SmartAdvocate’s Story Created by and for lawyers, SmartAdvocate offers a case management software for all legal practice areas.

In the early 2000s, there were several legal case management systems that law firms had at their disposal, but none of the options were robust enough in their capabilities. 
SmartAdvocate was created with the mission to change this. 

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, they developed a comprehensive wish list of features that they, and any law firm would need to save time and increase the efficiency and accuracy of handling cases and operational details. Uniting a team of expert technicians and programmers, experienced personal injury lawyers and paralegals, as well as law firm management consultants resulted in the first version of SmartAdvocate with its 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.

SmartAdvocate’s Evolution

More than two decades later, SmartAdvocate has evolved with dozens of major software updates and thousands of new features and enhancements. Serving law firms in all practice areas worldwide, SmartAdvocate has remained dedicated to using client testimonials, reviews, and requests as their main guide in software developments. Among SmartAdvocate’s proudest achievements is their 100+ integration partners that include services like eSignature, accounting software, texting, medical records retrieval, and much more.

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 Workflows
  • Seamlessly work together, no matter where staff is located, with SmartAdvocate’s browser-based interface and Mobile App
  • Personalize overall operations through 125+ Integration Partnerships, including Outlook, Microsoft Word, and multiple services for litigation support, e-signature, texting, medical record retrievals, and more
smartadvocate portal screen

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, contributing 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.

Process Automation

Process Automation

Exclusive features ensure each stage of every case is handled appropriately.

Server or Online
Cloud Based

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.).


Document Creation

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.

Have questions? Call 1-877-GET-SMART (1-877-438-7627)