These are the most interesting updates from the latest release of SmartAdvocate.
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Watch our latest webinar on the top features of the latest release presented by Igor Selizhuk, CTO at SmartAdvocate - Click Here! |
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Support for New Visual Themes
New modern visual themes are now available:
iOS
Material
Material Compact
Material Compact Dark
Moderno
Office 365
New Customizable Dashboards
This new functionality allows SmartAdvocate users (with appropriate permissions) to create completely custom dashboards.
The Dashboards can be designed under Admin → Dashboard Designer and viewed under Dashboards → Dashboard Viewer.
Created Dashboards can be assigned to 5 different groups to allow different permissions.
Ability to Autohide Main Menu and Case Navigation Menu
Each user now has an ability to collapse the case navigation panel and/or hide the main menu. Setting for hiding of the main menu will be remembered separately for case pages and non-case pages. This means that you can have main menu hidden by default for case pages, but shown for other pages.
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When the main menu is hidden, it will show up if the mouse moves to the top of the page.
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When the case navigation menu is collapsed, it will slide out if the mouse moves to the left of the page.
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Web Form Filler Plugin for Chrome
With this new integration with Web Form Filler Plugin for Chrome, you will be able to configure Web Form templates in SmartAdvocate and push information from the cases into Web Forms.
Admin Plugin to Save Form Information to SmartAdvocate:
https://chrome.google.com/webstore/detail/smartadvocate-form-filler/flekibaipemonnojnpgfckbbbhbnnigo
The merge codes can be associated with form fields using Admin → Document Templates page. The interface is similar to PDF templates.
User Plugin to Fill Out the Web Form:
https://chrome.google.com/webstore/detail/smartadvocate-form-filler/ngblghimofjafnfhoieeldigagcglmko
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Fees Awarded Screen
This is a new screen, which is similar to the Settlement screen, but intended to be used with cases like SSD, VA, WC, etc., where fees are awarded separately from settlements or recoveries.
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VA Claims Screen
This is a new screen, specially designed for Veterans Affairs Cases. The dropdowns on this screen are configurable under Admin → Picklist Maintenance (VA Claim Appealed Issue, VA Claim Even, VA Claim Status).
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Mass Email/Fax from Medical Records Follow-up Dashboard
Medical Records Follow-up Dashboard now supports mass emailing and faxing (via email).
Full Text Search Integration dtSearch
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There is a charge for this integration. Contact your sales representative for details. |
When enabled, this integration allows users to search the content of text documents including Word documents and PDFs that are OCR-ed.
External Document(s) Share
In this version you will be able to share SmartAdvocate documents with people outside of your organization.
Select the document(s) you would like to share, right-click and choose Share Document(s).
Set the Expiration Date and Password, add a comment, and then press the Copy Link or Email Link button.
Shared Packages can be managed on Shared Documents screen.
Multi-document Copy
Document copy function now supports copying of multiple documents at the same time.
Copy Document without Metadata Option
New option on the Documents screen allows you to copy a PDF or Word document without the Metadata.
Combine Multiple Documents into a PDF
New option on the Documents screen allows you to combine multiple documents (PDF, Word) and images into a single PDF document.
Generate Word Document as PDF
Word Templates can now be generated directly as PDFs.
Document Templates now have “Generate Document as:“ options:
Word by Default - “Generate Document as PDF” will be unchecked by default for this template.
PDF by Default - “Generate Document as PDF” will be checked by default for this template.
PDF Forced - “Generate Document as PDF” will be checked and any change to the generate options disabled so it cannot be changed for this template, allowing the user to generate this template only as a PDF.
New Page - All Vehicles
This page combines functionality of Plaintiff Vehicles and Defendant Vehicles pages. If your preference is to have one page instead of two, the system can be configured this way using Admin → Case Menu Configurator.
Reassign Tasks, Appointments and Medical Requests When Case is Reassigned
Option to reassign tasks, appointments and medical requests is now available when case is being reassigned by editing staff or adding a team.
Support for Teams in Mass Add Staff and Mass Reassign Staff
Now Mass Update option on the Case Browse Results page allows you to add or reassign whole teams in addition to individual staff members.
Universal Notes Overdue Dashboard
This new Overdue Dashboard can show cases that didn’t have a note of a particular type added in the predefined timeframe. It works similar to File Review and Supervisor File Review Dashboards, but can be linked to any notes. Required Frequency for each note type can be configured in the Picklist Maintenance → Note Types.
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Grid Layouts Stored in the Database
Previous versions of SmartAdvocate stored grid layouts in browser cookies, which meant that if you reinstall your browser, clear cookies or move to another computer, you would have to reconfigure your grids (add/remove/resize columns).
The new version saves the grid layouts in the database, so the layout will be preserved for each user, even if they login using different computer or reinstall the browser.
“Show/Hide Columns” button was changed to a menu with the following options:
Show/Hide Columns
Reset Layout - resets layout to system default layout. A user can be selected in System Parameters to be used as a “template”. If the user is selected, the layout of this user will be used when Reset Layout option is selected.
Save Layout - Saves current layout. Only available if the “Auto Save” is not selected.
Auto Save - Automatically saves the layout. It is the default behavior. If unchecked, the layout will not be saved unless you select “Save Layout”.
Resize Mode Control - New resize mode. When selected, the resizing of the columns will change the width of the whole control and horizontal scrollbar will be added if columns do not fit on the screen.
Resize Mode Next Column - The default resize mode (same as in the previous version). When column is resized, the next column is resized as well leaving the width of the control fixed. No horizontal scrollbar.
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Ability to Define UDFs at the Case Group (Incident Type) Level
Added ability to define UDF for all screens at the Case Group (Incident Type) Level. UDFs defined for the specific Incident Type will appear for all Case Types that belong to Case Groups using this Incident Type. The Group Level questions will appear in front of the Case Type Level questions.
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New Medical Chronology Page
Added new Medical Chronology Page. It works with the visits from the Medical Provider page, but allows you to see them in a single grid.
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Visit dialog was updated to include rich-text Description field, as well as plain text Attorney Notes.
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Thanks to all who joined our 4-Part Workshop with Claude Simpson, Head of Training, where he provided in-depth details of the newest features from our latest annual release.
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Watch our webinar about the top features in the latest SmartAdvocate release, presented by our CTO, Igor Selizhuk https://youtu.be/WnvLXDQe23Y or you can flip through Igor’s Presentation:
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Review our Newest Integrations New & Updated Integrations (v2024)
Below are the Top Features from the Latest Release
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AI Document Summary (Monthly Cost)
AI integration allows creation of document summaries, translations, etc.
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AI Prompts for document manipulation can be configured in the Picklist Maintenance.
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System parameters allow to fine-tune AI, including ability to control if users can update prompts.
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AI Voice File Transcription (Monthly Cost)
AI can also be used to transcribe audio files (voice messages, call recordings, etc.)
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AI Email/Note/Text Rewrite (Monthly Cost)
AI Prompts for text rewrite can be configured in the Picklist Maintenance.
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Case Chat (Case Message Channel)
Each case now has it own Chat Channel for real-time case discussions among your staff.
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Notifications about new Case Chat messages are shown an the top right corner. Clicking on the notification icon brings up the list of chat messages from all your cases allowing you to reply to any of those messages.
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Internal Messaging
New built-in internal messaging has a functionality similar to email, but it is internal to SmartAdvocate. The notifications about new messages appear instantly in the top right corner. Internal messages can be case related or non case related.
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Internal Notifications
All notifications that were previously send via email now have an option to delivered as internal messages in SmartAdvocate. For each notification you can select Email and/or Message option.
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Document Versioning
SmartAdvocate now has ability to keep a history of document versions. This feature needs to be enabled in in System Parameters.
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Note that Document Versioning is only available if Document Handler is used. So, server clients that are using Document Launcher would need to switch to handler to take advantage of this feature.
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Word Template Editor in the Browser (Mac and Windows)
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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Teams for Case Assignments, Tasks, Appointments, etc.
Teams can now be defined, and entered anywhere that Users are typically used, ie: Case Assignment, Task Assignment, Appointments, etc. Also, Teams do not affect your firm’s 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-Friendly Form Sharing
Updated form sharing is now phone-friendly. It adapts to your screen size and has both Defendant and Plaintiff selections.
Expanded Gender/Pronoun Support
New picklist was added to support gender and pronouns configuration. Appropriate pronouns will be merged into documents when using corresponding merge codes.
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Custom Fields On Standard Forms
Many of the SmartAdvocate standard forms now can include custom fields. The following screens now have the custom field option:
Disbursements (Costs)
Hearing
Insurance
Lien Tracking
Medical Providers
Negotiation
Settlement
Settlement Tasks
Time Tracking
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Partner Law Firm Portal Expansion
Added ability to share selected documents in Partner Law Firm Portal. You can share documents based on document Sub-Category or Tag.
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Added ability to configure columns available in Partner Law Firm Portal.
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Auto-Refresh Option in Dashboards
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
Add Task option was added to Mass Update menu on the Case Browse Results screen.
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Show Appointments from Related Cases Option
SmartAdvocate already has an option to show Documents and Notes from related cases. In this release we’ve added an option to show Appointments from Related cases.
When this option is turned on Case Calendar will show appointments from current case as well as appointments from all related cases.
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Shortcuts to Close (Save) Edit Dialogs
Most of the edit dialogs can now be closed by pressing Alt-S or Ctrl-Enter. The shortcut works the same way the Save button works - information is saved and the dialog is closed.
Scheduler Link Enhancements
Updated scheduler now allows to specify:
Time frame available for scheduling
Specific time slots available for scheduling
Offset to prevent scheduling appointments to close to current time
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