July/August 2021 Improve Your Firm's Intake Efficiency Workshop

SmartAdvocate’s Workshop: Improve Your Firm’s Intake Efficiency 2-part weekly Workshop guided users through the New Case Wizard.

In the 1st installment of our series, users learned how to:

• Create a customized questionnaire based on Case Type

• How to effectively set up and use the different types of answers (fields) for questions in Intake

• How to create conditional and mandatory questions

In the 2nd installment of our series, we built off of the last session and explored how to:

• Set up an appropriate Case Acceptance Threshold based on responses to questions you create

• Create “Paid Advertisement” campaigns that can be selected as the “referral source” at Intake

• Use UDF data (collected at Intake) to search/filter for cases and create custom reports

• Learn how to use Dashboards and Reports that are populated by data collected at Intake