AdvoTrac® is Advocate Capital’s proprietary software, a strategic tool for our clients and employees, which tracks interest on a case-by-case basis. Clients access their accounts via the web portal application, and we select improvements based on client and employee feedback.
The AdvoTrac®web portal was launched in 2008. Since then rebranding has occurred only one time; until now. We are pleased to launch 2018 rebranded AdvoTrac® web portal. We hope our clients find the new interface pleasing to the eye and a user-friendly experience. Click here to log in and look around!
Here are the Fall 2018 AdvoTrac® improvements:
The reports page and navigation are now organized in three categories, Audit, Case Specific and Reprints. These categories appear in the drop-down menu and then a secondary drop-down menu with the related reports. This will help direct users by grouping like reports into groups.
Initial Case Funding and Closed Case by Date Range reports contain a total record count and a sum at the bottom of the report.
The Initial Case Funding report has been renamed to Opened Cases by Date Range.
Firms with a Working Capital line of credit may pay their annual fees online. Working Capital Fee will appear in the Payment drop-down menu if a client has working capital and participates in ACH case payments.
Removal of the yellow highlight and the word “New” from the remittance address on invoices, reprint invoices, payoff quotes and reprint payoff quotes is complete. The notification pop-up box with the new JP Morgan address is disabled.
The error message that appears when a case has not been selected on the payment screen has been moved beside the “select” button.
The pending payments screen now has a back button. The previous version didn’t have any buttons on the page and users would have to click on the tabs to return to the payoff screen. The back button will take them back to their previous screen.
The Payoff Upload template includes instructions and branding.
The Pay Now button on the payment screen will gray out once clicked. This will prevent users from accidentally paying a case twice if they have a slow internet connection or the server is slow.
The funding upload screen now only displays “Your Excel file has been submitted.” Removing all the previous screen’s text and fields. The confirmation message was hard to see with the information earlier displayed on the screen.
The error in which clients could not add a new case to their funding request or fund working capital in the portal is corrected.
The web portal will not allow a user to fund a due case. An error message will appear, instructing the user to contact their Account Manager for assistance.
The web portal training content was moved from the Help tab to its tab with categories for AdvoTrac, Needles, and QuickBooks. The QuickBooks page also has groups, QuickBooks General, QuickBooks Online and QuickBooks Desktop.
QuickBooks Desktop has updated videos and PDF tutorials for Recording the Funding Request Deposit, Recording the Monthly Invoice Payment, and Recording the Payoff of a case and Allocating the Finance Charges to the Client.
QuickBooks General has updated video, and PDF tutorial for Booking Client Case Costs as an Asset.
The Payoff Upload video and PDF tutorial are available in the AdvoTrac® Payment Tab section.
The AdvoTrac® tutorial section, Payoff Quote Tab, was changed to Payment Tab.
The greeting line will address the user and not the firm. A user may click on their name, and a drop-down menu will appear with actions to log out or change their password.
The Contact Us page includes contact information for Login Support, Training and Accounting departments.
The locked user and failed login error messages show contact information for login support instead of the training team.
All email addresses have hyperlinks for a user-friendly experience.
My Profile tab is located under the Administration tab and is now called Account Information.
Coding was added to each web portal page to automatically load the current page, eliminating the need to clear cache and cookies to see the latest version.
Please contact your Account Manager with feedback or suggestions. Your feedback helps us improve the AdvoTrac® web portal experience for everyone!