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...
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About Spring 2019 AdvoTrac® Release Notes
Archives for AdvoTrac®
Winter 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...
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About Winter 2019 AdvoTrac® Release Notes
The AdvoTrac® Case Expense Funding Service Webinar
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...
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About The AdvoTrac® Case Expense Funding Service Webinar
Webinar: The AdvoTrac® Case Expense Funding Service
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...
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About Webinar: The AdvoTrac® Case Expense Funding Service
Training Team at Advocate Capital, Inc.
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...
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About Training Team at Advocate Capital, Inc.
A More Cost Effective Solution to Litigation Funding Investments
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...
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About A More Cost Effective Solution to Litigation Funding Investments
New Redesigned AdvoTrac® Web Portal
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....
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About New Redesigned AdvoTrac® Web Portal
Introducing the New 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...
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About Introducing the New AdvoTrac® Web Portal
Exciting New AdvoTrac® Feature!
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...
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About Exciting New AdvoTrac® Feature!
Turn a New Leaf in the New Year – Make Payments Online!
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...
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About Turn a New Leaf in the New Year – Make Payments Online!