The Negotiation Screen – A practical gem for settling cases with insurance adjusters

So you want to settle cases. Who doesn’t? Sure beats having the proverbial day in court. And who can complain about getting paid early and wrapping up a case with a satisfied, happy client? But as you well know, while settlement negotiations can often be fruitful they can also be a drain on staff and firm productivity and profitability. Here’s one area that SmartAdvocate, as the premier case management system on the market, can really help. A lot of time is spent on the phone with insurance companies and adjusters discussing the relative merits of your particular case. This is time well spent, and expected. But a lot of time is also consumed attempting to contact your adversary’s carrier, or trying to return or schedule a call. This is time that can be spent doing other things, hence not very productive. But a small change in the way you interact with the carrier and their adjuster can free up some additional time for you. How about this all too familiar…

Choosing the Right Case Management System

In today’s digital age, nearly every type and size of law firm needs to be using case management software. Trying to run a modern practice without it is just hopelessly inefficient and unwise. Choosing the right case management software system can be difficult, however. Firms that concentrate in a single or a small number of practice areas will want a system that is designed principally for those areas. The needs of larger firms, or those with more diverse practices, will be different. Similarly, the requirements and budgets of a solo practitioner or small firm will be markedly different from those of larger firms. It is important for all law firms to select the system that best meets their particular needs. Here is a basic list of questions that all prospective case management system purchasers should be asking in order to make a reasoned buying decision. Along with these questions, I’ve also provided the appropriate responses on behalf of SmartAdvocate. We aren’t the answer for everyone. No system is. But we…

Learn How to Use SmartAdvocate® Document Templates and Mass Mailing Features

We’ve just posted the eighth in our series of instructional videos. In this video, you’ll learn how to create document templates. You’ll also learn about SmartAdvocate’s mass mailing features. This video shows you how to use merge codes to create customized document templates that are specific to your firm and can be used over and over again to generate standard correspondence and other documents. You will also learn how to use the powerful mass mailing features built into SmartAdvocate so you can communicate with many parties simultaneously, without having to utilize an outside program.

SmartAdvocate Partner eLaw Launches ePer Diem

Our partner, e Law, has launched an exciting new service for New York and New Jersey firms. ePer Diem provides temporary attorneys to handle important court matters when you don’t have anyone available. Knowledgeable, licenses ePer Diem attorneys can cover court appearances, conferences, motions, arbitrations and other important, time critical matters. For more information, contact eLaw at (212) 209-3354.

Your New Right Hand – Context Menus

Do you know what a context menu is? I didn’t know until I started working at SmartAdvocate (I had used one before; I just didn’t know its official name). A context menu is an interactive pop-up menu that appears when you right-click an item. When you right click on anything, such as an email, you get a context menu. It will allow you to perform work quickly and conveniently. SmartAdvocate is loaded with context menus. If you haven’t used a context menu in SmartAdvocate, you don’t know what you are missing! The right click function gives you a variety of options, such as changing appointment statuses or going directly to a case page. There are several places SmartAdvocate uses context menus. They are as follows: 1. My SmartAdvocate Screen a. My Appointments Panel – you will be able to perform all the operations you would perform in office/case calendar, as shown below: b. My Cases Panel – Right clicking the context menu gives you all the options you would have…