SmartAdvocate Blog

Enhance Your Intake Process

Treat your intake process as the lifeline of your law firm Increasing intake capabilities allows your firm to increase your caseload, therefore increasing overall business and your bottom line. Looking at it in this perspective, your intake process is what breathes oxygen and life into your law firm. Optimizing the intake procedure for your staff and simplifying it for your prospects is the foundation of best practices in enhancing your intake process.   Regardless of the size of your law firm, the new case intake process is essential. As the first direct communication with potential clients, the intake process can make or break the likelihood of a prospect retaining your firm. From the initial conversation, to all follow up communications, and ultimately to their signing on as a new client – your law firm needs the proper tools to help increase the volume of cases you can accept, while also improving and maintaining the highest quality client experience.   The SmartAdvocate app, available for iOS and Android devices, allows you…

SmartAdvocate Named Category Leader for Law Practice Management Software – May 2021

SmartAdvocate is proud to be named a Category Leader for Law Practice Management Software by GetApp. By distinguishing Category Leaders, GetApp helps businesses evaluate which software products are available and may be the right fit for them. Igor Selizhuk, Chief Technology Officer of SmartAdvocate, stated on Monday, May 17th 2021, “We continuously take pride in the ongoing feedback we receive from clients. Not only does it motivate the SmartAdvocate team in our work, but we use it as a driving source of guidance as we develop new features and enhancements.” Selizhuk leads SmartAdvocate’s team of experienced programmers and developers through software updates, which are regularly debuted to SmartAdvocate users. Each release features hundreds of new functions and enhancements to SmartAdvocate’s legal case management software. SmartAdvocate is the top-rated legal case management software on the market. Completely customizable, with robust reports and dashboards to track all case and firm operational details, SmartAdvocate makes your firm more efficient and more profitable. The system features exclusive tools, such as Intake Scoring and their WorkPlan…

SmartAdvocate Named Category Leader for Law Practice Management Software

SmartAdvocate is proud to be named a Category Leader for Law Practice Management Software by GetApp. By distinguishing Category Leaders, GetApp helps businesses evaluate which software products are available and may be the right fit for them. Igor Selizhuk, Chief Technology Officer of SmartAdvocate, stated on Monday, May 17th 2021, “We continuously take pride in the ongoing feedback we receive from clients. Not only does it motivate the SmartAdvocate team in our work, but we use it as a driving source of guidance as we develop new features and enhancements.” Selizhuk leads SmartAdvocate’s team of experienced programmers and developers through software updates, which are regularly debuted to SmartAdvocate users. Each release features hundreds of new functions and enhancements to SmartAdvocate’s legal case management software. SmartAdvocate is the top-rated legal case management software on the market. Completely customizable, with robust reports and dashboards to track all case and firm operational details, SmartAdvocate makes your firm more efficient and more profitable. The system features exclusive tools, such as Intake Scoring and their WorkPlan…

LegalTech Publishing

SmartAdvocate, the award-winning legal case management software has been highlighted in the 2021 Practice Management Buyers Guide published by LegalTech Publishing in partnership with Above the Law. Legal Tech Publishing is well known and highly regarded within the industry for its case studies, whitepapers, educational webinars, and publications. The Guide’s feature highlights SmartAdvocate’s key features to help make law firms more efficient and more profitable. From robust document management tools, to comprehensive dashboards and reports, Cloud services, e-signature functionality, and more, SmartAdvocate has the solutions to optimize the operation of your firm. Watch these features in action within the SmartAdvocate system.   Interested in how SmartAdvocate can help your firm? Learn more and request a demo with our experienced team of Business Development Specialists. We can walk you through how SmartAdvocate can best be utilized and customized for your firm.

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. In a primarily remote world, the standard of correspondence that you engage in with potential clients has heightened. Without in-person meetings, those calls, texts, and emails are even more important to establish relationships. To ensure your clients receive an experience you can be proud of, establish follow-up protocols for your firm to follow. How many touchpoints of each method will you use daily? What contact methods will you prioritize to follow up with leads? How long will you engage with a lead before closing it out? Answering these questions will solidify the standard…