MATA is a Wrap


MATA 2015 Annual ConventionWe conquered the galaxy at the Missouri Association of Trial Attorneys ‘Trial Wars’ Annual Convention. Donna Jones and I spent last week in beautiful Lake Ozark, Missouri attending the conference.


The staff of MATA really know how to execute a great show with lots of engagement.  The theme was Trial Wars  with fun Star Wars activities planned for the kids at the carnival, including Star Wars balloon animals and life sized cardboard cutouts of the main characters from Star Wars.


We embraced the theme with our own life size Han Solo and a smaller Yoda who collected the raffle entries. We also gave away small light sabers for the kids. Yoda and the light sabers were the hit of the show! It was a fun show and we had a great time visiting with clients and talking to prospects.


View photos from the event in our Facebook and Google+ albums.


We are excited for the next MATA convention and can’t wait to see what the staff has planned for 2016.


Tina Burns

Vice President


How to Distinguish Yourself Among Competition


Copyright : iqoncept As an attorney, you are constantly trying to set yourself apart from your competitors, or rather, distinguish your brand. This could mean spending tons of money on prospects, or even a great deal of time and energy promoting your firm.


In his Smart Marketing article, “Scripting the Client Experience: How to Really Differentiate Yourself,” Mark Merenda discusses focusing your attention on your current client experience. From the initial greeting from your receptionist, to the very last meeting, each step should involve personalization to the client or prospect. Service and client satisfaction are both experiences that people will pass along to their friends, family, and colleagues, so you want to make sure they are good!


To read Mark Merenda’s tips in full detail, and to view the entire article, click here!


Tina Burns

Vice President


Photo Credit : iqoncept 

Senate Report – Takata Knew of Air Bag Problems as Early as 2001


Copyright : Angela WayeSeveral news agencies are reporting on a recent Senate report showing that Takata Corp. know about the issues surrounding their air bags as early as 2001.


In Bloomberg News, Alan Levin reports that employees of Takata Corp. knew of “serious safety and quality control issues as early as 2001, years before flaws in its automobile air bags surfaced,” according to a report issued by Senate Commerce, Science and Transportation Committee Democrats on Monday. The firm “also halted global safety audits to save money,” the report said.


In the Associated Press, Marcy Gordon and Tom Krisher say the report also “accused the government’s National Highway Traffic Safety Administration of failing to promptly investigate early reports of defective air bags.”


In the New York Times, Hiroku Tabuchi and Danielle Ivory report that the order to halt audits “was just one of many serious safety lapses” detailed in the report. Takata “quickly disputed the report’s findings as misleading” and argued that “it conducted regular reviews of product quality and safety.” The Times also says the report mentioned that “Takata and the National Highway Traffic Safety Administration agreed that the best course of action was to press on with the recalls,” due to concerns that gradual degradation of propellant in the airbags can increase the risk of rupture.


Finally, in the Wall Street Journal, Mike Spector reports that the report was released a day before NHTSA Administrator Mark Rosekind and Takata North American VP Kevin Kennedy were set to testify before the full Senate Commerce Committee. The report also criticizes Federal regulators for failing to quickly investigate the issue once problems emerged, the Journal says, noting that the agency’s inspector general will also testify Tuesday.


Photo Credit : Angela Waye

Baby Sprinkle for Kelly Bubis


Advocate Capital Inc. Kelly Bubis baby sprinkleOn Tuesday, June 23, the Advocate Capital, Inc. Nashville office hosted a ‘Baby Sprinkle’ for Business Development Manager Kelly Bubis. Kelly and her husband Brandon along with big sister Hannah are expecting their baby boy, Mason Reynold Bubis, on July 20th.


The training room was filled with hints of blue everywhere, from the wrapping paper to Rice Krispie treats to the refreshments! Special thanks to Claire Wood and Lisa Larkin for planning this event.


View photos from the Baby Sprinkle on our Facebook and Google+ albums.


Congratulations to Kelly and Brandon on the newest addition to the Advocate Capital, Inc. family! We are all very excited to meet Mason!


Tina Burns

Vice President


16th Anniversary Corn Hole Tournament


Advocate Capital, Inc. 1st place cornhole tournamentIt has been our privilege to serve the needs of trial lawyers for the last 16 years.  We have grown from one client in 1999 (who is STILL our client) to more than 320 clients and more than 44,000 cases tracked in our AdvoTrac® system.


For our staff here in Nashville Tennessee, there is no better way to celebrate than a Corn Hole Tournament!


We headed outside after a delicious taco-bar lunch provided by our friends at Taco Mamacita.  Boy, it was a hot day here in the Mid-south!


Advocate Capital, Inc. 2nd place corn hole tournamentWe had prizes up for grabs for our first, second and third place teams.  First place winners received gift cards for dinner at Cheesecake Factory AND a ceremonial can of creamed corn, second place won movie tickets, and third place won….PIE.


Here are our winners:


First Place:
Michelle Simms and Gina Scruggs


Second Place:
Matt Sturdivant and Lynn Malone


Third Place:
Mike Swanson and Billie Hardison


Advocate Capital, Inc. 3rd place Corn hole tournamentView more photos from the corn hole tournament in our Facebook and Google+ albums.


A great time was had by all.  We are very aware that we would not have cause to celebrate anything if it weren’t for our family of clients.  Thank you for your loyal partnership and business.


It has been our honor to help each and every one get even better results for their clients.


We all can’t wait to see what next year will bring!


Jeff Glueck

Vice President – Business Development


Sid Gilreath Receives Lifetime Achievement Award


Advocate Capital, Inc. client Sid Gilreath receives TAJ Lifetime Achievement AwardWe extend hearty congratulations to Advocate Capital, Inc. friend and client Sidney W. Gilreath who was recently honored with the Lifetime Achievement Award at the annual Tennessee Association for Justice meeting in Memphis.


This forum is not nearly large enough to detail the many contributions and accomplishments made to date during Sid’s illustrious legal career. In addition to zealously representing injured citizens in every area of civil practice, he has served in leadership positions with prestigious organizations like the Tennessee Association for Justice, the American Association for Justice, the American Board of Trial Advocates (ABOTA) and the International Academy of Trial Lawyers. Mr. Gilreath is also a founding fellow of the Tennessee Bar Foundation and an adjunct professor in trial advocacy for the University Of Tennessee College Of Law.


The Tennessee Association for Justice could not have selected a more deserving recipient of this impressive tribute. For more details on his celebrated career, take a moment to watch the amazing highlight video shown during the awards presentation.



Here’s a great big salute to Sidney W. Gilreath from everyone here at Advocate Capital, Inc.


Donna A. Jones

Senior Vice President


Need a better understanding of Facebook Insights?


Copyright : Artem Samokhvalov For many people, running Facebook campaigns and keeping up with the analytics can be intimidating. But it doesn’t have to be. The team at Blue Corona recently put together a quick, informational video about how to create a foolproof Facebook strategy utilizing five insight reports.


The insight reports include Likes, Reach, Visits, Posts, and People. From these reports, you can learn what posts are running successfully, and which ones might need a boost. You can even gauge what your competitors are doing, and how your shared posts compare to theirs. Working smarter, not harder is a great approach when it comes to social media. Keeping informed on your current social media strategies, rather than putting more information out to the public is a great place to start, and is guaranteed to be the smarter choice.


To learn more about these five reports in greater detail, and to view Blue Corona’s full video, click here!


Tina Burns

Vice President


Photo Credit : Artem Samokhvalov 

Christine Flynn is the 2015 Paralegal of the Year


As seen on Boston Globe, MarketWatch, Reuters, Seeking Alpha and Yahoo! Finance.


AAJ / Advocate Capital, Inc. Paralegal of the Year AwardChristine Flynn, senior litigation paralegal at Haggerty, Goldberg, Schleifer & Kupersmith, P.C., in Philadelphia, Pennsylvania has been named the recipient of the 2015 Advocate Capital, Inc. / AAJ Paralegal of the Year Award.


Ms. Flynn was nominated for the award by Attorney James C. Haggerty. Attorney Haggerty commented, “Christine Flynn has worked with me for nearly 25 years. During that time, she has consistently performed at an exceptional level, beyond that of many of the young lawyers in the firm.”


As the senior litigation paralegal, Ms. Flynn organizes all file materials, summarizes all information and documentation, prepares cases for trial and interacts directly with clients. Attorney Haggerty added, “She consistently goes out of her way to assist clients in all matters, maintaining close contact with them. She helps clients navigate the unfamiliar waters of personal injury litigation.” In addition to her file responsibilities, she coordinates the efforts of the Case Managers in handling matters in the pre-litigation stage.


Ms. Flynn is a past president of The Philadelphia Association of Paralegals (PAP) and continues to serve as an active board member and chair of the Litigation and Professional Development Committees. Christine also serves as board liaison to The Legal Intelligencer, Pro Bono Coordinator and Liaison to the American Bar Association (ABA) for the Standing Committee on Pro Bono and Public Service and is a member of the Paralegal Studies Advisory Board at the Community College of Philadelphia.


Ms. Flynn also serves as a mentor to paralegal students. She is involved in a variety of pro bono and community service activities including work with the Support Center for Child Advocates. She is a member of the National Notary Association (NNA) as well as a paralegal member of the Pennsylvania Association for Justice (PAJ) and the Philadelphia Bar Association.


To be considered for this prestigious award, candidates must have demonstrated their value as members of a legal services team, shown dedication to the legal profession, and shown dedication to AAJ’s mission. Ms. Flynn was selected from numerous entrants by the AAJ Paralegal of the Year Committee. In addition to a beautifully engraved award trophy, she will receive free airfare, hotel and conference registration for the AAJ Annual Convention July 11July 15, 2015 in Montreal, Quebec, Canada.


“We are so pleased to be able to collaborate with AAJ on this important award. Paralegals are a key component to any successful law firm. We hope that this award will help draw attention to the important work that they do in our Nation’s civil justice system,” commented Advocate Capital, Inc.’s President and Chief Executive Officer, Michael J. Swanson.


As the world’s largest trial bar, the American Association for Justice (formerly known as the Association of Trial Lawyers of America) works to make sure people have a fair chance to receive justice through the legal system when they are injured by the negligence or misconduct of others—even when it means taking on the most powerful corporations. Visit


Advocate Capital, Inc. is the premier provider of strategic financial products and accounting services for successful trial law firms nationwide. They have been serving the plaintiff bar for over 15 years from their headquarters in Nashville, TN and now enjoy a client base that extends nationwide. For more information, visit


2015 Missouri Association of Trial Attorneys Annual Convention


Trial Wars - MATA 2015Will you be attending the MATA Annual Convention in Lake Ozark, Mo. on June 25-28?


Donna Jones and I will be representing Advocate Capital, Inc. at our booth during the convention. Stop by and discover how our case expense funding product can help you get even better results for your clients.


The 2015 MATA Annual Convention will take place at the Lodge of Four Seasons Resort on Lake Ozark. This convention includes three days of CLE programs featuring the judicial forums, the Annual Update on the Law and the addition of an employment law track. Social activities during the convention include a carnival, golf tournament, trap tournament and 5K run/1-mile fun walk.


Don’t forget to visit our booth and enter our raffle for a chance to win Bose® SoundLink® Mini!


We hope to see you there.


Tina Burns

Vice President


How to Increase Productivity with SharePoint


Photo Credit : nasirkhanAs businesses grow, it is important to always research tools to help streamline processes and increase productivity. SharePoint is recognized as one of the best productivity tools on the market and many businesses are still not utilizing this tool to its full potential.


In a recent Technology Tell article, IT journalist Kayla Matthews explains how SharePoint helps improve your productivity and “provides businesses and teams with opportunities to thrive.”


Here are a few of her tips “for leveraging the system to improve efficiency within the workspace”:


  • Centralize Any and All Essential Documents: “It’s important to allow employees and external users access to an organized folder at a central location.”
  • Integrate Web Applications With Other Tools: “SharePoint can be made more user-friendly if its ability to sync with other programs and applications, like the Microsoft Office suite, is fully utilized for improvement.”
  • Make Your Metadata Work for You: “SharePoint users should be empowered to keep this information up to date and well maintained because it allows the platform to better interpret the information contained within it.”
  • Create SharePoint Networks With Clients: “Companies that service external users such as clients, vendors or customers may need to think about pushing the technology of SharePoint into these relationships.”


(View the full list of ‘8 SharePoint Tips for Greater Productivity’)


There are only so many hours in a day and using SharePoint can help you be more productive. Take some time to review these tips and consider applying them into your business procedures. As Kayla Matthews says, “If you can find a way to implement a few of these tips, you’ll be more productive. And your teams will begin to see the benefits, as well.”


Tina Burns

Vice President


Photo Credit : nasirkhan

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

clove panel