One of the best document management functions in the SmartAdvocate case management system is barcoding: Create barcodes and add them into your documents before scanning and each document will be automatically placed into the appropriate case file. All of the documents can also be exported from a case to build a case package. Documents can be sent out for review or approval and even automatically sent to collect e-signatures. You can also organize documents using custom folders and search for documents using categories and subcategories, senders and recipients, dates, descriptions, and comments. Templates can also be copied from case to case as needed. Once these templates are created, SmartAdvocate can begin to automatically insert information from cases into those documents using more than 2,500 standard and custom merge codes.
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Users can easily create document templates from their current Word, Excel or PDF forms. Yes: SmartAdvocate’s document management capabilities are among its most robust features.
This frees your firm’s staff from needing to answer phone calls from clients who have questions about the status of their case: The clients can go into the portal and see the answers for themselves. In the client portal, you can give your clients access so that they can see information about their case, important documents, calendar entries, and notes. Whether an attorney is in court or out of the office, if they need to access documents or check the status of a case, they can get the information they need in seconds.Īnd SmartAdvocate doesn’t just help law firms keep track of cases: It helps their clients, too. 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.
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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.
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