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 Will you be attending the Traumatic Brain Injury 2018 Spring Conference at the Renaissance Nashville Hotel on May 6-8? Our Vice President of Strategic Solutions, Jeff Glueck, will be representing Advocate Capital, Inc. at booth #15. Stop by to learn more about the AdvoTrac® Case Expense Funding Service. This year’s TBI Spring...

Read More About Traumatic Brain Injury 2018 Spring Conference

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

We enhance our proprietary software, AdvoTrac ®, with new capabilities and features on a regular basis. AdvoTrac® is Advocate Capital’s differentiator, a strategic tool for our clients and employees. Our clients gain access to their accounts via the web portal, and they often have suggestions on how to improve AdvoTrac®. Here are the Spring 2018 AdvoTrac®...

Read More About Spring 2018 AdvoTrac® Improvements

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.

Are you traveling to sunny Maui, Hawaii for the AAJ 2018 Winter Convention? The conference kicks off this week, from February 3rd through the 6th at the Grand Wailea Resort.  Michael J. Swanson and Donna Jones will be representing Advocate Capital, Inc. at the convention. We welcome you to stop by our booth (#207) to say hello and learn more about the Adv...

Read More About AAJ 2018 Winter Convention

AdvoTrac ® is the proprietary software at the heart of Advocate Capital’s AdvoTrac Case Expense Funding Service.  AdvoTrac ® is used both by our team members internally and by our clients via the AdvoTrac Web Portal.  Since Continuous Improvement is one of our Core Values, we listen to our clients and employees about ways we can improve AdvoTrac®. Here ar...

Read More About Winter 2018 AdvoTrac® Improvements

Here at Advocate Capital, Inc., we believe in five core values: Professionalism, Integrity, Continuous Improvement, Teamwork, and Service.  There is no greater example of Continuous Improvement than our propriety software, AdvoTrac®. AdvoTrac® is our system that tracks interest on a case-by-case basis.  We listen to our clients and employees about ways we...

Read More About Fall 2017 AdvoTrac® Improvements