attorney: Users must have authority to add, edit or delete litigation firms. Also, if you are adding, editing or deleting an attorney, you must also have authority to do this. All of these authorities are listed in the Claims Detail group.
Enter or select the following information on the Detail - 1 screen:
In Suit: Select to indicate the claim is in suit.
Caption: Identify the parties involved in the litigation proceeding.
Status: Choose from the combo box.
Closure Type: Make no selection until a final disposition.
State: Select where the litigation will occur.
Venue / County: Choose from the list.
Date Received: Enter the first notice of suit date, if different than the date displayed. If you enter a "Received Date" that is prior to the date of loss, you will receive a validation message.
Answer Due Date: Enter the date on which a response is required.
Extension Due Date : If extension of time is allowed, enter the expected date.
Date Referred to Council: Enter the date upon which the claim was referred to defense council.
Handling Adjuster: Indicate the adjuster assigned to the claim.
Legal Staff: Select the individual from the combo box.
Enter or select the following on the Detail - 2 screen:
Suit Type: Choose the appropriate litigation suit type from the combo box of options.
Docket Number: Enter the court docket number.
Defendant's Firm: Select the law firm representing the defendant from the combo box.
Defense Attorney: Select from the combo box.
Trial Date: Enter the date scheduled for trial, if known.
Case Number: Enter the case number, if known.
Judge's Name: Enter the presiding judge's name, if known.
Tracking Code: Select the appropriate litigation code from the combo box.
Court Type: Select the type of court in which the case will be presented from the combo box.
Plaintiff's Firm: In order to save the claimant litigation, plaintiff's firm is required; select the law firm representing the plaintiff from the combo box.
Plaintiff Attorney: Choose the plaintiff's attorney from the combo box.
Mediation Scheduled: Select the adjacent check box to indicate that mediation has been scheduled. Upon selection, Date and Time fields are available for corresponding entry.
Arbitration Scheduled: Select the adjacent check box to indicate that arbitration has been scheduled. Upon selection, Date and Time fields are available for corresponding entry.
Enter or select the following on the Detail - 3 screen.
Reservation of Rights Date: Select to indicate that a Reservation of Rights letter has been sent.
Excess Letter Date: Select to indicate that an Excess letter has been sent.
Statute of Limitations: Enter the date the Statute of Limitations expires.
Demand Amount: Enter the amount demanded and the corresponding date.
Initial Offer Amount: Enter the amount of the initial offer and the corresponding date.
Settlement Amount: Enter the settlement amount and the corresponding date.
Verdict Amount: Enter the verdict amount and the corresponding date.
Last Offer Amount: Enter the last offer amount and the corresponding date.
Excess Policy: Select to indicate that an excess policy is applicable.
Bad Faith Claimed: Select to indicate that bad faith has been claimed.
Codefendant: Select to indicate that there is a codefendant.
Punitive Damages: Select to indicate that punitive damages are sought.
Structured Settlement: Select to indicate that a structured settlement was agreed upon.
Other Counsel: Select if another counsel is included in the proceedings.
Other Counsel Firm: Enter the name / address information if Other Counsel was selected; Save.
Remarks: Enter any remarks applicable to the litigation of this claim.
Note: To use this function, you must set the system setting, "Show Budget Screen for Claim Litigation," to "True." (Claims / Litigation folder). Other system settings include:
Default Budget Warning Percentage: This is the default percentage amount that the Budget Warning is set to. Implementation specific; user defined. Default = 50.
Send Budget Warning Message to the Reports To for the Litigation Adjuster: This is used to indicate that the Budget Warning message will be sent to the Reports To for the Litigation Adjuster instead of the Claim Level Supervisor. Values = “True” or “False.” True = The Budget Warning message will be sent to the Reports To for the Litigation Adjuster. False = The Budget Warning message will be sent to Claim Level Supervisor. Default = False.
This function allows your company to record budget information as it relates to a case in litigation. Start by entering a Budget Created Date at the top of the screen.
Fields at the top of the screen include:
Upon completion of all entries click the Save button.
Any litigation activity recorded against a claim, claimant or feature is displayed with a gavel opposite it in the Claim Tree View.