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.

Request a Demo

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.

Learn More About Training and Support

Nicolas Sebastian

SmartAdvocate is a Game-Changer for Legal Practices! Our firm has experienced a complete transformation since implementing SmartAdvocate. It’s not just a case management system—it’s an entire suite of tools tailored to make every aspect of legal work seamless and efficient.

Sean Kelly

"For 15 years I put up with Saga’s frustrating bugs and deficiencies. After months of evaluation, I chose SmartAdvocate®. SmartAdvocate® is the only modern case management system I could find that was designed by personal injury attorneys and will continue to change and grow with the times. SmartAdvocate® has features that have changed the way we manage our cases and law firm, request and track medical records, track schedules and clients, and work in and out of the office. SmartAdvocate® dashboards are the most unique feature of the entire system. Conversion from my old system to SmartAdvocate® was a breeze. Customer service is second to none."

Leeann Westjohn

Smart Advocate is great! It makes working so smooth. It is very helpful!

See More Client Reviews