SmartAdvocate’s 2023 Software Release Includes New Features, Plus Enhancements To Improve Efficiency and 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…
SmartAdvocate Highlighted In Legal Tech Publishing’s Practice Management Buyer’s Guide 2023 Edition
LegalTech Publishing, in partnership with Above The Law, interviewed SmartAdvocate’s CTO Igor Selizhuk about what users can expect from the annual new release launch. Igor discussed details of the latest developments and updates, including the addition of over 100 new features which will enhance the day-to-day use of the SmartAdvocate system. SOURCE: SmartAdvocate Contact: Allison Rampolla, VP Sales & Marketing, SmartAdvocate LLC, 516-715-0736 (Direct), allison@smartadvocate.com Related Links: https://smartadvocatec.wpengine.com
OnTask Partners With Legal Case Management Software Leader SmartAdvocate
Channel Partnership Brings Customized eSignature and Workflow Solutions to Legal Firms Nationwide TAMPA, Fla. — (March 9, 2023) – Leading workflow automation and eSignature tool OnTask has announced a new partnership with legal case management software provider SmartAdvocate. The channel partnership positions OnTask as an integrated eSignature and workflow automation provider for SmartAdvocate, and brings the tool’s flexible solutions to legal firms nationwide. “SmartAdvocate users are looking for customizable solutions that offer flexibility and versatility, which is what OnTask does best,” said Steve Wilson, President of OnTask. “In addition to our eSignature and workflow automation solutions, our customer support and engineering staff will ensure that these solutions continue to meet evolving needs throughout the partnership.” OnTask’s legal workflow automation software helps streamline firms’ documentation processes. This includes capturing legally binding electronic signatures, improving client intake procedures, enabling team collaboration, and securely collecting and storing documents. The partnership provides a more cost-effective and consistent eSignature solution for SmartAdvocate’s customers. Additionally, law firms utilizing the tool will enjoy improved integration functionality and…