TEXTING INTEGRATION

Send text messages directly from within SmartAdvocate®.  Texts appear as being from a unique phone number, not the sender’s personal cell phone. Both outgoing and incoming text messages are automatically saved in the related case. SmartAdvocate is compatible with MMS texts, including photos.

REPORTS AND DASHBOARDS

A wealth of Dashboards and Reports help you keep track of critical case information, as well as vital firm financial and operational details. With the Subscribe feature, you can even have Reports automatically emailed to you on any schedule you choose. Need specialized information? We can create custom reports to meet your needs.

EMAIL

Emails can easily be sent from your cases in SmartAdvocate. Emails sent from or received in Outlook can be quickly attached to the appropriate case. Attachments to emails can be saved in SmartAdvocate as part of the email or directly onto the Documents page. Emails that have been attached to a case in SmartAdvocate are automatically flagged in Outlook as “Attached”.

MICROSOFT OFFICE ADD-INS

We understand - many law offices today use Microsoft’s Office Suite. SmartAdvocate’s Microsoft Office Add-Ins make it easy to associate emails received in Outlook with their cases in SmartAdvocate, and to create document templates from your existing Word and Excel forms.

AUTOMATED WORKFLOWS

SmartAdvocate’s WorkPlans function as a checklist, but also automate some of your routine processes, streamlining the operation of your firm. Automated Procedures allow you to create repeating tasks, send automated text messages or emails to clients, create multiple reminders, or automatically generate documents, all triggered by various events in the case.

LEGAL CALENDAR

Exceptional calendar reporting can display events for a single case, a single individual, any group or department, or the entire office, all with just a couple clicks. Appointments, Critical Deadlines, and SOLs can be pushed to your Outlook calendar. A true office-wide calendar.

FUNDING BUTTON

SmartAdvocate makes it easy to arrange for funding for your clients. Just click the Funding Button and SmartAdvocate gathers the required information and completes the Funding application, making it easy for you to send the completed application electronically to the Funding Company. Once funding is approved, you will receive notification directly in SmartAdvocate.

OUTSTANDING ITEMS PAGE

A dedicated Outstanding Items page in each case shows “outstanding” items (e.g., discovery demands, opposition to motions, medical records requests, tax return requests, orders, etc.) that plaintiff has requested or is required to furnish or respond to. Find open or unresolved items before they become problems, without having to navigate to multiple pages.

ALL INSURANCE PAGE

The All Insurance page allows you to see all insurance policies entered into the case, including the insurance details for both plaintiffs and defendants. This page has the same functionality as the Plaintiff and Defendant Insurance pages, including editing, adding, and deleting insurance companies. You no longer need to review two pages to locate this information.

INTAKE

SmartAdvocate makes your intake process more efficient and effective. Quickly and easily create new cases in Case Wizard, which runs an automatic conflict-of-interest check. The Investigator’s App allows your staff to input new cases on their iPad or Android tablet from almost anywhere. And you can easily track where your cases are coming from right within SmartAdvocate. 

Additionally, SmartAdvocate integrates seamlessly with numerous intake services, including web chat, call centers, and more. The SmartAdvocate Case Monitor Widget provides a list on your desktop of all new cases externally entered into your system, to ensure appropriate follow-up. Cases remain on the list until a staff member enters a Note into the case.

CASE TRACKING

Know at a glance exactly where each case stands, with SmartAdvocate Statuses and Sub-Statuses. When you open a case, immediately see the stage the case is in (i.e.: Pre-Sign, Pre-Litigation, Trial, Referred Out, etc.), and track any other information of importance to your firm (treatment status, last client contact, severity of injury, and more). Create your own set of Statuses and Sub-Statuses to track the information most important to you. Follow the flow of your cases using any of several provided Reports and Dashboards, or create your own custom Status report using our Case Browse feature.

MARKETING

Successfully marketing your firm has never been more important. SmartAdvocate can help you spend your marketing dollars effectively. Simply enter your marketing information into the system, and SmartAdvocate will automatically track your return on investment for each marketing campaign. You will know which campaigns are providing a good return for your firm and which you might want to reconsider. How much effort do you currently put into obtaining that information? How much do you really know about the return on your marketing dollars? Let SmartAdvocate do that work for you, and you will know where your marketing dollars are best spent.