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.

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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.

GetApp Category Leaders 2023

SourceForge - Leader Summer 2023

Software Frontrunners Report 202

Law Journal 2023

NJ LJ Best of 22

NY LAWJ 22

Source Forge Winter 23

Source Forge Summer 23

High Performer SB Spring 23

High Performer Sprint 23

Capterra Shortlist 2023

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.

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Quick Start Guide

★★★★★

Here’s What Our Customers Have to Say About Us

Grossman Green

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."

1-800-LAW-FIRM

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."

Finz & Finz, P.C.

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"...

Cochran Firm

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.”

Collins Law

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."

Malman Law

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."

McCready

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."

Dworkin-and-Maciariello

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!"

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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.

Why Choose Us

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.

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.
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.

Client Portal

Provides clients instant access to their case documents, case calendar and notes. Your firm maintains complete control over what they can see.
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

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…

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…

SmartAdvocate Connect 2023: Annual User Conference Will Debut Training Boot Camp

SmartAdvocate will debut its training “Boot Camp” at their annual user conference: SmartAdvocate Connect 2023, October 25 – 27th at Disney’s Boardwalk Inn, Orlando, Florida.…

Find answers to some of the most commonly asked questions

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What is SmartAdvocate?

SmartAdvocate is an incredibly powerful, entirely Web-based, and fully customizable case management system used by a wide range of litigation firms. SmartAdvocate is continually updated to make sure that all of our customers can handle the challenges of today’s fast-paced, highly competitive, and tech-demanding legal landscape. With our help, law firms can increase their overall profitability and efficiency.

Can SmartAdvocate Tie in With Email Like Microsoft Outlook?

Yes. One great feature of SmartAdvocate is that emails can be sent both from SmartAdvocate and from Outlook, so you can use whichever interface you prefer. When attorneys send email using Outlook, all of their emails can automatically attach to the appropriate case files within SmartAdvocate. And when a paralegal gets an email with attachments, they can save them directly to the Documents page through the Outlook plugin. SmartAdvocate makes it easy to keep all of your communications organized in one place!

Does it Also Work With Calendars Like Microsoft Outlook?

Yes. SmartAdvocate’s Outlook plugin allows for statutes of limitations, critical deadlines, and appointments to be integrated into any of the staff’s Outlook calendars. Staff calendars can display events for a single case, individual or event, use preformatted calendar reports, and see items like adjourned and canceled appointments. We also have a client birthday report: Many firms requested this feature to allow attorneys to reach out to clients with a personal touch.

One particularly powerful feature of SmartAdvocate’s Outlook integration is the “Who Is Where Tomorrow” feature. This tool can look at everyone’s calendars and send an automated email to your inbox every morning outlining where each employee is scheduled to be that day.

Can You Tell Me About the Automated Workflows and Procedures in the Software?

One of SmartAdvocate’s best features is the ability to automate a law firm’s processes. Our exclusive WorkPlans and Automated Procedures ensure that each stage of every case can be handled in an appropriate and consistent way.

The best way to describe SmartAdvocate’s WorkPlans is that it’s a checklist that can automate routine processes. WorkPlans allow you to have everything in one place so that you can see all of the items needed to complete a project: Teams will no longer need to spend time figuring out what needs to be done, who needs to do it, and what is the next task.

The Automated Procedures allow law firms to create repeating tasks, send automatic text messages and emails to clients, create multiple reminders or automatically generate documents. Any of these actions can be triggered automatically when events change within a case. For example, when a law firm sends out a retainer to a client for their signature, automatic emails and text messages can be sent as reminders until their e-signature is received. Then, once the case status is changed within SmartAdvocate, the next tasks are assigned to everyone on the team. This type of automation helps to save time, freeing up top talent for things like essential research and investigation, and it also eliminates opportunities for risks and errors.

How Can This Help With Case Tracking?

WorkPlans and Automated Procedures along with SmartAdvocate’s built-in Dashboards and Reports allow a firm to easily track each step of a case’s progression. Our software can show what has been accomplished and what still needs to be done, and it can also keep track of a lot of important details that might be needed for a case. For instance, it can tell you the last time that a client was contacted and keep tabs on a client’s diagnosis and severity of injuries.

Another valuable tool that can help with case tracking is the SmartAdvocate App, which allows you to have access to all of your cases on the go. Whether an attorney is in court or out of the office, if they need to access documents or check the status of a case, they can get the information they need in seconds.

SmartAdvocate doesn’t just help law firms keep track of cases: It helps their clients, too. In the Client Portal, you can give your clients access so that they can see information about their case, important documents, calendar entries, and notes. This frees your firm’s staff from needing to answer phone calls from clients who have questions about the status of their case: The clients can go into the portal and see the answers for themselves.

Does SmartAdvocate Have Document Management Functions?

Yes: SmartAdvocate’s document management capabilities are among its most robust features.

Users can easily create document templates from their current Word, Excel or PDF forms. Once these templates are created, SmartAdvocate can begin to automatically insert information from cases into those documents using more than 4,000 standard and custom merge codes. Templates can also be copied from case to case as needed.

You can also organize documents using custom folders and search for documents using categories and subcategories, senders and recipients, dates, descriptions, and comments. Documents can be sent out for review or approval and even automatically be sent to collect e-signatures. All of the documents can also be exported from a case to build a case package.

One of the best document management functions in the SmartAdvocate case management system is barcoding: Create barcodes and add them into your documents before scanning and each document will be automatically placed into the appropriate case file.

Does SmartAdvocate Have an Open API so I can Integrate with Other Programs?

Yes! We currently have an Open API that can be used to create integrations with many different programs. We also offer more than 135 standard integrations, with more being added all the time, based on our clients’ needs. These include accounting, intake, chat, texting, e-signature, phone, court docket and reporting, medical record retrieval, lean negotiations and more. SmartAdvocate can also create custom integrations with third party applications, or assist third parties in creating their integrations with SmartAdvocate.

How Much Will SmartAdvocate Legal Management Software Cost Me?

Is the Information Entered Into SmartAdvocate Private and Confidential?

Yes: All of the information within SmartAdvocate is private and confidential and can only be accessed by employees within the firm. Our cloud-based option has bank-caliber data security and is constantly monitored by our IT professionals. We also use the HTTPS protocol so that all data is encrypted in transit. SmartAdvocate can also be used with two-factor authentication for added security.

Does SmartAdvocate Offer a Demo?

Partners & Integrations

alertcommunications

americanretrieval

apexchat

beblankco

BluShark

calendarrules

callfire

callrail

calltracking metrics

caltronics

camginc

captorra

casestatus

case

chartsquad

constructuretech

copitrak

Cotiviti

CSI

Cypress

D-Randazzo

Denovo

Diamond

dTsearch

Docusign

Eclipse Legal.ai

ECS

elaw

EvenUp

findlaw

flexible

Glasser

goanswer

GulfPointe

Hona

HospitalExperts

idi

infusion

Intaker

ice

intake

IT-Pros

Jolee

kenect

kofax

Law-Fund

lawruler

legalconversioncenter

Legalfg

legalintake

Legalmonkeys

legalex

legal soft

Lexitas

Massive

mcmservicesgroup

meanpug

Mediadigitalsource

MCS

MessageMedia

Microsoft-Office

MilestoneSeventh

mitel

N8solutions

National_Records_Retrieval

nexacom

ninex

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nicoletti_harris

OnTask

Spaszkiewicz

lexisNexis

Pacific Liability Research

Persist

Pitney-Bowes

Pivotalogic

PMLegal

postlali

Precision

Precision-Data-Capture

proofserve

Quickbooks

recordsontime

RingCentral

Salesforce

SettLit

scorpion

tabush

topclassactions

truve

twilio

uslegalsupport

Velawcity

Veritext

xebee

socialmedia

zapier

YoCierge

zbrella

Contact Us

Schedule Your SmartAdvocate Demo

Award-Winning Legal Case Management Software

When You Work with SmartAdvocate, You Work with Our Trained Experts

Automate Your Firm

Cloud & Server Based

Document Management

Dashboards & Reports

Here’s What Our Customers Have to Say About Us

Abigale Rhodes Green

Tyson Navarre

Stuart L. Finz

Jeffrey A. Mitchell

Damon Pendleton

Stephen T. Collins

Steve Malman

Michael P. McCready

Bradley Dworkin, Esq.

The Perfect Choice for Legal Case Management Software

Technology That Increases Profitability

SmartAdvocate App

Office Calendaring

Client Portal

Dashboard Viewer

Most Recent Articles

SmartAdvocate® Named Winner of New York Law Journal’s Best of 2023: Announces Number One in Five Categories Including Best Legal Case Management Software

Unlocking Efficiency And Insight: The SmartAdvocate Staff Activity Report

SmartAdvocate Connect 2023: Annual User Conference Will Debut Training Boot Camp

Frequently Asked Questions

Find answers to some of the most commonly asked questions

Partners & Integrations

ABOUT US

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