Collaborative, Efficient, and in Sync with Your Current Calendar: Everything you want and need in an office calendar.
(This is a continuation, click here to see the prior post.) Now more than ever, efficiency and organization are crucial in a law office. With adaptations being made and additional work being created by the challenges of COVID-19, you need a calendar that can intuitively keep you on track and get you the information you need with a few simple clicks. Beyond the standard functions of detailed office and case calendars, you need additional options in order to completely manage your daily schedule, and the complex schedules of the people in your firm. Creating and Saving Filters for Future Use Perhaps you want to see the calendars of the auto negligence or nursing home attorneys for the next month. Or maybe you want to view all of the motions scheduled for a specific court on the same day, so you can send one attorney to cover them all instead of the three attorneys who are scheduled to attend. Changes like this can be done easily in SmartAdvocate to…
Happy Clients Drive Profitability And Build Brand Loyalty
In 2020, customer/client experience (CX) is everything. Today’s savvy customers demand a balanced approach between humanity and automation. Personalization is an essential factor in CX, as is providing the client’s access to pertinent information without overly intrusive staff interaction. Research clearly shows that it takes very little to turn a satisfied client into an indifferent one. The chaos and uncertainty COVID-19 brought to the world only further heightened the premium placed on a positive customer journey. Now more than ever, busy law firms must focus on client happiness if they expect to survive these tumultuous times. Therefore, a commitment to keeping clients happy via an excellent CX should be a top priority for today’s busy law firms. Fortunately, SmartAdvocate takes the guesswork out of the equation when it comes to nurturing happy clients. Our Client Portal provides the tools needed to elevate client status from merely satisfied to highly satisfied. Here are a few of the ways our portal makes life easier for your staff and clients: Provide clients 24/7…
Need a True Office Calendar That Allows for Staff Collaboration? Look No Further than SmartAdvocate!
Every law office must have a true office calendar. Your office needs it, and your malpractice carrier most likely requires it. You need to be able to easily determine who will be where when and know which important deadlines are imminent. As stated, by one legal malpractice carrier, “A centralized calendar system keeps the firm’s system running smoothly by having everyone’s information on one calendar. This system is beneficial for sudden illnesses and disaster planning since another attorney can take appropriate actions if an attorney is incapacitated for any reason.” SmartAdvocate contains everything you need to foster true staff teamwork, with two different types of calendars. The first, the Case Calendar, can display all events (appointments, tasks, and critical deadlines) relevant to the specific case you are in. Every case-specific event must be created from within that case’s Calendar. The second, the Office Calendar, can display the events for all of your cases, as well as non-case-specific events (vacations, CLE seminars, office meetings, etc.). Every non-case-specific event must be created from…
Document Templates and Merge Codes
Creating document templates in SmartAdvocate from forms already used by your firm is simple and makes it easy for paralegals and attorneys to utilize this time-saving method to create documents. Templates that are regularly used by the firm can be easily created in SmartAdvocate. Document templates are designed to allow the use of necessary data from the case in documents by inserting the proper merge codes in the desired template. Each of these templates can be case-specific or universal to suit your firm’s needs. In doing so, you will save the firm both time and money. SmartAdvocate’s merge codes are advantageous and straightforward to use. What are merge codes? Merge codes are fields that you insert into your templates in locations where you want the information from SmartAdvocate to appear. Specialized merge codes can make your templates even more sophisticated. Custom Merge Codes (CMCs) are used for those times when there isn’t a single field in SmartAdvocate where the required data is needed in the section…