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Establish Follow-Up Protocols

Creating a streamlined process for you and your potential clients

Establish Follow-Up Protocols
While the past year has brought on many changes within the legal industry, the expectation for great client services has remained a constant. Whether you are a solo practice or have a whole team of intake specialists conducting follow ups, the communication you send out to potential clients is critical. It is a factor as to whether they will sign on, refer you to others, and remember you again if they need a lawyer in the future.

The “Quick Add Button Bar” Allows Users to Add Simple Messages, Tasks, Appointments, Quick Notes from ANY Screen

Data Entry is one of the many areas where SmartAdvocate is clearly head and shoulders above all other systems on the market.

The “Quick Add Button Bar” Allows Users to Add Simple Messages, Tasks, Appointments, Quick Notes from ANY Screen
Data Entry is one of the many areas where SmartAdvocate is clearly head and shoulders above all other systems on the market. Take SmartAdvocate’s “Quick Add Button Bar,” for example. This ingenious feature allows the user to enter the most simple messages, tasks, appointments, and quick notes from any screen.
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SmartAdvocate® is the most powerful, fully integrated case management system available. Initially designed by and for personal injury and mass tort litigation firms, SmartAdvocate® is now used by a wide range of litigation firms throughout the United States and Canada.


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