SmartAdvocate Integrations

RingCentral RingEX, a powerful cloud-based telephone system, helps optimize your business communication. RingCentral RingEX provides enterprise-grade communication tools, including voice, fax and text, as well as BYOD (bring your own device) capability. This allows you to work wherever and however you choose. RingCentral RingEX's core features include auto-recording and conferencing as well as unlimited long-distance calling and local calls. RingCentral RingEX can be customized to suit your needs by configuring call management features such as call forwarding, message alerts and missed-call notifications.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

CallRail provides complete visibility to marketers who rely on quality leads to measure their success. CallRail is committed to helping customers see the results of their digital marketing efforts. We see the potential in connecting data from chat, forms, and calls. This helps our customers achieve better outcomes.

Efficient lead management tailored for law firms enables a clearer understanding of lead origins. Streamline your marketing strategies for optimal results while enhancing profits without additional expenditures. Measure the return on investment for all advertising campaigns and keep a close eye on the performance of every lead. Assess success rates across various attorneys and intake personnel. Lead Docket offers unique tools absent from traditional case management systems, facilitating prompt follow-ups to boost conversion rates. Stop relying on your email inbox to manage leads; instead, consolidate every lead from diverse sources into a single platform to prevent any from slipping away. This system was designed in partnership with leading attorneys and legal marketing specialists. With functionalities for searching, sorting, filtering, duplicate checks, tagging, and importing, you can effectively oversee your leads. Monitor both incoming and outgoing referrals, and optionally share lead information with referral partners via email. Task assignments are automatically generated to guarantee that no lead ever falls through the cracks, ensuring that your practice remains efficient and effective in its outreach efforts. Ultimately, this comprehensive approach to lead management empowers law firms to optimize their client acquisition strategies and maximize their success potential.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

MessageMedia is trusted by more than 50,000 clients in the UK, USA, Australia, New Zealand and Australia. This award-winning SMS marketing software allows organizations of all sizes and types to improve operational efficiency, increase customer engagement, and boost their revenue stream using mobile messaging. MessageMedia offers a wide range of mobile messaging tools and functions that include marketing, alerts, notifications, appointment reminders and rostering, billing, and payments.

Utilize Voice Broadcast to convey crucial alerts, promotions, updates, and notifications to a variety of audiences including customers, employees, and voters. Our newly optimized procedure allows you to effortlessly select your sender and receiver, enabling you to dispatch your messages within minutes. You can acquire local and toll-free numbers from our extensive database to enhance your advertisements and monitor the success of each campaign. By analyzing these results, you can make informed decisions and gain deeper insights into what strategies are effective for your needs. Our call tracking solution empowers you to promote your business in a cost-effective and impactful manner. With the implementation of our Interactive Voice Response (IVR) system, you can easily establish surveys, polls, appointment reminders, payment options, and more for both inbound and outbound communications. Customers can engage with the system through a straightforward keypress method. Our user-friendly IVR technology features an intuitive drag-and-drop interface or XML options, making it simple to navigate. By leveraging IVR systems, you can connect with your customers in unprecedented ways, enhancing their overall experience and satisfaction. Additionally, this technology not only streamlines communication but also fosters stronger relationships between your business and its clientele.

Milestones Professional offers various options for showcasing your MS Project schedules, allowing you to selectively display the tasks you prefer and utilize different symbols and bars for representation. Whether you want to highlight only Finish dates, display task bars, or create a combination of both, Milestones Professional 2021 makes it incredibly straightforward. Additionally, we support imports from Primavera P6 and MS Excel, enhancing our flexibility. After establishing your schedule in Milestones Professional, you can initiate a process known as "Refresh." This feature automatically checks and updates your dates against MS Project, Primavera P6, or MS Excel, ensuring your presentation report remains accurate without the need to recreate your schedule entirely once it’s perfectly arranged. This seamless integration not only saves time but also enhances your workflow efficiency.

At Case Status, we recognize that your law firm's success hinges on client satisfaction. Your clients are your most valuable asset, and the experience you provide can make a significant impact. Without effective communication, you may miss potential concerns and the risk of client turnover. That's where Case Status excels in client focus. We present a comprehensive Client Engagement Software, ensuring your clients stay informed and engaged in a manner that suits them, simplifies the life of your staff and aligns with your firm's growth needs. Our top-rated mobile app is designed for simplicity and user-friendliness. Through automation, artificial intelligence and seamless integration with your case management software, our solution optimizes communication processes, saving you time while delivering enhanced value and accessibility for your clients. With Case Status, you'll closely monitor client satisfaction and proactively foster firm growth through positive reviews and referrals. Our tailored SaaS platform addresses all your firm's client satisfaction needs, empowering you to achieve your goals and elevate your client experience to unprecedented heights.

Captorra stands out as a leading software solution for case intake and lead conversion tailored specifically for law firms that focus on areas like mass tort, personal injury, bankruptcy, criminal defense, and immigration. It is uniquely crafted to streamline the case intake and lead management processes, enabling firms to effectively transform potential leads into active cases. This innovative cloud-based platform provides an array of robust features aimed at enhancing lead conversion and facilitating client sign-ups, which include process automation, customizable intake scripts, eSignature functionalities, referral tracking, management of physical signup documents, marketing analytics, email marketing capabilities, and comprehensive reporting tools. With Captorra, law firms can significantly improve their operational efficiency and increase their client conversion rates.

AssureSign stands at the forefront of transforming electronic signatures from an optional luxury into an essential component of modern business operations. The importance of branding cannot be overstated for both customer satisfaction and company expansion. Tailor your web portal according to your preferences, incorporating your logo and selected color schemes to craft a distinctive user experience. If your organization comprises multiple users, departments, or functions that require the ability to dispatch documents for signatures, AssureSign has you covered with unlimited user access and the capability to establish sub-accounts beneath your main corporate account. Want to obtain signatures from your clients in mere seconds instead of waiting days? With AssureSign, you can effortlessly send documents for signature through text message and receive immediate feedback! Streamline the process by automatically sending essential documents and contracts for signature, setting reminders, and monitoring progress from any mobile device, anytime, anywhere. Additionally, you can dynamically generate and automate the documents necessary for electronic signature, making your workflow even more efficient. This innovative approach not only enhances productivity but also ensures that your business stays ahead in a competitive landscape.

You're investing significant time and resources driving potential customers to your website, so ensure you capture their information before they leave. Every visitor is a potential client eager to engage with you, and utilizing live chat can bridge that communication gap. With many websites managing to convert only 3%-5% of their traffic into actual sales, you don't want yours to fall into that statistic. We offer tailored solutions by customizing both the design of the chat widget on your site and the scripted responses our agents will provide. Implementing our live chat feature takes just a few minutes, and our dedicated support team will handle everything else. We initiate conversations with your site visitors, delivering qualified leads directly to you in real-time through email, text notifications, or live call connections. Our live chat services extend across various sectors, including personal injury, criminal defense, bankruptcy, family law, and other legal fields, as well as HVAC, plumbing, roofing, window installation, solar energy, general contracting, and other home or commercial service industries. By enhancing your customer engagement through live chat, you can significantly increase your chances of conversion and ultimately drive your business success.

Harnessing the power of vast data resources, EvenUp transforms medical documents and case files into AI-enhanced demand packages specifically designed for injury attorneys. The skilled team at EvenUp, comprised of injury specialists, employs artificial intelligence to create these demand packages, allowing your case managers and lawyers to dedicate more time to strategizing for each case. By using EvenUp, you can expand your caseload without the need to hire additional staff, as the platform's demands improve with usage and become increasingly cost-effective as your volume grows. Each of EvenUp's demands corresponds to various aspects of damage, which can result in claims being 30% higher on average. Drawing from over 250,000 verdicts and settlements, the demands are meticulously structured to elucidate every injury and damage, expediting settlement discussions with adjusters and minimizing the likelihood of receiving low offers. This AI-driven approach is designed to enhance the success of personal injury claims, as we manage the documentation while you concentrate on securing victories. Our experienced team, which includes former defense attorneys, economists, and tech professionals, has successfully prepared thousands of demands, ensuring a high level of expertise. Additionally, a dedicated team member will customize our services to align precisely with your firm's specific requirements, ensuring optimal support throughout the process.

Quilia consolidates client treatment information and case details in a single platform. By utilizing automated reminders, it guarantees that clients will not overlook appointments, thereby maintaining case momentum and fostering better outcomes. You can oversee every aspect of the treatment journey with immediate updates and notifications. This system allows for continuous client involvement and progression in cases without the need for constant oversight. Successfully completed treatments contribute to more robust cases and increased settlements. Quilia alleviates the burden on law firms to pursue clients for status updates. With automated reminders and comprehensive treatment tracking, clients remain informed and engaged throughout their legal journey. This allows attorneys to focus more on creating stronger cases rather than spending excessive time on follow-ups. Quilia ensures that no detail is overlooked. Furthermore, it empowers clients to take an active role in their treatment process, leading to improved engagement and satisfaction. Our advanced AI analyzes client data to deliver tailored feedback and recommendations while generating automated updates for attorneys, ultimately enhancing the overall efficiency of case management. This innovative approach not only streamlines operations but also reinforces the relationship between clients and their legal representatives.

Your responsibilities are both challenging and varied, as you are frequently approached for legal counsel on issues ranging from employment and intellectual property to commercial disputes. In addition to achieving strategic goals, you are tasked with managing and alleviating risks for your organization, enhancing the productivity of your department, and minimizing external legal expenses. The exclusive content available is crafted by seasoned attorneys who possess extensive experience and in-depth knowledge of their fields. You maintain complete oversight of your legal tasks and timelines, whether you choose to handle them internally or seek assistance from outside counsel. By providing your team with a virtual extension, you can gain access to comprehensive guidance in unfamiliar legal areas whenever necessary, presented in user-friendly formats. Practical Law offers continually refreshed web-based resources curated by over 600 full-time attorney-editors worldwide, who deliver valuable insights into specialized practice areas and a broad range of industries. This ensures that you stay informed about the latest developments and best practices in the legal landscape.

Ngage is a dynamic live chat solution featured on over 8,000 business websites across various sectors, where expertly trained operators deliver a tailored experience that effectively transforms visitors into loyal clients. By facilitating discreet conversations, we assist potential customers in forging a connection with your brand. We promptly gather and relay essential information to streamline your intake and sales processes, ultimately enhancing your website's conversion rates at an affordable price. Each visitor is greeted courteously before they have the opportunity to leave, ensuring they feel welcomed right away. Our skilled operators engage with visitors to gather insights about their needs and situations. After summarizing the discussion, we seamlessly connect the web visitor with your team, ensuring a smooth transition. With Ngage, you can connect with prospective clients instantly, significantly boosting your conversion rate and fostering lasting relationships. This efficient approach not only improves customer engagement but also drives your business's growth.

Our specialized bilingual call answering service operates around the clock, every day of the year, and encompasses a range of services such as message taking, call forwarding, customer support, and appointment scheduling, among others. This service is designed specifically for law firms, allowing you to filter potential clients according to your criteria and assess their qualification for your services or direct them to alternative resources when necessary. The legal intake professionals from our answering service manage leads from the first point of contact through to the e-signature process, seamlessly integrating with your CRM or case management system. By effectively converting visitors from your website into active cases, our service also ensures that communication with clients is maintained regardless of their location. Additionally, we provide the tools needed to respond to and capture a high volume of leads generated from television, radio, and online advertisements, utilizing our superior solutions and established processes. Our live answering service, staffed by knowledgeable intake specialists experienced in the legal sector, ensures prompt responses to all incoming and outgoing leads for your law practice and legal firm, enhancing your overall efficiency and client satisfaction. With our comprehensive service, you can focus on what matters most: practicing law and serving your clients effectively.

Transform your legal practice with Bridgify AI, the premier assistant that utilizes cutting-edge AI technology to deliver unparalleled insights into cases and analyze documents effectively. Bridgify AI is set to redefine legal technology, empowering your practice to flourish. This comprehensive tool processes extensive case data, enhances your workflow efficiency, and reveals critical insights that can drive your success. With Bridgify AI, you gain a vital partner that provides immediate, customized assistance for every aspect of case management. Furthermore, Bridge Legal is designed to grow alongside your needs, equipping legal professionals with a formidable solution for assembling cases, along with an investor suite that helps predict the value of case portfolios for litigation funders. As you integrate Bridgify AI into your practice, you'll discover new levels of efficiency and effectiveness that were previously unattainable.