The Future of AI is Built-In
Case management and AI, working together in one platform. SmartAdvocate with SmartIntelligence™ brings AI capabilities directly into the platform, helping firms improve intake, automate time-consuming tasks, uncover deeper insights from case information, and make more informed decisions every day.
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Technology That Increases Profitability
Robust everyday features and forward-thinking technology enhance organization,
strengthen communication, and enable more effective collaboration. Firm teams operate more efficiently and deliver stronger business outcomes.
Built-In AI Tools
Instantly summarize cases, medical records, motions, briefs, and depositions. Gain insights via multi-document summaries, data and photo analysis, and AI case chat. Refine notes, translate content, transcribe recordings, and save insights within the case.
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.
Document
Management
Create document templates from over 4,000 available merge codes. Save attachments from emails, batch scan with barcode feature, share documents externally, send for eSignature, and enjoy unlimited storage.
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.
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.
Improved
Intake Process
Our built-in Intake Wizard allows staff to capture all necessary information from new prospects. Track and assign leads, view intake performance, intake scoring, monitor follow-up, and more.
Our Top Features
SmartAdvocate goes beyond traditional case management with a comprehensive range of features designed specifically for litigation firms. From everyday essentials to advanced capabilities, the platform offers the flexibility and customization to support the unique needs of every firm.
Conveniently send retainers, contracts and authorizations to clients. Reduces paperwork, enhances efficiency and improves client interactions.
Send text messages directly from within
SmartAdvocate from a unique phone number. All
messages are saved in the related case.
iPhone and Android apps provide on-the-go
access to case information from virtually anywhere.
Text, email, add appointments, view documents
and more.
Provides clients instant access to their case
documents, case calendar and notes. Your firm
maintains complete control over what they can see.
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.
Create completely customized dashboards with
charts, graphs and maps built from any of your data.
This translates into extensive, tailor-made reporting.
Transform Productivity with SmartAdvocate's Built-In AI Tools
SmartIntelligence™, SmartAdvocate's Built-In AI Tools are revolutionizing case management by boosting precision, streamlining routine work, and helping legal teams operate more efficiently. Instantly generate summaries of cases, medical files, motions, briefs, and depositions. Polish notes and emails with ease, translate communications into your client's preferred language, and transcribe audio from voicemails, depositions, or meetings in moments. Everything can be emailed, copied, or saved directly to the case, for ultimate efficiency.
Integrations and Partners
Customize SmartAdvocate to your firm’s needs with integrations for eSignature, accounting, texting, medical records retrieval, consumer legal funding, and more. We can even create custom integrations with your exisiting providers.
What Our Software Users Have to Say About Us
Being a part of a legal team, documents are the biggest headache you can have and the details regarding them are your life — you can’t miss anything, whether it is new or old. Each and everything needs to be recorded and stored in a well precised manner that can be found easily whenever you have to look at it. SmartAdvocatehas all necessary functions which easily fulfilled this demand.
The platform really guides you through all stages of a case, from new business tracking to closure. Automated processes and tasking templates have streamlined both case maintenance and all communication within and outside our firm. Between intelligent field forms, automated process management, marketing and lead management, and so much more, it has allowed our firm to grow toa size we never thought possible!
SmartAdvocate helps keep our cases, documents, and tasks organized in one place. It makes tracking updates and managing daily work much easier, especially when handling multiple cases at the sametime. The workflow is smooth and helps improveteam efficiency.
The ease of accessibility in records. Great job.
We are transitioning to SmartAdvocate. Our trainer, Sam Mele, has been so encouraging and helpful withthis process.
Had the pleasure of meeting Sam Mele for our GOLIVE Week and she has been so helpful and such an amazing trainer. She was very fun and enjoyable to work alongside.
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.
