Considering New Legal Case Management Software for Your Firm?

SmartAdvocate has a fully integrated New Intake Wizard included, while many others integrate with 3rd party products, thus costing you additional fees. Ours runs an automatic conflict-of-interest check and cross-references data from prior intakes from that client, which saves time inputting data. and reduces the likelihood of creating duplicate contacts. SmartAdvocate also includes a template and document assembly and document management modules, 100+ Dashboards and Reports, a customizable Dashboard, and Report Builder, plus it gives you the ability to subscribe to reports and have them emailed to you or anyone you select on the schedule you set.

SmartAdvocate includes 100+ Dashboards & Reports as well as the ability to create custom Dashboards and Reports. The SmartAdvocate Case Browse feature allows you to create custom reports based on hundreds of criteria and have them automatically emailed to you or your staff on any schedule you choose. Need specialized information? We can create custom reports to meet your needs.

Specialized integrations specific to the way that you run your practice are fundamental to helping your business grow. They increase productivity, enhance customer service, and effectively contribute to client success. With 135+ Integrations available, you can customize SmartAdvocate to fit your firm’s needs with integrations like eSignature, accounting, texting, medical records retrieval, and much more. The possibilities are endless when it comes to streamlining your business processes and transforming your day-to-day operations.

With us, your “clock” doesn’t start ticking until you are live with SmartAdvocate. Others begin your clock on day one, even if it takes six months, or more to go live.

We work with you to decide your level of commitment and never trap a firm into a multi-year, long-term contract.

If yes, this is a red flag! It means the data is being thrown into the new system and not being looked at by anyone, which is just a data migration dump. There is a saying in the industry “garbage in, garbage out”, which means incorrect or poor-quality input will produce faulty output.  Good data migration takes time and effort! The SmartAdvocate Implementation Team knows the value of excellent data migration and is dedicated to getting it right. We provide a true and accurate data conversion, which is the process of transferring the data from one system to another and mapping fields to capture all data, which maintains your data integrity. Our implementation team continues to work with your firm well beyond the initial conversion to ensure that all of your data is showing up in the right places.

SmartAdvocate does all of the conversion, training, and administrative functions for you, and with you. We don’t force you to hire someone from another company to learn how to use our system. We hold your hand every step of the way and ensure that your team has the training and tools they need to take advantage of all SmartAdvocate has to offer.

Read the fine print… unlike SmartAdvocate, many legal CMS systems hold your data hostage if you try to leave – or they charge you an astronomical amount to get your own data out of the system.

SmartAdvocate clients complete a pre-training Learning Management System (LMS) to obtain some familiarity before the first live training session. After attending our Basic and Intermediate training sessions, your staff will have a working knowledge of SmartAdvocate and how to effectively use many of its numerous features. Ongoing training includes free weekly "Tip of The Week" emails, Daily Office Hours, webinars, workshops, Q&A sessions and an annual User Conference. Additionally, our Support Team is comprised of trained experts who are knowledgeable about all of your firm’s needs and available whenever you need further support.

Automation increases efficiency and minimizes the opportunity for error. SmartAdvocate’s exclusive WorkPlans and Automated Procedures module saves time and ensures that your cases are consistently handled in the exact manner that you wish, based on the case type, case status, staff assigned, referral source, and more.

SmartAdvocate’s Client Portal provides clients instant access to view specific information about their case. This includes documents, case calendars, notes, and more – freeing up staff time for other responsibilities. Clients can also upload documents to their case, which provides an easy way to communicate with their attorney. Your firm maintains complete control over what the client can see and receive on the Portal.

This is important: There is a big difference between being able to access your CMS through the Internet versus having an actual app on your smartphone or tablet, specifically designed for ease of use while on the go. Our iOS and Android apps provide access to your case information on your phone or tablet from virtually anywhere. Send a text or email, view documents, view the calendar, add appointments and much more. You can even create new cases from virtually anywhere using the app on a tablet.

With our Mass Communication capabilities, firms can choose a person by their role in a case to be the recipient of mass email and text, including but not limited to clients, medical providers, attorneys, judges, etc. Plus, there is an option to attach documents from a case to mass-generated emails. Each email and/or text message is customized with the recipient’s name and other case-specific information, and a copy is automatically saved in their SmartAdvocate case file.

Our CMS has a built-in barcoding system that you can easily manage within your firm - at no extra charge. No need to send your mail to a PO Box to be scanned offsite for an additional monthly cost or to scan to a folder or email and then have to attach each one to the appropriate case.

Award-winning SmartAdvocate is available in both Cloud and Server-based versions. If you purchase our server version, you own the software and run it from your own office. Backups and maintenance are handled by you and your IT personnel.

If you purchase SmartAdvocate Cloud, it is a hosted version that provides the ease and affordability of the cloud, while still providing the depth and sophistication that make SmartAdvocate the best. You avoid the trouble and expense of purchasing and maintaining a server.

If you are a SmartAdvocate server client, and decide that you would like to change to the cloud, we can do that, and vice versa - the choice is always yours.

Free is not always better. If your data conversion is just a spreadsheet import (like some vendors do), much of your current data may be missing or misplaced in your new CMS system. SmartAdvocate will do a full data conversion, field by field including user-defined fields, from a backup of your current system. There is a big difference and it will matter big time once you start using the system.

Every conversion is different. Law firms use their systems differently and create their own custom fields that require data conversion. It is very important that the new vendor you choose has done these conversions before. At SmartAdvocate, we pride ourselves in offering the best data conversion in the industry.

SmartAdvocate clients go through a Learning Management System (LMS) before the first live training session. This ensures they have familiarity with SmartAdvocate before the formal training even starts. After attending the Basic training class, your staff will have a working knowledge of SmartAdvocate and how to effectively use many of its features - with a thirst for more! And we give them more with our Intermediate and Advanced level classes. SmartAdvocate also provides ongoing training once you are live with Tip of the Week emails, webinars, and Q&A sessions, all included in your service contract or subscription. You can also request topics for us to include in these weekly updates.

Dead in the Water means that something has no forward motion or chance for advancement - it simply is what it is, but SmartAdvocate’s Head of Training likes to tell clients that the learning never stops! SmartAdvocate is constantly being improved, with thousands of new features added every single year, many of them suggested by our clients. Plus, with webinars, workshops, and Q&As for clients to learn about these enhancements, users of SmartAdvocate never feel uneducated about their legal CMS.