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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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  • AUTOMATION

    One of the primary benefits of SmartAdvocate’s case management system is how it will automate your firm’s processes. Exclusive features, such as WorkPlans and Automated Campaigns, ensure that each stage of your cases is handled in an appropriate and consistent way. Reminders can be set for important dates.

  • CLOUD OR SERVER

    Award-winning SmartAdvocate® is the most powerful and full-featured law firm software and case management system available. SmartAdvocate® Cloud is a hosted version that provides the ease and affordability of the cloud, while still providing the depth and sophistication that make SmartAdvocate® the best.

  • DOCUMENT CREATION

    Easily create templates from the documents (Word, PDF, and Excel) your firm already uses. Or SmartAdvocate®’s document specialists can create templates from your existing documents and forms. Thousands of merge codes allow the insertion of virtually all information in SmartAdvocate® into your documents.

  • DASHBOARDS AND REPORTS

    Dozens of Dashboards and Reports help you track critical case information (SOLs, Medical Records Requests, and much more), as well as vital firm financial and operational details (including advertising campaigns, outstanding fees, calendar reports, etc.). Reports can even be automatically emailed to you.

Here’s What Our Customers Have to Say About Us

  • Damon-Pendleton

    "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

  • Brian-Dunn

    "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

  • Norma Fuentes

    "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

  • Jeffrey A. Mitchell

    "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

  • 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..."

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

Technology That Increases Profitability

Loaded with features, capabilities and reports that other case management software systems do not have, SmartAdvocate® is litigation case management software on steroids. SmartAdvocate® legal management software can reduce workflow, make employees more efficient and give you better control over your practice. Increased efficiency and improved productivity means greater profitability.

  • iPhone/iPad and Android apps

    Our iPhone and Android apps provide 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 much more, all from within the app. 

  • Extensive Office Calendaring

    Easily maintain and view the full calendar for a specific case, the entire office, any group, or a single individual. SOLs, Critical Deadlines, and Appointments are pushed to your staffs Outlook® calendars. A true Office Calendar!

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  • Client Portal

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

  • Document Templates

    Conveniently create templates from your existing documents and forms, which are then available for use in all of your cases. Or our document specialists will create them for you. Documents will automatically be filled in with information in the case.

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New Features



 


 
Lunch & Learn - Claude Simpson Lunch & Learn - Claude Simpson

Lunch & Learn - Claude Simpson

Annual Meeting & CLE Seminar Annual Meeting & CLE Seminar

Annual Meeting & CLE Seminar

SCAZ Auto Torts SCAZ Auto Torts

SCAZ Auto Torts

Washington State Association of Justice Washington State Association of Justice

Washington State Association of Justice

Document Templates and Merge Codes Document Templates and Merge Codes

Document Templates and Merge Codes

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

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

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

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

SmartAdvocate, The Best Case Management Software Available on the Market, Announces a Series of New Version Release Webinars SmartAdvocate, The Best Case Management Software Available on the Market, Announces a Series of New Version Release Webinars

SmartAdvocate, The Best Case Management Software Available on the Market, Announces a Series of New Version Release Webinars

Partners & Integrations

SmartAdvocate

ABOUT US

SmartAdvocate® is the most powerful, fully integrated case management system available. Initially designed by and for personal injury and mass tort litigation firms, SmartAdvocate® is now used by a wide range of litigation firms throughout the United States and Canada.


LOCATIONS
 
  • SA-New York
    New York
    Port Washington, NY 11050
     
  • SA-Florida
    Florida
    Bonita Springs, FL 34134