increase profits, efficiency, and Client satisfaction

The Truth About Implementation and Data Migration

The SmartAdvocate Implementation Team knows the value of excellent data migration and is dedicated to getting it right.

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Systems We Migrate Everyday

Abacus

Aderant

Amicus Attorney

Caret Legal

Casepeer

Clio

Client Profiles

CloudLex

FileVine

GrowPath

LawBase

LawRuler

Lex PI

Litify

MyCase

Needles

Neos/Assembly

PC Law

Perfect Practice

Practice Master

Practice Panther

Prevail

ProLaw

SAGA

Salesforce

Smokeball

TimeMatters

Total Office (ATO)

TrialWorks

Client-Centric Focus

SmartAdvocate’s Implementation team has experience migrating client data from many different systems every day. They take the time and have the patience to get it right. Have you ever been told that your new legal CMS conversion would be up and running in just a few weeks? If yes, this is a red flag! It means the data is being thrown into the new system and not being looked at by anyone, which is just a data migration dump. There is a saying in the industry “garbage in, garbage out”, which means incorrect or poor-quality input will produce faulty output. Good data migration takes time and effort!

SmartAdvocate’s In-House Implementation Team Works Hard

We provide a true and accurate data conversion, which is the process of transferring the data from one system to another and mapping fields to capture all data - which maintains your data integrity. Our team continues to work with your firm well beyond the initial conversion to ensure that all of your data is showing up in the right places. No additional hires, or third-party conversion mangers are necessary. Our team possesses the critical thinking, problem-solving and collaborative focus necessary to work seamlessly with your firm on the conversion.

Training & Support

SmartAdvocate clients go through a Learning Management System (LMS) before the first live training session. This ensures they have familiarity with SmartAdvocate before the formal training even starts. After attending the Basic training class, your staff will have a working knowledge of SmartAdvocate and how to effectively use many of its features. Next is our Intermediate and Advanced level classes. After going live with SmartAdvocate, our Support Team continues to work closely with your firm's Administrator to resolve any issues. Our convenient SmartAdvocate Support Tracker enables immediate submission, receipt, and resolution of requests.

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Kenneth Cross

Solid program, works well for mass tort operations. Would recommend to law firms looking for a good case management software with many helpful third party integrations.

Art Kosieradzki

We've been using SA for a number of years and I'm a huge fan. It's made my practice much more efficient and mobile. The key is to use all the features to the fullest and make sure staff is doing the same. Having all the information on the case at my fingertips from negotiation status to case status is so helpful. It also helps keep tabs on prospective cases for follow-up. I highly recommend the system but keep in mind that as with any system, you must get in the habit of working to input the required information.

Renee Jackson

SmartAdvocate is an indispensable tool in my daily workflow. As a crucial component of my job, it provides the necessary support to efficiently manage and execute tasks. Without SmartAdvocate, navigating through daily responsibilities would be significantly more challenging, if not impossible. Its intuitive interface and robust features ensure that I can accomplish my work effectively, making it my primary resource for success. Highly recommended for anyone looking to streamline their professional tasks

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