SmartAdvocate Integrations

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

RingCentral RingEX is a powerful cloud-based phone system that helps optimize your business communications. Providing enterprise-grade business communication tools for voice, fax, text, and video as well as bring your own device to work (BYOD) capability, RingCentral RingEX enables you to work where you want and how you want. Core features of RingCentral RingEX include auto-recording, conferencing, and unlimited long-distance and local calling. RingCentral RingEX's call management features can also be customized by configuring call forwarding, answering rules, message alerts, and missed-call notifications.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you

DocuSign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, DocuSign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. DocuSign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, DocuSign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

CallRail is here to bring complete visibility to the marketers who rely on quality inbound leads to measure success. Our customers live in a results-driven world, and giving them a clear view into their digital marketing efforts is a first priority for CallRail. We see the opportunities in surfacing and connecting data from calls, forms, chat and beyond—helping our customers get to better outcomes.

Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.

Trusted by over 50,000 clients across the UK, US, Australia, and New Zealand, MessageMedia delivers the industry's leading short message service (SMS) solution. This award-winning SMS marketing software helps organizations of all types and sizes to improve operational efficiencies, enhance customer engagement, and boost revenue stream through the power of mobile messaging. MessageMedia offers a robust set of mobile messaging tools and functionalities that include promotions and marketing, alerts and notifications, appointment reminders, rostering, billing and payments, and more.

Use Voice Broadcast to send important alerts, promotions, updates, and notifications to customers, employees, voters, and more. Our new streamlined process lets you quickly pick your sender, receiver, and send your message in minutes. Purchase local and toll free numbers from our database to use on advertisements and track the effectiveness of each campaign. Make smarter decisions based on results and get a better understanding of what works for you. Our call tracking service will help you market your business, affordably and effectively. With an IVR (Interactive Voice Response) system, you can set up surveys, polls, appointment reminders, payments, and more for inbound or outbound uses. Customers interact using a simple keypress. Our IVR technology is easy-to-use with a simple drag and drop menu or XML. IVR systems allow you to connect with your customers like never before.

With Milestones Professional, we have several ways to present your MS Project Schedules. You can pick and choose which tasks you’d like to represent, and you can also present those tasks using whichever type of symbols and bars you’d like to show. Want to show just Finish dates? Want to show task bars? Want to mix and match? With Milestones Professional 2021, it’s never been easier! We also offer the ability to import from Primavera P6, and MS Excel. After your set up your schedule in Milestones Professional, you can go through what we call a “Refresh”. This process simply compares the dates back to MS Project, Primavera P6, or MS Excel, and changes them automatically in your Milestones Professional presentation report. This means you don’t have to make an entirely new schedule once you’ve got set it up just right.

Captorra is a premier case intake and lead conversion software solution for law firms specializing in mass tort, personal injury, bankruptcy, criminal defense, and immigration. Designed exclusively for managing the case intake and lead management process, Captorra helps law firms convert potential leads into a new case. This cloud-based software solution delivers powerful tools for lead conversion and client sign-ups such as process automation, intake scripts, eSignature capabilities, referral management, management of physical signup packages, marketing analysis, email marketing, and reporting.

AssureSign is a pioneer of the electronic signature evolution from a corporate luxury into a fundamental business need. Branding is critical to your customers and the growth of a company. Customize your web portal your way. From your logo, to branded colors, creating a unique experience. Have multiple users, departments, or functions that need access to send documents out for signature? No problem! With AssureSign, you can have unlimited users, and can create sub accounts underneath your corporate account. Looking to get documents signed from your customers in seconds not days? Send your documents out for signature via text message and get a response back instantly! Automatically send business-critical documents and contracts for signature, send reminders, and track progress – from anywhere, on any mobile device. Dynamically create and automate documents needed for eSign.

You spend a lot driving online prospects to your website. Don’t let them leave without knowing who they are. Website visitors are customers waiting to talk to you. Reach out to them through live chat. Most websites convert less than 3%-5% of their visitors to sales. Don’t let yours be one of them. We customize both the chat widget design for your website and the chat responses our chat agents will use. Takes only a few minutes to add our live chat widget to your site. Our support team will take care of the rest. We start chatting with your website visitors, sending you qualified leads in real-time via email, text message and/or live call connects. Serving live chat for personal injury, criminal defense, bankruptcy, family and other legal practice areas. Serving live chat for HVAC, plumbing, roofing, window, solar, general contractors and other home or commercial service businesses.

Your work is demanding and diverse. You are sought out for legal advice on everything from employment, intellectual property, and commercial matters. While meeting strategic objectives, you also need to manage and mitigate risk for the business, increase department productivity, and reduce outside legal spend. Exclusive content is created by attorneys with years of experience in practice and deep subject knowledge. Keep full control over your legal work and deadlines, whether you handle it yourself or consult outside counsel. Give your team the advantage of a virtual extension. Get detailed guidance into unfamiliar fields of law whenever you need it in easy-to-read formats. Practical Law's web-based resources are continuously updated by 600+ full-time attorney-editors globally who provide insights into specialized practice areas and diverse industries.

Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm.

Powered by millions of records, EvenUp turns medical docs and case files into AI-driven demand packages for injury lawyers. EvenUp's team of injury experts uses AI to craft demand packages, freeing up time for your case managers and attorneys to focus on case strategy. Expand your caseload without adding to your staff. EvenUp's demands get better with use and more affordable with scale. EvenUp's demands a claim for every head of damage, leading to 30% higher claims on average. Our demands leverage 250K+ verdicts and settlements. EvenUp's clear exposition of each injury and damage accelerates settlement negotiations with adjusters, leaving less room for low-ball offers. An AI-driven solution for winning personal injury claims. We handle the paperwork while you focus on winning. Our team of injury experts, including former defense counsel, economists, and technologists, has prepared thousands of demands. A dedicated team member will tailor our services to your firm's needs.

Featured on more than 8,000 business websites across numerous industries, Ngage is a live chat platform with highly trained operators providing a customized experience that turns visitors into clients. With discrete exchanges, we help prospects create a relationship with your business. We capture and forward vital information immediately to make your intake and sales processes more efficient. Ultimately, you increase your website conversions, all at a low cost. We politely greet each visitor to your website before they have a chance to navigate away. Our highly-trained operators interact with visitors and collect information about their situation. We summarize the conversation and connect the web visitor with your team. Ngage connects immediately with prospective clients and increases your conversion rate.

Simple lead tracking for law firms. Gain better knowledge of where your leads are coming from. Completely manage your marketing efforts. Increase your profits without more spending. Know your ROI on all advertising. Track the outcome of every lead. Compare outcomes by attorney and intake staff. Lead Docket provides tools not found in case management systems to ensure timely followup with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead. Developed in collaboration with top attorneys and legal marketing experts. Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. Track inbound and outbound referrals. Optionally email lead details to referral partners. Automatically generated task assignments to ensure you never let a lead slip through the cracks.