increase profits, efficiency, and Client satisfaction

The Truth About Implementation and Data Migration

The SmartAdvocate Implementation Team knows the value of excellent data migration and is dedicated to getting it right.

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Systems We Migrate Everyday

Abacus
Aderant
Amicus Attorney
Caret Legal
Casepeer
Clio
Client Profiles
CloudLex
FileVine
GrowPath
LawBase
LawRuler
Lex PI
Litify
MyCase
Needles
Neos/Assembly
PC Law
Perfect Practice
Practice Master
Practice Panther
Prevail
ProLaw
SAGA
Salesforce
Smokeball
TimeMatters
Total Office (ATO)
TrialWorks
Client-Centric Focus
SmartAdvocate’s Implementation team has experience migrating client data from many different systems every day. They take the time and have the patience to get it right. Have you ever been told that your new legal CMS conversion would be up and running in just a few weeks? If yes, this is a red flag! It means the data is being thrown into the new system and not being looked at by anyone, which is just a data migration dump. There is a saying in the industry “garbage in, garbage out”, which means incorrect or poor-quality input will produce faulty output. Good data migration takes time and effort!
SmartAdvocate’s In-House Implementation Team Works Hard
We provide a true and accurate data conversion, which is the process of transferring the data from one system to another and mapping fields to capture all data - which maintains your data integrity. Our team continues to work with your firm well beyond the initial conversion to ensure that all of your data is showing up in the right places. No additional hires, or third-party conversion mangers are necessary. Our team possesses the critical thinking, problem-solving and collaborative focus necessary to work seamlessly with your firm on the conversion.
Training & Support
SmartAdvocate clients go through a Learning Management System (LMS) before the first live training session. This ensures they have familiarity with SmartAdvocate before the formal training even starts. After attending the Basic training class, your staff will have a working knowledge of SmartAdvocate and how to effectively use many of its features. Next is our Intermediate and Advanced level classes. After going live with SmartAdvocate, our Support Team continues to work closely with your firm's Administrator to resolve any issues. Our convenient SmartAdvocate Support Tracker enables immediate submission, receipt, and resolution of requests.
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Alejandra Penaloza

Smart Advocate is an amazing program. The interface is intuitive and easy to use, allowing our team to quickly input case details, track deadlines, and manage client informationall in one place.

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FKR

I have been using SA for a few months now and I am impressed by all of their functions and am looking forward to what they are working on. Their Document management, automations and customization are amazing. Their support team is phenomenal specially the our agent Hemily, she knows what we need without even saying it and is always available to help! Very pleased overall.

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Natalia Martinez

Smart Advocate is the second software I've come across in the legal field and the organization abilities are incredible. Numerous user friendly tabs to keep case files organized and every viewer in the know!

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