increase profits, efficiency, and Client satisfaction

The Truth About Implementation and Data Migration

The SmartAdvocate Implementation Team knows the value of excellent data migration and is dedicated to getting it right.

Systems We Migrate Everyday

Amicus Attorney
Caret Legal
Client Profiles
Lex PI
PC Law
Perfect Practice
Practice Master
Practice Panther
Total Office (ATO)
Client-Centric Focus
SmartAdvocate’s Implementation team has experience migrating client data from many different systems every day. They take the time and have the patience to get it right. Have you ever been told that your new legal CMS conversion would be up and running in just a few weeks? If yes, this is a red flag! It means the data is being thrown into the new system and not being looked at by anyone, which is just a data migration dump. There is a saying in the industry “garbage in, garbage out”, which means incorrect or poor-quality input will produce faulty output. Good data migration takes time and effort!
SmartAdvocate’s In-House Implementation Team Works Hard
We provide a true and accurate data conversion, which is the process of transferring the data from one system to another and mapping fields to capture all data - which maintains your data integrity. Our team continues to work with your firm well beyond the initial conversion to ensure that all of your data is showing up in the right places. No additional hires, or third-party conversion mangers are necessary. Our team possesses the critical thinking, problem-solving and collaborative focus necessary to work seamlessly with your firm on the conversion.
Training & Support
SmartAdvocate clients go through a Learning Management System (LMS) before the first live training session. This ensures they have familiarity with SmartAdvocate before the formal training even starts. After attending the Basic training class, your staff will have a working knowledge of SmartAdvocate and how to effectively use many of its features. Next is our Intermediate and Advanced level classes. After going live with SmartAdvocate, our Support Team continues to work closely with your firm's Administrator to resolve any issues. Our convenient SmartAdvocate Support Tracker enables immediate submission, receipt, and resolution of requests.
customizable, fully integrated legal case management software

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:

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.

Process Automation
Exclusive features ensure each stage of every case is handled appropriately.
Server or Cloud
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
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.