Sometimes you want to work from home. Sometimes, like with the current Coronavirus crisis, you may have no option but to work from home.
At SmartAdvocate® we continuously work to ensure that your firm’s practice will remain fully operational, wherever you and your staff may be located. And SmartAdvocate® was designed for your staff to work from wherever they are!!
SmartAdvocate® has you covered!
Our AssureSign integration allows you to get your documents signed and returned to you from your clients’ computers, and even from their cell phones, without requiring a face-to-face meeting. Our mass email and mass texting features can be used to send important updates and information to your clients quickly and easily.
Of course, one of the benefits of the Cloud is the ability to access information from any location with internet access. SmartAdvocate® Cloud users can already access and work on their data and documents from virtually anywhere.
But SmartAdvocate® Server was also designed to provide you with that same benefit. Your users can access all of their client and case information from outside your office – indeed from almost anywhere where they have internet access. Your IT provider will simply have to grant access to your SmartAdvocate® data. Several methods are available to enable them to do so. Among the most popular options are the following:
- Use a remote desktop protocol (RDP), such as Window’s Remote Desktop Connection, to log onto your office desktop computer. This will provide full access not only to SmartAdvocate®, but also to any other application installed on your office computer. Essentially it is just like you are sitting at your office desk.
- Use a VPN to connect to your office network. This allows you to access SmartAdvocate® as if you were in the office.
- If your IT provider configured your SmartAdvocate® to be accessible from the public internet via HTTPS, you will be able to use SmartAdvocate® without the need for VPN or RDP. Since you are not accessing SmartAdvocate® from within your office network, your users will need to activate the SmartAdvocate® Document Handler, which supports automatic document download for editing – it’s as easy as checking a single box in their User Preferences.
Whether you are using the Sever or Cloud (SaaS) version of SmartAdvocate®, your staff should have access to all the