Our team continues its growth mode in 2017 here at Advocate Capital, Inc.!
We are currently recruiting an Executive Client Manager to cultivate positive customer interactions and act as a liaison between clients and various departments within the company, providing creative solutions to strengthen relationships and secure business.
The successful candidate will have experience in managing a portfolio of several high-level client relationships and skillfulness delivering a “wow” customer experience by providing helpful, humble service to our clients and other team members.
If you are interested in applying or would like to recommend a candidate, please submit a resume for consideration.
The complete job posting is available here.
To learn more about our amazing company and culture, visit www.AdvocateCapital.com for more details.
Senior Vice President
Photo Credit: Yong Hian Lim
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 can improve AdvoTrac®.
Here are the Fall 2017 AdvoTrac® improvements:
Online Fundings – Clients may elect to use the new optional funding upload template that appears after the radio button “Upload cases (Excel)” has been selected.
Customizable Memo Picklist – A memo picklist is available on the funding request page. Clients may enter and save custom values for each funding request.
If a client elects to use the optional memo field when funding a case, the memo will appear on the payoff quote and case balance reports going forward.
Case Balances Screen – Previously, clients could select the “include closed cases” checkbox on the case balance screen, but these cases were not included in the export. Closed cases, if selected, are now visible on screen and included in Excel and PDF exports.
Reports – An invoice summary by date range report is now available, allowing clients to view their historical invoice information in a summarized PDF or Excel file format.
Security – Client web portal administrators may increase their account security settings by enabling two-factor authentication (2FA). 2FA enhances security on an account by sending a six-digit code that must be entered every time a user logs into AdvoTrac®. The client web portal administrator can enable 2FA on a user-by-user basis.
Training – We have created new video tutorials and step by step PDF instructions for the following functions within the web portal:
How to Process Funding Requests Online
How to Process an Information-Only Payoff Quote
How to Enable Two-Factor Authentication
We also revised existing tutorials and PDF instructions for the following functions within the web portal:
How to Make a Partial Principal Pay Down
How to Pay Off a Case Online.
You can find these tutorials on the “Help” tab under “Training.”
We want to hear from you! If you have ideas for additional improvements, contact the Accounting department at firstname.lastname@example.org or 615.577.5448 to share your suggestions.
Authored By: Candace Whitman
We have debuted a new and improved design for our website, www.AdvocateCapital.com. Our company’s new website has a clean, modern look that is easy to navigate and will hopefully provide users with an even better online experience.
We are also excited to reveal a new company “About Us” video with the launch of our new website. The video gives viewers a glimpse at how Advocate Capital, Inc. helps plaintiff attorneys get even better results for their clients, particularly through its AdvoTrac® Case Expense Funding product. The video also features one of our long-time clients, Attorney Lance Cooper of The Cooper Firm in Marietta, GA.
In addition to the company “About Us” video, viewers will now have easy access to all of Advocate Capital, Inc.’s multimedia content in the new “Videos” section of its website. Visitors can watch client testimonials, webinar content, company news, how to’s and tips, and other useful resources on the page or on Advocate Capital, Inc.’s Vimeo channel.
Our CEO, Michael J. Swanson, commented, “I think our new “About Us” does an excellent job of capturing what motivates us all to work so hard supporting our clients. Most people don’t realize that plaintiff lawyers help people all day, every day. And our beautiful new website is the perfect platform for it.”
We are the premier provider of strategic financial products and accounting services for successful trial law firms nationwide. We have served the plaintiff bar since 1999 from our headquarters in Nashville, TN and now enjoy a client base that extends nationwide. For more information, visit www.AdvocateCapital.com or call 1.877.894.9724.
Watch Mr. Swanson’s interview where Utah Attorney Sam Adams of Adams Davis P.C. shares his knowledge on how to get more cases referred into your law firm.
Authored By: Candace Whitman
This Thanksgiving season, Advocate Capital, Inc. will be partnering with Second Harvest Food Bank of Middle Tennessee to host a food drive in our office and online. According to Second Harvest, “In Middle Tennessee, 1 in 7 adults including 1 in 5 children struggle with hunger every day.”
We are teaming up with the Injury Board on their Day of Action to host the food drive and volunteer at the Second Harvest facility on November 16, 2017. We are excited to do our part to help those in need in our community gain access to food.
If you would like to donate to our virtual food drive, please click here. You can online shop from a list of Second Harvest’s needed foods or donate a specific dollar amount.
Our goal for the drive is $1,000 and it will last through the end of November. All donations are greatly appreciated!
Watch Advocate Capital, Inc. President and CEO, Michael J. Swanson talk with Utah Attorney Sam Adams of Adams Davis P.C. about how to choose the best attorney to represent your case. View the interview in the video below.
If you are a regular follower of our daily blog, you are aware our various departments host monthly employee events to show our appreciation of the hard work our employees do every day that support our mission of helping an ever increasing number of plaintiff lawyers get better results for their clients.
October was the Solutions Team turn to host some lunch-time fun.
As a longtime resident of East Nashville, I thought it was time for us to get our HIPSTER on! As you can see from the photos we donned our finest hip attire, along with some very impressive mustaches and got in the trendy spirit of my iconic and thriving neighborhood.
Our home city continues to grow literally by the day, and it is now more than ever, a terrific place to come visit. If you are interested in coming to Nashville, check out www.visitmusiccity.com as a useful resource to help you make your time here the best it can be.
What is the best neighborhood to visit? The Eastside of course! Don’t take my word for it. Check out THIS article from Vogue Magazine. Turns out it is HIP to be in East Nasty, even for this aging author!
If I can assist you in anyway in for a true ‘locals’ experience for your visit, click my name below for my contact information. We will get you pointed in the right direction.
Vice President of Strategic Solutions
Our CEO Mike Swanson and I were thrilled and honored to attend the inaugural awards dinner and ceremony for the prestigious Keenan Ball College last week.
We visited with several clients, met new prospective clients and found the entire experience both educational and celebratory, as graduates of the Trial College and the Masters College received their diplomas and recognition.
The festivities were hosted by founder Don Keenan himself at the historical Commerce Club in downtown Atlanta. Our great friend and client David Hoey, who serves as the Dean of the College, presented honors to the graduates and award recipients.
Everyone here at Advocate Capital, Inc. considers it a privilege to support the important work done by trial lawyers like the members of the Keenan Ball College across this country to protect the 7th Amendment rights for all.
Senior Vice President
Authored By: Iris Garrett
On Saturday, October 28th, Advocate Capital, Inc.’s Team Hope hit the pavement in support of the Susan G. Komen Race for the Cure. The annual event brings together hundreds of people during Breast Cancer Awareness Month and encourages them to run, walk, or jog for the fight against the disease.
The Race for the Cure also allows participants to take even more action in the breast cancer movement by helping fundraise for its research programs, screenings, education and treatment. Not only do these efforts serve as a powerful tool to help the women and men currently battling the disease, but they help honor breast cancer survivors and the memory of those who lost their lives because of it.
This year, Advocate Capital volunteers participated in the Race for the Cure for our very own breast cancer survivor, Shirley Johnson, and took on the name “Team Shirley” in her honor. Despite the cold weather, each member of Team Shirley completed the 5K in great time, and we also exceeded our fundraising goal for the event by collecting more than $1,110 for the cause! Thank you to everyone who donated and helped us in this challenge! Your contribution will not only benefit Susan G. Komen and its mission, but it will make a tremendous impact toward ending breast cancer for good!
If you were unable to donate to our team before the Race for the Cure and would like to make a contribution, you can do so on our donation page through November 10, 2017! You can also visit our Facebook and Google+ pages to see pictures from the fun event!
This one-day experience takes place on Friday, November 17th and brings together a collaboration of lawyers from across the country. “The Mastermind Experience” offers attendees the opportunity to share new ideas and solutions for your biggest marketing and management challenges with the best in practice. It is a special day that can change your career.
Attendance for “The Mastermind Experience” is limited to 15 lawyers. This experience is much more than a one-day event, members challenge and hold each other accountable long after, often for the rest of their careers.
There is limited availability for this event. Enroll today by clicking here!
For more information on “The Mastermind Experience”, click here.
Advocate Capital, Inc. is proud to support the important work done by trial lawyers and in particular those like John Fisher who also work hard in the continuing education forum.
Executive Client Manager