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SmartAdvocate Case Management Software

Technical Specifications

Server Version

Cloud Version
  SA Case Management Software

Simply the best database for personal injury litigation. Make your firm more efficient and more profitable with SmartAdvocate, the Award-Winning Legal Case Management System.

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  Cloud Version Specifications

SmartAdvocate Cloud is a hosted version of the system that provides the ease and affordability of the cloud, while still providing the depth and sophistication that make SmartAdvocate® the best.

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  Server Version Specifications

Award-winning SmartAdvocate® is the most powerful and full-featured law firm software and case management system available. The Server version allows you to maintain complete control over your data.

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Data Migration

No other case management system can convert all of your data from any other system with the accuracy and comprehensiveness of our experienced data conversion team.

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Additional Services

Our team of experts can provide many additional services to customize and make SmartAdvocate work within your current processes. Our suite of integrations is only the beginning. Just ask. We can do it!

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Contact Us

Address: New York, Port Washington, NY 11050 | Florida, Bonita Springs, FL 34134

Phone: 1-877-GET-SMART (1-877-438-7627)

Email: sales@SmartAdvocate.com

Technical Support: For the quickest response, please create a ticket on our support system
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Our Office Hours are Monday to Friday, 9am to 5pm Eastern Time

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Award-Winning Legal Case Management Software

Join some of the Top Law Firms in the United States and Canada using SmartAdvocate® to make their firms more efficient and more profitable. Call 1-877-GET-SMART for a no-obligation, no-risk SmartAdvocate® demonstration.

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What is SmartAdvocate Legal Management Software?

SmartAdvocate is a powerful, integrated case management system designed for personal injury lawyers, mass tort litigation firms, and other types of litigation law practices. This dynamic software is cloud or server based and designed to help you serve clients more effectively and efficiently.

Automation

One of the primary benefits of SmartAdvocate's legal case management system is automating your law firm's processes. Exclusive features such as WorkPlans and Automated Procedures ensure that each stage of every case is handled in an appropriate and consistent way. Reminders can be set for important dates.
Server or Online Cloud Based

Award-winning SmartAdvocate is the most powerful and full-featured case management law firm software available, and does not require your own server. SmartAdvocate Cloud is a web-based case management solution that provides the ease and affordability of the cloud, along with depth and sophistication, making SmartAdvocate the best option.
Document Creation

Easily create templates from the documents (Word, PDF, and Excel) your law firm already uses with SmartAdvocate integrations. SmartAdvocate's Document Specialists can also create templates from your existing documents and forms. Thousands of merge codes allow virtually all information within SmartAdvocate to integrate into your documents.
Dashboards & Reports

Dozens of dashboards and reports for Legal Management help you track critical case information, (SOLs, medical records requests, etc.) plus vital firm financial and operational details (including advertising campaigns, outstanding fees, calendar reports, etc.). Set these reports to be automatically emailed to you, so you never have to remember to run them again.

Here’s What Our Customers Have to Say About Us

"The robust reporting functions and the dashboards that are built into this software are valuable tools that are worth the price of admission.... With SmartAdvocate all the information is right there at your fingertips..."

Damon PendletonChristina Pendleton & Associates
"SmartAdvocate gives you a competitive advantage over the other personal injury law firms in your market. Just the reporting alone is worth 10 times the price!!"

Brian DunnCommonwealth Law Group
"With all the CRM programs out there, what makes SmartAdvocate so special? Well, I would say that it is because of all their customizable capabilities and features..."

Norma FuentesGacovino Lake
"I spent many months researching case management software after spending several years with a very expensive and bad program. Ultimately, I decided on Smart Advocate..."

Jeffrey A. MitchellThe Cochran Firm - New Orleans
"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..."

Michael P. McCreadyMcCready, Garcia and Leet, P.C.

SmartAdvocate® is the Best Case Management Software on the Market

Software Technology That Increases Profitability

Loaded with features, capabilities, and reports that other legal case management systems do not have, SmartAdvocate is litigation case management software on steroids. SmartAdvocate legal management software can reduce busywork, making employees more efficient, and giving you better control over your practice and legal files. Case management software creates increased efficiency and improved productivity and therefore greater profitability.

The Perfect Choice for Legal Case Management Software

SmartAdvocate is the best option on the market for personal injury attorney software. You'll be able 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 Case Wizard and you have the best case management system for personal injury lawyers.

Benefits of Our Legal Case Management Tools

Legal Case Management App for iOS & Android

The SmartAdvocate app, compatible with iOS and Android devices, provides on-the-go access to your case information on your phone or tablet from virtually anywhere. Send a text or email, view a document, view the calendar and add appointments, and more, all from within the SmartAdvocate app.
Client Portal

Provide clients instant access to their case information, including documents, the case calendar, notes, and more with the SmartAdvocate Client Portal, freeing up staff time for other responsibilities. The firm maintains complete control over what the client can see in the Client Portal.

Extensive Office Calendaring – The Best Calendaring Software for Attorneys & Law Firms

Easily maintain and view the full calendar for a specific case, the entire office, any group or a single individual. With the SmartAdvocate Outlook plugin, SOLs, critical deadlines, and appointments are integrated into your staff's Outlook calendars. This calendaring software for law firms is one of the best features of our case management software.
Document Templates

Conveniently create templates from your existing documents and forms, which are then available for use in all of your cases, or let our Document Specialists create them for you. Documents can automatically be filled in with information of the case using thousands of merge codes.

New Features

Collaborative, Efficient, and in Sync with Your Current Calendar: Everything you want and need in an office calendar.

Need a True Office Calendar That Allows for Staff Collaboration? Look No Further than SmartAdvocate!

Document Templates and Merge Codes

Keep a Handle on Your Firm’s Client Contact Frequencies

The Backbone of Your Firm: With SmartAdvocate®, case data is securely protected and easily accessible

Access to Your Cases from Anywhere with SmartAdvocate:

My data is safe enough. Right?

Needles and TrialWorks Customers Dealing with System Outage Due to Ransomware Attack

SmartAdvocate® Becomes a Founding Member of the Mass Torts Vendor Association

Frequently Asked Questions

What Does Legal Case Management Software Do?

Legal case management software allows lawyers to track their caseloads and keep up to date on the status of clients in real time. It not only allows users to stay current on the progress of each case, from pre-signings to referrals out, to settlements, and case closings, but it is also a highly secure database for all related files and forms. The software also allows easy creation of document templates to create new forms quickly. Top case management systems help make the firms that use them more efficient and therefore more profitable. SmartAdvocate is the best legal software solution for busy professionals who need to automate routine tasks and spend more time doing their best work for their clients.

What Is the Best Legal Case Management Software?

SmartAdvocate is the best legal case management software. Small firms and large firms alike have taken advantage of our award-winning law practice management software. For personal injury lawyers especially, there is simply no better choice than SmartAdvocate. Contact us for a free demo to see what our powerful software can do for your law firm.