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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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.

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Nicky Geisel

Smart Advocate has been the saving grace of our law firm. It has made the day to day operations and workflow seamless. It is an extremely user-friendly program that I honestly do not know how I ever managed without it!

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aileen mena

The most impressive software and user friendly. Hemily is always so attentive to any questions.

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