SmartAdvocate® Launches Product Integration with DEITZ Court Reporting
SmartAdvocate® has completed and launched a product integration with DEITZ Court Reporting, one of New York’s premier providers of court reporting services. This integration will greatly streamline the management of deposition transcripts and other documents for SmartAdvocate customers who use DEITZ for their court reporting needs. This synergy will create huge benefit for mutual Smart Advocate-DEITZ Clients.
Automate Your Process with SmartAdvocate Work Plans
If you didn’t make it to SmartAdvocate’s 1st Annual User Group Conference, boy did you miss out! Lucky for you, I am here to share with you our SmartAdvocate Work Plan session. Why Use SmartAdvocate Work Plans? Here are the top reasons: Streamline Office Communication Work Plans allow you to have everything in one place. There will be no more sticky notes, legal pads that cannot be located and missing emails. Work plans allow you to see all the items needed to complete a project easily. Gone will be the days of figuring out what needs to be done by whom. Assign Task Responsibilities Each Work Plan item will have a staff member responsible for the item. You will be able to easily see who is getting the job done and who is not. You can also set the Work Plans to notify you automatically of what is completed. It will enforce accountability within your staff. Eliminate Inaccuracies and Disorganization When creating a Work Plan you can associate exactly what…
The 2016 SmartAdvocate® User Group Conference Recap
The first annual SmartAdvocate User Group Conference was held June 6th and 7th at the Long Island Marriott, in Uniondale, NY. Over 95 SmartAdvocate users from all over the country assembled to listen to presentations from member of the SmartAdvocate staff and over a dozen of the top thought leaders on law firm technology. The SmartAdvocate staff spoke on a range of topics, including work plans, the case browse function, document templates and SA reports. CTO Igor Selizhuk gave the audience a preview of the new features that will be added to SmartAdvocate in this summer’s update. Dayhanara Baez spoke about the SA support system and discussed some of the most frequently asked support questions and requests. At the end of each day, Igor and Schery Ramadan conducted Q&A sessions where they fielded a wide range of questions from the assembled attendees. Those at the Conference also had a chance to interact with and learn from a great group of SmartAdvocate business partners. In addition to having the opportunity to…
Medical records reports and dashboard v2.0
Of the forty-three or so pre-formatted reports in SmartAdvocate, one of my favorites is the “Medical Records Request Report.” The ‘subscribe’ feature available with every SmartAdvocate Report is really a great time saver and a feature that I suggest you take more advantage of. For those of you who have not ‘gotten around’ to setting up your subscriptions in SmartAdvocate, you are doing yourself a great disservice and you are not taking full advantage of one of the great features of the best Case Management System available. In the Personal Injury practice area, the inability to quickly get medical records from the various medical providers, is, quite often, one of the biggest impediments to moving a case forward. If the staff does not have a reasonably good way of keeping track of those requests for medical records, and, more importantly, a systematic way of doing effective follow-ups, then moving a case forward becomes even more problematic. The SmartAdvocate Medical Records Request Report will show you, at the click of a…
