The Story Of Any Company
First Begins With An Idea
At SmartAdvocate, our clients satisfaction is paramount. It fuels our pride and reflects on our commitment to excellence in empowering legal professionals with confidence. Your success is our success.
SmartAdvocate’s Design Idea
The concept for SmartAdvocate was first created by a national plaintiff’s personal injury law firm. In their search for a software product to help resolve many of their specific case management challenges,they realized there were none on the market.
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Unique and Personalized
Over a 5-year period, a comprehensive wish list was developed. It included features that they and any law firm would use to save time and increase the efficiency and accuracy of handling cases and operational details.
Next, a team of expert technicians and programmers, along with experienced personal injury lawyers, paralegals and law firm management consultants developed the first version of SmartAdvocate – with a unique and personalized focus on personal injury and mass tort litigation law.
The Ideal Practice Management Software
Such a program would provide an all-inclusive profile of clients, staff, in and out-of-court activity, potential case values, injuries, critical dates, status, insurance, and other vital information for every case, in a simple, user-friendly format.
This software would also present as much information as possible on one summary screen to avoid frustrating and time-consuming searches and wasted time. Shortcuts and other navigational tools would be a must. Special pop-up screens would ensure the user and the office, that no critical information would ever be forgotten or overlooked.
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The Idea Became An Award-Winning Product
More than two decades later, SmartAdvocate has evolved with dozens of major software updates and thousands of new features and enhancements released annually. Serving law firms in all practice areas worldwide, SmartAdvocate has remained dedicated to using client feedback, reviews, and requests as their main guide in software developments. Among SmartAdvocate’s proudest achievements is their 135+ integration partners that include services like eSignature, accounting software, texting, medical records retrieval, and much more.
Meet The Leadership Team Who Works To Improve, Promote, Sell & Train Others How To Use Our Product
Our team works to improve, promote, sell & 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 & 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 Head of Training. 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 And Our Team Continue To Outperform All Expectations
The concept for SmartAdvocate was first created by a national plaintiff’s personal injury law firm. In their search for a software product to help resolve many of their specific case management challenges, they realized there were none on the market.
Comprehensive and Reliable
As a truly customizable, fully integrated legal case management software, SmartAdvocate is as comprehensive as it is reliable. It provides you with valuable information about every aspect of every case you have. With SmartAdvocate, your firm can:
A Smarter Way To Manage Your Cases and Your Firm
With dozens of customizable dashboards and reports that you can subscribe to and automate a delivery schedule for, you’ll be able to monitor all aspects of a case and operational details.When you sign on with SmartAdvocate, not only do you gain access to a robust, state-of-the-art legal case management system, you gain a team of dedicated and experienced professionals to help you implement, train, and grow your practice, which will contribute to an increase in your firm’s bottom line.Our unique beginning is what sets us apart from every other option on the market. We look forward to working with your firm to see how SmartAdvocate can be customized to your specific needs.
Steve Malman
"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. The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly."
President
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. 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."
Owner
Philip L. Franckel, Esq.
"SmartAdvocate, the most powerful personal injury software available constantly gets more powerful, yet it's most powerful feature is that it's simple and quick to learn how to use by the technology challenged user, new users and users coming from other software. My partner who is computer challenged instantly took to it and is still amazed at how easy it is to use." "There are so many favorite features but my most favored is the unmatched template document system which lets me easily insert merge codes into a template document in just 1-2 minutes and save the template document in 10 seconds. It even works with PDF forms. The template document system allows us to run a busy personal injury practice with just two lawyers without any secretaries or paralegals. For larger firms with secretaries and paralegals, using the SmartAdvocate template document system will allow your employees to multiply their caseload many times. Because it's so quick and easy to create template documents, this one feature can be used by every law firm to cut overhead and increase revenue with larger caseloads." "SmartAdvocate moves cases faster with less work, does everything, tracks everything and is easy to use even by the technology challenged."
Lawyer
Stuart L. Finz
"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. On a positive note, several years ago, I was introduced to SmartAdvocate. Finally, and to my great satisfaction, I found a case management system that fulfilled all of my expectations, and beyond. Smart Advocate is a platform that is easy to use, dramatically increases productivity, tracks daily staff production and critical deadlines, proficiently generates documents, is continually updated implementing new and creative features, and much, much more. Without reservation whatsoever, I highly recommend SmartAdvocate."
Partner & CEO
SmartAdvocate in the News
Our all-in-one system is loaded with features, capabilities, and reporting that other case management software systems don’t have. Join some of the top law firms using SmartAdvocate to make their firms more efficient and more profitable.