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SmartAdvocate Connect 2024 - Presentations
SmartAdvocate Connect 2024 - Presentations
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December 2023 Monthly Training Workshop: Managing Intake - The Call Is Coming From Inside The House
December 2023 Monthly Training Workshop: Managing Intake - The Call Is Coming From Inside The House
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Training Workshops & Webinars
Training Workshops & Webinars
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Highlights including Webinars & Workshops (v2024)
Highlights including Webinars & Workshops (v2024)
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Content
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FAQ - Frequently Asked Questions (Support)
Tip of the Week
Tip of the Week - Tip Archive
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Tip #325 - Set Actions to be Repeated for a Pre-Defined Number of Times in Automated Procedures
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Tip #324 - Using Mailing Lists in SmartAdvocate
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Tip #323 - List of Standard Fields That Can Be Hidden and/or Customized
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Tip #322 - Set Exact Time For Task Due
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Tip #321 - How To Enter Reduced Firm/Attorney Fee And Reduced By Amounts
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Tip #320 - How to Create a Task and Attach a Document From The Documents Page
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Tip #319 - Coverage Denied Check Box on Insurance Page
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Tip #318 - How To Use The Internal Messaging Feature
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Tip #317 - Set User Preference To Get Notifications Via Email Or Internal Message
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Tip #316 - Select Multiple Providers Simultaneously When Creating Medical Records Requests
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Tip #315 - Use Case Browse To Add A Task To Multiple Cases At Once
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Tip #314 - Use A Critical Comment To Notify Staff Of Graphic Photographs In The File
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Tip #313 - Additional Features Available for Tasks: Save and Mark Complete and Insert Text
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Tip #312 - How To Add Co-Counsel and Co-Counsel Fee
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Tip #311 -How To Set The Document Properties Before Your Document is Created Using a Template
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Tip #310 -How to Set A “Default” Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
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Tip #309 -When and How To Use the Force User Input and Multiple Select Options in Your Document Templates
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Tip #308 -How to Share Documents in SmartAdvocate with Individuals Outside of Your Office
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Tip #307 -How To Set A System Parameter To Show “Document Sent For eSignature” As A Note
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Tip #306 -Some Convenient Functions Available While Entering a Note
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Tip #305 -How to Download and Save Document(s) From a Case to a Location Outside of SmartAdvocate
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Tip #304 -Generate A Word Document As PDF Using Document Template
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Tip #303 - Use Appointment Templates To Set Up Email Groups
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Tip #302 - The Demand Production Dashboard
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Tip #301 - How to Enter Filing and Service of Amended Complaints
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Tip #300 - How To Document Attempted Service of Process For Complaints
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Tip #299 - How To Set Up A “Service List” For Your Case In SmartAdvocate
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Tip #298 - How to Sort Using Multiple Columns
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Tip #297 - Use Automated Procedure to Send Email Reminder of Upcoming Statute of Limitations
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Tip #296 - Use A “Blank” Template To Create New Documents In Your Case
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Tip #295 - “Alert” For “Future” Incident Date, And How To Edit Incident Date
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Tip #294 - How To Create PDF Fillable Templates
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Tip #293 - Best Practices for Preventing the Creation of Duplicate Contacts
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Tip #292 - How to Use the Fees Awarded Page
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Tip #291 - How to Create and Use Case Specific Document Folders
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Tip #290 - How To Set A Default Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
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Tip #289 - Use Note Type Filters To List All Text Messages To And From The Client
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Tip #288 - How To Enter Non-Party Contact Information
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Tip #287 - How To Configure Required Fields and Visible Panels in Intake Wizard (formerly Case Wizard)
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Tip #286 - Use Windows Voice Recognition and Dictation in SmartAdvocate
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Tip #285 - The Values Page: What Is It, And How To Use It
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Tip #284 - How to Generate a Client Mailing (Contact) List
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Tip #283 - Enter Multiple Insurance Types as Needed
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Tip #282 - Use Automated Procedure to Send Email Reminder of Upcoming Statute of Limitations
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Tip #281 - Use Automated Procedure to Enter Default Administrative Case Cost
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Tip #280 - How to Create and Use Case Tags
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Tip #279 - How to Create an Automated Procedure For Periodic Client Follow Up
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Tip #278 - How to Use The Scheduler Link (Send an invitation to schedule an appointment on the SmartAdvocate Calendar)
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Tip #277 - How To Set Plaintiff-Related Non-Party Contact As Primary Contact
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Tip #276 - Set Automatic Reminder To Prompt User For Time Tracking Entries
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Tip #275 - How To Use The Intake Follow Up Dashboard
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Tip #274 - Configure Your Preferences to Automatically Show Emails and Photographs on The Documents Page
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Tip #273 - Create A Referred-Out Firm Report Using Case Browse
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Tip #272 - Configure Case Statuses To Be Available Based On Case Group
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Tip #271 - How To Use The “Task Back” Feature
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Tip #270 - Using Mailing Lists in SmartAdvocate
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Tip #269 - How to Exclude Outstanding Medical Bill Amounts From The Settlement Calculations
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Tip #268 - How to Use The Shared Forms Feature (Client Fillable Questionnaire)
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Tip #267 - How To Set Up And Use The Round Robin Team Assignment Feature Of SmartAdvocate
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Tip #266 - Full Text Search Integration - dtSearch
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Tip #265 - How to Send a Document For eSignature
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Tip #264 - You Can Display Case Documents in a Folder View with Multilevel Sub-Folders
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Tip #263 - Use the “Drag-And-Drop” Function To Save Documents To Your Case
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Tip #262 - How To Use “Custom” Column Headings With Table Merge Codes
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Tip #261 - Did You Know You Could Send a Text Message Using The SmartAdvocate App?
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Tip #260 - How To Use Case Review List Feature
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Tip #259 - How To Display Employer Name On Plaintiff’s Summary Page
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Tip #258 - Enter Medical Providers Directly From The Injuries Page
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Tip #257 - How To Copy Tasks To A Different Case
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Tip #256 - How To Add Co-Counsel And Co-Counsel Fee
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Tip #255 - Enter Plaintiff’s Non-Party Contact Directly In Intake Wizard
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Tip #254 - Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More
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Tip #253 - How To Enter Complaint/Petition Filing Information
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Tip #252 - The Case Status Change Report
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Tip #251 - Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More
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Tip #250 - Case Expenses (Costs) Can Be Split Among Related Cases
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Tip #249 - Set User Preferences To Be Notified When Client Updates Shared Forms
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Tip #248 - How to Use The SmartAdvocate Caption Feature
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Tip #247 - How To Use The Intake Follow Up Dashboard
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Tip #246 - How to Set Up An Advertisement Campaign To Track Your Firm’s ROI
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Tip #245 - How To Use The “Confirm Document” UDF(User Defined Field)
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Tip #244 - How to Share Documents in SmartAdvocate with Individuals Outside of Your Office
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Tip #243 - Use Note Type and Notes Search to Track Client Calls by Staff
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Tip #242 - How To Set The “Case Name Generation” Option To Show Indicator For Incompetent, Deceased Or Minor Plaintiffs
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Tip #241 - How to Update Lien Information
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Tip #240 - How To Add Co-Counsel And Co-Counsel Fee
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Tip #239 - How To Use Conditional Statements In Document Templates
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Tip #238 - Assigning Tasks to Multiple People
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Tip #237 - How To Set Plaintiff Related Non-Party Contact As Primary Contact
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Tip #236 - Did you know that SmartAdvocate has a “Case Monitor Widget?”
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Tip #235 - Understanding The Outstanding Items Page
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Tip #234 - How to Filter Case Browse Results using Date Ranges
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Tip #233 - Use The Settlement Forecast Report To Show Projected Firm Income
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Tip #232 - Add Your Client’s Signature To Their Contact Card; Have It Automatically Inserted Into Your Finished Documents
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Tip #231 - How To “Schedule” Reports To Have Them eMailed To You
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Tip #230 - Use Note Type Filters To List All Text Messages To And From The Client
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Tip #229 - How to Use UDFs in Case Browse Searches
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Tip #228 - Use The “Combine Into PDF” Feature ToCreate One PDF From Multiple Documents
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Tip #227 - How to Use the Force User Input andMulti-Select Options in Your Document Templates
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Tip #226 - How To Lock A Case to Prevent Access
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Tip #225 - How To See A List Of Tasks You Have Assigned To Others
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Tip #224 - How to Change User Permission to “Disable” Menu TabsThat Are Not Used
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Tip #223 - How to Change/Set the Default Font for Emails
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Tip #222 - How to Update Lien Information
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Tip #221 - Create Your Own Merge Codes For UDFs (User Defined Fields)
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Tip #220 - How To Generate List Of Clients That Does NOT Include Deceased, Incompetent And Minor Persons
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Tip #219 - How to Set A “Default” Email Address For Notifications Where Incoming Text Messages Cannot Be Matched To A Case
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Tip #218 - How to Filter Case Browse Results using Date Ranges
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Tip #217 - How to “Push” Critical Deadlines To Appear In Outlook As Appointments
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Tip #216 - “Alert” For “Future” Incident Date, And How To Edit Incident Date
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Tip #215 - Using Mailing Lists in SmartAdvocate
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Tip #214 - Best Practices for Preventing the Creation of Duplicate Contacts
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Tip #213 - How To Set a Contact to be Available in All Cases
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Tip #212 - How To Create and Use Envelope Templates
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Tip #211 - Use Appointment Templates To Set Up Email Groups
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Tip #210 - Use Case Menu Configurator to Customize the Case’s Left Menu
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Tip #209 - Use a “Blank” Template to Create New Documents in Your Cases
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Tip #208 - Additional Features Available for Tasks: Save and Mark Complete and Insert Text
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Tip #207 - How to Display Employer Name on Plaintiff’s Summary Page
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Tip #206 - How to Add Related Non-Party Contacts
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Tip #205 - How To Set Certain Fields To Be Hidden Or Visible By Default
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Tip #204 - How to Send eFax from SmartAdvocate
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Tip #203 - How To Set Up Teams In Your Cases And Use Mass Update Feature To Reassign Teams
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Tip #202 - How to Set Up And Use The Round Robin Team Assignment Feature Of SmartAdvocate
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Tip #201 - How to Associate Documents with a Specific Negotiation
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Tip #200 - The Demand Production Dashboard
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Tip #199 - How to Set Default Firm Fees
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