Advocate Capital, Inc. Now Approved Needles Partner


Advocate Capital, Inc. President and CEO, Michael J. Swanson and Needles’ Director or National Sales, Richard Paresky.Advocate Capital, Inc. is pleased to announce its partnership with Needles®, one of the premier software applications on the market for legal case management.  In the photo, Advocate President and CEO, Michael J. Swanson, is congratulated by Needles’ Director of National Sales, Richard Paresky.


Needles® software provides a wide variety of case management tools including intake process, contact information, docket control, cost management, time tracking, and many, many more.   The software is easily integratable with existing platforms and their team provides unlimited training both during and following the implementation process.  To request a free trial package, click here.


Many Advocate Capital, Inc. customers utilize the Needles® software application and in order to provide an even better level of customer service and training for our clients, it made perfect sense to partner with the Needles® team.  Through this collaboration with Needles® we are able to bridge the gap between our AdvoTrac® proprietary cost-tracking software and the law firm’s case management application to ensure maximum benefit of all resources for the law firm.


If you are a successful law firm considering case management software, take a moment to review the list of reference firms on the Needles® site.  You are sure to see names you recognize as leaders in the industry.


Donna A. Jones

Senior Vice President


What is a Balance Sheet? – Part 1 of 2


In this episode in the “Business Basics for Trial Lawyers®” video series, Mr. Swanson gives a brief overview of a balance sheet.



If you have any questions or would like to suggest a topic to be covered in future videos, please click here to send Mr. Swanson a message or tweet to him at @MichaelJSwanson.


To view a playlist of the Business Basics for Trial Lawyers® video series
on YouTube, click here:


Lance Cooper Still Pushing for GM Accountability


Advocate Capital Inc. clients The Cooper FirmAttorney Lance Cooper and his team in Marietta, Georgia recently settled a case against GM on behalf of the estate of a young woman killed in a 2010 crash caused by a defective ignition switch in the 2005 Chevrolet Cobalt she was driving.  The “black box” data recorder in the car showed that the car’s ignition switch was in the “accessory” position, not the “run” position at the time of the crash causing her to lose power for steering and brakes.


But he’s not finished yet!


Lance has recently made front-page headlines in USA TODAY as the result of a letter he submitted to the National Highway Traffic Safety Administration (NHTSA) requesting a “Timeliness Query Investigation” into the General Motors recall.  Discovery and deposition testimony in the case revealed that GM knew in 2004, a decade before it issued the recall that the Chevrolet Cobalt had an ignition switch that could inadvertently shut off the engine while driving.  In fact, at least one GM engineer had the problem while testing the new car before it was ever put on the road.


Even though GM acknowledged the problem in a 2005 technical service bulletin, the bulletin did not advise dealers to put the suggested new key cover on the keys of new Cobalts before they were sold.  Likewise, the bulletin did NOT tell dealers to alert buyers of the possible defect.


NHTSA has not yet responded to Mr. Cooper’s request and is not required to perform the investigation requested.


Will the NHTSA do the right thing and perform the requested investigation?


Will GM be punished financially in addition to the 778,619 cars for which it will replace the faulty ignition switch?


The complete articles recently featured in USA TODAY are:


Lawsuit: GM knew of Cobalt ignition problem” and

Lawyer asks feds to force GM to explain recall timing.”


Mr. Cooper is the founding member of The Cooper Firm, and concentrates his practice representing plaintiffs in substantial personal injury and wrongful death cases.


All of us at Advocate Capital, Inc. are thankful for attorneys like Lance Cooper who battle corporate giants like GM, demanding accountability and responsibility.


Donna A. Jones

Senior Vice President


New Amazon Book Review of How David Beats Goliath


How David Beats Goliath Book ReviewAdvocate Capital, Inc. President and CEO Michael J. Swanson’s book How David Beats Goliath – Access to Capital for Contingent-Fee Law Firms just received another great review on Amazon.


Reviewer David P. Markoff, of Atkins & Markoff in Oklahoma City, gave the book a five star rating and stated,


“…Mike Swanson’s book is a must read for understanding how law firms mismanage cash flow and what options are available to them.”


Click here to read the complete review.


Maybe it’s time to pick up your own copy!

To purchase a digital or paperback copy of How David Beats Goliath, click here.


Tina Burns

Vice President


Texas AG Pushes to Block Disabled Texans’ Lawsuits Against State


Texas Attorney General Greg Abbott, Advocate Capital, Inc. reportsI recently blogged in this space about the Texas Attorney General’s, Greg Abbott, efforts to advance tort reform in the state despite his benefiting from court access 30 years ago.


The Dallas Morning News now reports that while Attorney General Abbott “has said he supports the Americans with Disabilities Act,” he “has tenaciously battled to block the courthouse door to disabled Texans who sue the state.” The piece notes that Abbott, who is wheelchair-bound after an accident nearly 30 years ago, “benefits from the ADA mandates that guide businesses, builders and cities,” yet “he believes it is unconstitutional to force the state to comply,” arguing “that his duty is to protect the state’s autonomy and its taxpayers by using all legal tools available to him — including the argument that the state is immune from disability lawsuits brought under the ADA.”


Photo Credit: Gage Skidmore via Flickr

Lisa Wagner Celebrates 10th Anniversary with Advocate Capital, Inc.


Advocate Capital Inc. Vice President of Client Services Lisa Wagner 10 year AnniversaryLisa Wagner is pictured here holding her Advocate Capital, Inc. 10th Anniversary Award.  Lisa began her career at Advocate as a Field Examiner in February of 2004.  Since then she has held various positions including Manager of Program Compliance, Director of Client Services and her current role, Senior Vice President of Client Services.


Lisa is from North Carolina, where she obtained her Bachelor of Science Degree in Accounting from North Carolina State University and her North Carolina CPA certification.  Prior to joining Advocate, Lisa’s career included various accounting positions including roles as both Business Manager and CFO of two different law firms.


Lisa now lives in Dallas, TX and travels nationwide to provide training and consulting services to client and prospect law firms on behalf of Advocate.


Congratulations, Lisa!  You do wonderful work and we hope you will be a part of the Advocate Capital team for many more years!


Michael J. Swanson

President and Chief Executive Officer


Three Key Financial Statements


In this episode in the “Business Basics for Trial Lawyers®” video series, Mr. Swanson discusses the three key financial statements every trial lawyer should know how to read and understand.



If you have any questions or would like to suggest a topic to be covered in future videos, please click here to send Mr. Swanson a message or tweet to him at @MichaelJSwanson.


To view a playlist of the Business Basics for Trial Lawyers® video series
on YouTube, click here:


Medical Negligence: The 3rd Leading Cause of Death in the U.S.


Medical NegligenceAccording to the Journal of Patient Safety, medical negligence is the 3rd leading cause of death in the United States.  In California, The Consumer Attorneys of California (CAOC) and others are trying to change the law in order to improve patient safety.  Be sure to click here to watch a brief, informative video by CAOC President, John Feder.  To learn more about how you can make a difference, visit and


We are so happy to support these organizations and the plaintiff trial lawyers all across the U.S. who are fighting every day for improved patient safety.  Please join us in the fight!


Michael J. Swanson

President and Chief Executive Officer


The Sawaya Law Firm Establishes Values Award in Colorado


Advocate Capital Inc. client Michael SawayaMike Sawaya has been fighting for justice for consumers in Colorado for nearly 49 years.  However, he’s not only committed to ensuring justice for the people of Colorado, he also is committed to giving back to the community, leading by example through countless community initiatives.


Most recently, Mr. Sawaya and his team at The Sawaya Law Firm created the “Sawaya Values Awards” to recognize Coloradans who are committed to helping themselves and members of their community reach their full potential. The recognition is based on the values the Sawaya Law Firm believes to be the bedrock of society: Hope, Service, Responsibility, Faith, Honor, Trust, Freedom, Honesty, Integrity, Justice, Truth and Family.  A recipient is selected each month and receives a plaque to commemorate the achievement and a donation of $250 to a qualifying charity of their choice.  Not only does this award provide recognition for people in the community who are doing great things while also providing funding to various charities throughout the community – by being given on a monthly basis, the Values Award keeps the message in front of the community providing continuous motivation for others.


Mr. Sawaya says, “Our highest purpose is to help everyone reach their potential. We want to honor people who put these values into action and help all of us towards accomplishing that goal.”


Mr. Sawaya has also created a number of other initiatives demonstrating leadership in giving back to his community.  One of my personal favorites is his Holiday Cab Ride program, where he provides free cab ride service to members of the community on holidays such as New Year’s Eve, July 4th, Halloween and St. Patrick’s Day. It’s a great way to extend the message about safe driving, reducing accidents and keeping the streets safe for residents of Denver.  He also serves as the President of the Board of Directors for Servicios de la Raza, a 40 year old social service agency providing emergency services, domestic violence counseling, psychological services, youth job training and more.  He also serves on the Board of Directors of the Colorado Trial Lawyers Association.


Mr. Sawaya is also a musician and contributor to the Arts in Colorado, through his role as President of the Colorado Conservatory for the Jazz Arts.


A special salute to Mr. Sawaya for his tireless leadership in supporting and giving back to the community!


Lisa Wagner

Senior Vice President, Client Services


Getting More Battery Life Out of the iPhone 5


extend your iphone 5 battery life, Advocate Capital Inc. reportsAfter we all flocked to the local retailer of choice to obtain the iPhone 5 and were quickly enthralled with all the new features, we soon learned that with all those new features came a price – – – battery life.


I recently ran across an article entitled “17 Tips to Extend iPhone Battery Life” and while some of the suggestions are (or should be) common sense, there were several ideas that had not occurred to me.  Technology guru Sam Costello provides a nice overview with detailed instructions.


A few of the recommendations I implemented included:


  1. Turn on Auto-Brightness
  2. Stop Motion (iOS 7)
  3. Keep Wi-Fi Off
  4. Turn Data Push Off
  5. Fetch Mail Less Often


Read the entire article detailing all 17 suggestions here.


Donna A. Jones

Senior Vice President


Case Expense Financing at a Net Cost of Less Than 1%*

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