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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Suzann Dry

I have been a Paralegal for 28 years and this is the BEST Legal Software programs I have ever used. Everything you can possibly imagine about a case is included in this software. Smart Advocate provides any training you need. Very user friendly, There is a User Manual built into the program, which if you are like me, you don't want to have to call anyone, you can just look up the answer. I have been using the program for 3 years and I am still amazed at all of the features it offers. If you are considering purchasing this software, 10 years from now, you will still be thanking the designers of this software.

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Jonathan Ibarra

I have used several computing systems in handling cases. Smart Advocate is clearly the best option. Also, the system is updated and improved, and administrators are responsive to inquiries.

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jean echavarria (ALonelyFlashlight)

SmartAdvocate does more than I ever imagined could be done. It helps me move my cases and organize my day to day. I am so impressed by their support team and they offer a daily zoom with trainers.

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SmartAdvocate was founded on the belief that law firms should spend their time serving clients, not managing software. Because we answer to the firms who use our platform, every decision we make is focused on building adaptable, accessible, and comprehensive case management technology that supports the real demands of legal practice. Today, our award-winning software is used by more than 20,000 legal professionals nationwide, from solo practitioners to Big Law and from private practice to municipalities.