SmartAdvocate’s 2023 Software Release Includes New Features, Enhancements To Improve Efficiency & Functionality

March 2023 – SmartAdvocate recently held their 2023 Software Release “Tech Talk” Webinar. During the virtual event, Igor Selizhuk, Chief Technology Officer, highlighted some of the newest developments to enhance the day-to-day use for SmartAdvocate clients.

Among the top features, webinar attendees learned about using Custom Tags to organize and search cases and documents, how to use new functionality like Fillable Client Questionnaires (UDFs) without using third-party software and how to upload documents and share them externally with secure links. Selizhuk explained the particular update, “When you share a document with an external user, they can download, edit and (if permitted) upload new version of the document or a completely new document.”

Other demonstrated features were the Partner Law Firm Portal, which allows firms to give access to a referral portal, the Document Folder View, which now supports multi-level sub-folders for better organization, similar to Windows Explorer, and Custom Dashboard Panels.

SmartAdvocate’s Newest Integration Partnerships range from unlimited e-signature & texting, to AI-driven demand packages, funding and more.

SmartAdvocate is a powerful, browser-based, fully integrated case management system, used by a wide range of litigation firms. They have repeatedly been recognized as the Best Case, Matter and Practice Management Software by the NY, NJ, and National Law Journals. This new annual software release elevates the product that SmartAdvocate brings to the market, while they remain a leader in the legal case management industry.

Access the Webinar recording and release notes here: smartadvocate.atlassian.net/highlights

Contact: Allison Rampolla, VP Sales & Marketing, SmartAdvocate LLC, 516-715-0736 (Direct) allison@smartadvocate.com

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customizable, fully integrated legal case management software

SmartAdvocate And Our Team Continue To Outperform All Expectations

The concept for SmartAdvocate was first created by a national plaintiff’s personal injury law firm. In their search for a software product to help resolve many of their specific case management challenges, they realized there were none on the market.

Comprehensive and Reliable

As a truly customizable, fully integrated legal case management software, SmartAdvocate is as comprehensive as it is reliable. It provides you with valuable information about every aspect of every case you have. With SmartAdvocate, your firm can:

Unite clients and attorneys through the powerful Client Portal

Save precious time through robust Mass Communication capabilities

Increase overall efficiency and accuracy through customizable Automated Procedures & WorkPlans

Seamlessly work together, no matter where staff is located, with SmartAdvocate’s browser-based interface and Mobile App

Personalize overall operations through 135+ Integration Partnerships, including Outlook, Microsoft Word, and multiple services for litigation support, e-signature, texting, medical record retrievals, and more

A Smarter Way To Manage Your Cases and Your Firm

With dozens of customizable dashboards and reports that you can subscribe to and automate a delivery schedule for, you’ll be able to monitor all aspects of a case and operational details.When you sign on with SmartAdvocate, not only do you gain access to a robust, state-of-the-art legal case management system, you gain a team of dedicated and experienced professionals to help you implement, train, and grow your practice, which will contribute to an increase in your firm’s bottom line.Our unique beginning is what sets us apart from every other option on the market. We look forward to working with your firm to see how SmartAdvocate can be customized to your specific needs.

Process Automation

Exclusive features ensure each stage of every case is handled appropriately.

Server or Cloud

Choose what works best for your firm. Either the ease and affordability of the Cloud, or integrating SmartAdvocate with your own server. Our team is ready and available to help with either choice.

Dashboards & Reports

Track critical case information, (SOLs, medical records requests, etc.) plus vital firm financial and operational details (including advertising campaigns, outstanding fees, calendar reports, etc.).

Document Creation

Create your own templates or our Specialists can build them from your existing forms.

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Steve Malman

"SmartAdvocate has all of the tools necessary to successfully operate a personal injury law firm with incredible efficiency. The ability to text and esign right from within the program is a game changer in terms of client satisfaction. Ordering medical records is simplified to a few clicks and tracking those requests is totally transparent. A huge benefit of SmartAdvocate is that they are not new to the space which gives them a huge advantage over their competitors because they know what makes a PI firm tick. The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly."

President

Malman Law - Chicago

Michael P. McCready

"You guys are the best. I can’t begin to tell you how terrific your program is. I love to show my colleagues how I now manage my cases. Unbelievable. I am working with a law office consultant who has been blown away by the functionality of the program. She is recommending it to all her law firm clients. I am loving SmartAdvocate and I have customized it substantially to suit our needs. Great work. I’ve recommended it to several colleagues. A product I can believe in. Thanks again."

Owner

McCready, Garcia and Leet, P.C. - Chicago

Philip L. Franckel, Esq.

"SmartAdvocate, the most powerful personal injury software available constantly gets more powerful, yet it's most powerful feature is that it's simple and quick to learn how to use by the technology challenged user, new users and users coming from other software. My partner who is computer challenged instantly took to it and is still amazed at how easy it is to use." "There are so many favorite features but my most favored is the unmatched template document system which lets me easily insert merge codes into a template document in just 1-2 minutes and save the template document in 10 seconds. It even works with PDF forms. The template document system allows us to run a busy personal injury practice with just two lawyers without any secretaries or paralegals. For larger firms with secretaries and paralegals, using the SmartAdvocate template document system will allow your employees to multiply their caseload many times. Because it's so quick and easy to create template documents, this one feature can be used by every law firm to cut overhead and increase revenue with larger caseloads." "SmartAdvocate moves cases faster with less work, does everything, tracks everything and is easy to use even by the technology challenged."

Lawyer

1-800-HURT-911®

Stuart L. Finz

"When you bear the enormous responsibility of managing a dynamic law firm, it is essential that you employ the most up-to-date, state-of-the-art, efficient, creative, and intuitive case management software on the market. For decades, I have searched for the highest-level software available, but have found significant negative aspects with each. On a positive note, several years ago, I was introduced to SmartAdvocate. Finally, and to my great satisfaction, I found a case management system that fulfilled all of my expectations, and beyond. Smart Advocate is a platform that is easy to use, dramatically increases productivity, tracks daily staff production and critical deadlines, proficiently generates documents, is continually updated implementing new and creative features, and much, much more. Without reservation whatsoever, I highly recommend SmartAdvocate."

Partner & CEO

Finz & Finz, P.C. - New York City

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