Date | Subject |
November 28, 2022 | Tip # 219 TBD |
November 21, 2022 | Tip # 218 TBDHow To Filter Case Browse Results Using Date Ranges |
November 14, 2022 | Tip # 217 How to “Push” Critical Deadlines To Appear In Outlook As Appointments |
November 7, 2022 | Tip # 216 “Alert” For “Future” Incident Date, And How To Edit Incident Date |
October TOTW Webinar Recording (11/3) | Webinar Recording: https://www.youtube.com/watch?v=BabXM-Dfm_E |
October 31, 2022 | Tip # 215 Using Mailing Lists in SmartAdvocate |
October 24, 2022 | Tip # 214 Best Practices For Preventing The Creation Of Duplicate Contacts |
October 17, 2022 | Tip # 213 How To Set a Contact to be Available in All Cases |
How To Create Customized Dashboards: 1 Day Workshop (10/13) | Workshop Recording: https://youtu.be/afD0mf7XdPk |
October 10, 2022 | Tip # 212 How To Create and Use Envelope Templates |
October 3, 2022 | Tip # 211 Use Appointment Templates To Set Up Email Groups |
September TOTW Webinar Recording (10/10) | Webinar Recording: https://youtu.be/AYXnsr7NWSU |
September 26, 2022 | Tip # 210 Use Case Menu Configurator to Customize the Case’s Left Menu |
September 19, 2022 | Tip # 209 Use A “Blank” Template To Create New Documents In Your Cases |
September 12, 2022 | Tip # 208 Additional Features Available For Tasks: Save And Mark Complete And Insert Text |
September 6, 2022 | Tip # 207 How to Display Employer Name on Plaintiff’s Summary Page |
August TOTW Webinar Recording (9/8) | Webinar Recording: https://youtu.be/igloVz3Dtfs |
August 29, 2022 | Tip # 206 How To Add Related Non-Party Contacts |
August 22, 2022 | Tip # 205 How To Set Certain Fields To Be Hidden Or Visible By Default |
How To Create A Settlement Memorandum 2-Part Weekly Workshop (8/15 & 8/22) Part 1 & Part 2 Recordings | Recording of Part 1 Workshop: Aug 15 2022 2 Part Wkly Wkshp How To Create A Settlement Memorandum Pt1 Recording of Part 2 Workshop: https://youtu.be/nXM0r2ALGN4 |
August 15, 2022 | Tip # 204 How to Send eFax from SmartAdvocate |
August 8, 2022 | Tip # 203 How To Set Up Teams In Your Cases And Use Mass Update Feature To Reassign Teams |
July TOTW Webinar (8/4/22) Recording | Webinar Recording: https://www.youtube.com/watch?v=Q6pWBojQ7RI |
August 1, 2022 | Tip # 202 How To Set Up And Use The Round Robin Team Assignment Feature Of SmartAdvocate |
July 25, 2022 | Tip # 201 How to Associate Documents with a Specific Negotiation |
July 18, 2022 | Tip # 200 The Demand Production Dashboard |
July 11, 2022 | Tip # 199 How To Set Default Firm Fees |
June TOTW Webinar (7/7/22) Recording | Webinar Recording: https://youtu.be/QlR_-dnXk5o |
July 5, 2022 | Tip # 198 Cases With No Recent Activity Report |
June 27, 2022 | Tip # 197 How To Set A System Parameter To Show “Document Sent For eSignature” As A Note |
June 20, 2022 | Tip # 196 How To Set The “Case Name Generation” Option To Show Indicator For Incompetent, Deceased Or Minor Plaintiffs |
June 16th: Working Remotely in 2022 Webinar Recording | https://youtu.be/O_FyEQYxtlo |
June 13, 2022 | Tip # 195 Use Right-Click Function on Medical Providers Page and Elsewhere |
June 6, 2022 | Tip # 194 How To Create An Automated Procedure For Periodic Client Follow Up |
May 31, 2022 | Tip # 193 Using The Case Timeline To See What Items Were Modified In A Case |
May TOTW Webinar (5/26/22) Recording | Webinar Recording: https://youtu.be/I44iSd7kBtM |
May 23rd: SmartAdvocate 1-Day Workshop: How To Create A Settlement Statement or Settlement Memorandum | Workshop Recording: https://youtu.be/5_HUqATyjio |
May 23, 2022 | Tip # 192 Fax or Email Medical Records Requests from the Medical Records Follow-up Dashboard |
May 19th: 2PM: SmartAdvocate Webinar: Grow & Expand Your Practice, with guests from X Social Media, Intake Desk and Mass Tort experts in attendance | Webinar Recording: https://youtu.be/40wc1WtmQig |
May 16, 2022 | Tip # 191Generate A Word Document As PDF Using Document Template |
May 9, 2022 | Tip # 190 How To Display Third Staff Member On Summary Screen |
SmartAdvocate Connect 2022
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September 21-23, 2022 | SmartAdvocate Connect - Register Today! Get a taste of everything from How To Diversify Your Practice, to Where The Future of Legal Case Management & Automation is Heading,
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May 2, 2022 | Tip #189 Use Note Type And Notes Search To Track Client Calls By Staff |
April TOTW Webinar (4/28/22) Recording | Apologies: This video is unavailable |
April 25, 2022 | Tip #188 How Attorney/Firm Fees Are Recognized As Fees Deposited |
April 18, 2022 | Tip #187 Fees Awarded Page |
April 11, 2022 | Tip #186 SmartAdvocate Case Summary Flags |
April 4, 2022 | Tip #185 How Panels Get Populated To The Social Security Disability Page |
SmartAdvocate New Release 4-Part Weekly Workshop (3/14, 3/21, 3/28 and 4/4) Recordings
| https://youtu.be/0-edBV4DP68 https://youtu.be/bG81c5oLudQ https://youtu.be/SsjMswjp-v8 https://youtu.be/iKOCLzsrfOI |
March TOTW Webinar Recording (3/31/22) | https://youtu.be/eE9zRJVrZv4 |
March 28, 2022 | Tip #184 How To Add Co-Counsel And Co-Counsel Fee |
March 21, 2022 | Tip #183 How To Change The Display Theme |
March 14, 2022 | Tip #182 How To Schedule Monthly Reports |
March 7, 2022 | Tip #181 How To Share Documents In SmartAdvocate With Individuals Outside Of Your Office |
February TOTW Webinar Recording (3/3/22) | https://www.youtube.com/watch?v=vmuJcEMPRxk |
February 28, 2022 | Tip #180 Full Text Search Integration - dtSearch |
February 21, 2022 | Tip #179 Autohide Main Menu and Case Navigation Menu |
February 14, 2022 | Tip #178 Use Case Menu Configurator to Customize the Case’s Left Menu |
January TOTW Webinar (2/10/22) Recording | https://youtu.be/ZrbAdn7bV1M |
February 7, 2022 | Tip #177 Use The Task Assignment Page To Calculate Number Of Days Between Two Dates Or Due Date |
Feb 3rd New SmartAdvocate Software Release Webinar Recording | Feb 3rd New SmartAdvocate Software Release |
January 31, 2022 | Tip #176 How To Create Case Specific Document Folders |
Jan 24 and Feb 7 Automation Workshop Recordings | https://youtu.be/-910L-uShFQ https://youtu.be/ZS_MYbi9RcE |
January 24, 2022 | Tip #175 Take Full Advantage Of The “Show/Hide Columns” Feature In Smart Advocate |
December TOTW Webinar Recording | December TOTW Webinar 1 17 22 |
January 17, 2022 | Tip #174 Modify Your Browser Settings To Quickly Attach Downloaded Documents To SmartAdvocate |
January 10, 2022 | Tip #173 How To Manually Edit A Case Number In SmartAdvocate |
January 3, 2022 | Tip #172 Configure User Preferences for Sending Emails From SmartAdvocate |
December 27, 2021 | Tip #171 Take Full Advantage Of The Injuries Screen |
December 20, 2021 | Tip #170 How To Use The Investigations Page In SmartAdvocate |
December 13, 2021 | Tip #169 Create A Referred-Out firm Report Using Case Browse |
December 6, 2021 | Tip #168 How To Create & Assign Custom Panels To The Case Summary Screen |
November TOTW Webinar | https://www.youtube.com/watch?v=p8qlOQBN-j4 |
November 29, 2021 | Tip #167 Create Your Own Merge Codes For UDFs (User Defined Fields) |
November 22, 2021 | Tip #166 How To Create PDF Fillable Templates |
November 15, 2021 | Tip #165 How To Create Letterhead For Your Templates |
November 8, 2021 | Tip #164 How To Use Appointment Merge Codes |
November 1, 2021 | Tip #163 How To Search For Cases Using UDFs |
October TOTW Webinar | https://www.youtube.com/watch?v=YB83l1_gIWU |
October 25, 2021 | Tip #162 Tasks, Appointments And Critical Deadlines: How They Are Distinguished In SmartAdvocate |
October 18, 2021 | Tip #161 Using Mailing Lists in SmartAdvocate |
October 11, 2021 | Tip #160 Use The Tasks Dashboard to Reassign Tasks in Bulk |
October 4, 2021 | Tip #159 How To Set SOL Reminders Using WorkPlans |
September TOTW Webinar | https://www.youtube.com/watch?v=saO6oT72Iec&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=27 |
September 27, 2021 | Tip #158 Make Use Of “Cases With Overdue Status” Panel On MySmartAdvocate Screen |
September 20, 2021 | Tip #157 Use Automated Procedure To Assign a Task For Medical Records Request Follow-Up |
September 13, 2021 | Tip #156 How To Create A Simple WorkPlan To Assign A Task To Multiple Cases |
September 7, 2021 | Tip #155 How To Add Attendees To Multiple Appointments In Bulk |
August TOTW Webinar | https://www.youtube.com/watch?v=2U7KwB9MBEw&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=25 |
August 30, 2021 | Tip #154 How To Add A Third-Party Action To Your Case |
August 23, 2021 | Tip #153 How To Check Resources’ Availability Before Scheduling Appointments |
August 16, 2021 | Tip #152 Use The “Combine Into PDF” Feature To Create One PDF From Multiple Documents |
August 9, 2021 | Tip #151 Inserting "Images" Into Your Signature Line, or IntoThe Body of Your SmartAdvocate Email Templates |
August 2, 2021 | Tip #150 Copy Documents To Locations Outside Of SmartAdvocate |
July TOTW Webinar | https://www.youtube.com/watch?v=j8UO4oRRmq0 |
July 26, 2021 | Tip #149 How To Create And Assign Teams To Cases |
July 19, 2021 | Tip #148 How To Search For Cases Using UDFs |
July 12, 2021 | Tip #147 How to use the “Confirm Document” UDF (User Defined Field) |
July 6, 2021 | Tip #146 See What Items Were Modified In A Case Using The Case Timeline |
June TOTW Webinar | https://www.youtube.com/watch?v=9TflWvk3E5o&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=24 |
June 28, 2021 | TIP #145 How To Use Merge Codes In Formulae |
June 21, 2021 | Tip #144 How To Use The Special Damages Page |
June 14, 2021 | Tip #143: Designate A Master Case In SmartAdvocate |
June 8, 2021 | Tip #142: Use The Copy Tool To Make A Copy of An Existing Case |
June 1, 2021 | Tip #141: Use the “Merge Cases” Tool to Merge Two Cases Into One |
May TOTW Webinar | https://www.youtube.com/watch?v=LZpaQdq63fI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=23 |
May 24th, 2021 | Tip #140: Use Case Browse and Predefined Templates to Send Mass Communications to Clients and Other Case Contacts |
May 17th, 2021 | Tip #139 Make Use of the Client Contact Overdue Dashboards and Reports |
May 10th, 2021 | Tip #138 Depositions and Motions Entered on the Litigation Screen are Synched to the Calendar |
May 3rd, 2021 | Tip #137 The All Insurance Page |
April TOTW Webinar | https://www.youtube.com/watch?v=r2UqX4WLHkY |
April 26, 2021 | Tip #136 Enter and track Distribution Checks automatically on the Settlement Screen |
April 19, 2021 | Tip #135 How To Replace A User In SmartAdvocate |
April 12, 2021 | Tip #134 How to Create Template Bundles |
April 5th, 2021 | Tip #133 Use Adobe Pro to “Bates Stamp” Your PDF Documents in SmartAdvocate |
March TOTW Webinar | https://www.youtube.com/watch?v=WB7EVtwuVh4&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=22 |
March 29, 2021 | Tip #132 Use the Copy Function to Copy Documents and Notes to a Different Case |
March 22, 2021 | Tip #131 How to Modify an Existing Case Browse Filter (that you have saved as a favorite) |
March 15, 2021 | Tip #130 Use the download (or download and rename) feature to ‘copy’ documents from a case file to an external location |
March 8, 2021 | Tip #129 How to Set Your Preferences for Documents, Emails, and Default Font |
March 1, 2021 | Tip #128 How to Edit Report Schedule (Subscription) |
February TOTW Webinar | https://www.youtube.com/watch?v=AF1I9qKBYpI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=21 |
February 22, 2021 | Tip #127 How to Make Entries for Loss Wages |
February 15, 2021 | Tip #126 Utilizing the “Retain” Button |
February 8, 2021 | Tip #125 Creating a Simple WorkPlan to Populate Deadlines Based on the Date of a Document |
February 1, 2021 | Tip #124 Add your client’s signature to their contact card to have the signature automatically inserted into your finished documents. |
January TOTW Webinar | https://www.youtube.com/watch?v=AF1I9qKBYpI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=21 |
January 25, 2021 | Tip #123 The Proper Procedure for Adding a Defendant to your Case |
January 18, 2021 | Tip #122 Utilizing the Calendar Report to Inform Staff |
January 11, 2021 | Tip #121 Understanding the Outstanding Items Page |
January 4, 2021 | Tip #120 Mass Update: Updating Several Tasks Simultaneously |
December TOTW Webinar | https://www.youtube.com/watch?v=rEjDRdF43sw&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=18 |
December 28, 2020 | Tip #119 Utilizing the “Bills Finalized” and “Don’t Pay at Settlement” Options for Medical Providers |
December 21, 2020 | Tip #118 Using the Repeat This Task Feature to Create Recurring Tasks |
December 14, 2020 | Tip #117 The Show-Hide Columns |
December 7, 2020 | Tip #116 How To Use The SmartAdvocate App |
November TOTW Webinar | https://www.youtube.com/watch?v=Rb_zLvyT8cw&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=19 |
November 30, 2020 | Tip #115 How to ‘Subscribe’ to Reports |
November 23, 2020 | Tip #114 Make Use of the Client Contact Overdue Dashboards and Reports |
November 16, 2020 | Tip #113 How to Use Table Merge Codes in Your Templates |
November 9, 2020 | Tip #112 How to Use Appointment Merge Codes |
November 2, 2020 | Tip #111 Notes Templates & Entry [Note: Email Headline is incorrect but topic is correct] |
October TOTW Webinar | |
October 26, 2020 | Tip #110 How to Check Resources' Availability Before Scheduling Appointments |
October 19, 2020 | Tip #109 How to use the Special Damages |
October 12, 2020 | Tip #108 Using Mailing Lists in SmartAdvocate |
October 5, 2020 | Tip #107 Save Case Browse Search to your Favorites |
September TOTW Webinar | https://www.youtube.com/watch?v=0xRIcPWeZIk&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=17 |
September 28, 2020 | Tip #106 How to Use The SmartAdvocate Caption Feature |
September 21, 2020 | Tip #105 Depositions and Motions entered on the Litigation Screen are Synched to the Calendar |
September 14, 2020 | Tip #104 Enter and track Distribution Checks automatically on the Settlement Screen |
September 7, 2020 | Tip #103 Link Related Documents |
August TOTW Webinar | https://www.youtube.com/watch?v=xdR8yL6ypW0&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=15 |
August 31, 2020 | Tip #102 Make use of the Medical Provider Referral Report |
August 24, 2020 | Tip #101 How to Update Lien Information |
August 17, 2020 | Tip #100 Add Your Client’s Signature to Their Contact Card to Have the Signature Automatically Inserted into Your Finished Documents |
August 11, 2020 | Tip #99 How to Set SOL Reminders Using WorkPlans |
August 3, 2020 | Tip #98 Make Use of the Client Contact Overdue Dashboards and Reports |
July TOTW Webinar | https://www.youtube.com/watch?v=xdR8yL6ypW0&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=16 |
July 27, 2020 | Tip #97 How to Create Case Specific Document Folders |
July 20, 2020 | Tip #96 How to Use the Case Value Page in SmartAdvocate |
July 13, 2020 | Tip #95 How to make an entry as a credit or refund for disbursement |
July 6, 2020 | Tip #94 How to sort using multiple columns on a grid |
June TOTW Webinar | https://www.youtube.com/watch?v=1alrDd9Q7kU&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=14 |
June 29, 2020 | Tip #93 How to Associate a Note with a Party or Contact in the Case |
June 22, 2020 | Tip #92 How to Set up a Advertisement Source and Advertisement Campaign |
June 15, 2020 | Tip #91 Make use of Sub-Statuses in SmartAdvocate |
June 8, 2020 | Tip #90 How to add a client's signature to their contact card |
June 1, 2020 | Tip #89 How to create a simple WorkPlan to assign a task to multiple cases |
May TOTW Webinar | https://www.youtube.com/watch?v=QmFlwqFw6xA&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=13 |
May 25, 2020 | Tip #88 Use Case Browse and Mass Update to Display Phone Number, SSN, DOB, etc. in Your Report |
May 18, 2020 | Tip #87 How to replace a user in SmartAdvocate |
May 11, 2020 | Tip #86 Use Upload to Replace a Document in a Case |
May 4, 2020 | Tip #85 How to display Total Payments made on the Insurance Page |
April TOTW Webinar | https://www.youtube.com/watch?v=ApSNDUB9KQE&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=12 |
April 27, 2020 | Tip #84 Use The Staff Activity Report To Keep Track Of And Monitor Staff Productivity |
April 20, 2020 | Tip #83 How to create a Referred-Out Firm Report using Case Browse |
April 13, 2020 | Tip #82 The Settlement Forecast Report |
April 6, 2020 | Tip #81 How to Enter Discovery Information |
March TOTW Webinar | https://www.youtube.com/watch?v=8F_AqH7tWLI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=11 |
March 30, 2020 | Tip #80 How to Make Entries for Loss Wages |
March 23, 2020 | Tip #79 Use Case Browse and Predefined templates to send mass communications to clients |
March 16, 2020 | Tip #78 Use the Copy Function with Documents |
March 9, 2020 | Tip #77 The My Cases Dashboard |
March 2, 2020 | Tip #76 How To Automatically Enter The Default Defendant In Your New Cases |
February TOTW Webinar | |
February 24, 2020 | Tip #75 How To Automatically Assign Staff To Your New Cases |
February 17, 2020 | Tip #74 Make use of the Documents and Notes Search features in SmartAdvocate {[Note: Incorrect Tip#] |
February 10, 2020 | Tip #73 How to Use 'Attach,' 'Attach and Close,' 'Generate,' 'Generate and Close' |
February 3, 2020 | Tip #72 The Investigations Page in SmartAdvocate |
January TOTW Webinar | https://www.youtube.com/watch?v=ldujQBuD2aY&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=20 |
January 27, 2020 | Tip #71 Use Case Browse and Mass Update to Display Phone Number, SSN, DOB, etc. in Your Report |
January 20, 2020 | Tip #70 How to Use the Mass Update Feature for Tasks |
January 13, 2020 | Tip #69 How to Use The SmartAdvocate Caption Feature |
January 6, 2020 | Tip #68 Use Calendar Report to Have the calendar emailed to staff |
December TOTW Webinar | |
December 30, 2019 | Tip #67 How To Use Appointment Merge Codes |
December 23, 2019 | Tip #66 Use the Repeat This Task feature to create Recurring Tasks |
December 16, 2019 | Tip #65 How to create a Referred-Out Firm Report using Case Browse |
December 9, 2019 | Tip #64 Modify your browser settings to quickly attach downloaded documents to SmartAdvocate |
December 2, 2019 | Tip #63 How to generate a mailing list in SmartAdvocate |
November TOTW Webinar | https://www.youtube.com/watch?v=ZQopy6MVL-0&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=10 |
November 25, 2019 | Tip #62 Additional Tips on Settings to Make SmartAdvocate Run Faster and More Efficient |
November 18, 2019 | Tip #61 Make Use of The Additional Features Available With Your Notes Entry |
November 11, 2019 | Tip #60 The Referral Attorney Fee is Automatically Calculatedon the Settlement Screen |
November 4, 2019 | Tip #59 Medical Provider - Bills Finalized and Don't Pay at Settlement Options |
October TOTW Webinar | https://www.youtube.com/watch?v=OOMocaCnRYc&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=9 |
October 28, 2019 | Tip #58 Make use of the Medical Provider Referral Report |
October 21, 2019 | Tip #57 The Continue Negotiations Feature |
October 14, 2019 | Tip #56 The Outstanding Items Page |
October 7, 2019 | Tip #55 The All Insurance Page |
September TOTW Webinar | https://www.youtube.com/watch?v=anR7qtI45Hk&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=8 |
September 30, 2019 | Tip #54 How to display Total Payments made on the Insurance Page |
September 23, 2019 | Tip #53 How to search for cases using UDFs |
September 16, 2019 | Tip #52 Make use of the Documents and Notes Search features in SmartAdvocate |
September 11, 2019 | Tip #51 Make use of the Case Timeline |
September 4, 2019 | Tip #50 How To Use The SmartAdvocate App |
August TOTW Webinar | https://www.youtube.com/watch?v=CcRA3aejPkU&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=7 |
August 26, 2019 | Tip #49 Generate Reports from the My Filters Panel |
August 19, 2019 | Tip #48 Make Use of the Client Contact Overdue Dashboards and Reports |
August 12, 2019 | Tip #47 The My Cases Dashboard |
August 5, 2019 | Tip #46 Make Use of the 'Cases With Overdue Status' Panel |
July TOTW Webinar | |
July 29, 2019 | Tip #45 How to Use the Case Value Page in SmartAdvocate |
July 22, 2019 | Tip #44 How to Use the Medical Records Request Follow-Up Dashboard |
July 15, 2019 | Tip #43 Use the Settlement Forecast Report to show Projected Income |
July 8, 2019 | Tip #42 How to Use 'Attach,' 'Attach and Close,' 'Generate,' 'Generate and Close' |
July 1, 2019 | Tip #41 How to use Table Merge Codes in Your Templates |
June TOTW Webinar | |
June 24, 2019 | Tip #40 How to use Merge Codes in Formulae |
June 17, 2019 | Tip #39 How to 'Remove' a party from a case |
June 3, 2019 | Tip #38 How to designate a Master Case in SmartAdvocate |
May TOTW Webinar | https://www.youtube.com/watch?v=OzftIUGDEU4&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=6 |
May 24, 2019 | Tip #37 How To Set Your User Preferences for Email Notifications |
May 20, 2019 | Tip #36 How To Set Your User Preferences for Documents Emails and Default Font |
May 13, 2019 | Tip #35 How To Set Your 'Top Search' Defaults in User Preferences |
May 6, 2019 | Tip #34 The Special Damages Tab |
April TOTW Webinar | https://www.youtube.com/watch?v=2OZCQ2RG2oU&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=5 |
April 29, 2019 | Tip #33 How to Use the 'Retain' Button in SmartAdvocate |
April 22, 2019 | Tip #32 How to Use The SmartAdvocate Caption Feature |
April 15, 2019 | Tip #31 The Funding Button in SmartAdvocate |
April 8, 2019 | Tip #30 Depositions and Motions entered on the Litigation Screen are Synched to the Calendar |
April 1, 2019 | Tip #29 Enter and track Distribution Checks automatically on the Settlement Screen |
March TOTW Webinar | https://www.youtube.com/watch?v=T72yjFRT-Po&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=4 |
March 25, 2019 | Tip #28 The 'Prevent Mailing' Feature in SmartAdvocate |
March 18, 2019 | Tip #27 How To Use The SmartAdvocate App |
March 11, 2019 | Tip #26 Make use of Sub-Statuses in SmartAdvocate |
March 4, 2019 | Tip #25 Use the ‘Merged Facts’ Field to Populate Your Pleadings |
February TOTW Webinar | https://www.youtube.com/watch?v=GTHYEWvOaeI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=2 |
February 25, 2019 | Tip #24 Use Case Browse and Mass Update to Display Phone Number, SSN, DOB, etc. in Your Report |
February 18, 2019 | Tip #23 How to Add a Defendant to Your Case |
February 11, 2019 | Tip #22 How to Update Lien Information |
February 4, 2019 | Tip #21 Save Case Browse Search to your Favorites |
January TOTW Webinar | https://www.youtube.com/watch?v=KMHHTsyaxYA&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=1 |
January 28, 2019 | Tip #20 How to replace a user in SmartAdvocate |
January 21, 2019 | Tip #19 Link Related Document |
January 14, 2019 | Tip #18 Insert picture in an email |
January 7, 2019 | Tip #17 Use Download feature to 'Copy' Documents |
December 31, 2018 | Tip #16 Take full advantage of the Case Statistics Report |
December 24, 2018 | Tip #15 Take full advantage of the Injuries Screen |
December 17, 2018 | Tip #14 Use the Copy function to Quickly Duplicate Information |
December 10, 2018 | Tip #13 How to set SOL Reminders using WorkPlans |
December 3, 2018 | Tip #12 Show-Hide Columns |
November 26, 2018 | Tip #11 How to create email signatures in SmartAdvocate |
November 19, 2018 | Tip #10 Use Calendar Filters to show select appointments by default |
November 5, 2018 | Tip #9 MASS Update - Mark Tasks completed in Closed Cases |
October 29, 2018 | Tip #8 The SmartAdvocate App |
October 22, 2018 | Tip #7 Create your own merge codes for your User Defined Fields |
October 15, 2018 | Tip #6 Document Folders |
October 8, 2018 | Tip #5 The SmartAdvocate Case Monitor Widget |
October 1, 2018 | Tip #4 Configure Case Statuses for specific Case Groups |
September 24, 2018 | Tip #3 The 'Right Click' Functionality |
September 17, 2018 | Tip #2 Configure Panels in My SmartAdvocate |
September 10, 2018 | Case Browse Reports | View file |
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