SmartAdvocate Blog

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…

A Forever Changed Work Environment

How SmartAdvocate and its remote capabilities will carry us out of the pandemic.

How SmartAdvocate and its remote capabilities will carry us out of the pandemic. What a year! Thinking back to January of 2020, I would be amazed if anyone would have imagined how different things are in just 12 months. I probably do not even need to reiterate the ways our private, familial, and public lives have been altered for the long term. Along with the other ways our lives have changed, business dynamics have changed dramatically.  What does that mean in regards to the practice of law? COVID has accelerated and forced a large amount of law firms to adopt technological behaviors that have already been steadily growing in the legal landscape. From adopting Cloud-based (SaaS) solutions for firm management, developing a focus on social media as an avenue for marketing and outreach, to creating remote work solutions for employees, the method and business of law firms is changing from earlier adopters to standard solutions for a majority that practice. The one facet I would like to discuss today is…

Digital.com Names Best Legal Case Management Software of 2020

Digital.com, a leading independent review website for small business online tools, products, and services, has announced the best legal case management software of 2020. The top solutions were selected based on key features and customer feedback.   Experts at Digital.com examined software with optimal workflow management that can track court dates, schedule meetings, and create reminders. Each company was also required to support billing and invoicing functions such as tracking hours, generating invoices, and processing online payments. Additional qualifications include access to reporting tools and analytics that track key performance indicators, highlight business trends, and determine which clients deliver the most revenue.   “Legal case management software is a valuable tool for both law firms and solo attorneys and can help to increase revenue and productivity,” says Josephine Miller, PR Manager of Digital.com. “This guide includes in-depth reviews and customer feedback to help narrow the search for best solutions.”   Digital.com’s research team conducted a 40-hour assessment of over 120 solutions from across the web. To access the complete list…

Collaborative, Efficient, and in Sync with Your Current Calendar: Everything you want and need in an office calendar.

(This is a continuation, click here to see the prior post.)   Now more than ever, efficiency and organization are crucial in a law office.  With adaptations being made and additional work being created by the challenges of COVID-19, you need a calendar that can intuitively keep you on track and get you the information you need with a few simple clicks.   Beyond the standard functions of detailed office and case calendars, you need additional options in order to completely manage your daily schedule, and the complex schedules of the people in your firm.   Creating and Saving Filters for Future Use   Perhaps you want to see the calendars of the auto negligence or nursing home attorneys for the next month. Or maybe you want to view all of the motions scheduled for a specific court on the same day, so you can send one attorney to cover them all instead of the three attorneys who are scheduled to attend. Changes like this can be done easily in SmartAdvocate to…