Smart Intelligence

Built In. Not Bolted On.

Many AI solutions require firms to purchase, connect, and manage separate products. SmartIntelligence™ was developed as part of SmartAdvocate’s core architecture, so firms can use natively integrated AI inside the case management system they already rely on.

AI Across The Entire Case Lifecycle

SmartIntelligence™ organizes AI capabilities around the work law firms do every day, helping teams communicate more effectively, prepare cases more efficiently, and gain deeper insight into their cases.

“SmartIntelligence is an important step forward in our AI strategy and our commitment to continuous innovation."

‍Igor Selizhuk, Chief Technology Officer at SmartAdvocate

Intake & Client Acquisition

The intake stage sets the tone for the client relationship and often shapes how quickly a firm can evaluate a new matter. SmartIntelligence supports this work with tools that help teams capture information, respond promptly, and keep early communications organized inside SmartAdvocate.Using pre-populated prompts, or creating your own, SmartAdvocate’s Built-in AI tools will summarize new cases, motions, depositions, and transcripts to be as detailed or as brief as you prefer. Options Include: Ability to email the summary, copy to clipboard, and save as summary within the case.

Documents & Case Preparation

Once a case is opened, the next step is turning records, forms, and incoming documents into usable work products. SmartIntelligence supports that process with tools that help firms sort information, pull out important details, and prepare draft materials more efficiently.

Case Intelligence

After documents and case data are in the system, firms need practical ways to work with that information. SmartIntelligence provides tools that help users ask better questions, assess case details, and apply internal workflows more consistently.

Negotiations

Negotiation demands quick access to case facts, communication history, and issues that may affect strategy in real time. SmartIntelligence supports that stage with tools designed to surface relevant information during active discussions while leaving legal judgment with the attorney.

Key SmartIntelligence Features

Intake AI Voice Agent
Autonomously engages with prospective clients, collects key case details, logs detailed leads into SmartAdvocate, and triggers automated communications based on firm protocols.

Intake Assistant Coach
Listens to staff intake conversations in real time, matches details to case-specific questionnaires, provides coaching and feedback, and logs leads into SmartAdvocate.

Demand Letter Generation
Analyzes medical chronologies, deposition transcripts, police reports, and other case materials to produce tailored demand letter drafts.

Medical Chronology Generation
Processes large volumes of unstructured medical records to generate clean, searchable, hyperlinked timelines and populate key SmartAdvocate data fields.

Document Filing & Classification
Processes scanned, imported, and attached documents, identifying the correct case, category, and subcategory while generating accurate document descriptions.

Data Extraction Engine
Extracts critical data from documents, including court deadlines, discovery dates, and insurance coverage details, and updates relevant SmartAdvocate fields.

Enhanced Chat with Case
Lets users query complex case records in natural language across SmartAdvocate data and documents, with prompt libraries and firm-specific customization options.

Settlement Value Assistant
Listens to case valuation discussions, compares attorney assessments against case data, and stores documented analysis in SmartAdvocate settlement value fields.

AI-Assisted Templates
Analyzes standardized documents such as letters, complaints, and motions, then detects and inserts appropriate merge codes to create SmartAdvocate templates.

Negotiation Assistant
Supports negotiations in real time by validating defense attorney and insurance adjuster arguments and surfacing potentially inaccurate or misleading claims.

Conversation Assistant
Analyzes active conversations and surfaces relevant responses, insights, and recommendations while calls are in progress.

Email & SMS AI Reply Assistants
Reads inbound emails and text messages, cross references case documents and data, and drafts customized responses for attorney or staff review.

Model Context Protocol (MCP Server)
Provides secure MCP Server infrastructure that lets technical teams connect external AI platforms, such as Anthropic Claude, to SmartAdvocate case data and documents.

Customizable AI Agents
Gives administrators tools to design and deploy custom autonomous AI agents for recurring operational tasks within SmartAdvocate.

SmartAdvocate AI Help
Provides answers, guidance, best practices, and hyperlinked training resources to support onboarding and day-to-day platform use.

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Key SmartIntelligence Features

Built Into Your Case Management Platform

SmartIntelligence is not a separate application, browser extension, or third-party add-on. It is natively integrated into SmartAdvocate, allowing attorneys and staff to:

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Access AI without leaving SmartAdvocate
Work with live case data
Generate documents faster
Improve consistency across teams
Reduce repetitive administrative work
Make better-informed decisions

Built In. Not Bolted On.

“SmartIntelligence is an important step forward in our AI strategy and our commitment to continuous innovation."

@ Igor Selizhuk, Chief Technology Officer at SmartAdvocate

More Innovation on the Horizon

SmartAdvocate has announced more than 40 additional AI capabilities currently in development, with new SmartIntelligence features scheduled for continuous release.

Our goal is simple:

Help firms operate more efficiently
Improve decision-making
Strengthen client service
Maximize case value

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