Page Information

    Page: Tip #282 - Use Automated Procedure to Send Email Reminder of Upcoming Statute of Limitations
    Page: Tip #281 - Use Automated Procedure to Enter Default Administrative Case Cost
    Page: Tip #280 - How to Create and Use Case Tags
    Page: Tip #279 - How to Create an Automated Procedure For Periodic Client Follow Up
    Page: Tip #278 - How to Use The Scheduler Link (Send an invitation to schedule an appointment on the SmartAdvocate Calendar)
    Page: Tip #277 - How To Set Plaintiff-Related Non-Party Contact As Primary Contact
    Page: Tip #276 - Set Automatic Reminder To Prompt User For Time Tracking Entries
    Page: Tip #275 - How To Use The Intake Follow Up Dashboard
    Page: Tip #274 - Configure Your Preferences to Automatically Show Emails and Photographs on The Documents Page
    Page: Tip #273 - Create A Referred-Out Firm Report Using Case Browse
    Page: Tip #272 - Configure Case Statuses To Be Available Based On Case Group
    Page: Tip #271 - How To Use The “Task Back” Feature
    Page: Tip #270 - Using Mailing Lists in SmartAdvocate
    Page: Tip #269 - How to Exclude Outstanding Medical Bill Amounts From The Settlement Calculations
    Page: Tip #268 - How to Use The Shared Forms Feature (Client Fillable Questionnaire)
    Page: Tip #267 - How To Set Up And Use The Round Robin Team Assignment Feature Of SmartAdvocate
    Page: Tip #266 - Full Text Search Integration - dtSearch
    Page: Tip #265 - How to Send a Document For eSignature
    Page: Tip #264 - You Can Display Case Documents in a Folder View with Multilevel Sub-Folders
    Page: Tip #263 - Use the “Drag-And-Drop” Function To Save Documents To Your Case
    Page: Tip #262 - How To Use “Custom” Column Headings With Table Merge Codes
    Page: Tip #261 - Did You Know You Could Send a Text Message Using The SmartAdvocate App?
    Page: Tip #260 - How To Use Case Review List Feature
    Page: Tip #259 - How To Display Employer Name On Plaintiff’s Summary Page
    Page: Tip #258 - Enter Medical Providers Directly From The Injuries Page
    Page: Tip #257 - How To Copy Tasks To A Different Case
    Page: Tip #256 - How To Add Co-Counsel And Co-Counsel Fee
    Page: Tip #255 - Enter Plaintiff’s Non-Party Contact Directly In Intake Wizard
    Page: Tip #254 - Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More
    Page: Tip #253 - How To Enter Complaint/Petition Filing Information
    Page: Tip #252 - The Case Status Change Report
    Page: Tip #251 - Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More
    Page: Tip #250 - Case Expenses (Costs) Can Be Split Among Related Cases
    Page: Tip #249 - Set User Preferences To Be Notified When Client Updates Shared Forms
    Page: Tip #248 - How to Use The SmartAdvocate Caption Feature
    Page: Tip #247 - How To Use The Intake Follow Up Dashboard
    Page: Tip #246 - How to Set Up An Advertisement Campaign To Track Your Firm’s ROI
    Page: Tip #245 - How To Use The “Confirm Document” UDF(User Defined Field)
    Page: Tip #244 - How to Share Documents in SmartAdvocate with Individuals Outside of Your Office
    Page: Tip #243 - Use Note Type and Notes Search to Track Client Calls by Staff
    Page: Tip #242 - How To Set The “Case Name Generation” Option To Show Indicator For Incompetent, Deceased Or Minor Plaintiffs
    Page: Tip #241 - How to Update Lien Information
    Page: Tip #240 - How To Add Co-Counsel And Co-Counsel Fee
    Page: Tip #239 - How To Use Conditional Statements In Document Templates
    Page: Tip #238 - Assigning Tasks to Multiple People
    Page: Tip #237 - How To Set Plaintiff Related Non-Party Contact As Primary Contact
    Page: Tip #236 - Did you know that SmartAdvocate has a “Case Monitor Widget?”
    Page: Tip #235 - Understanding The Outstanding Items Page
    Page: Tip #234 - How to Filter Case Browse Results using Date Ranges
    Page: Tip #233 - Use The Settlement Forecast Report To Show Projected Firm Income
    Page: Tip #232 - Add Your Client’s Signature To Their Contact Card; Have It Automatically Inserted Into Your Finished Documents
    Page: Tip #231 - How To “Schedule” Reports To Have Them eMailed To You
    Page: Tip #230 - Use Note Type Filters To List All Text Messages To And From The Client
    Page: Tip #229 - How to Use UDFs in Case Browse Searches
    Page: Tip #228 - Use The “Combine Into PDF” Feature ToCreate One PDF From Multiple Documents
    Page: Tip #227 - How to Use the Force User Input andMulti-Select Options in Your Document Templates
    Page: Tip #226 - How To Lock A Case to Prevent Access
    Page: Tip #225 - How To See A List Of Tasks You Have Assigned To Others
    Page: Tip #224 - How to Change User Permission to “Disable” Menu TabsThat Are Not Used
    Page: Tip #223 - How to Change/Set the Default Font for Emails
    Page: Tip #222 - How to Update Lien Information
    Page: Tip #221 - Create Your Own Merge Codes For UDFs (User Defined Fields)
    Page: Tip #220 - How To Generate List Of Clients That Does NOT Include Deceased, Incompetent And Minor Persons
    Page: Tip #219 - How to Set A “Default” Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
    Page: Tip #218 - How to Filter Case Browse Results using Date Ranges
    Page: Tip #217 - How to “Push” Critical Deadlines To Appear In Outlook As Appointments
    Page: Tip #216 - “Alert” For “Future” Incident Date, And How To Edit Incident Date
    Page: Tip #215 - Using Mailing Lists in SmartAdvocate
    Page: Tip #214 - Best Practices for Preventing the Creation of Duplicate Contacts
    Page: Tip #213 - How To Set a Contact to be Available in All Cases
    Page: Tip #212 - How To Create and Use Envelope Templates
    Page: Tip #211 - Use Appointment Templates To Set Up Email Groups
    Page: Tip #210 - Use Case Menu Configurator to Customize the Case’s Left Menu
    Page: Tip #209 - Use a “Blank” Template to Create New Documents in Your Cases
    Page: Tip #208 - Additional Features Available for Tasks: Save and Mark Complete and Insert Text
    Page: Tip #207 - How to Display Employer Name on Plaintiff’s Summary Page
    Page: Tip #206 - How to Add Related Non-Party Contacts
    Page: Tip #205 - How To Set Certain Fields To Be Hidden Or Visible By Default
    Page: Tip #204 - How to Send eFax from SmartAdvocate
    Page: Tip #203 - How To Set Up Teams In Your Cases And Use Mass Update Feature To Reassign Teams
    Page: Tip #202 - How to Set Up And Use The Round Robin Team Assignment Feature Of SmartAdvocate
    Page: Tip #201 - How to Associate Documents with a Specific Negotiation
    Page: Tip #200 - The Demand Production Dashboard
    Page: Tip #199 - How to Set Default Firm Fees
    Page: Tip #198 - Cases With No Recent Activity Report
    Page: Tip #197 - How To Set A System Parameter To Show “Document Sent For eSignature” As A Note
    Page: Tip #196 - How To Set The “Case Name Generation” Option To Show Indicator For Incompetent, Deceased Or Minor Plaintiffs
    Page: June 16 2022 Working Remotely Best Practices-Rob Levine-Records On Time Webinar
    Page: Tip #195 - Use Right-Click Function on Medical Providers Page and Elsewhere
    Page: Tip #194 - How to Create an Automated Procedure for Periodic Client Follow Up
    Page: Tip #193 - Using The Case Timeline To See What Items Were Modified In A Case
    Page: Tip #192 - Fax or Email Medical Records Requests from the Medical Records Follow-up Dashboard
    Page: Tip #191 - Generate A Word Document As PDF Using Document Template
    Page: Tip #190 - How to Display Third Staff Member on Summary Screen
    Page: Tip #189 - Use Note Type and Notes Search to Track Client Calls by Staff
    Page: Tip #188 - How Attorney / Firm Are Recognized as Fees Deposited
    Page: Tip #187 - Fees Awarded Page
    Page: Tip #186 - SmartAdvocate Case Summary Flags
    Page: Tip #185 - How Panels Get Populated to the Social Security Disability Page
    Page: Tip #184 - How to Add Co-Counsel and Co-Counsel Fee
    Page: Tip #183 - How to Change the Display Theme
    Page: Tip #182 - How to Schedule Monthly Reports
    Page: Tip #181 - How to Share Documents in SmartAdvocate with Individuals Outside of Your Office
    Page: Tip #180 - Full Test Search Integration - dtSearch
    Page: Tip #179: Autohide Main Menu and Case Navigation Menu
    Page: Tip #178 - Use Case Menu Configurator to Customize the Case's Left Menu
    Page: Tip #177 - Use The Task Assignment Page to Calculate Number ofDays Between Two Dates or Due Date
    Page: Tip #176 - How to Create Case Specific Document Folders
    Page: Tip #175 - Take Full Advantage Of The “Show/Hide Columns” Feature In SmartAdvocate
    Page: Tip #174 - Modify Your Browser Settings To Quickly Attach Downloaded Documents To SmartAdvocate
    Page: Tip #173 - How To Manually Edit a Case Number In SmartAdvocate
    Page: Tip #172 - Configure User Preferences for Sending Emails From SmartAdvocate
    Page: Tip #171 - How To Add Injury Details On The Injuries Screen
    Page: Tip #170 - How To Use The Investigations Page In SmartAdvocate
    Page: Tip #169 - Create A Referred-Out Firm Report Using Case Browse
    Page: Tip #168 - How To Create & Assign Custom Panels To the Case Summary Screen
    Page: Tip #167 - Create Your Own Merge Codes For UDFs (User Defined Fields)
    Page: Tip #166 - How To Create PDF Fillable Templates
    Page: Tip #165 - How To Create Letterhead For Your Templates
    Page: Tip #164 - How To Use Appointment Merge Codes
    Page: Tip #163 - How To Search For Cases Using UDFs
    Page: Tip #162 - Tasks, Appointments And Critical Deadlines:How They Are Distinguished In SmartAdvocate
    Page: Tip #161 - Using Mailing Lists in SmartAdvocate
    Page: Tip #160 - Use The Tasks Dashboard to Reassign Tasks in Bulk
    Page: Tip #159 - How to Set SOL Reminders Using WorkPlans
    Page: Tip #158 - Make Use Of  '”Cases With Overdue Status” Panel On  MySmartAdvocate Screen
    Page: Tip #157 - Use Automated Procedure to Assign a Task ForMedical Records Request Follow-Up
    Page: Tip #156 - How To Create A Simple WorkPlan To AssignA Task To Multiple Cases
    Page: Tip #155 - How To Add Attendees To Multiple Appointments In Bulk
    Page: Tip #154 - How To Add A Third-Party Action To Your Case
    Page: Tip #153 - How To Check Resources’ AvailabilityBefore Scheduling Appointments
    Page: Tip #152 - Use The “Combine Into PDF” Feature ToCreate One PDF From Multiple Documents
    Page: Tip #151 - Inserting "Images" Into Your Signature Line, or IntoThe Body of Your SmartAdvocate Email Templates
    Page: Tip #150 - SmartAdvocate Download Feature: Copy Documents To Locations Outside Of SmartAdvocate
    Page: Tip #149 - How To Create And Assign Teams To Cases
    Page: Tip #148 - How to Search For Cases Using UDFs
    Page: Tip #147 - How to use the “Confirm Document” UDF(User Defined Field)
    Page: Tip #146 - See What Items Were ModifiedIn A Case Using The Case Timeline
    Page: Tip #145 - How To Use Merge Codes In Formulae
    Page: Tip #144 - How To Use The Special Damages Page
    Page: Tip #143 - Designate A Master Case In SmartAdvocate
    Page: Tip #142 - Use the Copy Tool To Make A Copy Of An Existing Case
    Page: Tip #141 - Use the “Merge Cases” Tool to Merge Two Cases Into One
    Page: Tip #140 - Use Case Browse and Predefined Templatesto Send Mass Communications to Clients and Other Case Contacts
    Page: Tip #139 - Make Use of the Client Contact Overdue Dashboards and Reports
    Page: Tip #138 - Depositions and Motions Entered on the Litigation Screen are Synched to the Calendar
    Page: Tip #137 - The All Insurance Page
    Page: Tip #136 - Enter and track Distribution Checks automatically on the Settlement Screen
    Page: Tip #135 - How to replace a user in SmartAdvocate
    Page: Tip #134 - How to Create Template Bundles
    Page: Tip #133 - Use Adobe Pro to “Bates Stamp” Your PDF Documents in SmartAdvocate
    Page: Tip #132 - Use the Copy Function to Copy Documents and Notes to a Different Case
    Page: Tip #131 - How to Modify an Existing Case Browse Filter That You Have Saved as a Favorite (Also works for Scheduled Case Browse Reports)
    Page: Tip #130 - Use the download (or download and rename) feature to ‘copy’ documents from a case file to an external location
    Page: Tip #129 - How to Set Your Preferences for Documents, Emails, and Default Font
    Page: Tip #128 - How to Edit Report Schedule (Subscription)
    Page: Tip #127 - How to Make Entries for Loss Wages
    Page: Tip #126 - Utilizing the “Retain” Button
    Page: Tip #125 - Creating a Simple WorkPlan to Populate Deadlines Based on the Date of a Document
    Page: Tip #124 - Add your client’s signature to their contact card to have the signature automatically inserted into your finished documents.
    Page: Tip #123 - The Proper Procedure for Adding a Defendant to your Case
    Page: Tip #122 - Utilizing the Calendar Report to Inform Staff
    Page: Tip #121 - Understanding the Outstanding Items Page
    Page: Tip #120 - Mass Update: Updating Several Tasks Simultaneously
    Page: Tip #119 - Utilizing the “Bills Finalized” and “Don’t Pay at Settlement”Options for Medical Providers
    Page: Tip #118 - Using the Repeat This Task Feature to Create Recurring Tasks
    Page: Tip #117 - The Show-Hide Columns
    Page: Tip #116 - How To Use The SmartAdvocate App
    Page: Tip #115 - How to ‘Subscribe’ to Reports
    Page: Tip #114 - Make Use of the Client Contact Overdue Dashboards and Reports
    Page: Tip #113 - How to Use Table Merge Codes in Your Templates
    Page: Tip #112 - How to Use Appointment Merge Codes
    Page: Tip #111 - Make Use of the Additional Features Available With Your Notes Entry
    Page: Tip #110 - How to Check Resources' Availibility Before Scheduling Appointments
    Page: Tip #109 - How to use the Special Damages
    Page: Tip #108 - Using Mailing Lists in SmartAdvocate
    Page: Tip #107 - Save Case Browse Search to your Favorites
    Page: Tip #106 - How to Use The SmartAdvocate Caption Feature
    Page: Tip #105 - Depositions and Motions entered on the Litigation Screen are Synched to the Calendar
    Page: Tip #104 - Enter and track Distribution Checks automatically on the Settlement Screen
    Page: Tip #103 - Link Related Documents
    Page: Tip #102 - Make use of the Medical Provider Referral Report_revised
    Page: Tip #101 - How to Update Lien Information
    Page: Tip #100 - Add your client’s signature to their contact card to have the signature automatically inserted into your finished documents.
    Page: Tip #99 - How to Set SOL Reminders Using WorkPlans
    Page: Tip #98 - Make Use of the Client Contact Overdue Dashboards and Reports
    Page: Tip #97 - How to Create Case Specific Document Folders
    Page: Tip #96 - How to Use the Case Value Page in SmartAdvocate
    Page: Tip #95 - How to Enter Refunds or Credits on the Disbursements Page
    Page: Tip #94 - How to Sort Using Multiple Columns on a Grid
    Page: Tip #93 - How to associate a note with a party or contact in the case.
    Page: Tip #92 - How to Set up an Advertisement Source and Advertisement Campaign
    Page: Tip #91 - Make use of Sub-Statuses in SmartAdvocate
    Page: Tip #90 - How to Add a Client’s Signature to their Contact Card
    Page: Tip #89 - How to create a simple WorkPlan that can be used to assign a single task to multiple cases in bulk.
    Page: Tip #88 - Use Case Browse and Mass Update to Display Phone Number SSN DOB etc. in Your Report v2.0
    Page: Tip #87 - How to replace a user in SmartAdvocate®
    Page: Tip #86 - Use Upload to Replace a Document in a Case
    Page: Tip #85 - How to display Total Payments made on the Insurance Page
    Page: Tip #84 - Use The Staff Activity Report To Keep Track Of And Monitor Staff Productivity
    Page: Tip #83 - How to create a Referred-Out Firm Report using Case Browse
    Page: Tip #82 - The Settlement Forecast Report
    Page: Tip #81 - How to Enter Discovery Information
    Page: Tip #80 - How to Make Entries for Loss Wages
    Page: Tip #79 - Use Case Browse and Predefined Templates to Send Mass Communications to Clients
    Page: Tip #78 - Use the Copy Function with Documents
    Page: Tip #77 - The My Cases Dashboard
    Page: Tip #76 - How To Automatically Enter The Default Defendant In Your New Cases
    Page: Tip #75 - How To Automtically Assign Staff To Your New Cases
    Page: Tip #74 - Make use of the Documents and Notes Search features in SmartAdvocate
    Page: Tip #73 - How to Use 'Attach' 'Attach and Close' 'Generate' 'Generate and Close'
    Page: Tip #72 - The Investigations Page in SmartAdvocate
    Page: Tip #71 - Use Case Browse and Mass Update to Display Phone Number SSN DOB etc. in Your Report
    Page: Tip #70 - How to Use the Mass Update Feature for Tasks
    Page: Tip #69 - How to Use The SmartAdvocate Caption Feature
    Page: Tip #68 - Use Calendar Report to Have the Calendar Emailed to Staff
    Page: Tip #67 - How To Use Appointment Merge Codes
    Page: Tip #66 - Use the Repeat Task feature to create Recurring Tasks
    Page: Tip #65 - How to create a Referred-Out Firm Report using Case Browse
    Page: Tip #64 - Modify your browser settings to quickly attach downloaded documents to SmartAdvocate®
    Page: Tip #63 - How to generate a mailing list in SmartAdvocate
    Page: Tip #62 - Additional Tips on Settings to Make SmartAdvocate Run Faster and More Efficient
    Page: Tip #61 - Make Use of The Additional Features Available With Your Notes Entry
    Page: Tip #60 - The Referral Attorney Fee is Automatically Calculatedon the Settlement Screen
    Page: Tip #59 - Medical Provider - Bills Finalized and Don't Pay at Settlement Options
    Page: Tip #58 - Make Use of the Medical Provider Referral Report
    Page: Tip #57 - The Continue Negotiations Feature
    Page: Tip #56 - The Outstanding Items Page
    Page: Tip #55 - The All Insurance Page
    Page: Tip #54 - How to display Total Payments made on the Insurance Page
    Page: Tip #53 - How to search for cases using UDFs
    Page: Tip #52 - Make use of the Documents and Notes Search features in SmartAdvocate
    Page: Tip #51 - Make use of the Case Timeline
    Page: Tip #50 - How To Use The SmartAdvocate App
    Page: Tip #49 - Generate Reports from the My Filters Panel
    Page: Tip #48 - Make Use of the Client Contact Overdue Dashboards and Reports
    Page: Tip #47 - The My Cases Dashboard
    Page: Tip #46 - Make Use of the 'Cases With Overdue Status' Panel
    Page: Tip #45 - How to Use the Case Value Page in SmartAdvocate
    Page: Tip #44 - How to Use the Medical Records Request Follow-Up Dashboard
    Page: Tip #43 - Use the Settlement Forecast Report to show Projected Income
    Page: Tip #42 - How to Use 'Attach' 'Attach and Close' 'Generate' 'Generate and Close'
    Page: Tip #41 - How to use Table Merge Codes in Your Templates
    Page: Tip #40 - How to use Merge Codes in Formula
    Page: Tip #39 - How to 'Remove' a party from a case
    Page: Tip #38 - How to designate a Master Case in SmartAdvocate
    Page: Tip #37 - How To Set Your User Preferences for Email Notifications
    Page: Tip #36 - How To Set Your User Preferences for Documents Emails and Default Font
    Page: Tip #35 - How To Set Your  'Top Search' Defaults in User Preferences
    Page: Tip #34 - The Special Damages Tab
    Page: Tip #33 - How to Use the 'Retain' Button in SmartAdvocate®
    Page: Tip #32 - How to Use The SmartAdvocate Caption Feature
    Page: Tip #31 - The Funding Button in SmartAdvocate
    Page: Tip #30 - Depositions and Motions entered on the Litigation Screen are Synched to the Calendar
    Page: Tip #29 - Enter and track Distribution Checks automatically on the Settlement Screen
    Page: Tip #28 - The 'Prevent Mailing' Feature in SmartAdvocate
    Page: Tip #27 - How To Use The SmartAdvocate App
    Page: Tip #26 - Make use of Sub-Statuses in SmartAdvocate
    Page: Tip #25 - Use the ‘Merged Facts’ field to populate your pleadings, etc.
    Page: Tip #24 - Use Case Browse and Mass Update to Display Phone Number SSN DOB etc. in Your Report v2.0
    Page: Tip #23 - How to Add a Defendant to Your Case
    Page: Tip #22 - How to Update Lien Information
    Page: Tip #21 - Save Case Browse Search to your Favorites
    Page: Tip #20 - How to replace a user in SmartAdvocate®
    Page: Tip #19 - Use the ‘Select Related Document’ feature to link documents in the case file to specific entries on various pages in SmartAdvocate.
    Page: Tip #18 - Insert ‘Images’ in your signature line or the body of your emails sent from SmartAdvocate.
    Page: Tip #17 - Use the download (or download and rename) feature to ‘copy’ documents from a case file to another location such as a thumb drive.
    Page: Tip #16 - Do you currently run the Case Statistics Report?
    Page: Tip #15 - Are you taking full advantage of the Injuries Screen in SmartAdvocate?
    Page: Tip #14 - Use the Copy function to quickly duplicate information on certain pages – speeds up data entry!
    Page: Tip #13 - This week’s tip, ‘How to Set SOL Reminders using WorkPlans,’ is a little bit off the beaten path, so to speak.
    Page: Tip #12 - Are you taking full advantage of the “Show/Hide Columns” feature in SmartAdvocate?
    Page: Tip #11 - Did you know you can create signature lines and use a “default signature” for emails sent from SmartAdvocate?
    Page: Tip #10 - Use “Filters” on the SmartAdvocate Calendar to display only those appointments you want to see.
    Page: Tip #9 - Did you know that with the August 2018 release of SmartAdvocate we have added (or enhanced) several Mass Update features?
    Page: Tip #8 - Did you know that we have a SmartAdvocate® App?
    Page: Tip #7 - Did you know that you could create your own merge codes for your User Defined Fields (UDFs)?
    Page: Tip #6 - Did you know that with the most recent release of SmartAdvocate (August 2018) you can now create your own case specific document folders?
    Page: Tip #5 - Did you know that SmartAdvocate has a ‘Case Monitor Widget?’
    Page: Tip #4 - Did you know that with the most recent release of SmartAdvocate you can configure your system  to allow for the selection of Case Status(s) that only apply to cases in a specific Group?
    Page: Tip #3 - Are you taking full advantage of the SmartAdvocate ‘Right Click’ functionality?
    Page: Tip #2 - Configure Panels in My SmartAdvocate

View Page History