
Law Journal 2023

NY Law Journal 2023

NJ Law Journal 2023

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 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.

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
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
SmartAdvocate Named New Jersey Law Journal’s “Best Of 2023” in 5 Technology Categories
The New Jersey Law Journal has named SmartAdvocate #1 in five Technology Categories in their “Best Of 2023” Awards. SmartAdvocate has won: Best Case Management…
Read MoreMastering 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. Plus, how…
Read MoreSmartAdvocate® 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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