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Keep a Handle on Your Firm’s Client Contact Frequencies

Keep a Handle on Your Firm’s Client Contact Frequencies

To assure efficiency, your case management system must have features to help you keep a handle on your client contact frequencies. For full oversight, management should be able to generate a report to monitor that all procedures and protocols for client contact are being followed.

Add Bates Numbering to Your Documents

Use Adobe Pro to "Bates Stamp" Your PDF Documents in SmartAdvocate

Add Bates Numbering to Your Documents

Most litigation attorneys (certainly those who do Depositions and Trials) routinely have documents such as medical records, etc., "Bates Stamped" or "Bates Numbered." While SmartAdvocate itself does not apply Bates Numbering to documents, this can easily be done using Adobe Pro. Most users can apply Bates Numbering to any pdf document in SmartAdvocate in a matter of seconds. Here are the steps you can take to apply "bates Numbering" to your pdf document in SmartAdvocate.

The SmartAdvocate App - Yes, There is an App for That!

The SmartAdvocate App - Yes, There is an App for That!

The cell phone (or more appropriately, the "Smart phone"), has become a ubiquitous fixture in our daily lives. Now the device is more like an appendage rather than a tool used for convenience. We cannot live without our cell phones and most of us simply could not function without them!

Medical records reports and dashboard v2.0

Medical records reports and dashboard v2.0

Of the forty-three or so pre-formatted reports in SmartAdvocate, one of my favorites is the “Medical Records Request Report.” The ‘subscribe’ feature available with every SmartAdvocate Report is really a great time saver and a feature that I suggest you take more advantage of. For those of you who have not ‘gotten around’ to setting up your subscriptions in SmartAdvocate, you are doing yourself a great disservice and you are not taking full advantage of one of the great features of the best Case Management System available.

The New 'Open in This Tab' Feature

The New 'Open in This Tab' Feature

SmartAdvocate was designed to run in a browser (more commonly referred to as 'browser based'). This means that it uses your browser (currently full functionality is supported in Internet Explorer version 11 and above, Edge and Google Chrome version 38 or above) to render the information on your screen. When you open new pages in SmartAdvocate, the new page opens in a new browser tab. This design allows the user to simultaneously have an almost unlimited number of pages/files open in SmartAdvocate. There are times, however, when the user may wish to have a new page or file opened in an existing window.

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ABOUT US

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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