SmartAdvocate® Frequently Asked Questions

Is SmartAdvocate® a Cloud or Server based service?

SmartAdvocate® is available in both Cloud and Server based versions.

SmartAdvocate® Server is the most powerful and full-featured law firm software and case management system available. You own the software and maintain it on your own server. Backups and maintenance are handled by you and your IT personnel.

SmartAdvocate® Cloud is a hosted version that provides the ease and affordability of the cloud, while still providing the depth and sophistication that make SmartAdvocate® the best. You avoid the trouble and expense of purchasing and maintaining a server.

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. As a result, your data is available anywhere you have an internet connection, from your laptop, iPad, iPhone, or Android device.

Is there a SmartAdvocate® App?

Apps are available for iPhones, iPads, and Android devices. The apps allow you to search your cases, send texts and emails, view the calendar and add appointments, view and attach documents, track your time, and much more. You can even create new cases from almost anywhere using the Investigator’s App on an iPad or Android tablet.

Does SmartAdvocate® have a calendar feature?

SmartAdvocate® has two calendars. The Case Calendar can display all events (appointments, tasks, and critical deadlines) relevant to the particular case you are in.  You can easily filter the calendar by date range, event type, people involved, etc.

The Office Calendar provides an overall view of the calendar for the entire office. You can quickly see anyone’s availability, who will be where when, and limit the calendar to specific people or groups. It is a true comprehensive Office Calendar. 

And, of course, all appointments and Critical Deadlines can be easily synched with your Outlook calendar.

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

SmartAdvocate® was designed with these types of cases in mind. You can easily relate a Master Case to its Member Cases and share information between them. Project Details are available for many common types of these cases and you can create Plaintiff Fact Sheets to track the relevant information or Court ordered requirements for each type of case.

SmartAdvocate® makes it easy for your staff to determine whether a particular prospective client fits the criteria for a specific type of Mass Tort, Class Action, or MDL.

Does SmartAdvocate® have a document management feature?

Unlike many other case management systems, SmartAdvocate® doesn’t just have a document management feature; SmartAdvocate® is a full featured document management system. You can create templates from your own Word, Excel, or PDF forms, and over 2,500 SmartAdvocate® merge codes allow virtually all information in the case to be inserted into the final documents. Other documents can be easily attached to the case, either from your computer or directly from an email in Outlook. All documents in a case can be viewed on the dedicated Documents page and can be sorted into various folder views. With just a few clicks, you can even search all of the documents in your system.

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.

Does SmartAdvocate® have built-in reports and dashboards that can help me manage my firm?

SmartAdvocate® comes with a wealth of Dashboards and Reports to help you keep track of critical case information, as well as vital firm financial and operational details. Track firm income, staff performance, intake statistics, medical records requests, upcoming SOLs and Critical Deadlines, and so much more. With the Subscribe feature, you can even have Reports automatically emailed to you on any schedule you choose. 

Can I create my own custom reports in SmartAdvocate®?

Of course! The SmartAdvocate® Case Browse feature allows you to create custom reports based on hundreds of criteria and have them automatically emailed to you or anyone else on any schedule you choose. Need specialized information? We can create custom reports to meet your needs.

How are documents created in SmartAdvocate®?

You can create document templates from virtually any Word, Excel, or PDF form. As a result, virtually any form your firm currently uses can converted into a SmartAdvocate® template. Of course, you can also create a template from scratch. Over 2,500 merge codes allow for virtually any information in a case to be inserted into a document. Specialized table merge codes let you insert lists of information, such as expenses, liens, medical providers and bills, tracked time, and much more. You can even create your own customized merge codes.

Once the template is saved in SmartAdvocate®, creating a document that includes practically any data from the case is easy. Simply choose the template you want to use and tell SmartAdvocate® to generate the document. The case data merges into the document, which then opens on your screen. It really is that easy!

Can SmartAdvocate® automate my firm’s routine procedures when we are working on our cases?

SmartAdvocate® WorkPlans function as a checklist, but also automate some of your routine processes, streamlining the operation of your firm. Automated Procedures allow you to create repeating tasks, send automated text messages or emails to clients, create multiple reminders, or automatically generate documents, all triggered by various events in the case. Taken together, these exclusive SmartAdvocate® features guide your staff to ensure that each stage of your cases is handled in an appropriate and consistent way.

Can SmartAdvocate® handle mass communications to clients and other parties associated with a case?

SmartAdvocate’s Case Browse and Contact Search features make it simple to generate mass communications (letters, texts, or emails) to your clients, defense attorneys, adjusters, or any other contacts in your system.

Does SmartAdvocate® have a texting feature?

SmartAdvocate® integrates with numerous texting services, which allow you to send and receive texts from within the system. Notes are automatically created when texts are sent or received, so you can easily track your text messages within the case.

Have a different texting service you would like to use? Ask us. We can!

Can SmartAdvocate® send and receive documents for eSignature?

SmartAdvocate® partners with AssureSign to provide you with the best state-of-the-art eSignature solution. You can create your eSignature documents using SmartAdvocate’s Template Editor and send documents for eSignature via email or text directly from the case. Once documents are signed and returned, they are automatically uploaded to the appropriate case in SmartAdvocate®.

I like my current call center setup and want to keep it. Can I integrate with services such as Legal Intake Professionals (LIP), Intake Conversion Experts (ICS), and Alert Communications, etc.?

SmartAdvocate® currently integrates with numerous intake services, including the three mentioned above. Have a different intake service you would like to use? Ask us. We can integrate it with SmartAdvocate®!

Can SmartAdvocate® automatically calculate the deadlines for my cases?

It certainly can. SmartAdvocate® will automatically calculate multiple Statutes of Limitations based on the type and jurisdiction of the matter being created. Other Critical Deadlines can also be created based on the requirements of the jurisdiction and the procedures utilized by your firm. Both SOLs and Critical Deadlines can even be added to your Outlook calendar for an additional layer of safety.

How can SmartAdvocate® help my staff follow up on new leads?

SmartAdvocate® integrates seamlessly with numerous intake services, including web chat, call centers, and more. You can quickly and easily create new cases internally using Case Wizard, which runs an automatic conflict-of-interest check. The Investigator’s App allows your staff to input new cases on their iPad or Android tablet from almost anywhere. The SmartAdvocate® Case Monitor Widget provides a list, right on your desktop, of all new cases externally entered into your system, to ensure appropriate follow-up. Cases remain on the list until a staff member enters a Note into the case.

SmartAdvocate® WorkPlans and Automated Procedures can be set up to automatically generate Documents, Tasks, Email and Text Messages that are triggered based on the status of a matter (such as Intake or Investigation). Communication can then be sent automatically to a lead or potential client and the staff can be assigned a Task to do a follow up if necessary.

What kind of training does SmartAdvocate® provide?

At SmartAdvocate®, we recognize that in order to utilize the full depth of features available, your staff must understand what the system can do and how best to do it. Used properly, the SmartAdvocate® legal case and document management software can reduce workflow, make employees more efficient, and give you better control over your practice. Increased efficiency and improved productivity mean greater profitability.

We therefore provide multiple training options, so you can decide the best fit for your firm. Our on-line 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. As always, SmartAdvocate® endeavors to provide you with alternatives to let you decide what works best for your firm.

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)