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.

NYLJ08172021499387SmartAdvocate_GENERIC WINNER
NJLJ09222021520410SmartAdvocate_GENERIC WINNER
sourceforge spring 2021
sourceforge fall 2021 black
g2 crowd logo

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

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.

  • mobile-alt-solid

    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.

  • user-solid

    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!

  • laptop-solid

    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.

  • magic-solid

    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.

file-alt-solid - Copy
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. Names Best Legal Case Management Software of 2021, a leading independent review website for small business online tools, products, and services, has announced the best legal case management software of 2021. The top solutions were selected based on key features, such as management tools, collaboration functions, and robust reporting capabilities, and customer feedback.

Enhance Your Intake Process

Enhance Your Intake Process

Increasing intake capabilities allows your firm to increase your caseload, therefore increasing overall business and your bottom line. Looking at it in this perspective, your intake process is what breathes oxygen and life into your law firm. Optimizing the intake procedure for your staff and simplifying it for your prospects is the foundation of best practices in enhancing your intake process.

SmartAdvocate Named Category Leader for Law Practice Management Software - May 2021

SmartAdvocate Named Category Leader for Law Practice Management Software - May 2021

SmartAdvocate is the top-rated legal case management software on the market. Completely customizable, with robust reports and dashboards to track all case and firm operational details, SmartAdvocate makes your firm more efficient and more profitable.

Establish Follow-Up Protocols

While the past year has brought on many changes within the legal industry, the expectation for great client services has remained a constant. Whether you are a solo practice or have a whole team of intake specialists conducting follow ups, the communication you send out to potential clients is critical. It is a factor as to whether they will sign on, refer you to others, and remember you again if they need a lawyer in the future.

Every Firm is Different

Every Firm is Different

As technology has evolved in recent years, the concept of “being customizable” is no longer a special feature, but more of an expectation. We are accustomed to the option of customizing the appearance of our smartphone, right down to the widget, and being shown personalized recommendations when we open our favorite streaming platform. With this higher expectation for all facets of our technology to be “customizable” from what we like, to how we like it, and what we need, a new standard has been established. When it comes to your legal case management software, it has also become common practice for systems to have customizable capabilities. But how customizable are they really?

SmartAdvocate Featured as High Performer of the Legal Case Management Software Industry in G2’s Spring 2021 Market Report

SmartAdvocate is proud to be named on the G2 Spring 2021 Market Report as a High Performer of the Legal Case Management Software industry. G2 calculates the various unbiased reviews and feedback from current users with their custom algorithm to determine industry leaders based on customer satisfaction and market presence.

SmartAdvocate, Top-Rated Legal Case Management Software

SmartAdvocate, Top-Rated Legal Case Management Software, Featured In Legal Tech Publishing's 2021 Practice Management Buyers Guide

LegalTech Publishing

LegalTech Publishing

SmartAdvocate, the award-winning legal case management software has been highlighted in the 2021 Practice Management Buyers Guide published by LegalTech Publishing in partnership with Above the Law. Legal Tech Publishing is well known and highly regarded within the industry for its case studies, whitepapers, educational webinars, and publications.

A Forever Changed Work Environment

A Forever Changed Work Environment

Case Management Software (CMS) are systems that  focus on the everyday storing and managing of virtually all client data in a centralized location.  This data includes items such as case contact information (from not just clients, but also experts, opposing counsel, and adjusters as an example),  case notes, case documents, calendars, emails, and disbursements to name a few.  Also, a CMS allows for firms to run reporting and automation (or should) of the overall system and case files.

20 Influential Lawyers You Should Follow on Twitter

Inspirational quotes by lawyers may not seem like the first source of wisdom you’d seek out, but in truth, lawyer influencers have a lot of words of wisdom to offer lawyers and non-lawyers alike.

U.S. Counties With the Most Fatal Hit-and-Run Accidents

Sadly, automobile deaths are all too common, and many of them involve hit-and-runs. What is a hit-and-run? A hit-and-run accident is defined as an act in which someone causes a traffic accident and then leaves the scene. These types of accidents often carry steep penalties, especially if a fatality is involved.

SmartAdvocate® Named the Winner of New York Law Journal's Best of 2020: Announces 5th Year in a Row as Number One in 5 Categories Including Best Legal Case Management

BONITA SPRINGs, Fla., Sept. 30, 2020 /PRNewswire/ -- SmartAdvocate, the fully integrated case management system is thrilled to announce they are the New York Law Journal Best Of 2020 Winner in five categories.

Where the Highest Proportions of People Living with HIV Are in the United States

HIV has long been stereotyped as an incredibly deadly virus, but you may be surprised at the high numbers of people in the United States who are living with HIV. Using 2018 data from AIDSVu, the SmartAdvocate team mapped out the proportion of people living with HIV by state as well as the 50 U.S. counties where the highest proportions of people living with HIV were found.

The 10 Largest Class-Action Lawsuit Payouts in the United States

A class-action lawsuit is a type of lawsuit in which a group of people with similar injuries or grievances caused by the same product or action sue a defendant as a group. The group of people who are filing the lawsuit are generally represented collectively by a member of that group. Often, it is simpler to combine many lawsuits into a class-action lawsuit. The benefit of a class-action lawsuit is that a collection of injuries or grievances can be more powerful in a court of law than individual complaints. Additionally, filing a class-action lawsuit leads to a consolidation of evidence, attorneys, and witnesses that can make the case more efficient. Historically, class-action lawsuits have been filed against companies, organizations, or governments.

Counties With the Most Alcohol-Impaired Driving Deaths in the United States

Each day, an average of 29 people across America lose their lives in car crashes that involve a drunk driver. That’s one death every 50 minutes! In 2016 alone, 28% of all traffic-related deaths in the U.S. were a result of crashes involving alcohol-impaired drivers, amounting to 10,497 lives lost. It’s estimated that 16% of car crashes in the United States involve drugs or alcohol.

Collaborative, Efficient, and in Sync with Your Current Calendar: Everything you want and need in an office calendar.

Need a True Office Calendar That Allows for Staff Collaboration? Look No Further than SmartAdvocate!

Need a True Office Calendar That Allows for Staff Collaboration? Look No Further than SmartAdvocate!

What Happens When You Get a Brain Injury in Different Areas of Your Brain?

The human brain is responsible for so much! Its complexity comes from the fact that it’s made up of several different parts, all which have their own important functions. Our ability to balance, eat, walk, and talk all come from our brain, and the human brain also regulates our breathing, blood circulation, and heart rate. A brain injury can interrupt these important functions.

Document Templates and Merge Codes

Document Templates and Merge Codes

Creating document templates in SmartAdvocate from forms already used by your firm is simple and makes it easy for paralegals and attorneys to utilize this time-saving method to create documents. Templates that are regularly used by the firm can be easily created in SmartAdvocate.

Keep a Handle on Your Firm’s Client Contact Frequencies

Keep a Handle on Your Firm’s Client Contact Frequencies

To assure efficiency, your case management system must have features to help you keep a handle on your client contact frequencies. For full oversight, management should be able to generate a report to monitor that all procedures and protocols for client contact are being followed.

Play Video

Frequently Asked Questions

What Is SmartAdvocate?

SmartAdvocate is an incredibly powerful, entirely Web-based, and fully integrated case management system used by a wide range of litigation firms. SmartAdvocate is continually updated to make sure that all of our customers can endure the challenges of today’s fast-paced, highly competitive, and tech-demanding world. With our help, law firms can increase their overall profitability and efficiency.

Can SmartAdvocate Tie In With Email Like Microsoft Outlook?

Yes. One great feature of SmartAdvocate is that emails can be sent both from SmartAdvocate and from Outlook, so you can use whichever interface you prefer. When attorneys send email using Outlook, all of their emails can automatically attach to the appropriate case files within SmartAdvocate. And when a paralegal gets an email with attachments, they can save them directly to the Documents page through the Outlook plugin. SmartAdvocate makes it easy to keep all of your communications organized in one place!

Does it Also Work With Calendars Like Microsoft Outlook?

Yes. SmartAdvocate’s Outlook plugin allows for statutes of limitations, critical deadlines, and appointments to be integrated into any of the staff’s Outlook calendars. Staff calendars can display events for a single case, individual or event, use preformatted calendar reports, and see items like adjourned and canceled appointments. We also have a client birthday report: Many firms requested this feature to allow attorneys to reach out to clients with a personal touch.

One particularly powerful feature of SmartAdvocate’s Outlook integration is the “Who Is Where Tomorrow” feature. This tool can look at everyone’s calendars and send an automated email to your inbox every morning outlining where each employee is scheduled to be that day.

Can You Tell Me About the Automated Workflows and Procedures in the Software?

One of SmartAdvocate’s best features is the ability to automate a law firm’s processes. Our exclusive WorkPlans and automated procedures ensure that each stage of every case can be handled in an appropriate and consistent way.

The best way to describe SmartAdvocate’s WorkPlans is that it’s a checklist that can automate routine processes. WorkPlans allow you to have everything in one place so that you can see all of the items needed to complete a project: Teams will no longer need to spend time figuring out what needs to be done, who needs to do it, and what is the next task.

The automated procedures allow law firms to create repeating tasks, send automatic text messages and emails to clients, create multiple reminders or automatically generate documents. Any of these actions can be triggered automatically when events change within a case. For example, when a law firm sends out a retainer to a client for their signature, automatic emails and text messages can be sent as reminders until their e-signature is received. Then, once the case status is changed within SmartAdvocate, the next tasks are assigned to everyone on the team. This type of automation helps to save time, freeing up top talent for things like essential research and investigation, and it also eliminates opportunities for risks and errors.

How Can This Help With Case Tracking?

WorkPlans and automated procedures along with SmartAdvocate’s built-in reports and dashboards allow a firm to easily track each step of a case’s progression. Our software can show what has been accomplished and what still needs to be done, and it can also keep track of a lot of important details that might be needed for a case. For instance, it can tell you the last time that a client was contacted and keep tabs on a client’s diagnoses and severity of injuries.

Another valuable tool that can help with case tracking is the SmartAdvocate app, which allows you to have access to all of your cases on the go. Whether an attorney is in court or out of the office, if they need to access documents or check the status of a case, they can get the information they need in seconds.

And SmartAdvocate doesn’t just help law firms keep track of cases: It helps their clients, too. In the client portal, you can give your clients access so that they can see information about their case, important documents, calendar entries, and notes. This frees your firm’s staff from needing to answer phone calls from clients who have questions about the status of their case: The clients can go into the portal and see the answers for themselves.

Does SmartAdvocate Have Document Management Functions?

Yes: SmartAdvocate’s document management capabilities are among its most robust features.

Users can easily create document templates from their current Word, Excel or PDF forms. Once these templates are created, SmartAdvocate can begin to automatically insert information from cases into those documents using more than 2,500 standard and custom merge codes. Templates can also be copied from case to case as needed.

You can also organize documents using custom folders and search for documents using categories and subcategories, senders and recipients, dates, descriptions, and comments. Documents can be sent out for review or approval and even automatically sent to collect e-signatures. All of the documents can also be exported from a case to build a case package.

One of the best document management functions in the SmartAdvocate case management system is barcoding: Create barcodes and add them into your documents before scanning and each document will be automatically placed into the appropriate case file.

Can SmartAdvocate Integrate With Other Programs?

Yes! We currently offer more than 100 different integrations, with more being added all the time based on our clients’ feedback. We work with numerous software and service providers to deliver seamless integration with different types of software, like accounting, intake, chat, texting, e-signature, phone, court docket and reporting, medical record retrieval, and lean negotiations utilities.

SmartAdvocate can also custom-create integrations: If a firm comes to us looking to add our software to systems that they already have in place, we meet with them to see how we can integrate SmartAdvocate with their system, too.

How Much Will SmartAdvocate Legal Management Software Cost Me?

The cost of SmartAdvocate will vary depending on whether you choose the Cloud or Server version. Contact us at 1-877-GET-SMART and we would be glad to help you figure out which is best for your law firm and give you a quote.

Is the Information Entered Into SmartAdvocate Private and Confidential?

Yes: All of the information within SmartAdvocate is private and confidential and can only be accessed by employees within the firm. Our cloud-based option has bank-caliber data security and is constantly monitored by our IT professionals. We also use the HTTPS protocol so that all data is encrypted in transit. SmartAdvocate can also be used with two-factor authentication for added security.

Do You Offer a Demo?

Yes! We would be glad to give you a demonstration so you can see for yourself how our case management system can help your firm to run more efficiently and effectively. It’s one thing to hear about features and functionalities like WorkPlans or integrations and another to actually see the complete package in action. You’ll soon realize how much SmartAdvocate can help your firm to unlock its full potential. Contact us today for a free, no-obligation, no-risk demonstration of our case management solution.