Hi. We’re SmartAdvocate.
We’re a company built on the idea that law firms should be spending their time on clients, not case management. So we set out to build the most adaptable, accessible, and all-encompassing legal software product on the market.
Today, our award-winning case management software is used by firms all over the country, from solo practitioners to Big Law, 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 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’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.
All-Inclusive Pricing
One flat rate, all the features. No surprises.
.Real Support
100% U.S.-based, in-house team that picks up the phone.
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.
Estefanía Montoya
Smart Advocate it's honestly the best way to manage my cases! It's easy to use, has all the information in detail and is pretty practical since you can send texts and emails from it and more. I really like it and highly recommend it!
Michelle Hall
SA has been great organizing and tracking my clients and cases. So much versatility with SmartAdvocate
K White
We’ve been using this case management system for two years, and it has been a solid addition to our workflow. The interface is user-friendly, which makes it easy for both new and experienced users to get up to speed quickly. The system offers a variety of useful features, such as task management, document storage, and client tracking, which help keep everything organized and on schedule. One of the standout aspects is its integration with other tools we use, such as RingCentral and Outlook, which has streamlined several processes and reduced the need for this manual data entry. That being said, there are a few areas for improvement. For instance, the reporting features could be a bit more customizable, and at times the system can feel a little sluggish. While SmartAdvocate does listen and implement suggestions, the slow pace of updates is impeding. While the system has a lot of potential, changes and new features are often announced as "coming in the next update," but it can take a year or more before they’re actually rolled out. This slow turnaround time is frustrating, especially when we’ve identified specific areas where improvements could make a big difference in our workflow. Overall, this case management system has proven to be an efficient tool for managing our caseload.
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.