Fast and Easy Template Creation Using the “Word Add-On” Tab
With SmartAdvocate® the process of creating templates is hassle free.
We all have our favorite forms, letters, documents, and pleadings that we save on our desktop or in our c-drive for quick access. The problem is that we always have to customize the pleading to fit the case on which we are presently working: The problem with that process is that: All relevant data must be replaced every time you want to use your form for a different case: Names, dates, venue, incident information, facts of the case. This is extremely time consuming. The margin for error is high since you may miss the replacement of a name/date/some other case-specific-fact somewhere within your form. With SmartAdvocate® this process has been eliminated. You will no longer have these worries. All you have to do—and you only need to do this once—is: Open your form in Word. Click on the SmartAdvocate® “Word-Add-On” tab. Replace the relevant information: plaintiff information, Court information, defendant information, incident fact information, etc. with the merge code that has already been created for you. This is accomplished with one click….
The “Quick Add Button Bar” Allows Users to Add Simple Messages, Tasks, Appointments, Quick Notes from ANY Screen
Data Entry is one of the many areas where SmartAdvocate is clearly head and shoulders above all other systems on the market.
Data Entry is one of the many areas where SmartAdvocate is clearly head and shoulders above all other systems on the market. We have become creatures of instant gratification. In today’s world, we all want information and we want it now! The legal profession is no different. The problem is that most of us hate to do data entry. On the one hand, we want that nice formatted report with all the information at our fingertips, but we do not want to spend more time than is absolutely necessary to make the required data entry so that information is available when we need it. To be fair, however, quite often, the reluctance expressed by some staffers in entering data (especially in larger firms where the volume of calls, documents, and correspondence can be overwhelming) results more from the use of poorly designed case management systems rather than a genuine lack of effort on the part of the user.Data Entry is one of the many areas where SmartAdvocate® is clearly head and…