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Average Ratings 87 Ratings

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features
design
support

Description

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

Description

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Alert Communications No 
ApexChat No 
AssureSign No 
Bridge Legal No 
CallFire No 
Captorra No 
Docubee No 
Docusign No 
EvenUp No 
Gainsight Yes 
Intake Forecast No 
MessageMedia No 
Microsoft 365 No 
Microsoft Outlook No 
Milestones Professional No 
Ngage Live Chat No 
ProLaw No 
RingCentral RingEX No 
eLaw No 

Integrations

Salesforce Yes 
Alert Communications Yes 
ApexChat Yes 
AssureSign Yes 
Bridge Legal Yes 
CallFire Yes 
Captorra Yes 
Docubee Yes 
Docusign Yes 
EvenUp Yes 
Gainsight No 
Intake Forecast Yes 
MessageMedia Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Milestones Professional Yes 
Ngage Live Chat Yes 
ProLaw Yes 
RingCentral RingEX Yes 
eLaw Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$109 per month per SaaS user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/roinnovation/

Vendor Details

Company Name

SmartAdvocate

Founded

2000

Country

United States

Website

www.smartadvocate.com

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Product Features

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration No 
Contract Management Yes 
Document Assembly Yes 
Document Indexing No 
Document Tagging Yes 
Full Text Search Yes 
Version Control No 

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