How Can Smartadvocate Help My Staff Follow Up On New Leads?
SmartAdvocate integrates seamlessly with numerous intake services, including web chat, call centers, and more. You can quickly and easily create new cases internally using Intake Wizard, which runs an automatic conflict-of-interest check. The Investigator’s App allows your staff to input new cases on their iPad or Android tablet from almost anywhere. The SmartAdvocate Case Monitor Widget provides a list, right on your desktop, of all new cases externally entered into your system, to ensure appropriate follow-up. Cases remain on the list until a staff member enters a Note into the case. SmartAdvocate WorkPlans and Automated Procedures can be set up to automatically generate Documents, Tasks, Email and Text Messages that are triggered based on the status of a matter (such as Intake or Investigation). Communication can then be sent automatically to a lead or potential client and the staff can be assigned a Task to do a follow up if necessary.