Learn about SmartAdvocate, the award-winning case management software being used by top US law firms.
Created by lawyers, for lawyers.
Tech that increases productivity.
Features, capabilities and reports that other case management software systems simply do not have.
Secure remote access for greater convenience.
Our mobile app, compatible for iOS and Android devices, provides access to your cases from virtually anywhere.
Features, capabilities and reports that other case management software systems simply do not have.
Tech that increases profitability.
Free up time with the Client Portal.
Provide clients access to their case information, included selected documents, case calendar, notes, and more – without expending additional staff time.
Automated reminders.
Automate reminders for staff and clients for appointments, notes, documents pending review and signature, and more.
Secure document uploads.
Clients can securely upload documents directly to their case for staff use.
See what some of our happy clients are saying.
“
With all the CRM programs out there, what makes SmartAdvocate so special? Well, I would say that it is because of all their customizable capabilities and features..."
Norma Fuentes
Gacovino Lake
See what some of our happy customers are saying.
“
I spent many months researching case management software after spending several years with a very expensive and bad program. Ultimately, I decided on SmartAdvocate..."
Jeffrey A. Mitchell
The Cochran Firm
“
The robust reporting functions and dashboards that are built into this software are valuable tools that are worth the price of admission... With SmartAdvocate all the information is right there at your fingertips...”
Damon Pendleton
Christina Pendleton & Assoc.
Enhance the operation of your firm with our popular features.
New Intake Case Wizard
Allows your staff to quickly, easily, and thoroughly input new cases. Optimize your intake process with conditional questions and SmartAdvocate's exclusive Intake Scoring tool. Based on predetermined weights to certain questions assigned by your firm, SmartAdvocate will automatically generate a score to qualify leads in real time.
Automated Procedures and WorkPlans Designer
With SmartAdvocate WorkPlan designer, you can streamline your firm’s operations. By automating various actions throughout the case, you’ll increase accuracy and efficiency while freeing up staff time.
We continually act on the best practices and input of hundreds of clients to deliver 1,000+ annual enhancements and feature additions, ensuring a system that meets your evolving needs.
Customizations
Beyond integrating with our large selection of partners, you can further customize the SmartAdvocate system by creating your own User Defined Fields (UDFs) to track case-specific information.
Sliding Scale Fees
Input your specific sliding scale fee structure so each case auto-calculates your fee after accounting for disbursements, referrals, and more...
Outstanding Items
Stay on top of all your tasks by easily viewing open or unresolved items before they become a problem on one simple screen, without having to navigate individual case files.
Frequently Asked Questions
If you’re seeking the most complete and efficient legal case management software available look no further.
Take the first step with a free, no obligation demo with SmartAdvocate®.
Copyright 2021 by
SmartAdvocate®
If you’re seeking the most complete and efficient legal case management software available look no further.
Continual Improvement
> Microsoft Outlook & Word Plugin
> Barcoding & Automated Document Filing
> Staff Collaboration
> Medical Records Dashboards and Reports
Even more features we know you’ll appreciate:
> Mass Tort Case Tools
> Ad Campaign Tracking
> 100+ Integration Partnerships
> 50+ Dashboards & Customizable Reports