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.
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
1-800-LAW-FIRM - Southfield, MI
"Tons of features, simple setup, great support. When we have questions they are always answered swiftly and professionally."
Stuart L. Finz
Finz & Finz, P.C. - New York City
"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"...
Jeffrey A. Mitchell
Managing Partner, The Cochran Firm - New Orleans
“It is so nice to have a company hear and address our needs. As attorney’s in the trenches with us, you understand how technology can make our lives so much easier. Thank you Smart Advocate. It just keeps getting better and better! Looking forward to the next release.”
Managing Partner, Christina Pendleton & Associates - Richmond, VA
"The robust reporting functions and the dashboards that are built into this software are valuable tools that are worth the price of admission. Without a way to systematically pull all of this information electronically, it would take a lot of people hours and you would constantly be behind the 8-ball trying to compile it. With SmartAdvocate all the information is right there at your fingertips. All you have to do is ask for it.”
Stephen T. Collins
Attorney, Collins Law - Shreveport, LA
"Support, support, support. You can actually get a person on the phone to assist and not have to use a chat box that takes 10 minutes for a response. They will also use email but with a quick response."
President, Malman Law - Chicago
"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."
Michael P. McCready
McCready, Garcia and Leet, P.C. - Chicago
"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."
Bradley Dworkin, Esq.
Owner of The Law Offices of Dworkin and Maciariello - Chicago
"I am very happy how your company addresses my firm’s needs. As I tell everyone [my old case management system] was a Toyota Camry. SmartAdvocate is a Ferrari!"
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.
Most Recent Articles
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 More
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 More
SmartAdvocate® 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…Read More