SmartAdvocate Blog

Happy Clients Drive Profitability And Build Brand Loyalty

In 2020, customer/client experience (CX) is everything. Today’s savvy customers demand a balanced approach between humanity and automation. Personalization is an essential factor in CX, as is providing the client’s access to pertinent information without overly intrusive staff interaction.   Research clearly shows that it takes very little to turn a satisfied client into an indifferent one. The chaos and uncertainty COVID-19 brought to the world only further heightened the premium placed on a positive customer journey.   Now more than ever, busy law firms must focus on client happiness if they expect to survive these tumultuous times. Therefore, a commitment to keeping clients happy via an excellent CX should be a top priority for today’s busy law firms.   Fortunately, SmartAdvocate takes the guesswork out of the equation when it comes to nurturing happy clients. Our Client Portal provides the tools needed to elevate client status from merely satisfied to highly satisfied. Here are a few of the ways our portal makes life easier for your staff and clients:…

Need a True Office Calendar That Allows for Staff Collaboration? Look No Further than SmartAdvocate!

Every law office must  have a true office calendar. Your office needs it, and your malpractice carrier most likely requires it. You need to be able to easily determine who will be where when and know which important deadlines are imminent. As stated, by one legal malpractice carrier, “A centralized calendar system keeps the firm’s system running smoothly by having everyone’s information on one calendar. This system is beneficial for sudden illnesses and disaster planning since another attorney can take appropriate actions if an attorney is incapacitated for any reason.” SmartAdvocate contains everything you need to foster true staff teamwork, with two different types of calendars. The first, the Case Calendar, can display all events (appointments, tasks, and critical deadlines) relevant to the specific case you are in. Every case-specific event must be created from within that case’s Calendar. The second, the Office Calendar, can display the events for all of your cases, as well as non-case-specific events (vacations, CLE seminars, office meetings, etc.). Every non-case-specific event must be created from…

Document Templates and Merge Codes

Creating document templates in SmartAdvocate from forms already used by your firm is simple and makes it easy for paralegals and attorneys to utilize this time-saving method to create documents. Templates that are regularly used by the firm can be easily created in SmartAdvocate.   Document templates are designed to allow the use of necessary data from the case in documents by inserting the proper merge codes in the desired template. Each of these templates can be case-specific or universal to suit your firm’s needs.  In doing so, you will save the firm both time and money. SmartAdvocate’s merge codes are advantageous and straightforward to use.   What are merge codes? Merge codes are fields that you insert into your templates in locations where you want the information from SmartAdvocate to appear.   Specialized merge codes can make your templates even more sophisticated.   Custom Merge Codes (CMCs) are used for those times when there isn’t a single field in SmartAdvocate where the required data is needed in the section…

The Backbone of Your Firm: With SmartAdvocate®, case data is securely protected and easily accessible

The critical data infrastructure is the backbone of your firm.  Is yours strong enough?  With SmartAdvocate, your entire practice and all its data can be at your fingertips. While the pandemic upended any plans for 2020, with a powerfully reliable case management system, you do not have to worry about the inability to continue working. SmartAdvocate’s dynamic and fully integrated case management software makes all the difference during these times of navigating a new reality and working environment. SmartAdvocate understands law firms like yours.  This system was engineered and designed by national, high-powered lawyers for their own offices. With this unique perspective, SmartAdvocate offers exclusive features that save you time and increase the overall efficiency of your firm.  With such a relatable understanding for what lawyers are looking for in their case management system, SmartAdvocate has been recognized year-after-year winning awards from numerous bar associations as well as the New York Law Journal and New Jersey Law Journal.  With continual releases and updates to the system, SmartAdvocate software will never…

Access to Your Cases from Anywhere with SmartAdvocate

No matter if you are using the Server or Cloud (SaaS) Versions

No matter if you are using the Server or Cloud (SaaS) Versions Access to Your Cases from Anywhere with SmartAdvocate:  Whether you use our Server or Cloud (SaaS) version, you are one click or tap away from work. Before these unprecedented times, a day working from home may have seemed like a luxury.  During the COVID-19 pandemic, you may have had no option but to work from home – creating an entirely new reality.  The past few months, transitioning to this new work style may have been harder for some than for others.  While adjusting to a new environment, it is likely that there are some tasks you are unable to do while working remotely.  How can you ensure your firm is best prepared under any circumstance to continue working and maintain productivity? In these uncertain times – now more than ever – you want security and stability as much as possible. With SmartAdvocate, you can rely on the consistency of being able to access your case and document management system,…