For instance, it can tell you the last time that a client was contacted and keep tabs on a client’s diagnoses and severity of injuries.Īnother valuable tool that can help with case tracking is the SmartAdvocate app, which allows you to have access to all of your cases on the go. Our software can show what has been accomplished and what still needs to be done, and it can also keep track of a lot of important details that might be needed for a case.
WorkPlans and automated procedures along with SmartAdvocate’s built-in reports and dashboards allow a firm to easily track each step of a case’s progression. This type of automation helps to save time, freeing up top talent for things like essential research and investigation, and it also eliminates opportunities for risks and errors. Then, once the case status is changed within SmartAdvocate, the next tasks are assigned to everyone on the team. For example, when a law firm sends out a retainer to a client for their signature, automatic emails and text messages can be sent as reminders until their e-signature is received.
Any of these actions can be triggered automatically when events change within a case. The automated procedures allow law firms to create repeating tasks, send automatic text messages and emails to clients, create multiple reminders or automatically generate documents. WorkPlans allow you to have everything in one place so that you can see all of the items needed to complete a project: Teams will no longer need to spend time figuring out what needs to be done, who needs to do it, and what is the next task. The best way to describe SmartAdvocate’s WorkPlans is that it’s a checklist that can automate routine processes. Our exclusive WorkPlans and automated procedures ensure that each stage of every case can be handled in an appropriate and consistent way. One of SmartAdvocate’s best features is the ability to automate a law firm’s processes. Can You Tell Me About the Automated Workflows and Procedures in the Software? This tool can look at everyone’s calendars and send an automated email to your inbox every morning outlining where each employee is scheduled to be that day. One particularly powerful feature of SmartAdvocate’s Outlook integration is the “Who Is Where Tomorrow” feature. We also have a client birthday report: Many firms requested this feature to allow attorneys to reach out to clients with a personal touch. Staff calendars can display events for a single case, individual or event, use preformatted calendar reports, and see items like adjourned and canceled appointments. SmartAdvocate’s Outlook plugin allows for statutes of limitations, critical deadlines, and appointments to be integrated into any of the staff’s Outlook calendars. SmartAdvocate makes it easy to keep all of your communications organized in one place! Does it Also Work With Calendars Like Microsoft Outlook? And when a paralegal gets an email with attachments, they can save them directly to the Documents page through the Outlook plugin. When attorneys send email using Outlook, all of their emails can automatically attach to the appropriate case files within SmartAdvocate. One great feature of SmartAdvocate is that emails can be sent both from SmartAdvocate and from Outlook, so you can use whichever interface you prefer. Can SmartAdvocate Tie In With Email Like Microsoft Outlook? With our help, law firms can increase their overall profitability and efficiency. SmartAdvocate is continually updated to make sure that all of our customers can endure the challenges of today’s fast-paced, highly competitive, and tech-demanding world. SmartAdvocate is an incredibly powerful, entirely Web-based, and fully integrated case management system used by a wide range of litigation firms.
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