Recent News & Upcoming Events

Welcome Legal Operations Professional!

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Welcome Legal Operations Professional

AdvoLogix has more than fifteen years of experience delivering cloud-based legal solutions for law firms, legal departments and public service organizations. Our resources contain information gleaned from those years in the legal space, along with many more years in technology and other industries.

Webinar: Process Improvement and Automation - Start with Why

March 08, 2023 2:00 pm ET

Everyone these days in law firms and legal operations is talking about process improvement and automation.  But no one seems to want to talk about how you make it happen, not just the WHAT you do, but HOW you do this – and most importantly, WHY.  Because you will need that WHY when you try to get the time, effort, support – and most of all the budget – to make it happen.

We’ll talk with a law firm partner and a well-rounded technology provider about how they got to that WHY, and got to make process automation happen.  And because we’ll be talking with a partner at a mid-sized law firm and a legal ops guru at another, you’ll get both a top-down and a bottom-up perspective and playbook.

We promise to show you some of the amazing things that these law firm leaders have built to improve productivity and profitability at their firms.  But most importantly, we’ll show you how they got to that point – to plan out and prove the answer to that critical starting question: WHY.

Hot Topics: 

  • Seeing the value in change
  • Winning support for change
  • Understanding why change is necessary

The AdvoLogix Advantage

January 2023
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2022 was a year of growth and change for the team at AdvoLogix. We upgraded our brand after 15 years of continued success to better reflect our evolution. During the last 12 months, we also released several new products that empower our clients and make them more efficient. Finally, we sent our team back on the conference circuit to present and speak at the many legal technology conferences that restarted after the pandemic.

This edition of the newsletter also contains important Partner & Customer Action Items. Please make sure and see that section below.

2022 Year in Review

Milestones of 2022

Last year, we rebounded from the social and economic challenges of COVID-19. While being mindful of the pandemic’s long-lasting effects, we continued to anticipate our clients’ needs and lead the market with innovative new products.

We’re also releasing new product capabilities and improvements to the products you’re already using. We remain committed to our mission of providing the best products and services for our customers and are excited about the opportunities that lie ahead.

  • Rebranding – Over the last 15 years we’ve continually evolved to help businesses Aspire, Empower, and Achieve their greatest potential. Our rebrand is a continuation of our evolution as a leader in the world of Legal Technology.
  • iManage Integration for Salesforce Powered by AdvoLogix – It was a HUGE year for this product. New Partnerships include Morae Global and the Salesforce Legal Department.
  • Introducing new industry-leading customers to the AdvoLogix family, they include: Public Sector departments in the states: VT, AZ and IN. Plus Beus Gilbert, Strategic Legal Practices, iManage, Micro Strategies, IT Edge, Batrice Law and more.
  • Conferences – we attended so many great conferences: Cloc, LVNx, ILTACON, Legal SEC, State of Montana, iManage Connect Live and the Hike 2 Innovation Summit. Check out all the conferences we’ll attend in 2023 on our News and Events page.
  • Successful Beta – The Document Caster and Invoicing AI are coming soon!

Partner Enablement

Increasing our products & partner resources

We proudly support our team of re-sellers and integration specialists! With so many new products and features we will ensure a heightened level of support for our partners in 2023. In addition to quarterly newsletters and webinars, our new support site is tuned up and ready to guide the way.

New assets for you: Make sure and check out the AdvoLogix Resource Center. We’re always adding new Case Studies, Brochures and White Papers you can use to help you sell. Recently we published three new case studies:

Robinson & Henry: AdvoLogix enables this diverse firm working in family, criminal, and bankruptcy law to provide consistent, high quality service

Estrella LLC: AdvoLogix centralizes the business of law for this Business law firm.

Emery Celli: AdvoLogix allowed this litigation firm to pivot from managing one office to managing 50 attorneys working remotely

Need event support? We can help. Let us know what you need.

Customer Action Items

As the world of technology evolves, we’re here to make sure you’re always up to date:

Enhanced Domain enablement changes:

Salesforce has made some changes in regards to Enhanced Domains that affect the Redirect URL structures for the following integrations. Customers who have enabled Enhanced Domains in their org will need to update their integration settings. Click on the integrations you’re using below for details.

CT SOP has made changes to their sandbox environment. Customers updating to CT SOP Integration any version below 1.11 will need to manually update the endpoints in Remote Site Settings in order to connect to CT SOP service for a sandbox environment. Click here for more information.

Google Drive API login change:

Google Identity Services (GIS) is the latest service available from Google for authorization and authentication purposes within AdvoLogix integration with Google Drive. Customers who already have Google Drive integration enabled within the organization should follow steps mentioned below to switch the existing authentication mechanism to follow the updated Google Identity Service for authorization.Click here for more information.

AdvoLogix Pledge 1% Giving Back Program

Non-profit Support

As part of the Salesforce ecosystem and their support of the Pledge 1% Program, AdvoLogix gives back by donating 1% of our time, product, or profits to non-profit organizations. We accomplish this by discounted non-profit subscriptions to qualifying organizations, volunteering, and cash donations to nonprofits. We are now formalizing our giving back program with a structured giving back initiative for employee volunteering.

Paul Deschenes, our co-founder and Chief Technical Officer serves as a Board Member for Roberta’s Legacy. He utilizes his decades of experience in the world of technology to assist Roberta’s Legacy with direction, strategy, and technology. 

Roberta’s Legacy Mission: 

Our mission is to walk beside those diagnosed with breast cancer and their families in Longmont, Colorado providing care, resources, and services through a network of legacy friends and partners.


We help patients and their families get back on their feet by providing care, resources, and services through a network of legacy friends and partners. Since November 2017, Roberta’s Legacy has provided financial assistance for integrative treatments, rent, groceries, car payments, gas, medical bills, and more. 100% of donations made to Roberta’s Legacy go directly to breast cancer patients and their families.

Would you like to help? Get involved or make a donation here

Keep reading The AdvoLogix Advantage for quarterly updates on how we give back to the communities we live and work in. We Pledge 1%!

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