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
Session 2 Recording: October 25, 2021 |
|
|---|
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
Session 3 Recording: November 1, 2021 |
|
|---|
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.