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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Haylee Hedden

Smart Advocate is a user friendly program that has all your needs right at your fingertips. Helps making working cases easier for not only yourself but any other staff that needs to access the file.

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Katie Broome

I don't know what we would do without SmartAdvocate!!! It does everything but make you coffee in the morning (I am waiting for that upgrade). Once you get through the training phase which can be overwhelming, you will be glad that you are a part of the SmartAdvocate family. I would recommend SmartAdvocate to anyone!

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Jonathon Carter

I love Smartadvocate. It has everything a law firm needs to get the job done. From folders to automated texts and smart documents that are filled in with information so you do not have to reinvent the wheel.

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