Highlights including Webinars & Workshops (v2024)
Thanks to all who joined our 4-Part Workshop with Claude Simpson, Head of Training, where he provided in-depth details of the newest features from our latest annual release.
Workshop #1 SA New Release 4 Part Workshop Recording #1 Sept. 24, 2024
Topics: Case Chat, Internal Messaging, Internal Notifications, a presentation from George Bessenyei, CEO of YoCierge, and AI Document Summary
Workshop #2 SA New Release 4 Part Workshop Recording #2 Sept. 26, 2024
Topics: Automatic Document Versioning, SmartMetrics Dashboards, Auto Refresh Options For Dashboards, a presentation from Matthew Thorley, Product Manager at MoveDocs, Show Appointments From Related Cases and Word Template Editor Available In The BrowserWorkshop #3 SA New Release 4 Part Workshop Recording #3 Oct. 1, 2024
Topics: Case Browse Mass Add Task, Custom Fields on Standard Forms/Pages, Teams for Case Assignments, Tasks, Appointments, etc., Presentation from Melanie Pita, Esq., Foundation AI, Chief Product and Strategy Officer. Foundation AI is a New SmartAdvocate Integration Partner, Scheduler Link Enhancements, Settlements Page Enhancements, Ability to Select Multiple Medical Providers When Creating Medical Records RequestsWorkshop #4 SA New Release 4 Part Workshop Recording #4 Oct. 3, 2024
Workshop #4 Last 15 Min
Topics: Partner Law Firm Portal (Enhancements), Presentation from Gabriel Stiritz, Founder and CEO of Lexamica, a new SmartAdvocate Integration Partner, Save & Exit Open Dialog Boxes While Editing, Settlement Statement/Settlement Memorandum Using Updated Settlement Page, New/Updated Reports (Staff Management Report - AI Usage Report, Template Use Report, and in the 2nd link Claude finishes up with: How To Create and Use Task UDF
Watch our webinar about the top features in the latest SmartAdvocate release, presented by our CTO, Igor Selizhuk 2024 New SA Release Tech Talk Recording or you can flip through Igor’s Presentation:
Review our Newest Integrations New & Updated Integrations (v2024)
Below are the Top Features from the Latest Release