RO Innovation

RO Innovation

Upland Software
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About

Customer reference management software to strengthen relationships and win deals faster. Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it. Engage your customer advocates to close deals faster. Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel. Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game. Nomination portal to encourage customer-facing teams to nominate their customer candidates. Gamification to entice customers engagement through rewards and incentives. Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative.

About

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies that need a customer reference management solution

Audience

A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$109 per month per SaaS user
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.5 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Easy to use! Makes managing all cases so simple. The process from intake to settlement is smooth!!!!
  • Helps immensely with our time management and organization with documents. We receive a high influx of photos, videos, and other medias that SmartAdvocate has easy-to-use features that assists us.
  • I like that it is very user friendly and it keeps cases very organized. I also like that I can send text messages to the client from the computer without having to use my phone.
  • SmartAdvocate is incredibly customizable and gives us the flexibility to build workflows and processes around how our firm actually operates. It helps create consistency, keeps information organized, and gives us a central place to manage so much of our day to day work.
  • Highly customizable and reliable. Amazing technical support at reasonable prices. I tried all the other popular apps out there. None of them come close to Smart Advocate.

Cons

  • There is nothing that i find wrong with Smart Advocate. It is the best program!
  • There are rare occasions where SmartAdvocate will be down or slow, however they address and fix the issue fairly quickly.
  • I don't really have any complaints. Maybe that there are outages sometimes.
  • Because the system is so robust, there is definitely a learning curve. Some features can feel overwhelming at first until you understand how the different pieces work together.
  • User interface needs a bit more of a modern refresh, but it's mostly cosmetic. Can sometimes feel a bit bloated with too many features, but you are by no means required to use them. On the other hand, better to have them than not have them.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Upland Software
Founded: 2010
United States
uplandsoftware.com/roinnovation/

Company Information

SmartAdvocate
Founded: 2000
United States
www.smartadvocate.com

Alternatives

Orca

Orca

Orca by Cortez Labs

Alternatives

ReferenceEdge

ReferenceEdge

Point of Reference
Assembly Neos

Assembly Neos

Assembly Software
Clio

Clio

Themis Solutions

Categories

Categories

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Supported
Reference Usage Tracking Supported
Reward Distribution Supported
Search Supported

Law Practice Management Features

Billing & Invoicing Not Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Not Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Not Supported

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Not Supported
Court Management Supported
Discovery Management Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Not Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Not Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Not Supported
Document Tagging Supported
Full Text Search Supported
Version Control Not Supported

Integrations

Salesforce Supported
AssureSign Not Supported
CallFire Not Supported
CallRail Not Supported
Captorra Not Supported
Case Status Not Supported
Docusign Not Supported
EvenUp Not Supported
Gainsight Supported
Law Ruler Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Not Supported
Ngage Live Chat Not Supported
ProLaw Not Supported
QuickBooks Online Not Supported
Quilia Not Supported
RingCentral RingEX Not Supported
Zapier Not Supported

Integrations

Salesforce Supported
AssureSign Supported
CallFire Supported
CallRail Supported
Captorra Supported
Case Status Supported
Docusign Supported
EvenUp Supported
Gainsight Not Supported
Law Ruler Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Supported
Ngage Live Chat Supported
ProLaw Supported
QuickBooks Online Supported
Quilia Supported
RingCentral RingEX Supported
Zapier Supported
Claim RO Innovation and update features and information
Claim RO Innovation and update features and information
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