Two-factor Authentication

Introduced support for two-factor authentication. The code can be delivered via email or text message.

Intake Scoring

New feature to automatically score intakes based on the answers to intake questions.

Teams for Staff Assignment

Staff assignment on the Case Summary now supports Teams.

Auto Text Replacement (Abbreviations Expansion)

Auto text replacement is now available when typing notes or emails. The configuration is done under Admin → Picklist Maintenance.

Custom Template Pages

New Feature: Custom Template Pages. Now you can add template based pages to your Cases. The templates are defined in a same way as email and note templates.

Mass Email/Text Non-Plaintiff Case Contacts

Mass Email and Mass Text now support ability to select other types of case contacts as recipients of mass generated emails. Use it to reach out to Attorneys, Adjusters, Judjes, etc.
Also Mass Document Generation now supports generation of documents for non-plaintiff case contacts.

Mass Email Documents

Mass email page now support ability to attach documents from the case to mass generated emails. The documents are selected by the Document Category/Sub-Category.

Email Word Document as PDF

Option to email a Word Document as a PDF was added to Documents page. It works the same way as “Copy as PDF” and then email the new PDF document.

Appointment Dialog Redesign

Appointment Dialog was redesigned and appointments functionality was enhanced.

1. Template support

2. Streamlined attendees selection

3. Ability to attach documents

4. Rich text appointment comments

5. Invite format can now be customized via template.

Appointment Push from Outlook

SmartAdvocate Outlook Plugin now support creation of the appointment in SmartAdvocate from the invite or appointment in your Outlook.

Expandable Panels on the My SmartAdvocate Screen

Added ability to expand individual panels to full screen.

View All Notes Directly on the Case Summary

Added ability to quickly view all notes without leaving the Case Summary page. Just click the “View All Notes” link at the top right corner of the “Last Notes” panel.

Document Search Page Enhancements

Multiple improvements were implemented on the Document Search page

1. Added a preview panel

2. Added multi-select/multi-update option

3. Added more document actions: Email Link, Download, Edit Properties.

   

Document Handler for Mac

Automatic downloading of document for edit with automatic upload after document is modified is now supported for Mac computers.

You can download SmartAdvocate Document Handler for Mac from the App Store. https://apps.apple.com/us/app/smartadvocate-document-handler/id1497902288

Automatic Retainer Fee Assignment

Now SmartAdvocate can be configured to automatically pick the Retainer Fee based on Case State, Group or Type.

Automatic Majority Age Calculation

SmartAdvocate will now automatically mark Minor (Infant) contacts as Adult when they reach Majority Age. The calculation of Majority Age will be done based on the state configuration.

Configuration for “Go Directly To” Menu

“Go Directly To” menu can now be customized (System-wide) to include any case-related pages. Configuration is done under Picklist Maintenance (“Go Directly To Options“).

Case Navigation Panel Expand/Collapse Controls

Two new system parameters that control the behavior of the case navigation panel were added. By default both are set to True and preserve previous system behavior. You can change them to prevent Plaintiff panel from automatically expanding when pages from General Panel are shown. You can also allow General panel to collapse when pages from other panels are shown.

Critical Comment Indicator for Top Case Search

Introduced Critical Comment indicator on the Top Search Results page. This indicator allows users to see that there is a critical comment on the case even if they don’t open the case.

Evidence Page Enhancements

Multiple new fields were added to Evidence page .