increase profits, efficiency, and Client satisfaction
Our Features Enable Firms to Create, Store, Track, and Communicate Like Never Before
SmartAdvocate simplifies tasks by offering a fully customizable platform loaded with features.
Key Features
SmartAdvocate houses powerful functionality designed to increase your firm’s efficiency and profitability.
Document Management
Automate document assembly with 4,000 available merge codes and quickly create necessary forms and submissions. Plus, with eSignature and texting capabilities, get documents signed and claims submitted in a timely manner.
Automated Workflows
Streamline operations by creating multiple reminders and repeating tasks. Automatically send text messages, documents and emails to clients, all triggered by events in a case.
Custom Dashboards & Reports
Create dashboards with charts and graphs built from any case data (critical deadlines, medical record requests, outstanding items and even staff activity). Automatically email reports to the team.
Cloud & Server Based
Either option is fully browser-based, allowing for secure access to your caseload when working remotely. Plus, multiple users can work on a case at the same time.
Texting Integration
Send text messages directly from within SmartAdvocate. Texts appear from a unique phone number, and all outgoing and incoming messages are saved in the related case.
Time Tracking
Record time spent on cases, configure by Case Group, and set automatic reminders to make entries. Time spent and billing rate calculated automatically, and can pull directly into an invoice.
Built-in Intake/Lead Management
This feature allows intake staff to capture necessary information from new prospects. Once completed, staff can track and assign leads, view intake performance and monitor follow-up.
Email
Send emails directly from your cases in SmartAdvocate. Emails sent from or received in Outlook can be attached to the appropriate cases and flagged in Outlook at “Attached.”
Specialized Screens
Case Summary Screen shows a snapshot of the case on one screen. Settlement Screen calculates settlement distributions including firm fees and client’s net proceeds.
Staff Collaboration
With appropriate permissions, you can view and act upon the home page of any staff member. This includes making updates to Tasks, Critical Deadlines and Appointments.
Barcoding
Batch scan multiple documents simultaneously and have each document attach to the appropriate case with this exclusive feature.
Over 135+ Integrations Available
Customize SmartAdvocate to your firm’s needs with integrations like eSignature, accounting, texting, and medical record retrieval. We can even create custom integrations for your current partners.
Case Tags
Organize cases with tags for easy searches, automated processes, and reporting. Assign multiple tags per case, all conveniently visible on each case’s summary screen.
Document Tags
Assign tags to your document files for efficient and easy searches within any case.
External Document Share & Upload
Eliminate the need for file hosting by sharing files right from SmartAdvocate. They can be updated and shared back for easy collaboration with trusted 3rd parties.
Scheduler Link
Share your calendar with outside contacts enabling them to directly book a meeting with you.
Customizable Panels
Enhance your Case Summary page for a tailored view by replacing default information based on your firm’s preferences.
My SmartAdvocate Custom Dashboards
Tailor your My SmartAdvocate page with the dashboard panels you want. Create your own or choose from several templates.
Case Review List
Assemble a targeted list of cases for quick navigation and review. List remains open, while you review details of each case, and quickly jump to any specific one you want.
Medical Records & Chronology
Create and track medical record requests directly to the provider or through a medical records retrieval service.
eSignature
Conveniently send retainers, contracts and authorizations to clients. Reduces paperwork, enhances efficiency and improves client interactions.
Marketing
This feature ensures that your firm is spending the marketing budget effectively. Automatically track ROI for each campaign to monitor which are successful and others that may need adjustments.
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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.