December 16, 2024
Tip # 326 How To Create A Report For Cases Opened Daily
December 9, 2024
Tip # 325 Set Actions to be Repeated for a Pre-Defined Number of Times in Automated Procedures
November TOTW Webinar (12/5)
Webinar Recording: November TOTW Webinar
December 2, 2024
Tip # 324 Using Mailing Lists in SmartAdvocate
November 25, 2024
Tip # 323 List of Standard Fields That Can Be Hidden and/or Customized
November 18, 2024
Tip # 322 Set Exact Time For Task Due
November 11, 2024
Tip # 321 How To Enter Reduced Firm/Attorney Fee And Reduced By Amounts
SmartAdvocate Webinar: Mastering The Dashboard Designer (11/14)
Webinar Recording: Mastering The Dashboard Designer
Sept./Oct. Combined TOTW Webinar (11/7)
Webinar Recording: Sept/Oct Combined TOTW Webinar
November 4, 2024
Tip # 320 How to Create a Task and Attach a Document From The Documents Page
October 28, 2024
Tip #319 Coverage Denied Check Box on Insurance Page
October 21, 2024
Tip # 318 How To Use The Internal Messaging Feature
October 15, 2024
Tip # 317 Set User Preference To Get Notifications Via Email Or Internal Message
October 7, 2024
Tip # 316 Select Multiple Providers Simultaneously When Creating Medical Records Requests
September 30, 2024
T ip #315 Use Case Browse To Add A Task To Multiple Cases At Once
SA New Software Release 4-Part Workshop (9/24 & 9/26: #1 + #2), (10/1 & 10/3: #3 + #4) Recordings for Workshops #1, #2, #3 and #4
September 23, 2024
Tip #314 Use A Critical Comment To Notify Staff Of Graphic Photographs In The File
September 16, 2024
Tip # 313 Additional Features Available for Tasks: Save and Mark Complete and Insert Text
September 9, 2024
Tip # 312 How To Add Co-Counsel and Co-Counsel Fee
SA New Release Tech Talk Webinar (9/5)
Webinar Recording: SA New Annual Release Webinar
September 3, 2024 (Monday Holiday)
Tip # 311 How To Set The Document Properties Before Your Document is Created Using a Template
August TOTW Webinar (8/29)
Webinar Recording: August TOTW Webinar
August 26, 2024
Tip # 310 How to Set A “Default” Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
August 19, 2024
Tip # 309 When and How To Use the Force User Input and Multiple Select Options in Your Document Templates
August 12, 2024
Tip # 308 How To Share Documents In SmartAdvocate With Individuals Outside Of Your Office
August 5, 2024
Tip # 307 How To Set A System Parameter To Show “Document Sent For eSignature” As A Note
June/July Combined TOTW Webinar (8/1)
Webinar Recording: TOTW June/July Combined Webinar
July 29, 2024
Tip # 306 Some Convenient Functions Available While Entering a Note
July 25th Workshop: Communication Automation: Don’t Call Us, We’ll Call You Workshop Recording: SA Monthly Workshop: Communication Automation: Don't Call Us We'll Call You
July 22, 2024
Tip # 305 How to Download and Save Document(s) From a Case to a Location Outside of SmartAdvocate
July 15, 2024
Tip # 304 Generate A Word Document As PDF Using Document Template
July 8, 2024
Tip # 303 Use Appointment Templates To Set Up Email Groups
July 1, 2024
Tip # 302 The Demand Production Dashboard
June 24, 2024
Tip # 301 How to Enter Filing and Service of Amended Complaints
June 17, 2024
Tip # 300 How To Document Attempted Service of Process For Complaints
June 13th Workshop: Run Your Reports…Don’t Let Them Run You Workshop Recording: SA Monthly Workshop: Run Your Reports...Don't Let Them Run You
June 10, 2024
Tip #299 How To Set Up A “Service List” For Your Case In SmartAdvocate
June 3, 2024
Tip # 298 How to Sort Using Multiple Columns
May TOTW Webinar (5/30)
Webinar Recording: TOTW MAY Webinar May 30 2024
May 28, 2024
Tip # 297 Use Automated Procedure to Send Email Reminder of Upcoming Statute of Limitations
May 20, 2024
Tip # 296 Use A “Blank” Template To Create New Documents In Your Case
May 16th Workshop: Mastering Medical Records Management Workshop Recording: SA Monthly Workshop: Mastering Medical Records Management
May 13, 2024
Tip # 295 “Alert” For “Future” Incident Date, And How To Edit Incident Date
May 6, 2024
Tip # 294 How To Create PDF Fillable Templates
April 29, 2024
Tip # 293 Best Practices for Preventing the Creation of Duplicate Contacts
April TOTW Webinar (4/25)
Webinar Recording: TOTW APRIL Webinar April 25 2024
April 22, 2024
Tip # 292 How to Use the Fees Awarded Page
April 15, 2024
Tip # 291 How To Create And Use Case Specific Document Folders
April 9th Webinar: Cybersecurity For Law Firms Webinar Recording: SmartAdvocate Webinar | Cybersecurity For Law Firms
April 8, 2024
Tip #290 How To Set A Default Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
April 1, 2024
Tip # 289 Use Note Type Filters To List All Text Messages To And From The Client
March TOTW Webinar (3/28)
Webinar Recording TOTW MARCH Webinar Mar 28 2024
March 25, 2024
Tip # 288 How To Enter Non-Party Contact Information
March 18, 2024
Tip # 287 How To Configure Required Fields and Visible Panels in Intake Wizard (formerly Case Wizard)
Webinar: Mastering Client Feedback: Create & Deploy Client Satisfaction Surveys (3/14) Webinar Recording: Mastering Client Feedback: Navigating SA to Create & Deploy Client Satisfaction Surveys 3/14/24
March 11, 2024
Tip # 286 Use Windows Voice Recognition and Dictation in SmartAdvocate
March 4, 2024
Tip #285 The Values Page: What Is It, And How To Use It
February TOTW Webinar (2/29)
Webinar Recording TOTW FEB Webinar Feb 29 2024
February 26, 2024
Tip # 284 How to Generate a Client Mailing (Contact) List
February 19, 2024
Tip # 283 Enter Multiple Insurance Types as Needed
February 12, 2024
Tip # 282 Use Automated Procedure to Send Email Reminder of Upcoming Statute of Limitations
Workplans: How To Onboard Without Going Overboard (2/8) Workshop Recording: Training Workshop WorkPlans 02 08 24 Recording
February 5, 2024
Tip # 281 Use Automated Procedure to Enter Default Administrative Case Cost
January 29, 2024
Tip # 280 How To Create And Use Case Tags
December/January TOTW Webinar (1/25)
Webinar Recording: TOTW DEC JAN Webinar Jan 25 2024
January 22, 2024
Tip #279 How to Create an Automated Procedure For Periodic Client Follow Up
January 15, 2024
Tip # 278 How to Use The Scheduler Link (Send an invitation to schedule an appointment on the SmartAdvocate Calendar
Jan 11 Webinar: The Future of AI in the Legal Industry (2PM EST) Webinar Recording: The Future Of AI In The Legal Industry
January 8, 2024
Tip # 277 How To Set Plaintiff Non-Party Contact As Primary Contact
January 2, 2024
Tip # 276 How To Set Automatic Reminder To Prompt User For Time Tracking Entries
December 26, 2023
Tip # 275 How To Use The Intake Follow Up Dashboard
December 18, 2023
Tip # 274 Configure Your Preferences to Automatically Show Emails and Photographs on the Documents Page
Managing Intake: The Call Is Coming From Inside The House (12/13) Webinar Recording: Training Workshop: Managing Intake DECEMBER 13 2023
December 11, 2023
Tip # 273 Create Referred-Out Firm Report Using Case Browse
November TOTW Webinar (12/7)
Webinar Recording: TOTW NOVEMBER Webinar Dec 7 2023
December 4, 2023
Tip # 272 Configure Case Statuses To Be Available Based On Case Group
November 27, 2023
Tip # 271 How To Use The Task Back Feature
November 20, 2023
Tip # 270 Using Mailing Lists In SmartAdvocate
November 13, 2023
Tip # 269 How to Exclude Outstanding Medical Bill Amounts From The Settlement Calculations
November 6, 2023
Tip # 268 How To Use The Shared Forms Feature (Client Fillable Questionnaire)
October TOTW Webinar (11/2)
Webinar Recording: TOTW OCTOBER Webinar Nov 2 2023
October 31, 2023
Tip # 267 How To Set Up And Use The Round Robin Team Assignment Feature
SmartAdvocate Connect 2023 User Conference | Oct. 25-27, Orlando FL
Link to All Presentations SmartAdvocate Connect 2023 Presentations
October 23, 2023
Tip # 266 Full Text Search Integration – dtSearch
October 16, 2023
Tip # 265 How to Send a Document For eSignature
October 9, 2023
Tip #264 You Can Display Case Documents in a Folder View with Multilevel Sub-Folders
September TOTW Webinar (10/5)
Webinar Recording: https://youtu.be/nCFR5weD0VE
October 2, 2023
Tip # 263 Use the “Drag-And-Drop” Function To Save Documents To Your Case
September 25, 2023
Tip # 262 How To Use “Custom” Column Headings With Table Merge Codes
September 18, 2023
Tip # 261 Did You Know You Could Send a Text Message Using The SmartAdvocate App?
September 11, 2023
Tip # 260 How To Use Case Review List Feature
August TOTW Webinar (9/6)
Webinar Recording: https://youtu.be/chxdD51ZUlU
September 5, 2023
Tip # 259 How To Display Employer Name On Plaintiff’s Summary Page
August 28, 2023
Tip # 258 Enter Medical Providers Directly From The Injuries Page
August 21, 2023
Tip # 257 How To Copy Tasks To A Different Case
August 14, 2023
Tip # 256 How To Add Co-Counsel And Co-Counsel Fee
August 7, 2023
Tip # 255 Enter Plaintiff’s Non-Party Contact Directly In Intake Wizard
July 31, 2023
Tip # 254 Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More
July TOTW Webinar (7/31)
Webinar Recording: https://youtu.be/KHPtiMARJxk
July 24, 2023
Tip # 253 How To Enter Complaint/Petition Filing Information
July 17, 2023
Tip # 252 The Case Status Change Report
July 10, 2023
Tip #251 - Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More
July 5, 2023
Tip # 250 Case Expenses (Costs) Can Be Split Among Related Cases
June 26, 2023
Tip #249 - Set User Preferences To Be Notified When Client Updates Shared Forms
June 19, 2023
Tip #248 - How to Use The SmartAdvocate Caption Feature
June 12, 2023
Tip #247 - How To Use The Intake Follow Up Dashboard
June 22nd-June 29-July 6th-July 13th New Release 4-Part Webinar Series
Dedicated page for all recordings and presentations: https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/1944027137
June 5, 2023
Tip #246 - How to Set Up An Advertisement Campaign To Track Your Firm’s ROI
May TOTW Webinar (6/5)
Webinar Recording https://youtu.be/b2qglg3mH08
May 30, 2023
Tip # 245 How To Use The “Confirm Document” UDF (User Defined Field)
May 22, 2023
Tip # 244 How to Share Documents in SmartAdvocate with Individuals Outside of Your Office
May 15, 2023
Tip # 243 Use Note Type and Notes Search to Track Client Calls by Staff
May 8, 2023
Tip # 242 How To Set The “Case Name Generation” Option To Show Indicator For Incompetent, Deceased Or Minor Plaintiffs
May 1, 2023
Tip # 241 How To Update Lien Information
April TOTW Webinar (4/27)
Webinar Recording https://youtu.be/H1bfjH0T67g
April 24, 2023
Tip # 240 How To Add Co-Counsel And Co-Counsel Fee
April 18th Webinar: Bespoke vs. Big Box: Why Customization Matters For Your Law Firm
Webinar Recording https://youtu.be/ss9S5xWgSrM
April 17, 2023
Tip # 239 How To Use Conditional Statements In Document Templates
April 10, 2023
Tip # 238 Assigning Tasks To Multiple People
April 3, 2023
Tip # 237 - How To Set Plaintiff Related Non-Party Contact As Primary Contact
March TOTW Webinar (3/30)
Webinar Recording https://youtu.be/pAVlBMjZC3o
March 27, 2023
Tip # 236 - Did You Know That SmartAdvocate Has A "Case Monitor Widget?"
March 23rd New SmartAdvocate Software Release Webinar
Webinar Recording New Release Tech Talk 3.23.23
March 20, 2023
Tip # 235 Understanding The Outstanding Items Page
March 13, 2023
Tip # 234 How to Filter Case Browse Results Using Date Ranges
February TOTW Webinar (3/9)
Webinar Recording https://youtu.be/UlTku6JEFG8
March 6, 2023
Tip # 233 Use The Settlement Forecast Report To Show Projected Firm Income
February 27, 2023
Tip # 232 Add Your Client’s Signature To Their Contact Card; Have It Automatically Inserted Into Your Finished Documents
February 20, 2023
Tip # 231 How To “Schedule” Reports To Have Them EMailed To You
Webinar: Work Smarter Not Harder: Leveraging Tech to Modernize Your Mass Tort Practice (2/16) SmartAdvocate and Milestone Partnership Webinar Recordin g
February 13, 2023
Tip # 230 Use Note Type Filters To List All Text Messages To And From The Client
February 6, 2023
Tip # 229 How To Use UDFs In Case Browse Searches
January TOTW Webinar (2/6)
Webinar Recording https://youtu.be/1CnNUgP8334
January 30, 2023
Tip # 228 Use The “Combine Into PDF” Feature To Create One PDF From Multiple Documents
January 23, 2023
Tip # 227 How to Use the Force User Input and Multi-Select Options in Your Document Templates
January 16, 2023
Tip # 226 How To Lock A Case To Prevent Access
January 9, 2023
Tip # 225 How To See A List Of Tasks You Have Assigned To Others
January 3, 2023
Tip # 224 How to Change User Permission to “Disable” Menu Tabs That Are Not Used
December TOTW Webinar (12/29)
Webinar Recording: https://youtu.be/cxHiEJYMn8c
December 27, 2022
Tip # 223 How to Change/Set the Default Font for Emails
December 19, 2022
Tip # 222 How to Update Lien Information
December 12, 2022
Tip # 221 Create Your Own Merge Codes For UDFs (User Defined Fields)
November TOTW Webinar (12/8)
Webinar Recording: https://youtu.be/pb191J-ZEJ0
December 5, 2022
Tip # 220 How To Generate List Of Clients That Does NOT Include Deceased, Incompetent And Minor Persons
November 28, 2022
Tip #219 How to Set A “Default” Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
November 21, 2022
Tip # 218 How to Filter Case Browse Results using Date Ranges
November 14, 2022
Tip # 217 How to “Push” Critical Deadlines To Appear In Outlook As Appointments
November 7, 2022
Tip #216 - “Alert” For “Future” Incident Date, And How To Edit Incident Date
October TOTW Webinar Recording (11/3)
Webinar Recording: https://www.youtube.com/watch?v=BabXM-Dfm_E
October 31, 2022
Tip # 215 Using Mailing Lists in SmartAdvocate
October 24, 2022
Tip # 214 Best Practices For Preventing The Creation Of Duplicate Contacts
October 17, 2022
Tip # 213 How To Set a Contact to be Available in All Cases
How To Create Customized Dashboards: 1 Day Workshop (10/13)
Workshop Recording: https://youtu.be/afD0mf7XdPk
October 10, 2022
Tip # 212 How To Create and Use Envelope Templates
October 3, 2022
Tip # 211 Use Appointment Templates To Set Up Email Groups
September TOTW Webinar Recording (10/10)
Webinar Recording: https://youtu.be/AYXnsr7NWSU
September 26, 2022
Tip # 210 Use Case Menu Configurator to Customize the Case’s Left Menu
September 19, 2022
Tip # 209 Use A “Blank” Template To Create New Documents In Your Cases
September 12, 2022
Tip # 208 Additional Features Available For Tasks: Save And Mark Complete And Insert Text
September 6, 2022
Tip # 207 How to Display Employer Name on Plaintiff’s Summary Page
August TOTW Webinar Recording (9/8)
Webinar Recording: https://youtu.be/igloVz3Dtfs
August 29, 2022
Tip # 206 How To Add Related Non-Party Contacts
August 22, 2022
Tip # 205 How To Set Certain Fields To Be Hidden Or Visible By Default
How To Create A Settlement Memorandum 2-Part Weekly Workshop (8/15 & 8/22) Part 1 & Part 2 Recordings
Recording of Part 1 Workshop: Aug 15 2022 2 Part Wkly Wkshp How To Create A Settlement Memorandum Pt1
Recording of Part 2 Workshop: https://youtu.be/nXM0r2ALGN4
August 15, 2022
Tip # 204 How to Send eFax from SmartAdvocate
August 8, 2022
Tip # 203 How To Set Up Teams In Your Cases And Use Mass Update Feature To Reassign Teams
July TOTW Webinar (8/4/22) Recording
Webinar Recording: https://www.youtube.com/watch?v=Q6pWBojQ7RI
August 1, 2022
Tip # 202 How To Set Up And Use The Round Robin Team Assignment Feature Of SmartAdvocate
July 25, 2022
Tip # 201 How to Associate Documents with a Specific Negotiation
July 18, 2022
Tip # 200 The Demand Production Dashboard
July 11, 2022
Tip # 199 How To Set Default Firm Fees
June TOTW Webinar (7/7/22) Recording
Webinar Recording: https://youtu.be/QlR_-dnXk5o
July 5, 2022
Tip # 198 Cases With No Recent Activity Report
June 27, 2022
Tip # 197 How To Set A System Parameter To Show “Document Sent For eSignature” As A Note
June 20, 2022
Tip # 196 How To Set The “Case Name Generation” Option To Show Indicator For Incompetent, Deceased Or Minor Plaintiffs
June 16th: Working Remotely in 2022 Webinar Recording
https://youtu.be/O_FyEQYxtlo
June 13, 2022
Tip # 195 Use Right-Click Function on Medical Providers Page and Elsewhere
June 6, 2022
Tip # 194 How To Create An Automated Procedure For Periodic Client Follow Up
May 31, 2022
May TOTW Webinar (5/26/22) Recording
Webinar Recording: https://youtu.be/I44iSd7kBtM
May 23rd: SmartAdvocate 1-Day Workshop: How To Create A Settlement Statement or Settlement Memorandum
Workshop Recording: https://youtu.be/5_HUqATyjio
May 23, 2022
May 19th: 2PM: SmartAdvocate Webinar: Grow & Expand Your Practice, with guests from X Social Media, Intake Desk and Mass Tort experts in attendance
Webinar Recording:
https://youtu.be/40wc1WtmQig
May 16, 2022
Tip # 191 Generate A Word Document As PDF Using Document Template
May 9, 2022
Tip #190 How to Display Third Staff Member on Summary Screen
SmartAdvocate Connect 2022 The New York Marriott Marquis September 21-23, 2022
Attendees got a taste of everything from How To Diversify Your Practice, to Where The Future of Legal Case Management & Automation is Heading, plus unforgettable speakers, break-out sessions and much more!
May 2, 2022
Tip #189 Use Note Type And Notes Search To Track Client Calls By Staff
April TOTW Webinar (4/28/22) Recording
Apologies: This video is unavailable
April 25, 2022
Tip #188 How Attorney/Firm Fees Are Recognized As Fees Deposited
April 18, 2022
Tip #187 Fees Awarded Page
April 11, 2022
Tip #186 SmartAdvocate Case Summary Flags
April 4, 2022
Tip #185 How Panels Get Populated To The Social Security Disability Page
SmartAdvocate New Release 4-Part Weekly Workshop (3/14, 3/21, 3/28 and 4/4) Recordings
https://youtu.be/0-edBV4DP68 https://youtu.be/bG81c5oLudQ https://youtu.be/SsjMswjp-v8
https://youtu.be/iKOCLzsrfOI
March TOTW Webinar Recording (3/31/22)
https://youtu.be/eE9zRJVrZv4
March 28, 2022
Tip #184 How To Add Co-Counsel And Co-Counsel Fee
March 21, 2022
Tip #183 How To Change The Display Theme
March 14, 2022
Tip #182 How To Schedule Monthly Reports
March 7, 2022
Tip #181 How To Share Documents In SmartAdvocate With Individuals Outside Of Your Office
February TOTW Webinar Recording (3/3/22)
https://www.youtube.com/watch?v=vmuJcEMPRxk
February 28, 2022
Tip #180 Full Text Search Integration - dtSearch
February 21, 2022
Tip #179 Autohide Main Menu and Case Navigation Menu
February 14, 2022
Tip #178 Use Case Menu Configurator to Customize the Case’s Left Menu
January TOTW Webinar (2/10/22) Recording
https://youtu.be/ZrbAdn7bV1M
February 7, 2022
Tip #177 Use The Task Assignment Page To Calculate Number Of Days Between Two Dates Or Due Date
Feb 3rd New SmartAdvocate Software Release Webinar Recording
Feb 3rd New SmartAdvocate Software Release
January 31, 2022
Tip #176 How To Create Case Specific Document Folders
Jan 24 and Feb 7 Automation Workshop Recordings
https://youtu.be/-910L-uShFQ https://youtu.be/ZS_MYbi9RcE
January 24, 2022
Tip #175 Take Full Advantage Of The “Show/Hide Columns” Feature In Smart Advocate
December TOTW Webinar Recording
December TOTW Webinar 1 17 22
January 17, 2022
Tip #174 Modify Your Browser Settings To Quickly Attach Downloaded Documents To SmartAdvocate
January 10, 2022
Tip #173 How To Manually Edit A Case Number In SmartAdvocate
January 3, 2022
Tip #172 Configure User Preferences for Sending Emails From SmartAdvocate
December 27, 2021
Tip #171 Take Full Advantage Of The Injuries Screen
December 20, 2021
Tip #170 How To Use The Investigations Page In SmartAdvocate
December 13, 2021
Tip #169 Create A Referred-Out firm Report Using Case Browse
December 6, 2021
Tip #168 How To Create & Assign Custom Panels To The Case Summary Screen
November TOTW Webinar
https://www.youtube.com/watch?v=p8qlOQBN-j4
November 29, 2021
Tip #167 Create Your Own Merge Codes For UDFs (User Defined Fields)
November 22, 2021
Tip #166 How To Create PDF Fillable Templates
November 15, 2021
Tip #165 How To Create Letterhead For Your Templates
November 8, 2021
Tip #164 How To Use Appointment Merge Codes
November 1, 2021
Tip #163 How To Search For Cases Using UDFs
October TOTW Webinar
https://www.youtube.com/watch?v=YB83l1_gIWU
October 25, 2021
Tip #162 Tasks, Appointments And Critical Deadlines: How They Are Distinguished In SmartAdvocate
October 18, 2021
Tip #161 Using Mailing Lists in SmartAdvocate
October 11, 2021
Tip #160 Use The Tasks Dashboard to Reassign Tasks in Bulk
October 4, 2021
Tip #159 How To Set SOL Reminders Using WorkPlans
September TOTW Webinar
https://www.youtube.com/watch?v=saO6oT72Iec&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=27
September 27, 2021
Tip #158 Make Use Of “Cases With Overdue Status” Panel On MySmartAdvocate Screen
September 20, 2021
Tip #157 Use Automated Procedure To Assign a Task For Medical Records Request Follow-Up
September 13, 2021
Tip #156 How To Create A Simple WorkPlan To Assign A Task To Multiple Cases
September 7, 2021
Tip #155 How To Add Attendees To Multiple Appointments In Bulk
August TOTW Webinar
https://www.youtube.com/watch?v=2U7KwB9MBEw&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=25
August 30, 2021
Tip #154 How To Add A Third-Party Action To Your Case
August 23, 2021
Tip #153 How To Check Resources’ Availability Before Scheduling Appointments
August 16, 2021
Tip #152 Use The “Combine Into PDF” Feature To Create One PDF From Multiple Documents
August 9, 2021
Tip #151 Inserting "Images" Into Your Signature Line, or IntoThe Body of Your SmartAdvocate Email Templates
August 2, 2021
Tip #150 Copy Documents To Locations Outside Of SmartAdvocate
July TOTW Webinar
https://www.youtube.com/watch?v=j8UO4oRRmq0
July 26, 2021
Tip #149 How To Create And Assign Teams To Cases
July 19, 2021
Tip #148 How To Search For Cases Using UDFs
July 12, 2021
Tip #147 How to use the “Confirm Document” UDF (User Defined Field)
July 6, 2021
Tip #146 See What Items Were Modified In A Case Using The Case Timeline
June TOTW Webinar
https://www.youtube.com/watch?v=9TflWvk3E5o&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=24
June 28, 2021
TIP #145 How To Use Merge Codes In Formulae
June 21, 2021
Tip #144 How To Use The Special Damages Page
June 14, 2021
Tip #143: Designate A Master Case In SmartAdvocate
June 8, 2021
Tip #142: Use The Copy Tool To Make A Copy of An Existing Case
June 1, 2021
Tip #141: Use the “Merge Cases” Tool to Merge Two Cases Into One
May TOTW Webinar
https://www.youtube.com/watch?v=LZpaQdq63fI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=23
May 24th, 2021
Tip #140: Use Case Browse and Predefined Templates to Send Mass Communications to Clients and Other Case Contacts
May 17th, 2021
Tip #139 Make Use of the Client Contact Overdue Dashboards and Reports
May 10th, 2021
Tip #138 Depositions and Motions Entered on the Litigation Screen are Synched to the Calendar
May 3rd, 2021
Tip #137 The All Insurance Page
April TOTW Webinar
https://www.youtube.com/watch?v=r2UqX4WLHkY
April 26, 2021
Tip #136 Enter and track Distribution Checks automatically on the Settlement Screen
April 19, 2021
Tip #135 How To Replace A User In SmartAdvocate
April 12, 2021
Tip #134 How to Create Template Bundles
April 5th, 2021
Tip #133 Use Adobe Pro to “Bates Stamp” Your PDF Documents in SmartAdvocate
March TOTW Webinar
https://www.youtube.com/watch?v=WB7EVtwuVh4&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=22
March 29, 2021
Tip #132 Use the Copy Function to Copy Documents and Notes to a Different Case
March 22, 2021
Tip #131 How to Modify an Existing Case Browse Filter (that you have saved as a favorite)
March 15, 2021
Tip #130 Use the download (or download and rename) feature to ‘copy’ documents from a case file to an external location
March 8, 2021
Tip #129 How to Set Your Preferences for Documents, Emails, and Default Font
March 1, 2021
Tip #128 How to Edit Report Schedule (Subscription)
February TOTW Webinar
https://www.youtube.com/watch?v=AF1I9qKBYpI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=21
February 22, 2021
Tip #127 How to Make Entries for Loss Wages
February 15, 2021
Tip #126 Utilizing the “Retain” Button
February 8, 2021
Tip #125 Creating a Simple WorkPlan to Populate Deadlines Based on the Date of a Document
February 1, 2021
Tip #124 Add your client’s signature to their contact card to have the signature automatically inserted into your finished documents.
January TOTW Webinar
https://www.youtube.com/watch?v=AF1I9qKBYpI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=21
January 25, 2021
Tip #123 The Proper Procedure for Adding a Defendant to your Case
January 18, 2021
Tip #122 Utilizing the Calendar Report to Inform Staff
January 11, 2021
Tip #121 Understanding the Outstanding Items Page
January 4, 2021
Tip #120 Mass Update: Updating Several Tasks Simultaneously
December TOTW Webinar
https://www.youtube.com/watch?v=rEjDRdF43sw&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=18
December 28, 2020
Tip #119 Utilizing the “Bills Finalized” and “Don’t Pay at Settlement” Options for Medical Providers
December 21, 2020
Tip #118 Using the Repeat This Task Feature to Create Recurring Tasks
December 14, 2020
Tip #117 The Show-Hide Columns
December 7, 2020
Tip #116 How To Use The SmartAdvocate App
November TOTW Webinar
https://www.youtube.com/watch?v=Rb_zLvyT8cw&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=19
November 30, 2020
Tip #115 How to ‘Subscribe’ to Reports
November 23, 2020
Tip #114 Make Use of the Client Contact Overdue Dashboards and Reports
November 16, 2020
Tip #113 How to Use Table Merge Codes in Your Templates
November 9, 2020
Tip #112 How to Use Appointment Merge Codes
November 2, 2020
Tip #111 Make Use of the Additional Features Available with Your Notes Entry
October TOTW Webinar
October 26, 2020
Tip #110 How to Check Resources' Availability Before Scheduling Appointments
October 19, 2020
Tip #109 How to use the Special Damages
October 12, 2020
Tip #108 Using Mailing Lists in SmartAdvocate
October 5, 2020
Tip #107 Save Case Browse Search to your Favorites
September TOTW Webinar
https://www.youtube.com/watch?v=0xRIcPWeZIk&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=17
September 28, 2020
Tip #106 How to Use The SmartAdvocate Caption Feature
September 21, 2020
Tip #105 Depositions and Motions entered on the Litigation Screen are Synched to the Calendar
September 14, 2020
Tip #104 Enter and track Distribution Checks automatically on the Settlement Screen
September 7, 2020
Tip #103 Link Related Documents
August TOTW Webinar
https://www.youtube.com/watch?v=xdR8yL6ypW0&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=15
August 31, 2020
Tip #102 Make use of the Medical Provider Referral Report
August 24, 2020
Tip #101 How to Update Lien Information
August 17, 2020
Tip #100 Add Your Client’s Signature to Their Contact Card to Have the Signature Automatically Inserted into Your Finished Documents
August 11, 2020
Tip #99 How to Set SOL Reminders Using WorkPlans
August 3, 2020
Tip #98 Make Use of the Client Contact Overdue Dashboards and Reports
July TOTW Webinar
https://www.youtube.com/watch?v=xdR8yL6ypW0&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=16
July 27, 2020
Tip #97 How to Create Case Specific Document Folders
July 20, 2020
Tip #96 How to Use the Case Value Page in SmartAdvocate
July 13, 2020
Tip #95 How to make an entry as a credit or refund for disbursement
July 6, 2020
Tip #94 How to sort using multiple columns on a grid
June TOTW Webinar
https://www.youtube.com/watch?v=1alrDd9Q7kU&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=14
June 29, 2020
Tip #93 How to Associate a Note with a Party or Contact in the Case
June 22, 2020
Tip #92 How to Set up a Advertisement Source and Advertisement Campaign
June 15, 2020
Tip #91 Make use of Sub-Statuses in SmartAdvocate
June 8, 2020
Tip #90 How to add a client's signature to their contact card
June 1, 2020
Tip #89 How to create a simple WorkPlan to assign a task to multiple cases
May TOTW Webinar
https://www.youtube.com/watch?v=QmFlwqFw6xA&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=13
May 25, 2020
Tip #88 Use Case Browse and Mass Update to Display Phone Number, SSN, DOB, etc. in Your Report
May 18, 2020
Tip #87 How to replace a user in SmartAdvocate
May 11, 2020
Tip #86 Use Upload to Replace a Document in a Case
May 4, 2020
Tip #85 How to display Total Payments made on the Insurance Page
April TOTW Webinar
https://www.youtube.com/watch?v=ApSNDUB9KQE&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=12
April 27, 2020
Tip #84 Use The Staff Activity Report To Keep Track Of And Monitor Staff Productivity
April 20, 2020
Tip #83 How to create a Referred-Out Firm Report using Case Browse
April 13, 2020
Tip #82 The Settlement Forecast Report
April 6, 2020
Tip #81 How to Enter Discovery Information
March TOTW Webinar
https://www.youtube.com/watch?v=8F_AqH7tWLI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=11
March 30, 2020
Tip #80 How to Make Entries for Loss Wages
March 23, 2020
Tip #79 Use Case Browse and Predefined templates to send mass communications to clients
March 16, 2020
Tip #78 Use the Copy Function with Documents
March 9, 2020
Tip #77 The My Cases Dashboard
March 2, 2020
Tip #76 How To Automatically Enter The Default Defendant In Your New Cases
February TOTW Webinar
February 24, 2020
Tip #75 How To Automatically Assign Staff To Your New Cases
February 17, 2020
Tip #74 Make use of the Documents and Notes Search features in SmartAdvocate {[Note: Incorrect Tip#]
February 10, 2020
Tip #73 How to Use 'Attach,' 'Attach and Close,' 'Generate,' 'Generate and Close'
February 3, 2020
Tip #72 The Investigations Page in SmartAdvocate
January TOTW Webinar
https://www.youtube.com/watch?v=ldujQBuD2aY&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=20
January 27, 2020
Tip #71 Use Case Browse and Mass Update to Display Phone Number, SSN, DOB, etc. in Your Report
January 20, 2020
Tip #70 How to Use the Mass Update Feature for Tasks
January 13, 2020
Tip #69 How to Use The SmartAdvocate Caption Feature
January 6, 2020
Tip #68 Use Calendar Report to Have the calendar emailed to staff
December TOTW Webinar
December 30, 2019
Tip #67 How To Use Appointment Merge Codes
December 23, 2019
Tip #66 Use the Repeat This Task feature to create Recurring Tasks
December 16, 2019
Tip #65 How to create a Referred-Out Firm Report using Case Browse
December 9, 2019
Tip #64 Modify your browser settings to quickly attach downloaded documents to SmartAdvocate
December 2, 2019
Tip #63 How to generate a mailing list in SmartAdvocate
November TOTW Webinar
Monthly Tip Of The Week Webinar Nov. 2019
November 25, 2019
Tip #62 Additional Tips on Settings to Make SmartAdvocate Run Faster and More Efficient
November 18, 2019
Tip #61 Make Use of The Additional Features Available With Your Notes Entry
November 11, 2019
Tip #60 The Referral Attorney Fee is Automatically Calculated on the Settlement Screen
November 4, 2019
Tip #59 Medical Provider - Bills Finalized and Don't Pay at Settlement Options
October TOTW Webinar
https://www.youtube.com/watch?v=OOMocaCnRYc&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=9
October 28, 2019
Tip #58 Make use of the Medical Provider Referral Report
October 21, 2019
Tip #57 The Continue Negotiations Feature
October 14, 2019
Tip #56 The Outstanding Items Page
October 7, 2019
Tip #55 The All Insurance Page
September TOTW Webinar
https://www.youtube.com/watch?v=anR7qtI45Hk&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=8
September 30, 2019
Tip #54 How To Display Total Payments Made On The Insurance Page
September 23, 2019
Tip #53 How to search for cases using UDFs
September 16, 2019
Tip #52 Make use of the Documents and Notes Search features in SmartAdvocate
September 11, 2019
Tip #51 Make use of the Case Timeline
September 4, 2019
Tip #50 How To Use The SmartAdvocate App
August TOTW Webinar
https://www.youtube.com/watch?v=CcRA3aejPkU&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=7
August 26, 2019
Tip #49 Generate Reports from the My Filters Panel
August 19, 2019
Tip #48 Make Use of the Client Contact Overdue Dashboards and Reports
August 12, 2019
Tip #47 The My Cases Dashboard
August 5, 2019
Tip #46 Make Use of the 'Cases With Overdue Status' Panel
July TOTW Webinar
July 29, 2019
Tip #45 How to Use the Case Value Page in SmartAdvocate
July 22, 2019
Tip #44 How to Use the Medical Records Request Follow-Up Dashboard
July 15, 2019
Tip #43 Use the Settlement Forecast Report to show Projected Income
July 8, 2019
Tip #42 How to Use 'Attach,' 'Attach and Close,' 'Generate,' 'Generate and Close'
July 1, 2019
Tip #41 How to use Table Merge Codes in Your Templates
June TOTW Webinar
June 24, 2019
Tip #40 How to use Merge Codes in Formulae
June 17, 2019
Tip #39 How to 'Remove' a party from a case
June 3, 2019
Tip #38 How to designate a Master Case in SmartAdvocate
May TOTW Webinar
https://www.youtube.com/watch?v=OzftIUGDEU4&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=6
May 24, 2019
Tip #37 How To Set Your User Preferences for Email Notifications
May 20, 2019
Tip #36 How To Set Your User Preferences for Documents Emails and Default Font
May 13, 2019
Tip #35 How To Set Your 'Top Search' Defaults in User Preferences
May 6, 2019
Tip #34 The Special Damages Tab
April TOTW Webinar
https://www.youtube.com/watch?v=2OZCQ2RG2oU&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=5
April 29, 2019
Tip #33 How to Use the 'Retain' Button in SmartAdvocate
April 22, 2019
Tip #32 How to Use The SmartAdvocate Caption Feature
April 15, 2019
Tip #31 The Funding Button in SmartAdvocate
April 8, 2019
Tip #30 Depositions and Motions entered on the Litigation Screen are Synched to the Calendar
April 1, 2019
Tip #29 Enter and track Distribution Checks automatically on the Settlement Screen
March TOTW Webinar
https://www.youtube.com/watch?v=T72yjFRT-Po&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=4
March 25, 2019
Tip #28 The 'Prevent Mailing' Feature in SmartAdvocate
March 18, 2019
Tip #27 How To Use The SmartAdvocate App
March 11, 2019
Tip #26 Make use of Sub-Statuses in SmartAdvocate
March 4, 2019
Tip #25 Use the ‘Merged Facts’ Field to Populate Your Pleadings
February TOTW Webinar
https://www.youtube.com/watch?v=GTHYEWvOaeI&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=2
February 25, 2019
Tip #24 Use Case Browse and Mass Update to Display Phone Number, SSN, DOB, etc. in Your Report
February 18, 2019
Tip #23 How to Add a Defendant to Your Case
February 11, 2019
Tip #22 How to Update Lien Information
February 4, 2019
Tip #21 Save Case Browse Search to your Favorites
January TOTW Webinar
https://www.youtube.com/watch?v=KMHHTsyaxYA&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=1
January 28, 2019
Tip #20 How to replace a user in SmartAdvocate
January 21, 2019
Tip #19 Link Related Document
January 14, 2019
Tip #18 Insert picture in an email
January 7, 2019
Tip #17 Use Download feature to 'Copy' Documents
December 31, 2018
Tip #16 Take full advantage of the Case Statistics Report
December 24, 2018
Tip #15 Take full advantage of the Injuries Screen
December 17, 2018
Tip #14 Use the Copy function to Quickly Duplicate Information
December 10, 2018
Tip #13 How to set SOL Reminders using WorkPlans
December 3, 2018
Tip #12 Show-Hide Columns
November 26, 2018
Tip #11 How to create email signatures in SmartAdvocate
November 19, 2018
Tip #10 Use Calendar Filters to show select appointments by default
November 5, 2018
Tip #9 MASS Update - Mark Tasks completed in Closed Cases
October 29, 2018
Tip #8 The SmartAdvocate App
October 22, 2018
Tip #7 Create your own merge codes for your User Defined Fields
October 15, 2018
Tip #6 Document Folders
October 8, 2018
Tip #5 The SmartAdvocate Case Monitor Widget
October 1, 2018
Tip #4 Configure Case Statuses for specific Case Groups
September 24, 2018
Tip #3 The 'Right Click' Functionality
September 17, 2018
Tip #2 - Configure Panels in My SmartAdvocate
September 10, 2018
Tip #1 Case Browse Reports
