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SmartAdvocate®

Frequently Asked Questions

  • 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.

New Features



 


 
Consumer Attorney of California Annual Conference

Consumer Attorney of California Annual Conference

SmartAdvocate at 2019 TTLA Annual Meeting & CLE Seminar

SmartAdvocate at 2019 TTLA Annual Meeting & CLE Seminar

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

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

On October 13, 2019, Needles and TrialWorks were hit with a Ransomware attack.  The corporate siblings were recently purchased by venture capital company Ridge Road Capital Partners. 

Ransomware is defined as “malware planted illegally in a computer or mobile device that disables its operation or access to its data until the owner or operator pays to regain control or access”.[1]

Provincial ABI Conference

Provincial ABI Conference

Wilg 2019 Annual Convention

Wilg 2019 Annual Convention

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, MTVA Representing the Best in Class Vendors Serving the Mass Torts Legal Community 
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 Award-Winning Leader in Personal Injury Case Management Software, is pleased to announce a Series of New Version Release Webinars beginning on September 5, 2018.

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.

Our Affiliations

Dexter Apache Holdings Apache Stainless logo Dexter logo Logo for Dexter Financial Logo for Leer, Inc. Crystal logo Dalton logo








           

Partners & Integrations