Watch the YouTube version of this episode HERE

Are you looking to take advantage of a new case management system? In this episode of the Maximum Lawyer Podcast, Becca interviews Claude Simpson, Head of Training at Smart Advocate. Claude shares his extensive experience in the legal field and provides an in-depth look at Smart Advocate's case management system. 

Claude talks about the importance of Smart Advocate. It is a case management software that helps lawyers and firms manage their cases in a comprehensive and inclusive way. Many lawyers are quite hesitant to use case management softwares. One of these hesitations is believing that a case management system will do the work for a firm. Even though software like Smart Advocate can keep files organized, those in the firm still need to input the information or review the information. Smart Advocate is a tool that can make work easier and simpler for firms, but won’t do everything to keep a firm running smoothly. 

There are many great features to Smart Advocate. One of them is making the client communication process better. Smart Advocate can automate messages or emails for you that are sent to the client. The software also uses templates to draft documents so staff don’t need to sit down and copy and paste information into a word document or email.

Listen in to learn more about Smart Advocate!

06:49 The importance of data mapping during the onboarding process

12:18 Misconceptions lawyers have about case management software capabilities

15:20 Challenges law firms face with existing case management systems

16:13 Improving client communication and reducing staff workload

23:24 KPI’s for attorneys and case management insights

Tune in to today’s episode and checkout the full show notes here.

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