SmartIntelligence™
AI-Powered Features
Built Into The
SmartAdvocate Platform
SmartIntelligence brings AI-powered features directly into SmartAdvocate. Built In. Not Bolted On. Instead of relying on separate AI applications, your firm can improve intake, automate document-intensive work, enhance communications, and gain deeper insight from case data using the information already inside SmartAdvocate.
Built For The Way Law Firms Work
Every SmartIntelligence feature was designed around the daily work of litigation firms. From medical records and demand letters to negotiations, document management, and case intelligence, AI becomes part of the work that your firm is already doing instead of another tool to manage.
SmartIntelligence is an important step forward in our AI strategy and our commitment to continuous innovation.
Igor Selizhuk
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.
Document Filing & Classification
Reads and processes documents from mass scans, digital imports and manual file attachments, automatically identifying the correct case, document category and subcategory and entering a short document description into the Description field.
Intake Assistant Coach
Active AI that “listens” to staff intake conversations in real time. Matches details to case-specific questionnaires, provides immediate coaching and feedback, fills in the SmartAdvocate data fields from the data provided in the conversation freeing the intake staff to focus on the conversation and do less field filling.
AI Case Assembly
Creates a complete SmartAdvocate case file from incoming reports, photos, medical records, discovery and other documents i.e. a referred case. Automatically extracts and organizes key data and generates case summaries.
Settlement Value Assistant
Analyzes attorney minimum case settlement valuation discussions, compares them to case data and documents how attorney assessments align with AI-generated evaluations. Results are automatically stored in SmartAdvocate’s Minimum Settlement Value fields as a separate value from the attorney's assessment for later analysis.
Medical Chronology Generation
Transform how you handle medical records. Our smart AI tool sorts through thousands of unstructured medical record pages with ease. It builds a clear, searchable and hyperlinked medical history timeline. Then, it updates the SmartAdvocate case file by filling in missing data fields automatically. Save time, reduce errors and focus on your clients.
Enhanced Chat with Case
An upgraded AI-powered chat experience that allows users to query complex case records using natural language across all SmartAdvocate data and case documents. Includes a prompt library and firm-specific customization options.
Email & SMS AI Reply Assistants
Reads all inbound emails and text messages inside SmartAdvocate, crosses them with case documents and data and writes customized, contextual draft responses awaiting attorney/staff approval.
AI-Assisted Templates
Scans standardized example documents i.e. letters, complaints, motions, etc. and uses AI merge-code detection to automatically insert appropriate merge codes creating a SmartAdvocate template in seconds.
Conversation Assistant
Driven by underlying AI infrastructure that auto-analyses the call and surfaces appropriate responses live on active calls.
Model Context Protocol (MCP Server)
No edits to the copy, but I see that there needs to be a space between “MCP” and “Server”
Demand Letter Generation
An AI-powered Demand Letter generator that analyzes medical records, medical chronologies, deposition transcripts, police reports and other case data to produce comprehensive, highly tailored Demand Letter drafts.
AI Case Assembly
Creates a new litigation-ready SmartAdvocate case file using reports, photos, medical records, and discovery from newly received or referred cases. Automatically extracts key data, organizes information, and generates summaries.
Data Extraction Engine
Extracts critical data from documents, including court deadlines, discovery dates, and insurance coverage details, and updates relevant SmartAdvocate fields.
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.
Negotiation Assistant
Supports negotiations in real time by validating defense attorney and insurance adjuster arguments and surfacing potentially inccurate or misleading claims.
Prompt Enhancer
Use SmartIntelligence to enhance your AI prompts. Write or paste a prompt in the editor, select an Prompt Enhancement and let SmartIntelligence suggest a refined version you can accept or keep editing.
All Case AI Chat
An enterprise legal chat AI system that can answer your prompts based on your law firms entire caseload as well as s, surface patterns, past precedents and pull insights spanning multiple cases simultaneously, not just the case you're currently viewing.
AI Quick Access Menus
Access all SmartIntelligence tools instantly from within a case - via the AI Tools menu on the toolbar or the AI Tools section in the left navigation panel.
Built Right Into
SmartAdvocate
SmartIntelligence is not a layer of Artificial Intelligence applied over anexisting software. It is an architectural evolution of the SmartAdvocate platform itself, allowing attorneys and staff to:
More Innovation on the Horizon
More than 40 additional AI capabilities are currently in development, with new
SmartIntelligence features scheduled for continuous release.
The Next Era Of Legal
Case Management
SmartIntelligence supports the way law firms want to work: inside the platform they already use to manage their cases.
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