Archives for AdvoTrac®

The Spring ’19 release contains web portal screen modifications, forms and up to date tutorials. Account Summary The Account Manager name and contact information appear on the Account Summary screen. This information is dynamic and will display the proper Account Manager for each client. Forms in the Help Tab Blank ACHs and Request for Loan Advance forms...

Read More About Spring 2019 AdvoTrac® Release Notes

The Winter ’19 release delivers more reports, customization and safety protocols while enhancing the user experience. Reports Memo Information by Date Range allows a user to enter a date range and view grouped memo information including case names, amounts, and totals for the corresponding date range. The All Case Balance report and onscreen information d...

Read More About Winter 2019 AdvoTrac® Release Notes

Authored By: Krista Kemmerly President and CEO, Michael J. Swanson recently hosted a webinar with special guest, Training Specialist, Billie Hardison. If you couldn’t attend our April webinar, Mr. Swanson and Mrs. Hardison took our viewers on a virtual tour of our AdvoTrac® Case Expense Funding Service and explained, in detail, how it has helped successfu...

Read More About The AdvoTrac® Case Expense Funding Service Webinar

Authored By: Krista Kemmerly We invite you to join our webinar next Tuesday with President and CEO Michael J. Swanson and special guest, Training Specialist, Billie Hardison. Throughout this webinar, Mike Swanson and Billie Hardison will explain how our AdvoTrac® Case Expense Funding Service works and how it has helped successful law firms get even better...

Read More About Webinar: The AdvoTrac® Case Expense Funding Service

Do you know that we have a team of expert training professionals at Advocate Capital, Inc.? Our team is led by our dedicated Training Specialist, Billie Hardison, and is here to help you with any AdvoTrac® questions. The training team is also staffed with Quickbooks Pro Advisors who can assist you with recording Advocate Capital transactions in Quickbooks...

Read More About Training Team at Advocate Capital, Inc.

Prompted by high-profile celebrity cases, you may have noticed a lot of recent news or talk about litigation finance or litigation finance investment vehicles. What is litigation finance? Litigation finance often involves hedge funds or other investment vehicles with lending structured toward a particular case or group of cases as a means to fund the cost...

Read More About A More Cost Effective Solution to Litigation Funding Investments

You continue to ask…we continue to listen! We enjoy receiving requests and improving AdvoTrac® for you, our customer! Our customers use the AdvoTrac® Web Portal on a daily basis to submit funding requests, run payoff reports, and make electronic payments. Recently, we redesigned the AdvoTrac® Web Portal and you may find this new design easier to navigate....

Read More About New Redesigned AdvoTrac® Web Portal

Advocate Capital, Inc. greatly values client feedback and strives to make AdvoTrac®, our proprietary software platform, as user friendly as possible. After reviewing suggestions from our clients to help enhance the overall user experience, we are proud to announce our new AdvoTrac® Web Portal will launch Friday, October 9, 2015. Below is an overview of al...

Read More About Introducing the New AdvoTrac® Web Portal

We are excited to share that Advocate Capital, Inc. recently enhanced the reporting capabilities within AdvoTrac®!  Clients use AdvoTrac® on a daily basis to submit funding requests, process online payments, run Payoff Reports, reprint past invoices and research case balance information. We have increased the reports available by creating a new Reports Ta...

Read More About Exciting New AdvoTrac® Feature!

Our clients now have the ability to make case-specific payments online.  Clients can pay off cases or make partial principal payments at their convenience using AdvoTrac®.  The process is simple!  Log in to AdvoTrac®, choose the payment date and the case(s), enter the payment amount(s), submit the payment and print the receipt (our newest feature!).  Paym...

Read More About Turn a New Leaf in the New Year – Make Payments Online!