Advocate Capital, Inc. Law Firm Financing Blog

Law Practice Management Stories

The Carlson Law Firm Achieves Justice for Family Following Life-Altering Baby Brain Injury in Day Care Negligence Case


Advocate Capital Inc client The Carlson Law Firm Julie PeschelCongratulations to Julie Peschel, Partner at The Carlson Law Firm, who was able to achieve justice for the parents of a three- month-old little boy who ultimately lost the battle of his life following a life-altering brain injury sustained at a local day care. The unspeakable tragedy began for this family on August 30, 2013 after their three-month-old son was fed a bottle, placed in a crib and then left unattended.


By the time the day care worker returned to check on the three-month-old little boy, he had aspirated and stopped breathing. Rescue attempts were too late and tragically, the little boy was left with permanent brain injury as a result of the amount of time that had elapsed without oxygen to his brain. The tragedy continued for this family as the three-month-old suffered numerous surgeries, and was unable to breathe or eat on his own. Sadly, he passed away in 2015 due to complications and illness.


Advocate Capital, Inc. clients Carlson Law FirmNothing can restore this family’s hopes and dreams for the infant they lost way too soon as a result of the senseless negligence of a day care. However, with the help of Attorney Julie Peschel and The Carlson Law Firm, the family will be able to raise awareness about infant brain injury and affect systemic change in the hopes that no other family will have to suffer the same tragic loss.


Advocate Capital, Inc. is honored to support the important work of trial lawyers in the effort to affect change and make the world a safer place for us all by demanding accountability and changing behavior.


Lisa Wagner

Senior Vice President, Client Services


Chambers, Noronha & Kubota Team Up for 2016 Orange County Buddy Walk


dsaocMark your calendars! It’s time for the 2016 Orange County Buddy Walk and this year’s event promises lots of fun for the entire family, all on a major league baseball field.


On Sunday, October 30th the Down Syndrome Association of Orange County (DSA|OC) will host its largest annual fund-raising event, the Orange County Buddy Walk at Angels Stadium of Anaheim in California. The Buddy Walk was first introduced by the National Down Syndrome Society as a way to bring together parent organizations across the country and to help raise awareness about individuals with Down syndrome. The Orange County Buddy Walk is one of the largest Down syndrome awareness events in the country bringing together more than 2,500 people.


Our friends at Chambers, Noronha & Kubota are proud sponsors of DSA|OC. Having served as a sponsor for this fantastic organization for 13 years, the Orange County Buddy Walk is one of their favorite events. CNK started supporting DSA/OC when their Office Administrator, Janette Mattson, gave birth to her daughter who was diagnosed with down syndrome. DSA/OC has supported Janette, her daughter and her family in so many ways that she also was compelled to give back to the organization by serving on the DSA|OC Board of Directors and is the current President.


“The DSA/OC Buddy Walk is one of the greatest events in Orange County,” says Gary Chambers, Managing Partner of Chambers, Noronha & Kubota. “This organization is the best place for individuals with Down syndrome and their families to obtain information and support. We have seen this first hand with how much they have done for Janette’s family.”


Can’t make it for the walk and festivities on the 30th? You can still join the fun by helping DSA|OC meet this year’s event goal of $200,000.00. Click here to donate toward Rebecca Mattson and Her Rebels or go to to learn more about this amazing and fun organization and their other events.


Lisa Wagner

Senior Vice President, Client Services


Photo Credit: DSA|OC



4 Google Panda Myths to Forget


Authored By: Iris Garrett


Copyright : Mark CarrelIf you haven’t heard of “Google Panda,” you’re not alone. The term describes a change the search engine made to its ranking algorithm back in 2011. It aimed to prevent what Google dubbed “low-quality” or “thin” sites from appearing at the top of a user’s search results. The only problem was despite Google’s good intentions, the update also impacted many websites that contained quality content and were not just filled with spam. Long story short, it greatly reduced their rankings.


According to Pratik Dholakiya of E2M, a digital marketing agency, the particulars of Google’s algorithms are always changing, but many website users aren’t aware of the changes. In fact, he says many people are still under the assumption that “Google Panda’s” principles are the same as they were five years ago. Dholakiya says that is simply not the case, and he shares four myths about the search rank update that need to be forgotten.


Myth #1: A Panda Update is Coming Soon – Dholakiya says website users need not worry about a single update. The search engine is constantly making updates to its algorithm, but the changes are not always labeled “Panda”. As a result, many website users don’t even notice.


Myth #2: Google’s Duplicate Content Filter is Linked to Panda – Dholakiya says Google uses both tools, they came out at the same time, and they aim at similar results (making search rank correlate with quality). However, they are two separate things.


Myth #3: Panda Targets Sites with Too Much User-Generated Content – SEOs are now recommending that users remove the UGC on their websites, but Dholakiya says this is an overreaction. As long as your content is high quality and not crawling with people promoting a simple trick to make money online, you should be safe.


Myth #4: All Your Site’s Pages Must Be High Quality – Dholakiya says not every page needs to be perfect for your website to score a high ranking. He says even if “Google Panda” penalizes an individual page for poor quality, a site’s main pages can still rank well.


So, what will it take to arm your firm against “Google Panda”? Dholakiya says monitoring your website, whether that’s using analytics tools to find pages with low traffic and high bounce, or making sure you don’t have too much duplicate content, will help you stay out of Panda’s path.


You can read Dholakiya’s full article on the Search Engine Journal by clicking here.

Photo Credit: Mark Carrel

Time Well Spent at UAJ


Authored by: Rachel Markin


Michelle Simms and Dan Taussig had a great time at the 2016 Utah Association for Justice conference. UAJ took place in beautiful Salt Lake City on October 6th and 7th.


Michelle Simms and Dan Taussig at UAJ 2016

Michelle Simms and Dan Taussig at UAJ 2016

Michelle Simms met with clients and friends like Dustin Lance and Jessica Andrew of Lance Andrew, P.C. , Ned Siegfried of Siegfried & Jensen, P.C. and Brad Parker and Jim McConkie of Parker & McConkie, P.C. She said it was great to see so many of our clients and to meet with new firms.


Michelle says another highlight of the conference was attending a “Women of UAJ” meeting, where a group of women had a wonderful time talking about their common interests of fighting for people’s rights.


For more than 15 years Advocate Capital’s mission has been to help plaintiff lawyers get even better results for their clients by providing access to the lowest cost of capital in the marketplace. 2016 has been an amazing year of growth for Advocate Capital, Inc. We believe our partnerships with personal injury law firms continues to grow thanks to our excellent customer service and our proprietary software Advoctrac. The world’s most effective case funding system, which tracks the interest on a case by case basis. If you weren’t able to stop by our UAJ booth, you can still learn more here.


Thank you to everyone who stopped by to say hello in Salt Lake City. We enjoy working with you to ensure the door to the courthouse stays open for all people.


Don’t Be a Victim of the Vanishing Jury Trial


Authored By: Iris Garrett


Empty Courtroom

With the recent measures to end corporate arbitration (such as the case for federally-funded nursing home admission contracts), it would make sense that more disputes and legal issues would be taken to court; however, that assumption is wrong. The reality is that the process of settling a case with an arbiter or third party is entirely more prevalent than actual trials.


David Fauss of Magnus Research Consultants and Graphics says this trend is described as the “vanishing jury trial” and says it has caused many legal professionals from gaining access to the courtroom. As a result, they lose their valuable trial skills.


Fauss’ partner, Dr. Melissa Pigott says the “vanishing jury trial” has also put trial lawyers at risk of potentially alienating their clients. She says the alienation comes from people wanting to hire attorneys who go to court and not ones who simply sit in their office and prepare cases for settlement.  Another downside? She says unfortunately the risk doesn’t weaken if you’re an experienced lawyer or one just starting out.


So how do trial lawyers address and solve the “vanishing jury trial” phenomenon? Dr. Pigott says these days, the only way for an attorney to be guaranteed trial experience is by working as a prosecutor or public defender trying criminal cases.  Yet, she and Fauss agree that trial lawyers in other areas can stay above the fold if they follow one principle: “sharpen the saw”. They say engaging in practices like mock trials can keep your skills from getting rusty or dull and doing so will not only help you during a case, but will keep you sharp even when you’re not in front of a jury.


You can read David Fauss and Dr. Melissa Pigott’s full article by clicking here.

Photo Credit: Aleksandar Radovanovic

The Advocate Capital, Inc. Family is Growing


Authored By: Iris Garrett



Our team at Advocate Capital, Inc. has seen tremendous growth this year. In addition to the 50+ new clients we have gained this year, we have increased our maximum credit line from the previous limit of $4,000,000 to a new high of $5,000,000 per qualifying law firm, celebrated 17 years in the business of providing such law firms the best strategic financial products available, and received both our 101st unpaid client testimonial and 170th client referral in the last quarter alone. Yet, even though we have surpassed many of the goals we set for 2016, our company continues to grow at an unprecedented rate, and not just in regards to our family of clients.


The families of three Advocate Capital employees are also growing or will be very soon. Billie Hardison and Laszlo Kovacs are both expecting their second children, and newest team member Terrance Winchester welcomed a new baby girl earlier this month! Such an exciting time to be here in our Nashville office!


Ahead of the new arrivals, our team at Advocate Capital held two special events to congratulate the families. One was a “Sprinkle” for Billie and Laszlo, and the other a department-wide lunch for Terrance. At both events, employees were treated to a room full of decorations, desserts, and baby gifts (that they definitely enjoyed)! View our Facebook and Google+ albums for more photos.


Our team at Advocate Capital, Inc. is proud of our 2016 success and the growth that comes along with it, but we are even more pleased to see our team growing both in and outside of the office. Congratulations Billie, Laszlo, and Terrance!


The AzAJ Advanced Trial Advocacy Conference is Fast Approaching


Authored By: Iris Garrett




Are you planning to attend The Sidney T. Marable Advanced Trial Advocacy Conference on October 21-22? This year, the Arizona Association for Justice is hosting the event at a new location, the DoubleTree Resort by Hilton in Scottsdale, Arizona.


Advocate Capital, Inc.’s Barry Epstein and Mary Berst will be available throughout the two-day conference to talk about products like The Advocate Flexline®. It’s our latest tool designed for contingent-fee law firms that provides them with the most powerful and effective law firm funding solution. Stop by our booth to check it out, you may even win a BOSE Soundlink Mini!


The AzAJ Advanced Trial Advocacy Conference will not only include several different networking events and exhibits, but will feature up to 11.25 hours of CLE programs. The sessions will be taught by some of the best trial lawyers, jurists and legal consultants from across the country.


We hope to see you in Scottsdale!


Advocate Capital, Inc. Fall 2016 Newsletter is Here!


Authored By: Tiffany Orth


fall-2016-newsletterThe Fall 2016 Edition of Advocate Capital, Inc.‘s Quarterly Newsletter is available.


Our latest newsletter features Client of the Quarter Karl Truman of the Karl Truman Law Office, our new maximum line of credit announcement, social media marketing tips, Advotrac® updates and more.


Please share our valuable newsletter with your fellow trial attorneys. Remember, we pay referral fees! You can earn $1,000 for every law firm that you refer to us that joins our family of clients. 


(View the full Fall 2016 Newsletter


Team Shirley Races for the Cure


Authored By: Iris Garrett





On Saturday, October 1st, Advocate Capital, Inc.’s Team Hope traded in their green shirts for pink ones and joined together for the Susan G. Komen Foundation’s Race for the Cure. The annual event raises both funds and awareness for the fight against breast cancer. Advocate Capital supports Komen’s mission and was proud to participate in this year’s event under a new name, “Team Shirley” as a way to honor our very own breast cancer survivor, Shirley Johnson.


Race day kicked off with hundreds of people, all gathered at Maryland Farms in Brentwood. Team Shirley was well represented in the 5K walk/run with 23 participants. In addition to our efforts at the event, we raised a total of $1,085 for the Komen Foundation! Thank you to all who donated to our team and helped us in this challenge. Your donation will not only impact the Race for the Cure, but will benefit breast cancer patients all around the world.


If you didn’t have time to donate before the race, you can still make a contribution to Advocate Capital, Inc.’s team by clicking here. You can also visit our Facebook and Google+ pages to see pictures from the event.


October is Breast Cancer Awareness Month, a time where we can all celebrate breast cancer survivors and remember those who have lost their battle with the disease.


Blind Justice Podcast


blind-justicePodcasts can be a very effective way to communicate or share a message.


Recently, I was introduced to Attorney Scott DeSalvo’s podcast called Blind Justice. Scott takes on a variety of legal industry topics such as nursing home injuries, mass torts, and traditional personal injury. Podcasts are excellent ways to communicate with colleagues, clients, and prospective clients.


Episode 105 in particular caught my interest. Give a listen here.



Scott’s guest was Rajesh Kanuru. Rajesh shares his experience with entering the Mass Tort arena in a very simple and easy to understand way…specifically pharmaceutical drugs and medical devices. This is important information that consumers need to hear and underscores the value a periodic podcast can make for your firm.


Mr. DeSalvo is an accomplished personal injury attorney based in the Chicago area. His firm, The Law Office of Scott D. DeSalvo, focuses on workers compensation, nursing home abuse, construction and motor vehicle accidents, slip and fall, dog bite, motorcycle and medical malpractice cases.


His colleague Rajesh Kanuru is also a personal injury attorney based in Chicago and owner of Kanuru Law Group, P.C. His firm pursues a wide variety of personal injury cases from auto accidents to nursing home abuse cases. As we heard from the podcast, Rajesh is pursuing some very important mass tort litigation as well.


Click here for the complete Blind Justice podcast library.


Jeff Glueck

Vice President – Business Development


Photo Credit: Law Office of Scott D. DeSalvo

2017…Start that marketing plan now!


stephen-fairleyOur good friend Stephen Fairley is hosting a free 60 minute webinar entitled, “How to Develop Your Law Firm Marketing Plan.” There are two dates available for your convenience (all times are Central):


Tuesday, October 11th at 11 a.m.


Tuesday, October 18th at 1 p.m.



This webinar will cover the following topics:


•   Critical areas of focus to make 2017 a banner year.


•   How to stimulate referrals.


  • Selecting the right marketing tools that will work for your firm.
  • 5 critical components for a Marketing Action Plan (MAP).


Stephen is nationally recognized law firm marketing expert and CEO of The Rainmaker Institute. 2017 will be here before you know it and now is the time to begin the planning process.


Register here today!


Jeff Glueck

Vice President – Business Development


Advocate Capital, Inc. Surpasses Another Goal


Authored By: Iris Garrett




We recently told you how essential client testimonials are to the success of growing your law firm. Not only do they build trust among existing clients, but they validate your abilities to prospective clients and demonstrate why choosing your firm is the right choice. Last month, Advocate Capital, Inc. collected its 101st unpaid testimonial, a milestone our team is extremely proud to achieve; however, it was not our only notable accomplishment last month.


On September 9th, Advocate Capital, Inc. received its 170th client referral. Our team had originally aimed to reach this goal by December 31st, but thanks to all of the help from our clients, vendors, friends and employees, we were ahead of schedule. Since then, we have far exceeded the 170 and are currently following up on nearly 200 referrals from clients! Because of this, we will be able to assist more law firms in their fight against injustice and protecting our seventh amendment rights.




Advocate Capital also celebrated this victory by holding a special event at our Nashville office. Employees were offered curbside service from the MaggieMoo’s ice cream truck. However, it was President and CEO Michael J. Swanson who received a “special treat” when he got dumped with a bucket of cold water in the middle of thanking the team for surpassing our 2016 referral goal.



Client testimonials and client referrals are both powerful tools for business development. Tom Kane of the Legal Marketing Blog says for lawyers, 70-90% of new business comes from referrals, whether it’s from clients, former clients, or other contacts in your network. Kane says like testimonials, referrals act as instant credibility, showing that a person is willing to put their reputation on the line to endorse your legal abilities. Click here to read his full article and to start learning ways to get more referrals and testimonials for your firm.




Advocate Capital, Inc. values our relationships with our customers, and we are pleased to know through these referrals and real life testimonials that they feel the same.


Meet Top Trial Lawyers Bob and Brad Simon


President and CEO Michael J. Swanson recently interviewed California based attorneys Bob and Brad Simon of The Simon Law Group about how trial preparation and getting to know their clients has helped in their success.



Tina Burns

Vice President


QuickBooks® Desktop 2017 Version Now Available


Copyright : Muhammad RibkhanContingent-Fee law firms enjoy many value added benefits when they join the Advocate Capital, Inc. program, including complimentary access to QuickBooks support and discounts toward the purchase of QuickBooks products. With that, we work to keep our clients up-to-date on new releases as they become available.


Intuit announced in September the release of QuickBooks Desktop 2017. In this article, Charlie Russell of the Accountex Report provides a great overview of the newest features.


Intuit supports the most recent 3 year period so the release of 2017 signals that intuit will soon discontinue support for 2014 versions. Those using the Payroll feature will be most impacted when support for 2014 is discontinued as payroll updates, payroll tax calculations and direct deposits will no longer function properly. 2014 Users will have payroll capability through December 2016 and likely for a brief period thereafter (referred to as the sunset period); however, if you’re using the payroll feature you will want to begin considering an update soon.


Need help deciding?


QuickBooks Premier Users: click here to compare the 2017 Premier features to prior year versions.


QuickBooks Pro Users: click here to compare the 2017 Pro features to prior year versions.


Quick tip:  Don’t know which version of QuickBooks you’re currently using? With QuickBooks open, Click F2 on your keyboard to display product information.


If you’d like more information about special pricing or support available to Advocate Capital, Inc. clients, contact your Account Representative or email us at


Lisa Wagner

Senior Vice President, Client Services


Advocate Capital Inc. Quickbooks Certified ProAdvisor


Photo Credit: Muhammad Ribkhan

2016 Love For Liberia Charity Auction




Lance Cooper, founding member of The Cooper Firm, is hosting a charity auction benefiting Orphan Aid, Liberia.


Meet Orphan Aid, Liberia:


Orphan Aid, Liberia was created in 2008, when Daryl Roberts of Cartersville, GA went on a mission trip with his local church. During this trip, Daryl was guided to visit a group of children living in an orphanage that was in dire need of help.


Because of a brutal civil war that shattered the country, 300,000 children were orphaned and abandoned in Liberia, West Africa. After a few days on the mission trip, Daryl knew that God had placed these children in his life for a purpose and that he was called to care for them. Daryl immediately called his wife, Chrissy, and she began collecting clothes, food, and school supplies before Daryl even returned.


Orphan Aid Liberia was created to rebuild the lives of the orphaned children of Liberia physically, mentally, and spiritually. At Orphan Aid Liberia, we believe that every one of those children is precious, and it is our responsibility to show them that they are loved, that they are special, and that they are certainly not forgotten.



A message from Lance:


Supporting Orphan Aid Liberia has changed my life. I have seen what a difference OAL has made in the lives of hundreds of orphans. Without OAL, these orphans would have little hope. With OAL, these orphans are now fed, clothed, housed, and educated. Most of all, they are loved. I hope you will join me in support of this incredible organization.”


The benefit will take place on Saturday, October 15th, 2016 4:00 p.m. – 8:00 p.m.


The Cooper Firm, 531 Roselane St. NW #200, Marietta, GA 30060


oprhan-aid-liberiaSeptember 22, 2016, marked the 20th trip since the program began in 2008. These regular visits are about providing the basic necessities of life that we often take for granted. This includes food supplies, hygiene supplies, roofs for the orphanages, mattresses for the children to sleep on, and clothes for them to wear to replace those outgrown or with holes. They’ve delivered medical supplies and provided care, dewormed hundreds of children and provided eye glasses. Lance himself has made the trip many times and seen the difference this organization makes for the hope and general well-being of the orphaned children.


This event will feature both a silent and live auction, as well as merchandise and ways to donate to the organization if auctions aren’t your style. There will be live music, plenty of food and drinks and an all-around feel-good time!


(View the 2016 Love for Liberia Charity Auction event page)


Advocate Capital, Inc. is proud to support this very worthy cause.


Donna A. Jones

Senior Vice President


No More Arbitration Clauses in Nursing Home Admissions


Authored By: Iris Garrett


Copyright : Rafael Ben-AriBig changes are headed for the country’s federally-funded nursing homes, particularly in regards to safety.


According to a recent article in The New York Times, the Centers for Medicare and Medicaid Services has issued a new rule preventing nursing homes from using arbitration. This is the process of settling a dispute with a company by consulting with an arbiter or third party, rather than taking the issue to court. However, when it comes to nursing home admission contracts, arbitration clauses often only force arguments about safety and adequate quality of care out of the public view.



The Times says the Centers for Medicare and Medicaid Services (an agency under the Health and Human Services Department) made the decision after several state officials urged the government to cut off funding to nursing homes that use arbitration. Many lawmakers argued that companies used the system to keep embarrassing practices or patterns of wrongdoing hidden from families and prevent those families from getting justice (even in cases of elder abuse, sexual harassment, or wrongful death). The nursing home industry disagrees, claiming that arbitration reduces expensive legal costs; those costs could potentially get too high and cause many homes to shut down.


The Times says the rule on nursing homes marks the most significant change in the government’s federal funding for long-term care facilities in more than 20 years. Although it could be challenged in court, it is scheduled to go into effect this month, and only future admissions to nursing homes that serve 1.5 million residents will fall under the rule.


Photo Credit: Rafael Ben-Ari

Are you going to the 2016 UAJ Annual Conference in Salt Lake City?


Authored By: Rachel Markin


uaj-2016Michelle Simms and Dan Taussig will be representing Advocate Capital, Inc. at our booth throughout the entire Utah Association for Justice conference.


We invite you to stop by our booth and learn about The Advocate Flexline®.



The Advocate Flexline® gives contigent-fee law firms the most powerful and effective law firm funding solution ever available!


The 2016 UAJ Annual Conference is called, “Trial Without Error: Preparing for and Excelling in the Courtroom.” It will be held October 6th and 7th at the Salt Lake Marriott Downtown. The conference will include discussions about the dramatic decline of the civil jury trial, comprehensive care for personal injury clients and a session on how to develop themes that will lead to victories. The two day conference will offer up to 10.5 CLE hours to attendees.


Please don’t forget to visit our booth and register for the Bose Soundlink Mini!


See you there!


Concealed Airbag Incident Surfaces for Takata Corp.


Authored By: Iris Garrett


Copyright : Anastasiya AleksandrenkoMore bad news for Takata airbags. A recent article on The Hill shows the company failed to inform U.S. regulators about an incident in Switzerland involving a ruptured airbag inflator. Although Takata’s defective airbags have been the topic of the largest auto recall in American history over the past few years, this rupture was different; it dates all the way back to 2003.


According to The Hill, the concealed 2003 airbag rupture was brought to light in a Takata Corp. internal report released by the National Highway Transportation Safety Administration. The report linked the incident to an inflator overload issue that Takata claims it attempted to fix. Because of those attempts, the company chose not to share the rupture with the NHTSA. Takata also claims that its American branch was responsible for testing, designing and producing the millions of defective airbag inflators and not the parent company.


Now, the NHTSA is forcing Takata to pay up for not immediately reporting the airbag safety problem, but there are many in Washington that say it will take tougher enforcement to end the company’s behavior. Democratic Senators Richard Blumenthal (Conn.) and Ed Markey (Mass.) recently said, “Meager fines do nothing more than change the costs of doing business and provide no meaningful deterrence for continuing reprehensible and irresponsible behavior that costs countless preventable injuries and lives,” (The Hill). They, along with Florida Democratic Senator, Bill Nelson, are pushing for legislation that would impose criminal penalties on automakers that fail to report safety defects and eliminate the cap on NHTSA fines automakers receive for not complying with recall regulations.


As the numbers increase for Takata’s airbag issue (so far, more than 28 million inflators have been recalled here in the U.S.), it appears that only time will tell if the lawmakers’ efforts, as well as the NHTSA’s hope for 100 percent compliance for recalled vehicles, will be enough. Just last month, reported that several automakers are installing Takata inflators in their 2016 and 2017 models, despite the fact that their use has resulted in 11 deaths and hundreds of injuries nationwide.


To read The Hill’s full article, click here. You can also click here to read more recall-related posts on Advocate Capital, Inc.’s blog.


Photo Credit: Anastasiya Aleksandrenko

Meet Advocate Capital, Inc. Client Karl Truman


Watch President and CEO Michael J. Swanson‘s interview with Attorney Karl Truman of the Karl Truman Law Office as he shares how Advocate Capital, Inc.‘s case expense financing has helped his firm get even better results for their clients.



Tina Burns

Vice President


Spot Your Company Super Stars


Copyright : Daniil PeshkovSo often as business owners or managers, we focus our time and attention on the problem employees that require more coaching and training.


I recently read with great interest an article on Inc. by Joel Comm titled “The 3 Secret Signs of a Super Employee.” What a revelation!


In short summary, there are 3 tell-tale signs that a team member has more talent than he/she is openly demonstrating:


  1. Stars mentor naturally. They don’t just get an assignment completed better and faster. They also share their style and technique with co-workers.


  1. Stars listen more than they talk. Star employees are NOT the ones that make the most noise at meetings. They are the ones sitting in silence and only contribute when it’s important.


  1. Stars really do care. They take as much pride in the company’s work as the owner. They are focused on the business success more than their own.


These passions and commitments to excellence may not be measurable but they are certainly observable. Best practice = when you SEE it, PROMOTE it!


Advocate Capital, Inc. has a strong culture and commitment to promotion of our team members and is always looking for ways to improve.


Donna A. Jones

Senior Vice President


Photo Credit: Daniil Peshkov

Team Hope Becomes “Team Shirley” for 2016 Race for the Cure


Authored By Iris Garrett


Team Shirley Johnson

Shirley Johnson (center) during the 2014 Komen Nashville Race for the Cure

On Saturday, October 1st, Advocate Capital, Inc.’s Team Hope will become Team Shirley. We will be embarking on yet another exciting year for the Susan G. Komen Foundation’s Race for the Cure! Only this time, we will be doing so in honor of Advocate Capital’s very own breast cancer survivor, Shirley Johnson.


Shirley does so much for our team every day and we are proud to be participating in this event to celebrate women like her, as well as honor those who have lost their battle with the disease.


So far, we have more than 20 Team Hope volunteers signed up for the 5K walk/run, but it’ll take a lot more than our efforts come October 1st if we want to end breast cancer once and for all. Statistics show one in eight women here in the U.S. will be diagnosed with the disease in their lifetime, and 13 million others will die from breast cancer worldwide in the next 25 years. Team Shirley is hoping to fight those statistics and raise $1,000 to support the Komen foundation and its mission. Will you join with us in this fight? Your donation will not only help us reach our goal, but it will be a powerful contribution to the Race for the Cure and for breast cancer patients everywhere.


Click here if you would like to donate to Advocate Capital, Inc.’s team. We appreciate every donation and ounce of support as we prepare for this challenge! You can also take part in the Susan G. Komen Greater Nashville Race or join a similar event in your area.


Let’s end breast cancer together!



Free Resources for Consumers


President and CEO Michael J. Swanson recently interviewed Karl Truman, of the Karl Truman Law Office about free resources to help educate consumers now available on his firm website.



Tina Burns

Vice President


Advocate Capital, Inc. Increases Its Maximum Line of Credit to $5,000,000


As seen on MarketWatch and Yahoo! Finance.


5million-green-webIt has been an exciting year for Advocate Capital, Inc.! The company gained more than 50 new clients this year (and counting), celebrated its 17th anniversary, and enjoyed a growth of 25% in the last twelve months. Because of this unparalleled success, Advocate Capital, Inc. wants to make it easier for its clients to also grow their law firms and has decided to increase its maximum line of credit from the previous limit of $4,000,000 to a new high of $5,000,000 per qualifying law firm.



Advocate Capital, Inc.’s nearly 400 law firm clients already benefit from products and services such as its Case Expense Financing, Settlement Funding, Working Capital Loans, and The Advocate Flexline™ (powered by AdvoTrac®). However, the company is committed to providing the very best to the plaintiff lawyers that pursue justice on behalf of their clients and believes by extending the funding a law firm is allowed to borrow, it will enable them to get even better results.


“I extend a hearty thank you to our employees, clients and friends who have enabled us to continue our profitable growth trajectory. We are excited about our ability to raise our maximum credit limit by a full 25%,” said Advocate’s President and Chief Executive Officer, Michael J. Swanson.


Advocate Capital, Inc. is the premier provider of strategic financial products and accounting services for successful trial law firms. It has served the plaintiff bar for more than 17 years from its headquarters in Nashville, TN and now enjoys a client base that extends nationwide. For more information, visit or call 1.877.894.9724.


Lawyer Patrick C. Smith Celebrates 5 Years of Highest Possible Attorney Rating


Authored By: Rachel Markin


patrick-c-smithPatrick C. Smith recently announced he was given the AV Preeminent rating award for the 5th consecutive year. Only 1% of attorneys have received the award for 5 consecutive years. The highly regarded AV Preeminent rating is selected by Martindale-Hubbell and reflects both an attorney’s ethical standards and legal ability.” The more than a century-year-old award is peer designated and considered the “gold standard in attorney ratings.” Only 5% of attorneys have ever been awarded the prestigious rating.



The Pittsburg, Kansas attorney graduated from Washburn University School of Law and has practiced law for nearly three decades. Patrick C. Smith fights for clients’ rights in Personal Injury cases, specializing in cases involving motor vehicle accidents, medical malpractice and workers’ compensation. He has an extensive track record of successful clients and says he is determined to provide skilled representation, superior client service and compassion.


Patrick C. Smith represents the excellent clients Advocate Capital, Inc.’s partners with to hold people accountable for their actions. Advocate Capital Inc. warmly congratulates Patrick C. Smith. We applaud him for his hard work to help people get the full, fair compensation they deserve.


Visit Patrick C. Smith’s website for more information.


101 Reasons to Join the Advocate Capital, Inc. Family


ILoveAdvocate.comMany successful plaintiff lawyers will tell you that client testimonials are a powerful tool for growing a law firm. Well, testimonials are also a very effective source of due diligence when selecting vendors for your law firm, similar to the way Yelp reviews help people decide whether they want to eat at a particular restaurant.


Testimonials build trust, and though they may seem trivial to a business’s overall performance, they answer a very important question: “Who else is using your services?” Knowing this validates a potential vendor’s abilities and demonstrates why choosing them over the next guy is the right choice.


Today, I invite you to visit to peruse the 101 unpaid testimonials written by our customers. They are real life plaintiff lawyers from all across the country who have taken the time to share with the world how Advocate Capital has impacted their practice and helped maximize results for their clients.


Like what you see? You can also start receiving the benefits of using testimonials. It is a special honor to have current and former clients say, “I really felt like this firm cared about me.” It is also a much stronger incentive to hire an attorney offering more than a “We care about our clients” slogan. Andrew Cabasso of the Lawyerist says not only do testimonials add a personal touch that can make your services stand out, they provide honest, positive feedback your firm can use. Click here to read his full article and to start learning ways to get more testimonials for your firm.


Advocate Capital, Inc. has been helping plaintiff law firms for nearly 20 years, and we value our relationships with our clients. Although our team is proud to have reached this milestone in client testimonials, we are more pleased that those clients feel the same. We hope to have the chance to earn your business in the near future. Give us a call today at 1-877-894-9724 to get started or visit to learn more.


Michael J. Swanson

President and CEO


Image Components Credit: siamimages

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

clove panel