Concerned about creating document templates that will work within SmartAdvocate®? We’ve got you covered. Our document experts can show you how to create your own templates from your existing letters, documents, or forms (in Word, Excel, or PDF formats). Or we can create them for you or convert your existing templates. Just provide us with your existing letters, documents, or forms and we will return templates that work seamlessly with the data you enter into SmartAdvocate®.
LEARNING MANAGEMENT SYSTEM
A SmartAdvocate® Learning Management System (LMS) is available for your staff as a pre-training tool. The LMS was developed to familiarize your users with SmartAdvocate prior to their formal training. In addition, the SmartAdvocate LMS can provide firm-specific training videos and other materials, created and customized for use by your staff, on an on-going basis as an adjunct to the formal SmartAdvocate training.
SmartAdvocate® includes a multitude of robust Dashboard and Reports, which provide critical information about almost every aspect of your firm and its caseload. Easily review your firm’s finances, staff performance, open medical records requests, upcoming statutes of limitations and critical deadlines, and much more. It’s all there. Should you require a specialized report, you can create a custom report using Case Browse, or our specialists can create one to your unique specifications.