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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$109 per month per SaaS user
Free Version
Free Trial

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:

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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

  • The platform really guides you through all stages of a case, from new business tracking to closure. Automated processes and tasking templates have streamlined both case maintenance and all communication within and outside our firm.
  • Ease of getting documents into the case. Abilitiy to sort through and create documents. Easy abilitiy to email directly from the case. Excellent customer service with video how to responses. Ease of editing form documents in the SA word editor.
  • Customization, Flexibility, and responsiveness of the Smart Advocate team to suggestions and requests.
  • It is a Great Case management tool that keeps my investigations and tasks on track. There are so many options to zero in what you want to record, and the reports that you can get out .
  • SmartAdvocate offers a modern, user-friendly interface that makes onboarding effortless, while its powerful document management system keeps every file organized and easy to search. The platform’s automation features significantly reduce repetitive tasks, and the reporting tools provide clear, actionable insights into case progress and team performance. Its integrations especially with Outlook streamline daily communication, and the customizable workflows allow teams to tailor the system to their specific practice needs. Overall, it delivers reliable performance and makes day-to-day case management far more efficient.

Cons

  • We use the cloud based system and do not have the best internet connections, so it does sometimes bog us down. SA also offers an on-site server option that would rectify this that we are looking into.
  • There are so many options for each tab and setting that sometimes that it can be tough to find the exact customization you are looking for.
  • Lots of features and tools, sometimes I would like to turn off or hide features we don't use.
  • There is nothing i can think of that i do not like about this tool.
  • While SmartAdvocate is highly capable, there are a few areas where it could improve. The system can feel a bit slow when generating larger reports or handling heavy workloads, and the mobile app still lacks the stability and functionality needed for quick, on-the-go access. Some advanced customization options also require a bit of a learning curve, which may slow down initial setup for smaller teams. None of these are deal-breakers, but refining these areas would make the overall experience even stronger.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Law Practice Management Features

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

Legal Case Management Features

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 Features

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

Integrations

Salesforce
Alert Communications
ApexChat
AssureSign
Bridge Legal
CallFire
CallRail
Captorra
Case Status
Gainsight
Law Ruler
Lead Docket
Lexamica
Microsoft 365
Milestones Professional
Ngage Live Chat
ProLaw
Quilia
RingCentral RingEX
Zapier

Integrations

Salesforce
Alert Communications
ApexChat
AssureSign
Bridge Legal
CallFire
CallRail
Captorra
Case Status
Gainsight
Law Ruler
Lead Docket
Lexamica
Microsoft 365
Milestones Professional
Ngage Live Chat
ProLaw
Quilia
RingCentral RingEX
Zapier
Claim RO Innovation and update features and information
Claim RO Innovation and update features and information
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