Loaded with built-in artificial intelligence tools, plus features, capabilities and reports that maximize efficiency, reduce operational costs and cut down on the opportunity for error, SmartAdvocate is litigation case management software on steroids. If you are ready to improve productivity, grow your firm, and increase your client’s satisfaction - it’s time to learn more about SmartAdvocate.
Use built-in AI for document generation, plus analysis of data, depositions, and trial testimonies. Gain deeper insights and save valuable time having AI summarize new cases, motions, large documents, briefs, depositions, and trial transcripts.
Save time and ensure that every stage of your cases, from intake to settlement, are handled in an appropriate and consistent way with WorkPlans and Automated Procedures.
Create document templates from over 4,000 available merge codes. Plus, save attachments directly from emails, batch scan using barcode feature, share documents externally, send for eSignature, and take advantage of unlimited storage.
Either option is fully browser-based, allowing for secure access to your caseload when working remotely. Plus, multiple users can work on a case at the same time.
Keep track of critical case and lead information, plus vital financial and operational details with dozens of dashboards and reports. Or, customize your own with our new Dashboard Viewer.
Our built-in Intake Wizard allows staff to capture all necessary information from new prospects. Track and assign leads, view intake performance, intake scoring, monitor follow-up, and more.