SmartAdvocate Integrations

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 70% 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.

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.

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.

AssureSign is a pioneer in the evolution of electronic signatures from a corporate luxury to a fundamental business necessity. Your customers and company's growth are dependent on your brand. Your web portal can be customized in your own way. You can customize your web portal with your logo and branded colors. This creates a unique experience. Multiple users, departments or functions need to have access to documents for signature? No problem! AssureSign allows you to have unlimited users and can create sub-accounts under your corporate account. You want to have documents signed by your customers in minutes, not days. You can send your documents to be signed via text message and receive a reply back immediately!

Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier is trusted by more than 3 million people to handle their tedious tasks.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

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.

Simple lead tracking for law firms. Get a better understanding of where your leads are coming form. Manage your marketing efforts effectively. You can increase your profits without spending more. Know your return on investment for all advertising. Track every lead's outcome. Compare outcomes between intake staff and attorneys. Lead Docket offers tools that are not available in case management systems. Lead Docket ensures timely follow-up with leads to increase conversion rates. Stop trying to manage leads through your mailbox. To ensure you don't lose any leads, capture every lead from all sources in one place. This was developed in collaboration with top lawyers and legal marketing professionals. You can search, sort, filter and import leads. Track outbound and inbound referrals. Optionally, you can email lead details to your referral partners. Automated task assignments are generated to ensure that no lead is lost.

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.

Voice Broadcast allows you to send important updates, alerts, and notifications to customers and employees as well as voters. You can quickly select your sender and receiver and send your message within minutes with our new simplified process. You can purchase local and toll-free numbers from our database and track the effectiveness and efficiency of each campaign. You can make smarter decisions based upon results and gain a better understanding about what works for your business. Our call tracking service will help market your business effectively and affordably. An IVR (Interactive Voice Response System) allows you to set up surveys, polls and reminders for appointments, payments, and other inbound or exbound purposes. Customers can interact with you by simply pressing a key. Our IVR technology is simple to use with a drag and drop menu or XML. IVR systems enable you to connect with customers like never before.

Milestones Professional offers many ways to present your MS Project Schedules. You can choose the tasks you want to represent and can use any type of symbol or bar to present them. You can only show the Finish dates Do you want to show task bars You can mix and match! Milestones Professional 2021 makes it easy! We also offer the ability for import from Primavera P6 and MS Excel. After you have set up your Milestones Professional schedule, you can perform what we call a "Refresh". This simply compares the dates to MS Project, Primavera P6 or MS Excel and then changes them in your Milestones Professional presentation report. Once you have it set up correctly, you don't need to create a new schedule.

Captorra is the best case intake and lead conversion software for law firms that specialize in mass tort, personal injuries, bankruptcy, criminal defense and immigration. Captorra is a software solution that helps law firms convert leads into new cases. This cloud-based software solution provides powerful tools for lead conversion, client sign-ups, process automation, intake scripts and eSignature capabilities. It also allows for referral management, management and management of physical sign-up packages, email marketing analysis, and reporting.

It is expensive to drive online prospects to your site. You must know who they are before you let them go. Website visitors are potential customers who are eager to speak with you. Chat with them live. Websites convert less than 3% to 5% of visitors to sales. Your website should not be one of these websites. We can customize both the chat widget design on your website and the chat responses that chat agents will use. It takes only minutes to add our live chat widget on your website. The rest will be taken care of by our support team. We begin chatting with your website visitors and send you qualified leads in real time via email, text message, and/or live phone connects. Live chat available for personal injury, criminal defense and bankruptcy, as well as other legal practice areas. Live chat available for HVAC, plumbing and roofing, window, solar, general contractor, and other home or commercial services businesses.

Your work is varied and demanding. You are often sought after for legal advice in all areas of law, including employment, intellectual property, commercial, and other matters. You must not only meet strategic objectives but also manage and mitigate risk, increase productivity, and reduce outside legal spending. Attorneys with extensive subject knowledge and years of practice create exclusive content. You have full control over your legal work, deadlines, and compliance. Your team will appreciate the virtual extension. You can access detailed guidance in unfamiliar areas of law whenever you need it, in simple-to-read formats. Practical Law's web-based resources continue to be updated by 600+ full time attorney-editors worldwide who offer insights into diverse industries and practice areas.

A bilingual, customized, bilingual 24/7/365 phone answering service that includes call forwarding, message taking, customer service, appointment scheduling, appointment scheduling, and call forwarding. Our law firm answering service screens potential clients according to your preferences and determines if they are qualified or need to go elsewhere. Our lawyer answering service's legal intake specialists handle leads from initial contact to an electronic contract. This contract is then posted directly to your CRM or case management system using a legal answering service. Convert website visitors to new cases and communicate directly with clients wherever they may be. Section background shape image. Our best-in-class processes and solutions allow you to respond to high-volume radio, TV, and online advertising leads. Live answering service with legal industry experts responds immediately to all outbound and inbound leads for your legal practice or legal firm.

EvenUp's team of injury experts uses AI to create demand packages for lawyers. EvenUp's team uses AI to create demand packages. This allows your attorneys and case managers to focus more time on case strategy. Expand your caseload with no additional staff. EvenUp's claims get better as you use them and become more affordable. EvenUp's claims are based on each head of damage. This leads to an average 30% increase in claims. Our demands have led to 250K+ verdicts, settlements and awards. EvenUp's detailed explanation of each injury and damage speeds up settlement negotiations with adjusters. This leaves less room for lowball offers. AI-driven solution to win personal injury claims. We take care of the paperwork so you can focus on winning. Our team of injury specialists, including former defense attorneys, economists, technologists, and technologists have prepared thousands of demands. Our team will tailor services to meet your firm's specific needs.

Ngage has been featured on over 8,000 websites in many industries. It is a live chat platform that offers a personalized experience that converts visitors into clients. We help prospects build a relationship with you business through discrete exchanges. We quickly capture and forward important information to improve your intake and sales processes. You can increase website conversions at a low price. Before visitors can navigate away, we greet them politely. Our highly-trained operators interact and collect information from visitors. We take the conversation and connect the visitor to your team. Ngage helps you connect with potential clients and improves your conversion rate.