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.

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.

Damon Pendleton

"The robust reporting functions and the dashboards that are built into this software are valuable tools that are worth the price of admission. Without a way to systematically pull all of this information electronically it would take a lot of people-hours and you would constantly be behind the 8-ball trying to compile it. With SmartAdvocate all the information is right there at your fingertips. All you have to do is ask for it."

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