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SmartAdvocate®  Feature Comparison Checklist

Developed by and for practicing attorneys just like you.  Here's why SmartAdcovate® is the perfect Web-based Case Management Application for your firm!

 

 

SmartAdvocate® Features SmartAdvocate® Saga® Needles® TrialWorks® Aderant®
1 Modern, State-of-the Art, Web-based plaintiff personal injury case management application – All you need is a browser – server and data can be anywhere – even your office! Yes ? ? ? ?
2 Designed by ACTIVELY PRACTICING Personal Injury attorneys and staff Yes ? ? ? ?
3 Designed to allow you to easily drill down into the important data to get the information to need Yes ? ? ? ?
4 SmartAdvocate® converts ALL the case data from other major Personal Injury case management applications Yes ? ? ? ?
5 SmartAdvocate® converts ALL the templates and merge codes from other major Personal Injury case management applications Yes ? ? ? ?
6 Powerful Dashboards (over 35 and growing) to gain meaningful access to your important data Yes ? ? ? ?
7 Powerful “Performance Dashboards” facilitates completion of many types of repetitive tasks, i.e. tracks investigators, tracks referred cases, tracks medical record requests, etc. Yes ? ? ? ?
8 Track every aspect of cases you refer out including co-counsel agreements Yes ? ? ? ?
9 SmartAdvocate® designed a Microsoft Word Add-On tool making SmartAdvocate® the easiest document template creator of any Personal Injury case management application (an opinion of an attorney client) Yes ? ? ? ?
10 User can set frequently used templates as “Favorites” Yes ? ? ? ?
11 Merge codes based on party roles within a case Yes ? ? ? ?
12 Easy to remember merge codes i.e. [PL-NAME], [PL-DOB], [CA-TYPE], etc. Yes ? ? ? ?
13 SmartAdvocate® designed a Microsoft Outlook Add-On tool to make it very easy to file Outlook email and/or attachments in the case file Yes ? ? ? ?
14 SmartAdvocate® facilitates fast access to the last 20 cases you viewed Yes ? ? ? ?
15 Easy & Fast (in seconds!) to locate the case you are looking for, from one screen, based on hundreds of criteria Yes ? ? ? ?
16 Easy & Fast filter on literally hundreds of fields/ data points - all on one screen Yes ? ? ? ?
17 New Case Intake Wizards to speed intake of the most common case types – ability add new wizards - customizable Yes ? ? ? ?
18 Project details knowledge base provides staff with all the information they need to perform a new case intake or review existing cases Yes ? ? ? ?
19 SmartAdvocate® permits an almost unlimited # of cases to be open at the same time – each in their own tab or window Yes ? ? ? ?
20 SmartAdvocate® has the best Case Summary Screen – Snapshot of the case important data on one screen Yes ? ? ? ?
21 One-click access to a Timeline of every event that took place in the case Yes ? ? ? ?
22 Powerful Office & Case Calendars that syncs to Microsoft Outlook’s calendar, tablets and smartphones Yes ? ? ? ?
23 Ability to add recurring calendar entries into the SmartAdvocate Office and Case Calendar. Yes ? ? ? ?
24 Document Filing & Barcoding tool so all incoming mail is easily scanned automatically to the case/entity Yes ? ? ? ?
25 All barcoded documents/incoming mail is automatically emailed to assigned staff Yes ? ? ? ?
26 All barcoded documents/incoming mail are given SmartNames™ - pdf file names for uniformity - i.e. 98234-SmithJohn-09-01-2013- MedicalRecords-BellevueHospital.pdf Yes ? ? ? ?
27 Ability to barcode outgoing mail for easy filing in the case when returned – this event can be triggered to change/add data in the case file automatically Yes ? ? ? ?
28 Electronic document filing system is integrated and part of the case management application – not 3rd party application Yes ? ? ? ?
29 Shortcuts and Shortcut keys to specific areas of the case file on Navigation Bar and Keyboard Shortcuts Yes ? ? ? ?
30 “Quick Notes” – add preformatted Notes with no typing i.e. Called client-left message on machine Yes ? ? ? ?
31 Ability to Save and E-mail a Case Note in one click Yes ? ? ? ?
32 Notes added in individual screen all are reflected on the master Note screen – with easy filtering Yes ? ? ? ?
33 Medical Records Module allowing centralized medical records request and retrieval – greatly streamlining the processes – designed to minimize effort and facilitate timely follow-up & retrieval Yes ? ? ? ?
34 Ability to e-mail pre-formatted reports to investigators from the case file to facilitate signups – SmartAdvocate® automatically notes that the investigator has the report Yes ? ? ? ?
35 Email various pre-formatted case reports directly from the case Yes ? ? ? ?
36 E-mail documents, photos, reports or files directly from a case file (document screen) Yes ? ? ? ?
37 Case Referral System - Ability to e-mail preformatted letters of introduction & case report to law firms (referred cases) from the case file to facilitate new case referrals SmartAdvocate automatically notes the sending of the case report to the law firm – Firms can be selected based on rules i.e. client location, location of accident, case type Yes ? ? ? ?
38 Mass Mailing tool which facilitates mass printing of documents and emailing Yes ? ? ? ?
39 Telephone messages added directly to the case triggering automatic tasks to staff for return call Yes ? ? ? ?
40 Workflow system pushes your cases through the signup, claim and litigation process Yes ? ? ? ?
41 Workflow with automatic action triggers, such as document generation from template, entry of a Case Note or email Yes ? ? ? ?
42 Workflows can be designed to trigger based on documents scanned into a case file Yes ? ? ? ?
43 Rejection letter templates automatically selected based on reason the case was rejected (picklist) Yes ? ? ? ?
44 Confirmation of receipt of product ID in products liability, pharmaceutical and medical device cases tracked Yes ? ? ? ?
45 Customizable “Today” screen for each user – highlighting their calendar, tasks, to-do items, overdue items, critical deadlines, unreturned phone calls, etc. Yes ? ? ? ?
46 Dedicated settlement screen that automatically calculates the gross proceeds, chargeable disbursements and net proceeds to the client, referring attorney and your office – monitors liens to insure they are resolved before funds disbursed Yes ? ? ? ?
47 Detailed tracking of all liens – linked to settlement screen so disbursements are not made until liens resolved Yes ? ? ? ?
48 Use of Statuses (tracking date case placed in that status) and Sub-Statuses (tracking date case placed in that sub-status) to manage your cases Yes ? ? ? ?
49 Use of Critical Comments, which pop up as you enter a case, with critical information you need to know before taking action on a file, i.e. client in a coma – only speak with her son Yes ? ? ? ?
50 “Gray-Out” telephone numbers of clients who have died, are infants or incompetents – avoids embarrassing phone calls Yes ? ? ? ?
51 Prevents mailing (will not merge templates) to clients who have died, are infants or incompetents – avoids embarrassing letters Yes ? ? ? ?
52 Contact records that display every case your office ever had with that contact, i.e. judges, adjusters, defense attorneys, doctors, etc. Keeps tracks of the “role” of the contact and alerts for conflicts Yes ? ? ? ?
53 When entering the zip code, the Contact Record automatically completes the city, county and state. Yes ? ? ? ?
54 Easy to understand navigation tools Yes ? ? ? ?
55 Bulk assign new cases to staff Yes ? ? ? ?
56 Create as many Statutes of Limitations and other Critical Deadlines as applicable to a particular case - automatically Yes ? ? ? ?
57 Search through previously generated documents system wide, i.e. motions, complaints, pleadings Yes ? ? ? ?
58 Unlimited user designed fields (UDFs) available in many sub-sections of the application – Can be setup based on Case Type Yes ? ? ? ?
59 Scheduled reports that automatically email staff Yes ? ? ? ?
60 Save your legal research by topic allowing retrieval to utilize it for future cases without having to do the research again Yes ? ? ? ?
61 Download files and photos directly from the internet into a case and categorize appropriately Yes ? ? ? ?
62 Filter outstanding tasks assigned to staff for efficient review of workload productivity Yes ? ? ? ?
63 Transaction log allowing access to view the data relating to changes within software Yes ? ? ? ?
64 Data entered one time into all fields/locations that it relates to – no double entry of case data anywhere Yes ? ? ? ?
65 Track cases by their estimated value Yes ? ? ? ?
66 Ability to integrate the importing of new cases from your website, telephone answering service or chat service into SmartAdvocate® (custom service) Yes ? ? ? ?
67 Ability to integrate with QuickBooks’s Professional allowing case disbursement upload into software (custom service) Yes ? ? ? ?
SmartAdvocate® Features
1 Modern, State-of-the Art, Web-based plaintiff personal injury case management application – All you need is a browser – server and data can be anywhere – even your office!
2 Designed by ACTIVELY PRACTICING Personal Injury attorneys and staff
3 Designed to allow you to easily drill down into the important data to get the information to need
4 SmartAdvocate® converts ALL the case data from other major Personal Injury case management applications
5 SmartAdvocate® converts ALL the templates and merge codes from other major Personal Injury case management applications
6 Powerful Dashboards (over 35 and growing) to gain meaningful access to your important data
7 Powerful “Performance Dashboards” facilitates completion of many types of repetitive tasks, i.e. tracks investigators, tracks referred cases, tracks medical record requests, etc.
8 Track every aspect of cases you refer out including co-counsel agreements
9 SmartAdvocate® designed a Microsoft Word Add-On tool making SmartAdvocate® the easiest document template creator of any Personal Injury case management application (an opinion of an attorney client)
10 User can set frequently used templates as “Favorites”
11 Merge codes based on party roles within a case
12 Easy to remember merge codes i.e. [PL-NAME], [PL-DOB], [CA-TYPE], etc.
13 SmartAdvocate® designed a Microsoft Outlook Add-On tool to make it very easy to file Outlook email and/or attachments in the case file
14 SmartAdvocate® facilitates fast access to the last 20 cases you viewed
15 Easy & Fast (in seconds!) to locate the case you are looking for, from one screen, based on hundreds of criteria
16 Easy & Fast filter on literally hundreds of fields/ data points - all on one screen
17 New Case Intake Wizards to speed intake of the most common case types – ability add new wizards - customizable
18 Project details knowledge base provides staff with all the information they need to perform a new case intake or review existing cases
19 SmartAdvocate® permits an almost unlimited # of cases to be open at the same time – each in their own tab or window
20 SmartAdvocate® has the best Case Summary Screen – Snapshot of the case important data on one screen
21 One-click access to a Timeline of every event that took place in the case
22 Powerful Office & Case Calendars that syncs to Microsoft Outlook’s calendar, tablets and smartphones
23 Ability to add recurring calendar entries into the SmartAdvocate Office and Case Calendar.
24 Document Filing & Barcoding tool so all incoming mail is easily scanned automatically to the case/entity
25 All barcoded documents/incoming mail is automatically emailed to assigned staff
26 All barcoded documents/incoming mail are given SmartNames™ - pdf file names for uniformity - i.e. 98234-SmithJohn-09-01-2013- MedicalRecords-BellevueHospital.pdf
27 Ability to barcode outgoing mail for easy filing in the case when returned – this event can be triggered to change/add data in the case file automatically
28 Electronic document filing system is integrated and part of the case management application – not 3rd party application
29 Shortcuts and Shortcut keys to specific areas of the case file on Navigation Bar and Keyboard Shortcuts
30 “Quick Notes” – add preformatted Notes with no typing i.e. Called client-left message on machine
31 Ability to Save and E-mail a Case Note in one click
32 Notes added in individual screen all are reflected on the master Note screen – with easy filtering
33 Medical Records Module allowing centralized medical records request and retrieval – greatly streamlining the processes – designed to minimize effort and facilitate timely follow-up & retrieval
34 Ability to e-mail pre-formatted reports to investigators from the case file to facilitate signups – SmartAdvocate® automatically notes that the investigator has the report
35 Email various pre-formatted case reports directly from the case
36 E-mail documents, photos, reports or files directly from a case file (document screen)
37 Case Referral System - Ability to e-mail preformatted letters of introduction & case report to law firms (referred cases) from the case file to facilitate new case referrals SmartAdvocate automatically notes the sending of the case report to the law firm – Firms can be selected based on rules i.e. client location, location of accident, case type
38 Mass Mailing tool which facilitates mass printing of documents and emailing
39 Telephone messages added directly to the case triggering automatic tasks to staff for return call
40 Workflow system pushes your cases through the signup, claim and litigation process
41 Workflow with automatic action triggers, such as document generation from template, entry of a Case Note or email
42 Workflows can be designed to trigger based on documents scanned into a case file
43 Rejection letter templates automatically selected based on reason the case was rejected (picklist)
44 Confirmation of receipt of product ID in products liability, pharmaceutical and medical device cases tracked
45 Customizable “Today” screen for each user – highlighting their calendar, tasks, to-do items, overdue items, critical deadlines, unreturned phone calls, etc.
46 Dedicated settlement screen that automatically calculates the gross proceeds, chargeable disbursements and net proceeds to the client, referring attorney and your office – monitors liens to insure they are resolved before funds disbursed
47 Detailed tracking of all liens – linked to settlement screen so disbursements are not made until liens resolved
48 Use of Statuses (tracking date case placed in that status) and Sub-Statuses (tracking date case placed in that sub-status) to manage your cases
49 Use of Critical Comments, which pop up as you enter a case, with critical information you need to know before taking action on a file, i.e. client in a coma – only speak with her son
50 “Gray-Out” telephone numbers of clients who have died, are infants or incompetents – avoids embarrassing phone calls
51 Prevents mailing (will not merge templates) to clients who have died, are infants or incompetents – avoids embarrassing letters
52 Contact records that display every case your office ever had with that contact, i.e. judges, adjusters, defense attorneys, doctors, etc. Keeps tracks of the “role” of the contact and alerts for conflicts
53 When entering the zip code, the Contact Record automatically completes the city, county and state.
54 Easy to understand navigation tools
55 Bulk assign new cases to staff
56 Create as many Statutes of Limitations and other Critical Deadlines as applicable to a particular case - automatically
57 Search through previously generated documents system wide, i.e. motions, complaints, pleadings
58 Unlimited user designed fields (UDFs) available in many sub-sections of the application – Can be setup based on Case Type
59 Scheduled reports that automatically email staff
60 Save your legal research by topic allowing retrieval to utilize it for future cases without having to do the research again
61 Download files and photos directly from the internet into a case and categorize appropriately
62 Filter outstanding tasks assigned to staff for efficient review of workload productivity
63 Transaction log allowing access to view the data relating to changes within software
64 Data entered one time into all fields/locations that it relates to – no double entry of case data anywhere
65 Track cases by their estimated value
66 Ability to integrate the importing of new cases from your website, telephone answering service or chat service into SmartAdvocate® (custom service)
67 Ability to integrate with QuickBooks’s Professional allowing case disbursement upload into software (custom service)

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