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Streamlining In-House Legal Operations With Automated Case Management Software

SmartAdvocate is uniquely equipped to meet the needs of the largest corporate in-house legal teams with its state-of-the-art legal case management software.

SmartAdvocate is uniquely equipped to meet the needs of the largest corporate in-house legal teams with its state-of-the-art legal case management software.
Streamlining In-House Legal Operations With Automated Case Management Software

Increased Efficiency For Your In-House Legal Team

SmartAdvocate’s built-in features like document management, barcoding/scanning, automated delivery of custom reports and the ability to design dashboards from the system’s data and tracking/billing, all work smoothly within the system. This is because they are natively part of SmartAdvocate, and not an integration of a third-party product.

Share and Update Files For Easy Collaboration With Trusted 3rd  Parties
Share and Update Files For Easy Collaboration With Trusted 3rd Parties

Set up collaboration between in-house corporate teams and outside counsel, synchronizing the data each team is gathering so everyone is up to date in real time on in a particular matter. No other CMS provides this level of collaboration for in-house legal departments.

Paperless Documentation
Paperless Documentation

Streamline document organization, retrieval, and collaboration, enhancing efficiency for in-house legal teams, ensuring access to critical information. Plus, with eSignature and texting capabilities, conveniently send retainers, contracts, and authorizations to clients.

Streamlining In-House Legal Operations With Automated Case Management Software

Easily Accessible, Fully Customizable, Extremely Powerful And Designed For In-House Legal Departments

SmartAdvocate stands out as the ideal CMS for in-house legal departments from its comprehensive features like case tracking, reporting and specialized screens to its powerful workflow technology that automates the process of a firm’s cases, ensuring streamlined operations and optimal productivity.

Staff & Case Coordination
In-House legal departments can rely on SmartAdvocate's calendaring features to stay on top of important dates. Set reminders and deadlines to ensure the case remains on track. Calendars for individuals and groups can be managed with ease and functions easily integrate with Outlook.
Outstanding Items
With so many documents to process, busy in-house legal departments often find SmartAdvocate invaluable. The Outstanding Items feature does not require you to go into each separate case file. Instead, the page provides a birds-eye view across all cases, to see what is outstanding. Most importantly, this feature will let you spot any unresolved issues before they become problems.
Cloud Or Server Based - And Goes Where You Go
Whether you choose our Cloud or Server, either option is fully browser-based, allowing for multiple users to work on a case at the same time. Plus, the SmartAdvocate iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Send texts, emails, add appointment, view documents and more.
Over 135+ Integrations Available
Customizing SmartAdvocate to your firm’s needs is easy with integrations. By maintaining such strong relationships with companies like AI, eSignature, accounting, texting. medical record retrieval services, court docketing, and more, you have the option for your system to seamlessly integrate with the tools that your municipality is already accustomed to. We can even create custom integrations for your current partners.