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Automated Procedures allow for the creation of repeating tasks, the ability to send automated text messages or emails to contacts, the automatic generation of documents, and much more - all triggered by various events of a case. A user favorite includes the birthday trigger, which automatically sends a message on a client's birthday. WorkPlans act as a high-level, automated checklist that ensures staffs have an established process to follow in each case.
Screenshot & Video
LICENSING & DEPLOYMENT
- Cloud Hosted
- On Premises
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
SUPPORT
- Chat
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Blogs
SmartAdvocate Core Features
- Calendar Management
- Case Notes
- Client Management
- Conflict Management
- Contract Management
- Docket Management
- Document Management
- Expense Tracking
- Task Management
- Calendar Management
- Client Portal
- Conflict Management
- Document Management
- Email Management
- Legal Case Management
- Time Tracking
SmartAdvocate Pricing
Pricing Type
-
Contact Vendor
Free Version
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No
Payment Frequency
-
Quote Based
SmartAdvocate Reviews
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