RO InnovationUpland Software
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Related Products
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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.
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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.
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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
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies that need a customer reference management solution
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Audience
A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$109 per month per SaaS user
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationUpland Software
Founded: 2010
United States
uplandsoftware.com/roinnovation/
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Company InformationSmartAdvocate
Founded: 2000
United States
www.smartadvocate.com
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Alternatives |
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Categories |
Categories |
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Customer Reference Management Features
Nomination Tracking
Supported
Program Notices
Supported
Reference Usage Tracking
Supported
Reward Distribution
Supported
Search
Supported
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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
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Integrations
Salesforce
Supported
Alert Communications
Not Supported
AssureSign
Not Supported
Bridge Legal
Not Supported
CallFire
Not Supported
CallRail
Not Supported
Captorra
Not Supported
Docubee
Not Supported
Docusign
Not Supported
EvenUp
Not Supported
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Integrations
Salesforce
Supported
Alert Communications
Supported
AssureSign
Supported
Bridge Legal
Supported
CallFire
Supported
CallRail
Supported
Captorra
Supported
Docubee
Supported
Docusign
Supported
EvenUp
Supported
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