PUBLISHED ON December 11, 2013

How to Meet Critical Deadlines with Less Stress

With SmartAdvocate, your slumber can be a lot more peaceful.

With SmartAdvocate, your slumber can be a lot more peaceful.

Most attorneys who are actively involved in the practice of law have, at one point or another, awoken late at night in a cold sweat thinking they have missed that critical SOL deadline. With SmartAdvocate®, your slumber can be a lot more peaceful.

You see, SmartAdvocate® has this amazing feature where you can have all your SOLs and critical deadlines automatically emailed to you in a neat report and on a schedule of your choosing!

Let me explain . . .

Unlike most systems where you must manually check for the aforementioned deadlines, with SmartAdvocate®, you can “subscribe” to a report, and have that report (in this case, an SOL report) emailed to you (or anyone else you choose), on a pre-determined day and time. For example, you could have a report of all your cases with an SOL expiring in 90 days automatically emailed to you every Monday morning at 9:00 a.m. This system has countless pre-formatted reports already built in and gives you the ability to filter for specific data with astounding granularity.

SmartAdvocate® was developed for the PI, Medical Malpractice, and Mass Tort areas. Layout and data capture are uniquely geared toward those areas of practice and, as a result, reporting functionality is quite flexible and useful. For example, with just a few clicks, any staff member can quickly create and access a report of Overdue Tasks where clients have not been contacted within the time limits set by the firm, or a report of cases that have stayed too long in a particular status (i.e., it has been more than 30 days since the case was approved to be placed in suit, but the Summons and Complaint have not been drafted) can be created and accessed.

In addition to the numerous daily reports that the general staff have at their disposal, management, in particular, will love the reporting functionality of SmartAdvocate®. For example, the senior partner wants a report of the hourly call patterns received by the Intake department? He/she can have it in seconds. How about a report of the Monthly Intake Statistics organized by Case Group, with the exact number of cases wanted, signed, wanted and signed, actively following up, and percentage signed up? Not a problem. SmartAdvocate® can deliver that to you with just a few mouse clicks!

These kinds of individualized reports are not only invaluable when designing effective marketing campaigns, but SmartAdvocate® reports can provide a true picture within a matter of seconds of where your cases are coming from and how successful your firm is in converting those intakes to clients.

It does not get any easier than that!

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