Our Features Enable Firms to Create, Store, Track, Classify and Communicate Like Never Before

SmartAdvocate simplifies tasks by offering a fully customizable platform loaded with features that enable firms to manage, store, track, and communicate like never before.


SmartAdvocate Spotlight Feature


Medical Records & Chronology

Create and track medical record requests directly to the provider or through a medical records retrieval service.

Key Features

SmartAdvocate houses powerful functionality designed to increase your firm’s efficiency and profitability.

Document Management


Create document templates from 2,500+ available merge codes. Save attachments directly from emails, batch scan using our exclusive barcode feature, share documents externally and even send for eSignature.

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.



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.

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.



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.



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.

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)