Highlights (v2023)
These are the updates you may find the most interesting from the latest release of SmartAdvocate.
Watch our 1-Hour Webinar about the top features of the latest Software Release, presented by Igor Selizhuk, CTO at SmartAdvocate - Click Here!
Watch our 4-Part Weekly Workshop with Claude Simpson, Head of Training, where he provides in-depth details of the newest features from our latest annual release.
July 2023 SmartAdvocate Software Release 4 Part Weekly Workshop
- 1 Case Tags
- 2 Document Tags
- 3 External Document(s) Share with Document Upload
- 4 Client Fillable Questionnaires (UDFs)
- 5 Partner Law Firm Portal
- 6 Scheduler Link
- 7 Case Review List
- 8 Redesigned Case Wizard
- 9 Folder View with Multilevel Sub-Folders
- 10 New Custom Panels (Case Summary and Case Info Line)
- 11 Custom Dashboard Panels for My SmartAdvocate
- 12 Single Sign-On Support with SAML
- 13 “Assigning” Tasks to Multiple People
- 14 Configurable Keyboard Shortcuts
- 15 Email Monitoring Service
- 16 Office 365 Outlook Plugin
- 17 HEIC and TIFF Image Format Support
- 18 Reports Search Page
- 19 Automatic Time Tracking Reminder upon Leaving a Case
- 20 New Integration Partners
Case Tags
New functionality allows users to assign tags to cases.
Case Tags are defined globally by system admins under Admin → Picklist Maintenance. Tags can be globally available or limited to particular case group(s) and/or case type(s).
Case Tags are edited and visible on the Case Summary. Multiple Case Tags can be assigned to a case.
The ability to add/edit Case Tags can be controlled via user permissions - “Summary (Tags)” (/CaseSummary.aspx#Tags).
You can use Case Browse to find cases with specific Case Tags (under the Misc tab). The new column “Case Tags” is available to be displayed on the Case Browse search results.