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.

Maximize your investment in your Law firm

Our Case Management Software's Top Features

Loaded with built-in artificial intelligence tools, plus features, capabilities and reports that maximize efficiency, reduce operational costs and cut down on the opportunity for error, SmartAdvocate is litigation case management software on steroids. If you are ready to improve productivity, grow your firm, and increase your client’s satisfaction - it’s time to learn more about SmartAdvocate.

Law firm case management automation
Built-In Artificial Intelligence Tools

Use built-in AI for document generation, plus analysis of data, depositions, and trial testimonies. Gain deeper insights and save valuable time having AI summarize new cases, motions, large documents, briefs, depositions, and trial transcripts. Get AI assistance drafting emails and summarizing/suggesting action items from your case-related recorded phone calls.

Law firm case management automation
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 or Server based case management software
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.

Law firm case management software dashboards and reports
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.

document management software for law firms
Document Management

Create document templates from over 4,000 available merge codes. Plus, save attachments directly from emails, batch scan using our exclusive barcode feature, share documents externally and even send for eSignature. Plus, SmartAdvocate has unlimited storage!

The Perfect Choice for Legal Case Management Software

Technology That Increases Profitability

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.

eSignature

Conveniently send retainers, contracts and authorizations to clients. Reduces paperwork, enhances efficiency and improves client interactions.

Texting Integration

Send text messages directly from within SmartAdvocate from a unique phone number. All messages are saved in the related case.

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.

Client Portal

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

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.

Dashboard Viewer

Create completely customized dashboards with charts, graphs and maps built from any of your data. This translates into extensive, tailor-made reporting.

Frequently Asked Questions

If you can't find an answer to your question here, be sure to reach out to us.

What is SmartAdvocate doing with AI (Artificial Intelligence)?

SmartAdvocate is at the forefront of pushing technological advancements in the legal field. Our clients use AI for document generation, plus analysis of data, depositions, and trial testimonies. They gain deeper insights and save valuable time having AI summarize new cases, motions, large documents, briefs, depositions, and trial transcripts. Users of SmartAdvocate get AI assistance drafting emails and summarizing/suggesting action items from case-related recorded phone calls. Our commitment to innovation has led us to forge strategic partnerships with leading AI providers in Medical Records Analysis & Recaps, Demand Productions, and Document Categorization. We currently have an integration partner: EvenUp, a state-of-the-art generative AI technology software. EvenUp empowers legal professionals by transforming medical documents and case files into AI-driven demand packages tailored for personal injury lawyers. By harnessing advanced AI technology, our clients can truly transform their practice.

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.

Are Firms Required To Pay For Storage With SmartAdvocate?

Absolutely not! SmartAdvocate has unlimited storage. Streamline your legal practice with secure and accessible data management and never worry about limits again.

Does SmartAdvocate Offer a Demo?

Yes! We would be glad to give you a demonstration of how our case management system can help your firm to run more efficiently. You’ll soon realize how much SmartAdvocate can help your firm to unlock its full potential. Contact us today for a free, no-obligation, no-risk demo.

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.

How Much Will SmartAdvocate Legal Management Software Cost Me?

The cost of SmartAdvocate will vary depending on whether you choose the Cloud or Server version. Contact us at 1-877-GET-SMART and we would be glad to help you figure out which is best for your law firm and give you a quote.

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 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.

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.

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 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!

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.

Partners and Integrations

Tailor SmartAdvocate to suit your firm's requirements by incorporating integrations such as AI, eSignature, accounting, texting, and medical record services. Additionally, we have the capability to develop personalized integrations for your existing partnerships.

Blazeo
Blushark Digital
Case Status
Case Works
Docubee
EvenUp
IDI
LawFund Captial Group
Microsoft
National Record Retrieval
Nicoletti & Harris, Inc.
Nintex eSign
We Work hard to earn our client's Positive reviews

What Our Software Users Have to Say About Us

Richard J. Arsenault

“SmartAdvocate is unquestionably the leading legal case management software. Its incredible functionality reflects how it was developed with attention to every detail, and is constantly evolving with technological advances. Our initial training was productive and empowering, and the continuing support has been remarkable; an unparalleled customer-centric approach. SmartAdvocate has revolutionized the way we manage our cases and service our clients. The customization options and flexibility are unmatched, allowing our firm to tailor the software to our specific needs.”

Neblett, Beard & Arsenault

Attorney at Law

Steve Malman

"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. The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly."

Malman Law - Chicago

President

Michael P. McCready

"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."

McCready, Garcia and Leet, P.C. - Chicago

Owner

Stuart L. Finz

"When you bear 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. On a positive note, several years ago, I was introduced to SmartAdvocate. Finally, and to my great satisfaction, I found a case management system that fulfilled all of my expectations, and beyond. Smart Advocate is a platform that is easy to use, dramatically increases productivity, tracks daily staff production and critical deadlines, proficiently generates documents, is continually updated implementing new and creative features, and much, much more. Without reservation whatsoever, I highly recommend SmartAdvocate."

Finz & Finz, P.C. - New York City

Partner & CEO