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.