SmartAdvocate Set Up Specialist for Small Law Firm
UpworkUSNot specifiedintermediateScore: 34
CRM SoftwareLegal
Title: SmartAdvocate Setup Specialist Needed – Short-Term Project for Small Law Firm
Job Description:
We are a small plaintiff-side law firm seeking an experienced SmartAdvocate consultant to assist with a short-term setup and optimization project.
We are newly implementing SmartAdvocate and need help optimizing and configuring. We’re looking for someone who has direct, hands-on experience setting up SmartAdvocate for law firms and understands best practices for case management workflows.
Scope of Work:
Initial SmartAdvocate system setup and configuration
Customizing workflows, templates, and task automation
Setting up user roles and permissions
Importing and organizing existing case data (if needed)
Creating standard reports and dashboards
Integrating email and other essential tools
Advising on best practices for efficiency and automation
Providing brief training sessions for staff
Ideal Candidate:
Proven experience implementing SmartAdvocate for law firms
Strong understanding of legal case management workflows
Experience with data migration and system customization
Ability to provide strategic guidance, not just technical setup
Clear communicator who can explain processes to non-technical staff
Available for short-term, project-based work
Project Timeline:
Short-term engagement (estimated X–X weeks). Immediate start preferred.
To Apply:
Please include:
Your availability over the next 4–6 weeks
Your hourly rate or fixed project estimate
We are looking for someone efficient, experienced, and able to get us up and running quickly.
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