Confido Legal & SmartAdvocate

SmartAdvocate is a comprehensive case management system designed to help law firms streamline operations, improve efficiency, and manage cases with ease.

Now with SmartAdvocate and Confido Legal, law firms can:

• Improve Collections

  • Accept digital payments by credit/debit card or bank transfer on invoices or trust deposit requests
  • Set up clients on auto-pay, automatically billing them for outstanding balances or trust replenishments
  • Automate the evergreen retainer process

   

• Reduce Costs

  • Optionally charge credit card fees to the client at the time of payment
  • Pay no monthly, annual or termination fees
  • Get complete pricing transparency -  simple flat rates, so you always know what you will pay

   

• Increase Automation and Improve the Client Experience

  • Automatically apply payments to the associated invoice or trust deposit request in SmartAdvocate
  • Create rules to route money from payments into any of your firm's trust or operating accounts
  • Easily link your bank deposits to payments and the associated client/matter