increase profits, efficiency, and Client satisfaction

SmartAdvocate Training Solutions

Picture this scenario: You’ve made the decision to take the leap and switch your legal case management software to SmartAdvocate. Then the dread sets in. We can help you.

How will the transition actually work?
Will my team be thoroughly trained with the knowledge to hit the ground running in time for the switch-over?
What happens if they have questions?
Will there be a real person to contact when there’s an issue?

The answer is a resounding YES – everything will be ok.

Training Classes

After attending an Introductory training class, our clients will have a working knowledge of SmartAdvocate and how to effectively use many of its numerous features - with a thirst for more! And we give it to them with our Intermediate and Advanced level classes. Whichever training your firm chooses, SmartAdvocate classes are sure to be an invaluable experience.

The Learning Continues

Our Head of Training, Claude Simpson, likes to tell clients that the learning never stops! He has designed an educational program that includes a robust curriculum aimed to empower SmartAdvocate users with in-depth knowledge and practical skills. With webinars, tutorials, and personalized support, our educational program is not just a one-time initiative but a continuous journey of growth and proficiency.

Weekly Tip Of The Week Email Blast Each Monday
We cover a specific topic with step-by-step instructions, along with accompanying screen-shots.
Monthly Tip Of The Week Webinar
At the end of each month, we review the entire month’s topics in an easy-to-understand format, where questions are always welcome.
Tip Of The Week Archive
Just in case you missed it, take a look back at the complete list of Email Blasts and recorded Webinars. It's also a great way to brush up on all things “SmartAdvocate,” on your own schedule!
Daily Office Hours
For additional questions that come up at any time, our Training Team, who effectively communicate with all types of learners, host a daily Zoom meeting every Monday - Thursday at 3pm EST. Everyone is welcome to join, ask a question, or just attend and listen to others.
Ongoing Training Workshops
Complimentary two or three-part weekly workshops for our clients are a regular occurrence at SmartAdvocate. Popular topics include: Best Practices, Improve Your Firm’s Intake Efficiency, WorkPlans & Automation, and more.

SmartAdvocate: Your Go-To for FAQs.

Looking for Support? We’ve Got You Covered. Users have access to everything from a library of training tutorials to daily personalized support.

Live Daily Office Hours Sessions
Extensive Online SmartAdvocate Knowledge Base
Weekly eNewsletter Tip of the Week Archive
Complete Training Video Library
Convenient Searchable Online User Manual
Help Menu Icon Visible On Any SmartAdvocate Screen
The Perfect Choice for Legal Case Management Software

Meet The Leadership Team Who Works To Improve, Promote, Sell & Train Others How To Use Our Product

Our team works to improve, promote, sell & train others how to use our product. The SmartAdvocate Leadership Team includes current and former practicing attorneys, programming and technology experts, and sales professionals. Together they bring years of experience to making SmartAdvocate the best, most technologically advanced, and most user-friendly legal case management system available.

Igor Selizhuk
Igor Selizhuk
Chief Technology Officer

Igor has been with SmartAdvocate since 2011. He manages SmartAdvocate Development, Support & Implementation teams. Prior to joining SmartAdvocate, Igor was involved in development of IP-Call Center software.

Claude Simpson
Claude Simpson
Head of Training

Claude has been with SmartAdvocate since 2013 and is currently the Head of Training. Prior to joining the team, Claude worked for the New York court system and practiced law for over 20 years.

Allison Rampolla
Allison Rampolla
SVP Sales & Marketing

Allison joined the SA team in early 2020 to lead the Sales, Marketing and Training teams. She brings extensive B2C / B2B marketing experience with emphasis on brand and creative strategy, acquisition, retention and customer experience.

Jose Vallines
Directorof implemenation

Jose has been with SA since 2018. His extensive understanding of our CMS and his leadership of the Implementation team, guarantees an efficient onboarding experience for clients. Jose honed his skills as a law firm IT Director.

Steve Malman

"SmartAdvocate has all of the tools necessary to successfully operate a personal injury law firm with incredible efficiency. The ability to text and esign right from within the program is a game changer in terms of client satisfaction. Ordering medical records is simplified to a few clicks and tracking those requests is totally transparent. A huge benefit of SmartAdvocate is that they are not new to the space which gives them a huge advantage over their competitors because they know what makes a PI firm tick. The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly."


Malman Law - Chicago

Michael P. McCready

"You guys are the best. I can’t begin to tell you how terrific your program is. I love to show my colleagues how I now manage my cases. Unbelievable. I am working with a law office consultant who has been blown away by the functionality of the program. She is recommending it to all her law firm clients. I am loving SmartAdvocate and I have customized it substantially to suit our needs. Great work. I’ve recommended it to several colleagues. A product I can believe in. Thanks again."


McCready, Garcia and Leet, P.C. - Chicago

Philip L. Franckel, Esq.

"SmartAdvocate, the most powerful personal injury software available constantly gets more powerful, yet it's most powerful feature is that it's simple and quick to learn how to use by the technology challenged user, new users and users coming from other software. My partner who is computer challenged instantly took to it and is still amazed at how easy it is to use." "There are so many favorite features but my most favored is the unmatched template document system which lets me easily insert merge codes into a template document in just 1-2 minutes and save the template document in 10 seconds. It even works with PDF forms. The template document system allows us to run a busy personal injury practice with just two lawyers without any secretaries or paralegals. For larger firms with secretaries and paralegals, using the SmartAdvocate template document system will allow your employees to multiply their caseload many times. Because it's so quick and easy to create template documents, this one feature can be used by every law firm to cut overhead and increase revenue with larger caseloads." "SmartAdvocate moves cases faster with less work, does everything, tracks everything and is easy to use even by the technology challenged."



Stuart L. Finz

"When you bear the enormous responsibility of managing a dynamic law firm, it is essential that you employ the most up-to-date, state-of-the-art, efficient, creative, and intuitive case management software on the market. For decades, I have searched for the highest-level software available, but have found significant negative aspects with each. On a positive note, several years ago, I was introduced to SmartAdvocate. Finally, and to my great satisfaction, I found a case management system that fulfilled all of my expectations, and beyond. Smart Advocate is a platform that is easy to use, dramatically increases productivity, tracks daily staff production and critical deadlines, proficiently generates documents, is continually updated implementing new and creative features, and much, much more. Without reservation whatsoever, I highly recommend SmartAdvocate."

Partner & CEO

Finz & Finz, P.C. - New York City