A Case Management Software Made For Veteran Disability Cases

SmartAdvocate allows you to track and manage all aspects of a case, including client information, medical records, correspondence, and deadlines. Our document management, task assignment, and calendar features allow firms to manage, store, classify, and communicate like never before, ensuring that they achieve the highest level of success.


Automating Your Practice Makes Navigating The VA Disability System Less Complicated


Medical Record Retrieval Made Easy

Timely performance is an essential with medical record retrieval for any VA Disability Claim. SmartAdvocate's Medical Record Retrieval feature allows firms to create and track requests whether sent directly to the provider or through a medical records retrieval service.


Enhance Productivity With 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 to the VA in a timely manner.

The VA Disability Claim Process Is Complex And Intimidating. SmartAdvocate Can Help.

SmartAdvocate has the robust collection of tools to help firms through every step of the VA Benefits process. From providing a comprehensive evaluation of your client’s entitlement, to responding to VCAA letters for additional evidence, and even filing an appeal, if necessary.

  • Automation Means Efficiency And Consistency

    Automation increases staff efficiency and minimizes the opportunity for error. SmartAdvocate saves time and ensures that cases are consistently handled in the exact manner that your firm wants, based on the case type, case status, staff assigned, and referral source.

  • Never Miss An Important Date

    Firms specializing in VA Disability Compensation Claims can rely on SmartAdvocate's calendaring features to stay on top of important dates. Set reminders to ensure the case remains on track. Calendars for individuals and groups easily integrate with Outlook.

  • Outstanding Items

    With so many documents to process and cases to manage, law firms specializing in Veterans’ Affairs find SmartAdvocate invaluable. The Outstanding Items feature page provides a birds-eye view of the case to see what is outstanding, and lets you spot any unresolved issues before they become problems.

  • Cloud Or Server Based - Goes Where You Go

    Whether you choose our Cloud or Server version, either option is fully browser-based, allowing for multiple users to work on a case at the same time. Plus, the SmartAdvocate iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Send texts, emails, add appointment, view documents and more.

  • Over 135+ Integrations Available

    Customizing SmartAdvocate to your firm’s needs is easy with integrations. By maintaining such strong relationships with companies that specialize in eSignature, accounting, texting. medical record retrieval services, court docketing, and more, you have the option for your system to seamlessly integrate with the tools that your firm is already accustomed to. 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)