Award-Winning Legal Case Management Software
Our all-in-one system is loaded with features, capabilities, and reporting that other case management software systems don’t have. Join some of the top law firms using SmartAdvocate to make their firms more efficient and more profitable.
When You Work with SmartAdvocate, You Work with Our Trained Experts
From Implementation to Support, nothing here at SmartAdvocate is outsourced. Every person you work with is a trained expert who is knowledgeable about all of your firm’s needs.
Law Journal 2023
NJ LJ Best of 22
NY LAWJ 22
Source Forge Winter 23
High Performer SB Spring 23
High Performer Sprint 23
Automate Your Firm
Save time and ensure that every stage of your cases, from intake to settlement, are handled in an appropriate and consistent way with WorkPlans and Automated Procedures.
Cloud & Server Based
Either option is fully browser-based, allowing for secure access to your caseload when working remotely. Plus, multiple users can work on a case at the same time.
Document Management
Create document templates from over 2,500 available merge codes. Plus, save attachments directly from emails, batch scan using our exclusive barcode feature, share documents externally and even send for eSignature.
Dashboards & Reports
Keep track of critical case and lead information, plus vital financial and operational details with dozens of dashboards and reports. Or, customize your own with our new Dashboard Viewer.
Here’s What Our Customers Have to Say About Us
Abigale Rhodes Green
Attorney, Grossman Green PLLC - Kentucky and Indiana
"Our firm started using SA this year and it’s been a game-changer. I sleep better at night and our team is coordinating and collaborating better than ever. If you’re shopping around for a case management software, this is a great option."
Tyson Navarre
1-800-LAW-FIRM - Southfield, MI
"Tons of features, simple setup, great support. When we have questions they are always answered swiftly and professionally."
Stuart L. Finz
Finz & Finz, P.C. - New York City
"When you bare the enormous responsibility of managing a dynamic law firm, it is essential that you employ the most up-to-date, state-of-the-art, efficient, creative, and intuitive case management software on the market. For decades, I have searched for the highest-level software available, but have found significant negative aspects with each"...
Jeffrey A. Mitchell
Managing Partner, The Cochran Firm - New Orleans
“It is so nice to have a company hear and address our needs. As attorney’s in the trenches with us, you understand how technology can make our lives so much easier. Thank you Smart Advocate. It just keeps getting better and better! Looking forward to the next release.”
Damon Pendleton
Managing Partner, Christina Pendleton & Associates - Richmond, VA
"The robust reporting functions and the dashboards that are built into this software are valuable tools that are worth the price of admission. Without a way to systematically pull all of this information electronically, it would take a lot of people hours and you would constantly be behind the 8-ball trying to compile it. With SmartAdvocate all the information is right there at your fingertips. All you have to do is ask for it.”
Stephen T. Collins
Attorney, Collins Law - Shreveport, LA
"Support, support, support. You can actually get a person on the phone to assist and not have to use a chat box that takes 10 minutes for a response. They will also use email but with a quick response."
Steve Malman
President, Malman Law - Chicago
"SmartAdvocate has all of the tools necessary to successfully operate a personal injury law firm with incredible efficiency. The ability to text and esign right from within the program is a game-changer in terms of client satisfaction. Ordering medical records is simplified to a few clicks and tracking those requests is totally transparent. A huge benefit of SmartAdvocate is that they are not new to the space which gives them a huge advantage over their competitors because they know what makes a PI firm tick."
Michael P. McCready
McCready, Garcia and Leet, P.C. - Chicago
"You guys are the best. I can’t begin to tell you how terrific your program is. I love to show my colleagues how I now manage my cases. Unbelievable. I am working with a law office consultant who has been blown away by the functionality of the program. She is recommending it to all her law firm clients. I am loving SmartAdvocate and I have customized it substantially to suit our needs. Great work. I’ve recommended it to several colleagues. A product I can believe in. Thanks again."
Bradley Dworkin, Esq.
Owner of The Law Offices of Dworkin and Maciariello - Chicago
"I am very happy how your company addresses my firm’s needs. As I tell everyone [my old case management system] was a Toyota Camry. SmartAdvocate is a Ferrari!"
The Perfect Choice for Legal Case Management Software
SmartAdvocate is the best option on the market to manage clients' cases through every step of the relationship with your firm using our litigation case management system. SmartAdvocate’s Statuses and Sub-Statuses feature allows users to view the progress of every file in their caseload, from pre-signing to pre-litigation, discovery, trial, and post-trial. Combine this with the powerful Intake Wizard and you have the best legal case management system.
Technology That Increases Profitability
Loaded with features, capabilities and reports that maximize efficiency, reduce costs of operation and cut down on the opportunity for error, SmartAdvocate is litigation case management software on steroids. If you are ready to improve productivity and increase your client’s satisfaction - which will lead to growth for your firm, it’s time to learn more about SmartAdvocate.
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SmartAdvocate App
iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Text, email, add appointments, view documents and more.
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Office Calendaring
Easily maintain and view the full calendar for a specific case, or the entire office. SOLs, Critical Deadlines and Appointments are pushed to staff’s calendars.
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Client Portal
Provides clients instant access to their case documents, case calendar and notes. Your firm maintains complete control over what they can see.
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Dashboard Viewer
Create completely customized dashboards with charts, graphs and maps built from any of your data. This translates into extensive, tailor-made reporting to fit your firm’s needs.
Most Recent Articles
Mastering Legal Practice: How Organization Drives Success and Profitability
Staying organized is crucial in the fast-paced and demanding field of law. Here are some reasons why organizational skills are essential for success and profitability…
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SmartAdvocate® Named Winner of New York Law Journal’s Best of 2023: Announces Number One in Five Categories Including Best Legal Case Management Software
Bonita Springs, FL – September 18, 2023 – SmartAdvocate, a leading provider of fully integrated legal case management software, is thrilled to announce being named…
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Unlocking Efficiency And Insight: The SmartAdvocate Staff Activity Report
In the fast-paced world of legal practice, staying organized and efficient is paramount. That’s where SmartAdvocate steps in with its array of innovative tools designed…
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