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SmartAdvocate
Description de SmartAdvocate
Les procédures automatisées permettent la création de tâches répétitives, la possibilité d'envoyer des messages textes automatisés ou des e-mails aux contacts, la génération automatique de documents et bien plus encore, le tout déclenché par divers événements d'un dossier. Un favori de l'utilisateur comprend le déclencheur d'anniversaire, qui envoie automatiquement un message lors de l'anniversaire d'un client. WorkPlans agit comme une liste de contrôle automatisée de haut niveau qui garantit que le personnel a un processus établi à suivre dans chaque dossier.
Qui utilise SmartAdvocate ?
Les cabinets d'avocats de petite à très grande taille qui souhaitent obtenir une solution de gestion de cas moderne pour rendre leur bureau plus efficace, contrairement aux autres applications.
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SmartAdvocate
Avis sur SmartAdvocate
SA is Effective and Easy to use
Commentaires : Great, as someone who came into an office job for the first time, using this software has been easy, and is very helpful in organization.
Avantages :
This software is easy to learn and use. It does a great job of keeping things organized and has lots of options for easy accessibility.
Inconvénients :
Sometimes it can load slow, and customer support is not the best, sometimes needing to wait long times for response or follow up on submitted issues.
Comprehensive Case Management and Endless Ability to Customize
Commentaires : Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.
Avantages :
The ability to customize every feature to best fit our needs. The quick responses from SmartAdvocate support and their willingness to listen to suggested changes. The reporting features are robust and also customizable, so that even when you are requested to produce a very specific report, with a little work, it is possible.
Inconvénients :
The steep learning curve to get started. Out of the box, SmartAdvocate needs a lot of work in order to get running in a manner that works well for your firm. However, the time and effort is assuredly worth it.
Overall great program. It is a bit tricky to at first but does make sense on how its formulated.
Avantages :
Notes, medical portion/record request, some of the forms, ease of use to locate and update contact information, how each aspect is predicated upon another of the program.
Inconvénients :
To create the forms, using the merge codes and having the margins/tab sets line up exactly where you want them to is frustrating if it is not a full left margin. Figuring out how to modify information in some of the screens if there is not an edit option on that screen.
Smart Advocate is a Competent Case Management Software Catered to your Needs
Commentaires : Smart Advocate has allowed my firm to automate significant portions of our pre-litigation practice which is a huge time-saver. As we continue to learn about Smart Advocate's features and further develop our use of it, the logistics of our practice has been improved significantly .
Avantages :
Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software. Since then, Smart Advocate has been easy to pick up and learn and its wide breadth of features makes customizing the program to our specific practice worth taking the extra time to learn.
Inconvénients :
Not all litigation management tabs in Smart Advocate are self-explanatory, requiring a dedicated support person who is intimately familiar with Smart Advocate to wade through feature functionality at times.
Smart Advocate is a Winner!
Commentaires : My 4 years of experience with Smart Advocate has been a positive experience. Over the course of the last 4 years this software has allowed us to grow without the normal growing pains. The automation and dashboard reporting are amazing tools to manage cases and personnel with a few clicks. We are better able to communicate with our clients using automation tools, have streamlined work processes using workplans and have been able to maintain labor costs even during growth due to the specific use of workplans. I had been a Needles user for several years prior to using Smart Advocate and hands down this is a winner.
Avantages :
Ease of use, intuitive nature of program. Automation and dashboards.
Inconvénients :
Inability to write custom reports and intake functionality.