Request a demo

Learn how SmartAdvocate will help your firm grow faster than ever with a free demo from one of our experts.

Eliminate Your Firm’s Busy Work And Stay Ahead Of Your Competition

Join some of the top law firms using SmartAdvocate's award-winning legal case management software to make their firms more efficient and more profitable.

Technology that increases profitability

Document Management

Dashboards & Reporting

Keep track of critical case and lead information, plus vital financial and operational details with dozens of built-in dashboards and reports, or customize your own with our new Dashboard Viewer.

Create document templates from over 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.

SmartAdvocate® is litigation case management software on steroids.

Optimize Your Firm's Intake Process

Streamline & Automate Workflows

Our built-in New Case Wizard allows intake staff to capture all of the necessary information from each new prospect, track and assign leads, view intake performance, monitor follow-ups, and more.

Save time and ensure consistency throughout every stage of your cases, from intake to settlement, with WorkPlans and Automated Procedures.

Your firm deserves SmartAdvocate, the award-winning software with customizable options for almost anything.

When you work with SmartAdvocate, you work with our trained experts.

From implementation to support, nothing here at SmartAdvocate is outsourced. Every person you work with is a trained expert who is knowledgeable about all of your firm's needs.

SmartAdvocate's industry-leading features stand out among the rest

Our robust, exclusive internet-based features enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success.

Over 125+ Integrations

Customize SmartAdvocate to fit your firm’s needs with integrations like eSignature, accounting, texting, medical records retrieval, and much more.


Scan multiple documents simultaneously and have each document attach to the appropriate case with our exclusive barcoding feature.

Full Text Search/OCR

Automatically OCR scanned PDFs, plus search the content of your documents including Word and PDFs utilizing full-text search.

Mass Communication

Send an email blast or mass text to clients directly from SmartAdvocate. Use templates to pull clients’ individual data and attach documents from a case to mass-generated emails.

Client Portal

Provide clients instant access to their case documents, case calendar, and notes. Your firm maintains complete control over what they can see.

SmartAdvocate App

iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Add appointments, send texts and emails, view documents, and more.

Here's what our customers are saying about us

★ ★ ★ ★ ★

★ ★ ★ ★ ★

★ ★ ★ ★ ★

With all the CRM programs out there, what makes SmartAdvocate so special? Well, I would say that it is because of all their customizable capabilities and features.

I spent many months researching case management software after spending several years with a very expensive and bad program. Ultimately, I decided on SmartAdvocate.

The robust reporting functions and dashboards that are built into this software are valuable tools that are worth the price of admission... With SmartAdvocate all the information is right there at your fingertips.

Norma Fuentes

Gacovino Lake

Jeffrey A. Mitchell

The Cochran Firm

Damon Pendleton

Christina Pendleton & Assoc.

If you’re seeking the perfect choice for legal case management software, look no further.

Take the first step with a free, no-obligation demo of SmartAdvocate.


Frequently asked questions

Is SmartAdvocate a Cloud or Server-based service?

SmartAdvocate is available in both Cloud and Server based versions.

If I am using the server version of SmartAdvocate does that mean I can only access my cases when I am in the office?

Both the Server and the Cloud versions of SmartAdvocate are fully browser-based and accessible via the mobile app, SmartAdvocate Client. As a result, your data is available anywhere you have an internet connection, from your laptop, iOS, or Android device.

My firm handles Mass Torts, Class Action, and Multi-District Litigation. Can SmartAdvocate be used for those types of cases

Initially designed for personal injury and mass tort litigation firms, SmartAdvocate is now used by a wide range of practices. Please contact a Business Development Specialist at 1-877-GET-SMART (1-877-438-7627) to discuss how SmartAdvocate’s system can be best tailored to your needs.

How much does SmartAdvocate cost?

SmartAdvocate has many license options for both the Cloud and Server versions. Please contact a Business Development Specialist at 1-877-GET-SMART (1-877-438-7627) to discuss which choice would be best suited for your particular firm.

What kind of training does SmartAdvocate provide?

SmartAdvocate provides multiple training options, so you can decide the best fit for your firm. Our online Learning Management System (LMS) familiarizes your staff with the system and prepares them for detailed training. Weekly condensed training webinars are a great alternative for new employees or as a staff refresher. And, of course, our full user training, customized for your firm, can be conducted at your office, our location on Long Island, NY, or on the web.

Request a demo

Learn how SmartAdvocate will help your firm grow faster than ever with a free demo from one of our experts.

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