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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.

 

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Extensive Office Calendaring
Easily maintain and view the full calendar for a specific case, the entire office, any group, or a single individual. Appointments can also be added to Outlook® calendars.
 
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.

 
iPhone and Android apps
Our iPhone and Android apps provide on-the-go access from virtually anywhere to your important case information on your phone or tablet from virtually anywhere.
 
Client Portal
Provide clients instant access to their case information, including documents, case calendar, notes, and more, freeing up staff time for other responsibilities.
 
Blockbuster20 Seminar Blockbuster20 Seminar

Blockbuster20 Seminar

Need a True Office Calendar, One that Allows for Staff Collaboration?  Look No Further... Need a True Office Calendar, One that Allows for Staff Collaboration? Look No Further...

Need a True Office Calendar, One that Allows for Staff Collaboration? Look No Further...

Come Visit the SmartAdvocate team at Trial Lawyers Summit Come Visit the SmartAdvocate team at Trial Lawyers Summit

Come Visit the SmartAdvocate team at Trial Lawyers Summit

Come Visit SmartAdvocate at the VBA 130th Annual Meeting Come Visit SmartAdvocate at the VBA 130th Annual Meeting

Come Visit SmartAdvocate at the VBA 130th Annual Meeting

Document Templates and Merge Codes Document Templates and Merge Codes

Document Templates and Merge Codes

Creating document templates in SmartAdvocate from forms already used by your firm is simple and makes it easy for paralegals and attorneys to utilize...
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

On October 13, 2019, Needles and TrialWorks were hit with a Ransomware attack. The corporate siblings were recently purchased by venture capital...
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® Becomes a Founding Member of the Mass Torts Vendor Association, MTVA Representing the Best in Class Vendors Serving the Mass Torts...

SmartAdvocate® Partners and Integrations