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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Sofia Alvarez

Uso Smart advocate diariamente. Es una plataforma completa, facil de usar y muy amable para nuevos usuarios. No tuve que usar mucho tiempo en entrenamiento, en un par de dias ya estaba organizando mis archivos. Ya no recuerdo como era antes de usarla. Muy recomendada

Suzann Dry

I have been a Paralegal for 28 years and this is the BEST Legal Software programs I have ever used. Everything you can possibly imagine about a case is included in this software. Smart Advocate provides any training you need. Very user friendly, There is a User Manual built into the program, which if you are like me, you don't want to have to call anyone, you can just look up the answer. I have been using the program for 3 years and I am still amazed at all of the features it offers. If you are considering purchasing this software, 10 years from now, you will still be thanking the designers of this software.

Norma Fuentes

"With all the CRM programs out there, what makes SmartAdvocate so special? Well, I would say that it is because of all their customizable capabilities and features. They provide you with a program that has all the tools that you need to customize it to your needs. Every firm is different and therefore their needs are different. For instance, our firm needed a program that was able to manage leads and automate the handling of these potential clients. We handle thousands of leads per month and spend a fortune of money so managements of these leads is essential. Our goal was to automate our system as much as we could to create uniformity and control. Before SmartAdvocate, we were using multiple programs and spreadsheets. We were depending on staff members to do what needed to be done giving them choices and therefore making it harder to control. SmartAdvocate’s plugin and integration capabilities were huge. It allowed us to integrate with our program, Persist and therefore automating our intake department almost completely. I have been able to customize so much in the three years that we have been using SmartAdvocate. I have been able to do so because they are a phone call away. I am able to make a call, tell them what I need to accomplish and they make it happen."

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