Tip #27 - How To Use The SmartAdvocate App

Tip #27 - How To Use The SmartAdvocate App

SmartAdvocate has a smart phone app that will work on your Apple or Android device. The SmartAdvocate App currently allows access to key information including:

  1. The Case and Office Calendars (including the ability to add or modify appointments on either calendar)

  2. All cases and case contacts

  3. All case notes and case documents

  4. The ability to add notes, documents, time tracking

  5. The ability to add contacts to SmartAdvocate

  6. Access to Case disbursements (case expenses) and the Case timeline. 

The SmartAdvocate App is free and is available in the App Store or Google Play. Please bear in mind that there are some additional configurations that are necessary for the App to work on your server-based version of SmartAdvocate. With SmartAdvocate Cloud, no additional configuration is necessary. 

Access the following link for a brief video overview of how to use the SmartAdvocate App and how to navigate using the app.

SmartAdvocate App for iOS & Android

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.