Built for Law Firms, Not Investors
SmartAdvocate was founded on the belief that law firms should spend their time serving clients, not managing software. Because we answer to the firms who use our platform, every decision we make is focused on building adaptable, accessible, and comprehensive case management technology that supports the real demands of legal practice.
Today, our award-winning software is used by more than 20,000 legal professionals nationwide, from solo practitioners to Big Law and from private practice to municipalities.
The Law Software Wish List That Changed Everything
We didn’t set out to build software; we set out to solve a problem. Our story began when attorneys at a national plaintiff’s law firm grew frustrated with the limitations of the case management systems available at the time. Instead of settling, they started building a wish list — every feature, tool, and safeguard they needed to run their cases more efficiently and accurately.
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Over the next five years, that wish list grew into something much more. Together with skilled engineers, paralegals, and consultants, they turned their ideas into SmartAdvocate: a case management platform designed from the ground up to meet the demands of high-volume litigation.
From the very beginning, the focus has been on the details that matter most to law firms: one-screen summaries instead of endless digging, shortcuts and navigational tools that actually save time, and safeguards that make sure no critical information ever slips through the cracks.
Two decades and thousands of enhancements later, our software powers firms of every size and practice area across the world. Our updates are shaped by client feedback, so we build what you need, not what you don’t.
Today, SmartAdvocate continues to evolve — always guided by the same mission we had at the start: give lawyers better tools so they can focus on their clients.
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An Award-Winning Product Trusted by Law Firms Nationwide
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Meet the SmartAdvocate Team
Our team works to improve, promote, sell and train others how to use our product. The SmartAdvocate Leadership Team includes current and former practicing attorneys, programming and technology experts, and sales professionals. Together they bring years of experience to making SmartAdvocate the best, most technologically advanced, and most user-friendly legal case management system available.
Igor has been with SmartAdvocate since 2011. He manages SmartAdvocate Development, Support and Implementation teams. Prior to joining SmartAdvocate, Igor was involved in development of IP-Call Center software.
Claude has been with SmartAdvocate since 2013 and is currently the VP of Client Operations. Prior to joining the team, Claude worked for the New York court system and practiced law for over 20 years.
Allison joined the SA team in early 2020 to lead the Sales, Marketing and Training teams. She brings extensive B2C / B2B marketing experience with emphasis on brand and creative strategy, acquisition, retention and customer experience.
Jose has been with SA since 2018. His extensive understanding of our CMS and his leadership of the Implementation team, guarantees an efficient onboarding experience for clients. Jose honed his skills as a law firm IT Director.
SmartAdvocate’s Case Management Software: Maximize Productivity, Minimize Hassle
With SmartAdvocate, you’re not just getting case management software; you’re getting a system built to fit the way your firm works. Our dashboards and automated reports give you a clear view of every case and every detail that keeps your practice moving. And when you come on board, you don’t go it alone. You gain a dedicated, U.S.-based team who will train, support, and guide you as you make SmartAdvocate your own.
Our roots in the legal field set us apart from every other option out there, and we’re ready to show you how SmartAdvocate can be tailored to your firm’s needs.
Connected
175+ integrations, zero headaches.
Built-In AI
Automate document creation, data analysis, and everyday workflows.
Real Support
100% U.S.-based, in-house team dedicated to client success.
Automated Procedures
Exclusive features ensure each stage of every case is handled appropriately.
Cloud or Server Based
Both options are fully browser based.
Dashboards & Reports
Track critical case information plus vital firm financial and operational details.
Document Creation
Create document templates from over 4,000 merge codes.
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. They provide you with a program that has all the tools that you need to customize it to your needs. Every firm is different and therefore their needs are different. For instance, our firm needed a program that was able to manage leads and automate the handling of these potential clients. We handle thousands of leads per month and spend a fortune of money so managements of these leads is essential. Our goal was to automate our system as much as we could to create uniformity and control. Before SmartAdvocate, we were using multiple programs and spreadsheets. We were depending on staff members to do what needed to be done giving them choices and therefore making it harder to control. SmartAdvocate’s plugin and integration capabilities were huge. It allowed us to integrate with our program, Persist and therefore automating our intake department almost completely. I have been able to customize so much in the three years that we have been using SmartAdvocate. I have been able to do so because they are a phone call away. I am able to make a call, tell them what I need to accomplish and they make it happen.
john telesca
Best legal software out there. All the functionality you could want while being efficient and user-friendly. Customer service is always there for any issues that arise and resolve them quickly.
Stacey Wheeler
Great way to keep my work organized!
SmartAdvocate was founded on the belief that law firms should spend their time serving clients, not managing software. Because we answer to the firms who use our platform, every decision we make is focused on building adaptable, accessible, and comprehensive case management technology that supports the real demands of legal practice. Today, our award-winning software is used by more than 20,000 legal professionals nationwide, from solo practitioners to Big Law and from private practice to municipalities.
