SmartAdvocate
SmartAdvocate is a comprehensive legal case management software designed to enhance the efficiency and profitability of law firms. It offers a fully customizable platform equipped with a suite of features, including document management, automated workflows, and more.
Features
- Built-In Artificial Intelligence Tools: Instantly summarize cases, medical records, motions, briefs, and depositions. Deliver deeper insights and greater efficiency through multi-document summaries, data and photo analysis, and AI case chat. Refine notes and emails, translate content into a client’s preferred language, and transcribe voice messages, depositions, and conference calls. Analyze, email, copy, or save insights directly within the case.
- Document Management: Automate document assembly with 4,000 available merge codes and quickly create necessary forms and submissions. Plus, with eSignature and texting capabilities, get documents signed and claims submitted in a timely manner.
- Automated Workflows: Streamline operations by creating multiple reminders and repeating tasks. Automatically send text messages, documents, and emails to clients, all triggered by events in a case.
- Custom Dashboards & Reports: Create dashboards with charts and graphs built from any case data (critical deadlines, medical record requests, outstanding items, and even staff activity). Automatically email reports to the team.
- Cloud & Server Based: Either option is fully browser-based, allowing for secure access to your caseload when working remotely. Plus, multiple users can work on a case at the same time.
- Texting Integration: Send text messages directly from within SmartAdvocate. Texts appear from a unique phone number, and all outgoing and incoming messages are saved in the related case.
- Time Tracking: Record time spent on cases, configure by Case Group, and set automatic reminders to make entries. Time spent and billing rate calculated automatically, and can pull directly into an invoice.
- Built-in Intake/Lead Management: This feature allows intake staff to capture necessary information from new prospects. Once completed, staff can track and assign leads, view intake performance, and monitor follow-up.
- Email: Send emails directly from your cases in SmartAdvocate. Emails sent from or received in Outlook can be attached to the appropriate cases and flagged in Outlook at “Attached.”
- Built-in Billing & Invoicing: Manage transactional or hourly billing matters with this built-in feature that generates invoices from case expenses and time tracking entries—streamlining the billing process and enhancing operational efficiency.
- Staff Collaboration: With appropriate permissions, you can view and act upon the home page of any staff member. This includes making updates to Tasks, Critical Deadlines, and Appointments.
- Barcoding: Batch scan multiple documents simultaneously and have each document attach to the appropriate case with this exclusive feature.
- Over 175+ Integrations Available: Customize SmartAdvocate to your firm’s needs with integrations like eSignature, accounting, texting, and medical record retrieval. We can even create custom integrations for your current partners.
- Case Tags: Organize cases with tags for easy searches, automated processes, and reporting. Assign multiple tags per case, all conveniently visible on each case’s summary screen.
- Document Tags: Assign tags to your document files for efficient and easy searches within any case.
- External Document Share & Upload: Eliminate the need for file hosting by sharing files right from SmartAdvocate. They can be updated and shared back for easy collaboration with trusted 3rd parties.
- Scheduler Link: Share your calendar with outside contacts enabling them to directly book a meeting with you.
- Customizable Panels: Enhance your Case Summary page for a tailored view by replacing default information based on your firm’s preferences.
- My SmartAdvocate Custom Dashboards: Tailor your My SmartAdvocate page with the dashboard panels you want. Create your own or choose from several templates.
- Case Review List: Assemble a targeted list of cases for quick navigation and review. List remains open, while you review details of each case, and quickly jump to any specific one you want.
- Medical Records & Chronology: Create and track medical record requests directly to the provider or through a medical records retrieval service.
- eSignature: Conveniently send retainers, contracts, and authorizations to clients. Reduces paperwork, enhances efficiency, and improves client interactions.
- Specialized Screens: Case Summary Screen shows a snapshot of the case on one screen. Settlement Screen calculates settlement distributions including firm fees and client’s net proceeds.
- Team Communication Tools: Enhance team collaboration and efficiency in real-time with Case Chat, Internal Messaging, a versatile alternative to email, and Internal Notifications which ensure case-related and general messages are delivered promptly.
- Marketing: This feature ensures that your firm is spending the marketing budget effectively. Automatically track ROI for each campaign to monitor which are successful and others that may need adjustments.
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