November 2021 Best Practices Workshop

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

2nd installment topics:

• How to efficiently move your case through the pre-litigation stage

• How to take full advantage of the automation features in SmartAdvocate and stay in control of your cases and work flow

• How to effectively communicate with clients and other stake holders at this crucial stage of a case

3rd installment topics:

• Moving a case to the litigation stage

• Handling negotiations and settlement - making sure key information/data is entered and accessible

• Using Document Templates effectively for pleadings, etc.

• How to make use of Dashboards and Reports to manage your cases and your firm