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SmartAdvocate’s Best Practices 3-part weekly Workshop guided users through the stages and lifecycle of a case.

1st installment topics:

  • How to streamline the intake process

  • How to set up SmartAdvocate to capture essential information at intake

  • How to efficiently and effectively follow up on new leads

Session 1 Recording: October 18, 2021

https://youtu.be/XyjZEIrQWnU

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Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.