These are the most interesting updates from the latest release of SmartAdvocate.
AI Document Summary (Possible Cost)
AI Email/Note/Text Rewrite (Possible Cost)
Internal Messaging
New Built-in Internal Messaging has a layout similar to Email. The notifications are instant, and can be Case Related or non Case Related, with an option to receive notifications via the same mechanism.
Internal Notifications
Document Versioning
If you want to use Document Versioning it needs to be enabled in System Parameters.
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.
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
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
Video Preview
Videos can now be previewed on Documents screen as well as on Photo/Video screen (used to be Photo screen).
Phone-Friendly Form Sharing
Updated form sharing is now more “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.
Custom Fields On Standard Forms
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
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.
Added ability to configure columns available in Partner Law Firm Portal.
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.
Case Browse - Mass Add Tasks
Add Task option was added to Mass Update menu on the Case Browse Results screen.
Show Appointments from Related Cases Option
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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