STEPS:
1.   ePITS also has a comprehensive series of reports to help you effectively manage and track individual cases, cases for a specific attorney, or all cases for the entire office.  To Print a Report click on the report itself and then click the 'Printer' icon .
Click the plus sign (+) next to the Reports Folder on the Site Plan to view a listing of available reports. Most reports can be filtered by staff member assigned to the case. To filter, click Filter By Staff Member (in upper left corner of report) then select staff name and click Select Staff.    View screen shot.

2.   The Monthly and Weekly Calendars display hearing and deadline dates from data already entered such as pre-trial conference dates, trial dates, trial pleadings due dates, statute of limitations, depositions, and mediation/arbitration hearing dates. Manual calendar entries can be made by clicking on the day or hour, then clicking Manual Entry to enter data.    View screen shot.
3.   The Client Activity Log provides a comprehensive overview of the case starting with the client ID, date of accident, case phase, and case description. View screen shot.  You now see listed in block form: 

All actions taken on the case are listed in line item format such as hearing dates and requests for documents sent.  In addition, within this listing are the manual entries made on the Client Log screen such as an attorney meeting with the client to discuss additional medical treatment.
4.   The Client List lists all clients by case phase.  This report is automatically updated through routine data entry in the client's screens.  Organized alphabetically by client name, the Client List report includes all of the clients in ePITS whose cases have not been settled as of the date of the report.  Any unsettled case will be listed under one of 4 categories that describes its current status.
  • The Pre-Negotiation column includes all cases where the client is still undergoing treatment.
  • Cases under Demand In Progress are those in which the client has been released from treatment and the staff is in the process of gathering supporting documentation prior to sending a proposal of settlement.
  • In the Negotiation column are the cases in which a proposal of settlement has been submitted to the insurance company.
  • Clients are listed in the Litigation column when a file marked complaint has been received for the client.

Usually cases move consecutively from the Pre-Negotiation column to the Demand In Progress column and then to either Negotiation or Litigation depending on whether the case is settled through negotiation.

Each case moves through the entry of dates under the various screens contained within ePITS.  In particular, a case enters Pre-Negotiation when a date is entered for the Date Retained field on the Client Header screen.  A case moves to the Demand In Progress column when a final release from treatment date is entered on the Medical Provider screen.  When the demand letter is produced, the case moves automatically into the Negotiation phase.  Clients are listed in the Litigation column once the file marked complaint date is entered on the Litigation screen.   View screen shot.
5.   The Daily Worksheet lists the tickler prompts for each client, in alphabetical order, which have not been completed through the Daily Tickler screen.  This report provides quick review by both the attorney and the staff as to what needs to be done on the case and can be used by each to correspond with the other.  The Daily Worksheet sorts by cases assigned to a specific attorney.   View screen shot.
6.   The Defendant's Discovery report includes information about the dates and types of discovery requests from the defendant, requests for extensions and due dates.  Cases are listed in alphabetical order by client name.  The discovery type is also listed as well as the description which includes notes about attempts to contact people or companies, efforts to obtain documents, or sources of delay.  When a motion for extension is filed for a case, the report lists whether the motion for extension was filed and granted.   View screen shot.
7.   The Demand In Progress report lists all clients who have been released from treatment.  It is useful for assessing the timeliness of information gathering once the client is released from treatment.  A case enters the Demand In Progress (DIP) stage when the date the client is finally released from treatment is entered on the Medical Provider screen.   Once this anchor is set, the case appears on the Demand In Progress report along with the release date you enter.   Clients are listed alphabetically on this report. The client's home and work phone are transferred from the Client Header screen for convenience of client contact.   View screen shot.
8.   The Deposition Schedule provides a quick review of scheduled depositions.  Included on this report are the dates and times of any scheduled depositions, details of attempts made to arrange these depositions, and the names of the relevant people involved.  This report provides details of deposition in two parts:
  • Discovery of Defendant
  • Discovery of Plaintiff

Once the deposition is checked off as held on the Depositions screen, the case is removed from this report.  View screen shot.
9.   Once a letter proposing settlement has been sent to the insurance company, a case enters the negotiation stage and appears on the Negotiation report.  For each case in negotiation, this report lists contact information, dates of the accident and settlement proposal, and notes on negotiation correspondence.  In addition, the case description is transferred from the Client Header screen.  The client's home and work phone are transferred from the Client Header screen for convenience of client contact.  Most importantly, the report includes the date of accident and date demand sent for each case listed, plus any notes entered in the Notes field of the Negotiation screen appear on this report.   View screen shot.
10.  The Mediation/Arbitration report organizes details about efforts to schedule a mediation or arbitration hearing.  Location and time columns summarize the information about where and when the mediation or arbitration will take place for each case.  When the mediation is checked off as held on the ADR screen, the corresponding case data is removed from this report.   View screen shot.
11.  All information about plaintiff's discovery sent to the defendant is found on the Plaintiff's Discovery report.  Like the Defendant's Discovery report, this report lists all cases in litigation alphabetically by client name.  Essential details about discovery related activities, relevant dates and correspondence are organized here for a quick review.   View screen shot.
12.  For a report listing all cases in which no written acknowledgment of insurance has been received, you have the Questionable Insurance report.  As this report details the correspondence activities related to insurance coverage, it is useful in organizing timely investigation of the defendant's insurance.  For uninsured and under-insured cases where the client's insurance is selected and the Questionable field is checked on the Client's Insurance screen, the client will appear on this report as well.  When written acknowledgment of insurance is received, the Insurance Acknowledgment box on the Defendant Insurance screen, or the Received box on the Client Insurance screen should be checked.   Once the respective box is checked, the client no longer appears on the report.   In addition to the client's and defendant's name, this report lists the date the client retained the attorney as the baseline for assessing the time spent on obtaining insurance confirmation.  All correspondence sent to the defendant's insurance as well as the client's insurance appears automatically under the Insurance Representation or Defendant Representation respectively.   View screen shot.
13.  The Rolodex provides a means of searching your data base for desired contacts.  To use the Rolodex, enter name, first or last, in the Name to Search field and select the Type(s) of Contacts to Search.   Click Search to have desired data displayed.   View screen shot.
14.  The Settled Cases report summarizes information for all cases settled by the date of the report.  Data here includes contact information for the defendant, defendant's attorney, defendant's insurance company, the client's insurance company (in uninsured and under-insured contexts), claim amount, and the existence of subrogations and liens on the case.   The report includes whether or not a check has been received and the total payment amount.   View screen shot.
15.  For a report listing all pending statutes of limitations for cases in ePITS, select the Statute of Limitations report.  This report is useful for a concise view of which cases have statute of limitations that need to be addressed soon.  Cases are sorted chronologically based on date of accident.  Next to each client name, ePITS displays the statute of limitations it calculates based on the date of accident entered on the Client Header screen.  If a file marked complaint has been received, the date file marked also appears.  In the column at the right of the screen, ePITS displays the status of the case, for example, Negotiation, Demand In Progress, etc.    View screen shot.
16.  Many events associated in the litigation process may occur more than once, for example, sending interrogatories and depositions.  The Tickler Action report lists the tickler prompts generated by the Daily Tickler.  The timing and content of the tickler prompts, as well as the actions taken by the tickler system are fully customizable.  View screen shot.
17.  The Trial/ADR report lists all cases scheduled for pre-trial, trial or mediation/arbitration hearing.   Cases for which a trial or hearing is scheduled are listed chronologically with the choice of trial setting.  Pre-trial conference dates are also listed.  View screen shot.

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