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Average Ratings 78 Ratings

Total
ease
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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Alert Communications
ApexChat
AssureSign
Bridge Legal
CallFire
Case Status
Docubee
EvenUp
Law Ruler
Lead Docket
Lexamica
MessageMedia
Microsoft Dynamics 365
Microsoft Outlook
Ngage Live Chat
ProLaw
QuickBooks Online
Quilia
Zapier

Integrations

Salesforce
Alert Communications
ApexChat
AssureSign
Bridge Legal
CallFire
Case Status
Docubee
EvenUp
Law Ruler
Lead Docket
Lexamica
MessageMedia
Microsoft Dynamics 365
Microsoft Outlook
Ngage Live Chat
ProLaw
QuickBooks Online
Quilia
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$109 per month per SaaS user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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