Learn How SmartAdvocate® Reports Can Improve Case & Firm Management

We’ve just posted the seventh in our series of instructional videos. In this video, you’ll learn the basics of the SmartAdvocate® report generation and customization. There are more than 35 standard reports already built into SmartAdvocate®, including intake reports, calendar reports, financial reports, SOL reports, staff activity reports and case status reports. All reports are customizable to meet your individual needs. This video shows you how to create, customize and save reports, and how to configure the system to automatically send each user the reports on which that person relies, on a schedule set by the user.

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