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.
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.
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
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.
Chief Technology Officer
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.
Head of Training
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.
VP Sales & Marketing
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.
SmartAdvocate And Our Team Continue To Outperform All Expectations
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:
- Unite clients and attorneys through the powerful Client Portal
- Save precious time through robust Mass Communication capabilities
- Increase overall efficiency and accuracy through customizable Automated Procedures & WorkPlans
- Seamlessly work together, no matter where staff is located, with SmartAdvocate’s browser-based interface and Mobile App
- Personalize overall operations through 135+ Integration Partnerships, including Outlook, Microsoft Word, and multiple services for litigation support, e-signature, texting, medical record retrievals, and more
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.
Exclusive features ensure each stage of every case is handled appropriately.
Server or Online
Server or Online Cloud Based
Choose what works best for your firm. Either the ease and affordability of the Cloud, or integrating SmartAdvocate with your own server. Our team is ready and available to help with either choice.
Dashboards & Reports
Dashboards & Reports
Track critical case information, (SOLs, medical records requests, etc.) plus vital firm financial and operational details (including advertising campaigns, outstanding fees, calendar reports, etc.).
Create your own templates or our Specialists can build them from your existing forms.
Get started today
Let SmartAdvocate help your law firm get organized and practice more efficiently.