Austin Accident Lawyer Employee Training
Our promise to clients is that we will champion their case with integrity, compassion, and courage.
2. Smart Advocate
This course will teach you about Smart Advocate (SA), our firmwide CRM.
Instructor
AndrewTraub
4
Students
enrolled
- Description
- Curriculum
- Notice
Smart Advocate
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1
Required Plug-Ins -
2
Logging In -
3
Dashboard Screen
This lesson covers the Smart Advocate dashboard.
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4
Adding a Contact
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5
Case Summary Screen
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6
All Contacts Screen
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7
Documents Screen
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8
Integrating with Outlook
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9
Sending Faxes and Text Messages
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10
Notes
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11
Creating Documents from Templates
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12
Medical Providers Screen
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13
Medical Chronology Screen
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14
Prior / Subsequent Injuries Screen
This course should be taken after the Welcome course.
Prerequisites
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Protected: 1. Welcome
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What is Prerequisite coursesA prerequisite is a specific course that you must complete before you can take another course at the next grade level.
Course details
Lectures
14
Level
Beginner
