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AI Email/Note/Text Rewrite (Possible Cost)
Internal Messaging
New Built-in Internal Messaging
Similar to Email
Instant Notifications
Case Related and non Case Related
Option to Receive Notifications via Same Mechanism
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Internal Notifications
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Document Versioning
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Now Word templates can be edited directly in your browser. Simply click Edit Template button on the Admin → Document Templates page and fully functional Template Editor opens.
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Accounting Beta
Built from scratch and is part of SmartAdvocate
Fully Integrated
Information can be entered in Cases or in Accounting module
Invoices can be linked to Vendors entered in SmartAdvocate
Settlement checks can be linked to Settlements
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Teams for Case Assignments, Tasks, Appointments, etc.
Defined similar to users
Can be used anywhere users can be used, ie: Case Assignment, Task Assignment, Appointments, etc.
Do not use licenses
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Video Preview
Videos can now be previewed on Documents screen as well as on Photo/Video screen (used to be Photo screen).
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Phone-
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Friendly Form Sharing
Adaptive to Screen Size
Phone Friendly
Defendant and Plaintiff Selection
Expanded Gender/Pronoun Support
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Expansion of Hidden Form Fields
Currently Added To 10 Dialogs
One Text Field
Disbursements (Costs)
Hearing
Insurance
Lien Tracking
Medical Providers
Negotiation
Settlement
Settlement Tasks
Time Tracking
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Partner Law Firm Portal Expansion
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Customizable Dashboards (SmartMetrics Dashboards) can now be configured to auto-refresh. To configure refresh rates, go to Picklist Maintenance → Web Dashboard Configuration.
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Case Browse - Mass Add Tasks
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