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
- Collect client payment methods via text message on secure links
Reduce Cost
- 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
Schedule a demo with us to learn more about how Confido Legal and SmartAdvocate work together.
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