These are the most interesting updates from the latest release of SmartAdvocate.

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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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Document Merging in the Browser (Mac and Windows)

This new feature eliminates the need for Word Document Merge add-on.

When generating a document you can now select “Generate in Browser” option. When this option selected the dynamic merging of the document (prompts, selections, etc.) will be done in your browser without a need for you go have Word Document Merge add-on installed.

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After server side generation, your document will be opened in a new tab in your browser to complete merge process.

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Accounting Beta

Our Accounting feature was built from scratch, and is fully integrated into your SmartAdvocate system. Information can be entered in a case or in the accounting module itself. Invoices can be linked to vendors, as long as they have been entered into SmartAdvocate and Settlement checks can be linked to settlements.

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