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19. SmartAdvocate™ has a special screen for detailed tracking of all liens.

20. SmartAdvocate™ has the ability to automatically import new case inquiries and all of the related data taken in through your website.

21. SmartAdvocate™ has the ability for you to create custom New Case Wizards without the necessity of contacting a programmer. This is especially helpful when new projects develop (ie: a new drug recall) and you need to create a New Case Wizard “on the fly” to accommodate these special questions that need to be asked of the respective clients.

22. SmartAdvocate™ has dedicated intake screens for the most popular cases with fields that are relevant to those case types, i.e.: auto, products liability, medical malpractice, drug liability, stock fraud/broker liability, general negligence and nursing home abuse.

23. SmartAdvocate™ can classify and track cases by their estimated value. Track and evaluate cases and their profitability by using estimated resolution time and total case value features . SmartAdvocate™ also permits users to quickly determine aggregate insurance coverage for each case.

24. SmartAdvocate™ has a dedicated Settlement Screen that automatically calculates the gross proceeds, chargeable disbursements and net proceeds to the client, referring attorney and your office. This screen also automatically deducts any liens of record from the client’s proceeds.

25. SmartAdvocate™ logs every e-mail that you send on a case with a copy filed in the case file whether the e-mail was sent while you were in the case or not.

26. SmartAdvocate™ is TAPI compliant. This means that if a client calls you from their home phone number, when the phone call is transferred to you, SmartAdvocate™ will read the caller id and automatically pull up the case that belongs to that client.

27. SmartAdvocate™ logs all phone calls concerning a case in the case file.

28. SmartAdvocate™ displays “Critical Comment”, upon opening of the case, that must be viewed before proceeding in a case ie: “Client in coma – son has power of attorney”.

29. SmartAdvocate™ gives you the ability to scan and appropriately file all documents received in your case in the case file. The case status is updated depending on the type of document received (Rules Based).

30. SmartAdvocate™ has a Transaction Log so that you can see every change that ever took place in each of your cases as well as who made the change, on what day and time it was made and what the value of the field was before the change as well as after the change. This will greatly aid you in restoring field values when errors are made in entering, deleting or modifying case data.

31. SmartAdvocate™ has a dedicated screen for the managing attorney to record, during the Case Review sessions with the team members, what he was agreed to be done in a case and by whom and when. These items are automatically added to Tasks for that person. The next time a Case Review is done, the team members and managing attorney are easily be able to check what was to be done from the last meeting and if it was done.

32. SmartAdvocate™ has specially designed reports that are intended to help you manage all aspects of your practice and are intended to move your cases forward. Of course, in addition to the reports that come with SmartAdvocate™, you will be able to create, without needing a programming degree, reports by filtering on any of the fields in the database. Of the many standard reports, there are reports to track case disbursements (with a breakdown of the disbursements) as well as follow accounts receivable.

33. SmartAdvocate™ has a user friendly Query system so that if you need to create a “report” using fields that are not available in the pre-formatted reports, you will able to do so “on the fly”. These Queries can, of course, be saved for future use and thereafter run as a report in seconds.

34. SmartAdvocate™ has “Knowledge Base” system so that all research, by topic, on any given topic, can be saved in the “Knowledge Base” of SmartAdvocate™ so that all users can have the answers to the common/prior legal research without having to do the research all over again. This becomes especially handy and a major time savor (not to mention facilitates a more complete assignment ie: interrogatory) for motor vehicle statutes, building code violations, evidentiary issues, trial issues, etc. The statutes and case citations, with links thereto (if using the legal research interface being established with a 3rd party vendor or if the documents are on your network hard drive and linked by your users) are available instantly for all users.

35. SmartAdvocate™ tracks all in and out of court activity and automatically displays upcoming events from the office calendar.

36. SmartAdvocate™ will form relationships with various third-parties such as electronic court calendaring services, electronic medical record retrieval services, electronic information management and technology companies to enable you to locate defendants, run asset searches, background information, etc. through SmartAdvocate™, utilizing the information already contained in the database. For example, if you utilize the online court service, it will continuously check to see if the court has made any changes to the court calendar for all your litigation cases. If a change has been made, SmartAdvocate™ will download the change to the case calendar and send an e-mail to your office personnel (Rules Based) informing them of the new calendar item.

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