Award-Winning Legal Case Management Software

Join some of the Top Law Firms in the United States and Canada using SmartAdvocate® to make their firms more efficient and more profitable. Call 1-877-GET-SMART for a no-obligation, no-risk SmartAdvocate® demonstration.

Named Best Case and Practice Management Software by the NY and NJ Law Journals for 6 years in a row.

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What is SmartAdvocate Legal Management Software?

SmartAdvocate is a powerful, integrated case management system designed for personal injury lawyers, mass tort litigation firms, and other types of litigation law practices. This dynamic software is cloud or server based and designed to help you serve clients more effectively and efficiently.


One of the primary benefits of SmartAdvocate's legal case management system is automating your law firm's processes. Exclusive features such as WorkPlans and Automated Procedures ensure that each stage of every case is handled in an appropriate and consistent way. Reminders can be set for important dates.

Server or Online Cloud Based

Award-winning SmartAdvocate is the most powerful and full-featured case management law firm software available, and does not require your own server. SmartAdvocate Cloud is a web-based case management solution that provides the ease and affordability of the cloud, along with depth and sophistication, making SmartAdvocate the best option.

Document Creation

Easily create templates from the documents (Word, PDF, and Excel) your law firm already uses with SmartAdvocate integrations. SmartAdvocate's Document Specialists can also create templates from your existing documents and forms. Thousands of merge codes allow virtually all information within SmartAdvocate to integrate into your documents.

Dashboards & Reports

Dozens of dashboards and reports for Legal Management help you track critical case information, (SOLs, medical records requests, etc.) plus vital firm financial and operational details (including advertising campaigns, outstanding fees, calendar reports, etc.). Set these reports to be automatically emailed to you, so you never have to remember to run them again.

Here’s What Our Customers Have to Say About Us

Damon Pendleton
Damon Pendleton
Christina Pendleton & Associates

"The robust reporting functions and the 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..."

Brian Dunn
Brian Dunn
Commonwealth Law Group

"SmartAdvocate gives you a competitive advantage over the other personal injury law firms in your market. Just the reporting alone is worth 10 times the price!!"

Norma Fuentes
Norma Fuentes
Gacovino Lake

"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..."

Jeffrey A. Mitchell
Jeffrey A. Mitchell
The Cochran Firm - New Orleans

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

Michael P. McCready
Michael P. McCready
McCready, Garcia and Leet, P.C.

"You guys are the best. I can’t begin to tell you how terrific your program is. I love to show my colleagues how I now manage my cases..."


Software Technology That Increases Profitability

Loaded with features, capabilities, and reports that other legal case management systems do not have, SmartAdvocate is litigation case management software on steroids. SmartAdvocate legal management software can reduce busywork, making employees more efficient, and giving you better control over your practice and legal files. Case management software creates increased efficiency and improved productivity and therefore greater profitability.

The Perfect Choice for Legal Case Management Software

SmartAdvocate is the best option on the market for personal injury attorney software. You'll be able to manage clients' cases through every step of the relationship with your firm using our litigation case management system. SmartAdvocate’s Statuses and Sub-Statuses feature allows users to view the progress of every file in their caseload, from pre-signing to pre-litigation, discovery, trial, and post-trial. Combine this with the powerful Intake Wizard and you have the best case management system for personal injury lawyers.

Technology That Increases Profitability

Loaded with features, capabilities and reports that other case management software systems do not have, SmartAdvocate® is litigation case management software on steroids. SmartAdvocate® legal management software can reduce workflow, make employees more efficient and give you better control over your practice. Increased efficiency and improved productivity means greater profitability.

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    iPhone/iPad and Android apps

    Our iPhone and Android apps provide on-the-go access to your case information on your phone or tablet from virtually anywhere. Send a text or email, view a document, view the calendar and add appointments, and much more, all from within the app.

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    Extensive Office Calendaring

    Easily maintain and view the full calendar for a specific case, the entire office, any group, or a single individual. SOLs, Critical Deadlines, and Appointments are pushed to your staffs Outlook® calendars. A true Office Calendar!

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    Client Portal

    Provide clients instant access to their case information, including documents, case calendar, notes, and more, freeing up staff time for other responsibilities. The firm maintains complete control over what the client can see on the Portal.

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    Document Templates

    Conveniently create templates from your existing documents and forms, which are then available for use in all of your cases. Or our document specialists will create them for you. Documents will automatically be filled in with information in the case.

New Features

Automated Procedures

Automated Procedures enable you to create repeating tasks, send automated text messages or emails to clients, create multiple reminders, or automatically generate documents. These can be triggered by various events in the case.

Client Portal

Clients can login to the portal to view information about their case, such as appointments and documents and/or notes. The client can also upload documents. Your firm has total control over what the client can see on the Portal.

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PDF and Excel Templates

Templates can now be created from Excel and PDF documents, using SmartAdvocate’s merge codes. This provides much greater flexibility to use your existing forms within SmartAdvocate’s document management system.

Outstanding Items Page

Find all open items in a case conveniently, in one location. The Outstanding Items page lists all outstanding items, including medical records requests, discovery, Court Filings, and more. Just one location for this critical information.

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Frequently Asked Questions