Tip of the Week - Tip Archive

Each week, we send out a Tip Of The Week email, highlighting a key feature or function in SmartAdvocate. Each month, we hold a Tip Of The Week Webinar to take an in-depth look back and review the month's Weekly Tips. Click on the links below to access our archive.

Date

Subject

November 28, 2022

Tip # 219 TBD

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

Tip # 193 Using The Case Timeline To See What Items Were Modified In A Case

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

Tip # 192 Fax or Email Medical Records Requests from the Medical Records Follow-up Dashboard

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 # 191Generate 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

SmartAdvocate Connect - Register Today!

Get 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 Notes Templates & Entry [Note: Email Headline is incorrect but topic is correct]

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

https://www.youtube.com/watch?v=ZQopy6MVL-0&list=PLly8_pBY1NRMeTwwf8PpLM3neqsf7OsPW&index=10

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 Calculatedon 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

Case Browse Reports