increase profits, efficiency, and Client satisfaction

SmartAdvocate Training Solutions

Picture this scenario: You’ve made the decision to take the leap and switch your legal case management software to SmartAdvocate. Then the dread sets in. We can help you.

How will the transition actually work?

Will my team be thoroughly trained with the knowledge to hit the ground running in time for the switch-over?

What happens if they have questions?

Will there be a real person to contact when there’s an issue?

The answer is a resounding YES – everything will be ok.

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Training Classes

After attending an Introductory training class, our clients will have a working knowledge of SmartAdvocate and how to effectively use many of its numerous features - with a thirst for more! And we give it to them with our Intermediate and Advanced level classes. Whichever training your firm chooses, SmartAdvocate classes are sure to be an invaluable experience.

The Learning Continues

Our VP of Client Operations, Claude Simpson, likes to tell clients that the learning never stops! He has designed an educational program that includes a robust curriculum aimed to empower SmartAdvocate users with in-depth knowledge and practical skills. With webinars, tutorials, and personalized support, our educational program is not just a one-time initiative but a continuous journey of growth and proficiency.

Weekly Tip Of The Week Email Blast Each Monday

We cover a specific topic with step-by-stepinstructions, along with accompanying screen-shots and a short video demo.

Monthly Training Workshops

Join members of our Training Team as they host practical sessions on topics like Medical Records, Dashboards, Reports, Document Templates, and more. All Workshops are designed to help your firm get more out of SmartAdvocate everyday.

Tip Of The Week Archive

Just in case you missed it, take a look back at the complete list of Email Blasts and recorded Webinars. It's also a great way to brush up on all things “SmartAdvocate,” on your own schedule!

Daily Office Hours

For additional questions that come up at any time, our Training Team, who effectively communicate with all types of learners, host a daily Zoom meeting every Monday - Thursday at 3pm EST. Everyone is welcome to join, ask a question, or just attend and listen to others.

Ongoing Training Workshops

Complimentary two or three-part weekly workshops for our clients are a regular occurrence at SmartAdvocate. Popular topics include: Best Practices, Improve Your Firm’s Intake Efficiency, WorkPlans & Automation, and more.

SmartAdvocate: Your Go-To for FAQs.

Looking for Support? We’ve Got You Covered. Users have access to everything from a library of training tutorials to daily personalized support.

Live Daily Office Hours Sessions

Extensive Online SmartAdvocate Knowledge Base

Weekly eNewsletter Tip of the Week Archive

Complete Training Video Library

Convenient Searchable Online User Manual

Help Menu Icon Visible On Any SmartAdvocate Screen

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.