What if your law firm’s case management system was designed to be as engaging as Duolingo or TikTok?
Watch the YouTube version of this episode HERE
Are you looking to take advantage of a new case management system? In this episode of the Maximum Lawyer Podcast, Becca interviews Claude Simpson, Head of Training at Smart Advocate. Claude shares his extensive experience in the legal field and provides an in-depth look at Smart Advocate's case management system.
Claude talks about the importance of Smart Advocate. It is a case management software that helps lawyers and firms manage their cases in a comprehensive and inclusive way. Many lawyers are quite hesitant to use case management softwares. One of these hesitations is believing that a case management system will do the work for a firm. Even though software like Smart Advocate can keep files organized, those in the firm still need to input the information or review the information. Smart Advocate is a tool that can make work easier and simpler for firms, but won’t do everything to keep a firm running smoothly.
There are many great features to Smart Advocate. One of them is making the client communication process better. Smart Advocate can automate messages or emails for you that are sent to the client. The software also uses templates to draft documents so staff don’t need to sit down and copy and paste information into a word document or email.
Listen in to learn more about Smart Advocate!
Becca (00:01.145)
All right. Welcome to the Maximum Lawyer podcast. Today we have Claude Simpson from Smart Advocate joining us. And Claude has been with Smart Advocate since 2013 and is currently the head of training. Prior to joining the team, he worked for the New York court system and practiced law for over 20 years. So Claude, why don't you start by introducing yourself and your company?
Claude Simpson (00:24.034)
Thank you and thank you so much for having me. It's a pleasure to be with you this afternoon. In addition to those points you just mentioned with respect to my background, I started with Smart Advocate actually from basically its inception when we started marketing the product to law firms and have been with them ever since. Currently, my primary title is head of training, although over the years I've pretty much done everything.
Becca (00:28.198)
Yeah.
Claude Simpson (00:52.96)
at Smart Advocate except writing code. So I've been with them, helped with the design, implementation, training, of course, that's my main title, and perhaps everything else in between. So kind of been there, done it, and done all, so to speak, at Smart Advocate.
Becca (01:10.831)
I love that. That's incredible. All right. Why don't you just give us a brief overview of Smart Advocate and we'll dive even deeper when we go into our questions.
Claude Simpson (01:20.6)
Sure. So Smart Advocate is a case management system. Well, correction. Smart Advocate is the case management system. So the history of Smart Advocate and what's great about it is that it was developed by attorneys and paralegals in a law firm. So from the ground up, you're going to see that the features and functions that Smart Advocate has were built right for the smart.
for the firm from the get-go. So things that you typically want to use in the system are already there. Things that we have thought about, that you probably have thought about, are going to be in the system. So because of that and the way it was designed, it really lends itself to all areas of practice, all practice areas, especially mass stores, where a lot of our competitors can't provide the functionality that Smart Advocate does. So across the board,
It will work well for any environment, any firm. It transcends all areas of practice, as I said, and it's designed to be a more all-inclusive, comprehensive platform for the entire law firm and the law practice.
Becca (02:35.591)
Perfect. All right. So we're going to get started with what it's like when a law firm just starts to work with you. So I feel like there's a lot of unknowns usually in any system or anything that they sign up for. So when they start working with Smart Advocate, can you walk us through the onboarding process?
Claude Simpson (02:56.226)
Sure, it's the onboarding process can be, you know.
it can create a lot of tension for folks in the firm, apprehension, and that's understandable. After all, for most attorneys and most law firms, you're investing in a system that's going to run your practice, your license is on the line, your clients are on the line, so it's understandable that there might be lot of comprehension, excuse me. So with that in mind, we kind of do the hand holding
help to ease the fears of a client who want to come on board and walk them through the process. Now, the process itself or the things that happens or need to happen will be dependent on whether the firm has never used a case management system before as opposed to those who are coming from another system. By the way, smart advocates, clientele are probably those who come from other system where they don't like what they have.
The product that they're using is not doing it for them, so they look for other solutions. Smart Advocate typically comes into play in that way. So depending on whether they had a system before or they did not have a system and kind of starting from scratch, the process might be a little bit different. And I'll briefly explain the two if you don't mind.
Becca (04:20.795)
Yeah, that'd be great.
Claude Simpson (04:21.824)
So let's say it's a firm that has never had a case management system before. Typically, they will have their data all over the place. In a document here or there, in a Word document, it's not organized as you would see it with someone who's been using a database. In those situations, it's probably a little bit easier for the onboarding because they're starting from scratch and they don't have
problems with their data. They don't have problems learning how to use a case management system. So for them, the process is, it might be a little bit easier. For those coming from another system, we have to convert their data.
from the system that they're coming from. And also, we run into issues with them having to unlearn the bad way of doing things, right, from the way they were doing it. But in some in substance, the processes from the sales process were…
We do a demo of the system, what it looks like, the functions it has, the features it has. The next step, of course, going to contract when they like what we do, want to use our product. After that, we will get, if they're coming from another system, we will get a backup of their data. We do an accurate data mapping, which a lot of our competitors do not do. We actually map the data from where they're coming from to where it should be in Smart Advocate.
There's a process for that. We do the training in-house. In other words, all our trainers are at Smart Advocate. We don't form that out to others who do not know the product. So we will do a formal training with the new firm coming on board.
Claude Simpson (06:07.714)
We will train them how to configure the system to their liking, what they want it to do. We will train their staff on how to use the product. And then we do a final conversion with the data they are coming from into Smart Advocate and then they go to town. So in general, kind of in a nutshell, so to speak, it's a general process of how things happen.
Becca (06:30.567)
Sure.
Claude Simpson (06:31.182)
The timeframe, you didn't ask, but the timeframe for all of that will obviously vary depending on whether they're not coming from another system, which is a little bit easier, and also what system they're coming from. Because the systems out there are all different, and because we do such a careful data mapping, it might vary with respect to what system they're coming from to Smart Advocate.
Becca (06:57.743)
Okay, and can you dive into that data mapping a little bit more? You said that a lot of competitors aren't doing that. So let's talk about what that actually is and then what the benefit to the law firm owner is.
Claude Simpson (07:08.686)
Sure. So, you know, in a typical law firm, you're dealing with a lot of data. even though everybody tells you they're going paperless, that's going to take a long time for the legal industry to catch up and be totally paperless. So, you know, the data that we're talking about and the things that we have to be careful where mapping is, is beyond just your contacts, right? The name of your client or the name of the defendant or the name of a law firm.
In Smart Advocate, by the way, Smart Advocate perhaps captures more data than any other system out there. So the kind of data we're talking about in the data mapping goes beyond your simple context. It includes things like your deadlines.
Your documents, where do they go? Your notes that you had in your old system, where do those go? If it's a PI firm, we're dealing with medical providers, the name of the doctors and the hospitals where the client was treated. Your request for medical records, where do those things go? Things like your appointments.
and your calendar, where do those things go? Things like liens that comes into play that the client might have that you have to deal with, negotiations that might have happened, negotiations, offers and demands, things of that nature that come into play, where your case expenses are. So the amount of data that is conceivable you might come across is humongous. And so we have to make sure that when we map
the information, it's going to go to the right place. And that's what I'm referring to as data mapping. Now, what some of our competitors do, they don't go into such minutia. They don't go into the kinds of details that we go to. They'll say, OK, fine, we'll do your conversion. We'll convert your data for you. And lo and behold, all they did was just transfer your contacts over. That's not data migration. That's not mapping. We go beyond that.
Becca (09:11.751)
Okay, perfect, thank you so much. All right, so when you first start talking to someone to understand their needs and goals, is this a call with a team member? Do you have them fill out a form? What do they actually have to go through when they get started?
Claude Simpson (09:29.678)
Mostly when they get started and again it starts from the initial contact and from that demo which is super important firms who are looking to go to a case management system Don't in my opinion don't spend as much time looking at the product before Don't spend as much time doing having you know the smart advocate for or whatever you're thinking about Do a proper demonstration of the system because you need to know In your environment your practice area how you do things
how that's going to translate to using Smart Advocate or anything else out there. It's got to be a match. right? And so some of the questions that I encourage folks to ask is that, OK, here is a sample matter type.
How do you handle that in Smart Advocate? How will my staff use Smart Advocate to enhance what they do on a day-to-day basis? So a lot of that back and forth take place in the interim. There isn't so much, let's say, a form that you have to complete or fill out because a lot of the information goes back and forth, as I said, in that demo. And then, of course, the data itself, we get a copy of it and see what it is, where it's at, and bring that over.
Becca (10:43.173)
Okay, you just mentioned a copy of the data, which is kind of related to my next question, which was, what do they have to give you access to? So do they actually give you access to their current system if they have one? And then like you said, there's another option where maybe they don't have anything at all. Then how do you gather that information?
Claude Simpson (10:56.014)
Yeah.
Generally, in the former situation where they do have data from another system, it's typically done by a backup of their current data. And that could be something that is downloaded from their website, from the system that they use. In general, we don't have to say have access to their current database or their current system. It does help if we do, but we don't have to.
Because what our engineers do is they, know, and everybody knows what a backup is. They just get a copy of their database and then our engineers go to work and analyze that database, analyze the structure of it, see where the data is, how it is laid out, and then do the mapping from there. So that's generally using a, you know, a client who has a system that was already in existence. That's the doing the backup now.
The other one where the client did not use a case management system before and they have things kind of all over the place. In that situation, they're usually starting from the beginning. In other words, very rarely would they have data in a usable format, so to speak, where you can just have that transfer over to Smart Advocate. Quite often what they do, believe it or not, is has stuff on spreadsheets.
and we're able to then upload that information from their spreadsheets into Smart Advocate. You're going to find that it is less comprehensive in that way, as you would imagine, than it would be in a formal database as other systems are.
Becca (12:38.895)
Absolutely, no, that makes sense. Okay, great. So what are some misconceptions that lawyers have about case management software when they first come to you?
Claude Simpson (12:52.078)
The systems are powerful, right? They can do a lot. And especially at Smart Advocate, automation is a huge thing now. Everybody wants automation. Everybody wants things to be done automatically. At the end of the day, one of the things that a lot of firms have a difficulty grasping is that at the end of the day, you still have to have responsible people, right?
Excuse me, you still have to have responsible staff. The attorneys still got to do something. The paralegals still got to do something. They can't just sit back, fold their arms and say, hey, smart advocate, do my work for me. Right? So it's one of the things that, you know, don't expect a case management system to make you breakfast. It's not going to happen. Right? You still have to review your deadlines. You still have to review your documents. Here's how the system helps.
It will help you with those things, right? It will automatically populate your deadlines for you based on certain triggers, based on certain things happen. It can do that. It can create your documents for you, right? It can draft your letter. It could draft your pleading. Guess what? That information has to come from somewhere. You can't pull it out of the air. So you have to have entered that information in the system to be able to benefit from the automation that it can provide.
And so a lot of folks sometimes perhaps expect too much, even though the system are fantastic, they can do a lot, but there is some things you still have to do. One of the other things that I think some firms struggle with, and it sounds simple, but it's an unwillingness to change how they do things, right?
They've done, you know, we get attorneys who are very, very successful. They've been practicing for 30, 40, 50 years, and they're accustomed to doing certain things a certain way. And it's just human nature. You don't want to change. We all are like that, right? We don't want to change. We have our comfort zone and we are reluctant to change the way we do things. But sometimes you have to.
Claude Simpson (15:11.746)
Sometimes you have to be willing to make some change to take the full advantage of what the system can provide for you. Quite often I go into firms and I see them, the staff does not want to enter data, let's say for your medical provider information and they keep it on spreadsheets. that's a common one, kind of a pet peeve of mine. But you have to be able to come to the…
conclusion or consensus that you're going to be entering your data in the system and then get the benefit from it. You have to be able to change some of the things that you do where it can be more efficient.
Becca (15:52.903)
Absolutely. Okay, what are some of the common challenges that law firms face when it comes to their current case management system? And then how do you help them overcome these? So I mean, what are pain points that they're seeing that actually caused them to look for another system?
Claude Simpson (16:09.87)
A lot of it, there are a few areas that are right off the bat that other systems do not do as well. Things like client communication. You know, that's huge for any law firm. I mean, it's probably empirical evidence, but most problems with
quote unquote problems with clients or complaints from clients is because the perception they have is that they don't get there's no communication with the firm or with the attorney and that may be true or not. So one of the things that Smart Advocate does extremely well is to help you with that type of communication and so it can be automated. Quite often a lot of it is automated for those who are using Smart Advocate where at certain milestones in the case or when something specific happened rather than having your
have to sit down and type an email or type a text message or draft a letter, have the system do it for you, have Smart Advocate do it for you and send that out, right? So it will eliminate the redundancy that the staff come into with having to do that. And on the other hand, the client gets notified and the client gets the communication which satisfy what they're looking for. So that's one of the things that the firm can take advantage of.
and used to their advantage using Smart Advocate in their firm. Another one is your document drafting, right? A lot of firms are still cutting and pasting. You know, they have a sample letter that they used in the past, or they have a sample pleading that they used in the past, and they just take that one and edit it and cut it out and paste in, you know, the information from the case that they're working on. That's a huge waste of time.
Things like that Smart Advocate does well, because if you use templates, will automatically draft your document for you without you having to do the cutting and pasting. And that could be your letters, your text messages, your emails. How does Smart Advocate do that for you? So some of those things you will find that it helps you tremendously and help you being more efficient. The mass tort firms that are dealing huge numbers of clients quite often in one particular matter.
Claude Simpson (18:26.678)
It is a daunting task to sit down and send an email to each one of them, all 10,000. You have a advocate send that email out in just a fraction of a second to all 10,000 clients automatically. So many of those kinds of things, AI is now on the forefront on everybody's tongue. That's what everybody's talking about.
Use the built-in AI functionality that you have in Smart Advocate to do some of those things for you, which we could talk about as well.
Becca (18:57.607)
I do have that question coming up. I had one question with your email that you can send out, like you said, with Mass Torts. Is that something where it's, are you integrating with an external email provider that they use or is it something that's done internally within Smart Advocate?
Claude Simpson (19:16.622)
internally within Smart Advocate. So you send the email right from the system. And here's the beauty of it. Not only can you do it in bulk, in mass, as I just mentioned, but it has the additional benefit that when the email goes from the system, it's automatically saved in that client's file without your staff after all manually going and copying and pasting and saving it to the file. So it gives you that type of efficiency.
Same thing with text messages. The text message goes out, it's automatically saved in the file. When the client respond, which most of them are doing these days, most of our clients, they get communication from their doctors or their barber or their hairstylist. Guess what? It's coming to them by text. They expect us in the firm to communicate with them that way. And so,
It's now one of the things that is commonplace and it will allow you to automatically have that saved. The client sends a text message. The system automatically grabs it, automatically notify you of the incoming text and automatically save it to the file.
Becca (20:23.953)
That's fantastic. OK, so as you mentioned, yesterday, Natalia from your team did a presentation in our Facebook group and briefly spoke about your newer AI features. And if the listeners haven't seen that presentation, we will link it in the show notes of this episode. But can you explain how your AI features help law firms with things like document generation, data analysis, or summarizing their larger documents?
Claude Simpson (20:50.446)
All three. It does all three. So let's state the last one first. Summarizing your documents. One of the most difficult things that many who work on cases in the legal world encounter is analyzing things like, let's say, medical records. So medical records, a big one. And sometimes they're huge. Another one might be analyzing documents like a transcript of a deposition.
or the trial transcript. Attorneys and paralegals have to sit down traditionally and read that stuff and analyze it and perhaps draft a memo. The built-in AI function of Smart Advocate will do that for you. So you just tell it which document you want it to analyze. It reads the document and give you a summary of what it is. Give you a summary of the deposition of that.
of that witness, give you a summary of the medical records for the treatment that client has with where they went, when they were treated, what was the complaint, what was the analysis by the doctor, et cetera. those are some of the things that are built in AI functionality can do with respect to documents. The other things that AI can do, can draft your document for you. One of the things that
that I'm really tickled about is occasionally and some firms, know, it's super important. Well, it's important for all, you know, let's say you have a scenario where a staff member is drafting an email, right? An email to a client or towards someone else. And that email is drafted in a fashion that's less than professional, right? That's embarrassing.
All right, and if you have that go out that way, it might be embarrassing. Guess what? Our built-in AI functionality can redraft that email for you and put it in a more professional, more palatable manner so that you can see it redrafted in a more satisfactory way before it goes out. And you can do that with emails, can do that with text message. It can translate.
Claude Simpson (23:05.664)
So if let's say a client, let's say hypothetically, you have a Hispanic client, a client who's Spanish speaking and that client calls and leave a voicemail message and it's left in Spanish. That's the person's native language. The staff, let's say who's working on that case does not speak Spanish, let's say. Guess what? The AI can translate that into English and save the English version in the client's file.
Okay, so those are some of the things that, you know, the built-in AI functionality that Smart Advocate has that can work for you.
Becca (23:40.731)
That's great. Those are incredible. I love that. Okay. One topic that we haven't touched on yet is can you share some examples of how law firms have used your dashboards and reporting tools to increase their efficiency or even profitability?
Claude Simpson (23:56.718)
Yes, lot of firms, especially from, are loosely two types of dashboards and reports that probably would be germane in the firm.
from let's say the user's perspective where they need to know perhaps have a dashboard of things that they need to do or they might need to get a report of outstanding items. So from the user perspective and I'm using user loosely here, I'm thinking, know, regular staff, not management, they could use those built-in dashboards and reports to their advantage. Okay, here are my outstanding tasks. I need to get these done. And it would give them a list on a dashboard or a report.
So that's, you know, and that's an example, let's say from, from, let's say the regular staff perspective. On the other hand, at the end of the day, a law firm is a business, right? And so for management, you know, there are many things that they need to know or information that they need to get from the system to help them manage the firm, not only manage their staff, but manage other things. For example, the KPI, how productive is an attorney?
How many cases did he or she settle last month, last year, the last quarter? Where are my cases coming from? What's the advertising source that's most successful in generating the type of cases or the type of leads or the type of clients I want? How much am I spending in generating those kinds of cases? What's my outlay?
Okay. What's my return on investment then with what I spent on that radio ad or that television ad or that billboard and how many cases did I get from it? Okay. How long is it taking for my staff to settle their cases? What are the cases being settled for? How much money did we make last month, last year? How did it compare to the year before? What's my projections based on my
Claude Simpson (26:05.464)
current cases that I have in my system and the anticipated time it's going to take those to get resolved and the average that I should get from those cases, what can I project my income flow to be next month, next year, next quarter? Guess what? Those are all the types, but least a fraction, a fraction of the types of dashboards and reports that you can get from Smart Advocate built in. Don't have to go everywhere to get that type of info.
right in the system and some of them you can even design yourself.
Becca (26:39.399)
Okay, incredible. All right, are there any upcoming features that you're particularly excited about that you can share with us today?
Claude Simpson (26:49.228)
Well, not to let the cat out of the bag, but we are enhancing the AI functionality. That's one that we're excited about. The version that we have now, it's an initial version that was released this year. There are lot more things that we're going to have it do. Currently, at Smart Advocate, with something like that, we're very cautious.
We have to be mindful of confidentiality issues. know, one of the questions that a lot of firms have, which rightly so, does the system go out to send my client's information out to the internet when it needs to have it generate a summary? So we don't do that. And so those are some of the things that we are concerned about, fearful about, and so on. So we're going to have enhancements in those areas. One of the areas that I just mentioned with respect to the types of
dashboards that you can get. We're going to get more granular with that. We're going to start giving you the ability to create the type of dashboard with data points that you never thought of before and so on. We're looking into enhancing mass communication functions in the system, the ability to automate a lot of the other things that we're looking at or enhance the automation that we do now. We are currently building our own internal
accounting system in Smart Advocate. That's new. Fully integrated accounting part of the system that's going to be in Smart Advocate where you don't have to integrate with QuickBooks, PC Law or some other application out there. So all encompassing, as I said at the outset, right? All part of the system. That's a big one that we are quite excited about. And that one's going to go beyond the law firm. So.
Because it's a whole accounting package, it's going to help you with the other accounting functions that the firm needs to be aware of or needs to do other than say managing your cases. What about time off for your staff? Payroll, The rent that you have to pay. That has generally nothing to do with managing your cases, so to speak. But because it's going to be an all-encompassing part of the system, we're going to have that in there. And that's a big one that we're truly excited about.
Becca (29:07.939)
Absolutely. Okay. A lot of new features coming. So a question that popped into my mind with that is with all of these new features coming in and if you have Smart Advocate, will these be separate packages? Like you have to upgrade to get this feature or is this going to be if you have Smart Advocate, you have access to all of these features. What does that look like?
Claude Simpson (29:28.066)
You know what's amazing? I was smiling as you were asking that, but you know what's amazing? Unlike our competitors and unlike other systems out there, at Smart Advocate, you know the old adage, you're nickel and diamond me, right? A lot of people are you need this? you've got to pay that. you need this as well? You've got to pay this extra. You need that as well? Believe it or not, all of what we've talked about so far.
Except of course the texting, which obviously Smart Advocate is not a cell phone company, so we have to use a third party provider and the cost of that is quite negligible to be honest with you. Guess what? All of those other features that I talked about are all part of Smart Advocate. What you get when you get the system. And here's the beauty of it.
When we upgrade Smart Advocate, which is done at least once a year, we used to do three or four times a year, but because the upgrades are so big now, and we probably might go back to twice a year, it's all included in the system. Very rarely do we put something in. In fact,
I cannot remember in 12 years we've ever added some, maybe once or twice where we say to a client, you know what, this is extra because it's not normally part of the system. And so in general then, almost always, when we do an upgrade, it's included and you don't have to pay extra for it. Not only that, but not only do we give you the upgrade, but we teach you how to use freely, teach you how to use the new features.
Becca (31:05.307)
And with those trainings, that something do you do say like live calls? Are you recording something and putting it out and maybe a help center? What does that look like?
Claude Simpson (31:13.39)
Our knowledge base is humongous. And so our built-in knowledge base is there. We go beyond what our competitors do. Personally, by the way, I send out a tip of the week every Monday, which what it does, it kind of highlight a feature and talk about it for that tip and show you how to do it, how to use it.
And then we culminate that at the end of the month where we do a webinar freely, show you those in real time, how those things work. That's one. The training in general depends on the firm. So many firms want that training to be done in person. They don't want to do it on Zoom, right? So their choice, we can go to their office and do their training at their location.
We also have the ability for our clients to come to Smart Advocate, the Smart Advocate headquarters and get trained there. Some do that because they don't want the distraction when they're at the office, so they send their staff out to come to us to get trained. And then we have others who do training by webinar on Zoom or what have you. So one of the things is, and I think I mentioned it at the start of our conversation, Smart Advocate does not form out any of our training.
It's all done by smart advocate staff that are part of smart advocate. So when you get trained, you're going to be trained by people who are in smart advocate. They're smart advocate employees. You're not going to be sent to some third party who don't know what the heck they're talking about.
Becca (32:50.759)
Okay, I love that. All right, so for law firms that are still relying on traditional methods or older software, what advice would you give them about considering upgrading to Smart Advocate?
Claude Simpson (33:03.374)
Some of the things we just talked about, the upgrades. We have competitors out there who've never upgraded their system in seven, 10 years. Guess what? You're going to be left behind. If you're using a system, if your firm is using a system that's seven years old, guess what? You're going to be behind the eight ball, right? So Smart Advocate is on the cutting edge of technology.
with new features and functions, some of which we just talked about. It's on the forefront of technology with implementing new features, implementing new functions. Smart advocate is browser-based, which means that you can access the system from literally anywhere in the world that you have internet access. You want to work from home this weekend?
Go right ahead, you access Smart Advocate from there. You're burning the midnight oil on vacation and you need to get something done, you access Smart Advocate from wherever you are. And as I said, our internal philosophy is, you the old adage, you build a better mousetrap, right? So our internal philosophy is to make it the best first and foremost, and then everything will fall into place.
Becca (34:22.439)
Amazing. Okay, lastly, how can our listeners get in touch with you if they want to learn more about Smart Advocate?
Claude Simpson (34:30.562)
My email is Claude, C-L-A-U-D-E at Smart Advocate.com. Remember, Smart Advocate is one word. So Claude at Smart Advocate.com. If it's a training question or if you just have some additional questions about the product.
how it can help you in your firm. Absolutely reach out to us and we'd be more than happy to show you the system or even if you just want information on how to make a decision and what to choose or what to look for if you're in the market to shop for a case management system. Absolutely. By the way, if you're listeners,
are so inclined, come and join us in Nashville this coming week, right? We're gonna have our user group conference in Nashville and you're gonna see all of us there and we're gonna talk more about Smart Advocate and more about some of the other things that we are doing. But other than that, if you can't make it this time, please, yes, reach out by email. We'd be more than happy to talk with you.
Becca (35:28.219)
That sounds great. All right, Claude, thank you so much for joining me today.
Claude Simpson (35:32.288)
It was my pleasure. Thank you so much. Thanks for allowing me to share a little bit about Smart Advocate with you and your audience. It was a pleasure.
Becca (35:41.795)
Thank you.


This privacy policy has been compiled to better serve those who are concerned with how their ‘Personally Identifiable Information’ (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context.
Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.
What personal information do we collect from the people that visit our blog, website or app?
When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address or other details to help you with your experience.
When do we collect information?
We collect information from you when you register on our site, place an order, subscribe to a newsletter, Use Live Chat, Open a Support Ticket or enter information on our site.
How do we use your information?
We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways: