SmartAdvocate Blog

Keep a Handle on Your Firm’s Client Contact Frequencies

How can I see which of our clients have not been contacted or have not been contacted within ‘X’ days? We can all agree that contacting your clients regularly is critical in keeping them happy, and a must to foster goodwill for your firm. We all hate to get that phone call (or a visit) from an irate client who complains that nobody calls them back and they don’t know what’s going on with their case. So, how do you ensure no one slips through the cracks?  To assure efficiency, your case management system must have features to help you keep a handle on your client contact frequencies. For full oversight, management should be able to generate a report to monitor that all procedures and protocols for client contact are being followed. Client Contact Overdue Dashboard and Reports: Easily monitor client contact With SmartAdvocate, you never have to worry about a client slipping through the cracks.  In the Client Contact Overdue Dashboard, you will be able to see if whether the…

Enhance Your Intake Process

Treat your intake process as the lifeline of your law firm

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…

Establish Follow-Up Protocols

Creating a streamlined process for you and your potential clients

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…

Every Firm is Different

That’s why you need a legal case management system that is truly customizable

That’s why you need a legal case management system that is truly customizable As technology has evolved in recent years, the concept of “being customizable” is no longer a special feature, but more of an expectation. We are accustomed to the option of customizing the appearance of our smartphone, right down to the widget, and being shown personalized recommendations when we open our favorite streaming platform. With this higher expectation for all facets of our technology to be “customizable” from what we like, to how we like it, and what we need, a new standard has been established. When it comes to your legal case management software, it has also become common practice for systems to have customizable capabilities. But how customizable are they really?   Can you: Fully define as many case statuses as your firm needs for each specific workflow? Direct each case through a specific automated workflow designed to match your firm’s particular operation? Generate templates from text, to email, appointment, and documents – with thousands of standard and…

SmartAdvocate Featured as High Performer of the Legal Case Management Software Industry in G2’s Spring 2021 Market Report

SmartAdvocate is proud to be named on the G2 Spring 2021 Market Report as a High Performer of the Legal Case Management Software industry. G2 calculates the various unbiased reviews and feedback from current users with their custom algorithm to determine industry leaders based on customer satisfaction and market presence.   G2’s methodology takes into account the recency of reviews, the authenticity of the reviewer as a current user of the software, and the quality and length of their feedback. The steady growth of positive SmartAdvocate user reviews and G2’s acknowledgment of us as a High Performer of the industry validates our mission to continually deliver a strong legal case management software solution to legal professionals.   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 designer, to optimize the overall operation of your firm. With a responsive Support team and continual software…