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.

Evidence Page Enhancements

Multiple new fields were added to Evidence page .

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.

Expandable Panels on the My SmartAdvocate Screen

Added ability to expand individual panels to full screen.

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.

   

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 not 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.