AdvoTrac® is Advocate Capital’s proprietary software that allows us to track your case expenses on an individual case-by-case basis. In this article, we'll explore how AdvoTrac® works hand in hand with existing case management software, enhancing productivity, transparency, and client trust.
Many of our clients use QuickBooks® for accounting software and additional case management tools, like Needles, Clio®, FileVine, or Litify. Instead of building out a complicated API integration, we have positioned our proprietary software to import data via Excel spreadsheets. We have found that this allows us to work with any software your firm uses, as long as it can export data to a spreadsheet.
Your Excel file only needs to list the case name you want to fund and the dollar amount you want to fund. Optionally, you can add a memo field or case numbers, if needed. If making a large amount of payoffs, we only need the case name.
Incorporating AdvoTrac® into your law firm's case management arsenal isn't just an upgrade; it's a strategic decision that aligns your practice with the modern demands of efficiency, and client-centered service.
*AdvoTrac® is Advocate Capital, Inc.’s proprietary software platform used to track lines of credit on a case-by-case basis. The case-by-case tracking of borrowing costs makes it possible for Advocate Capital, Inc. clients to reduce their net cost of capital to below 1% (on average) by recouping their borrowing costs from their cases.
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