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.
Popular SmartAdvocate Features.
New Case Wizard
Allows your staff to quickly, easily, and thoroughly input new cases.
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.
Enhance Efficiency with SmartAdvocate
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 our large selection of partners, you can create your own User Defined Fields (UDFs) to track information for specific case types.
Sliding Scale Fees
Input your specific sliding scale fee structure so each case auto-calculates your fee after accounting for disbursements, referrals, etc.
Outstanding Items
View all open or unresolved items before they become problem, 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.
The New Case Intake Wizard allows your staff to quickly, easily, and thoroughly input new cases. With exclusive features like Intake Scoring, you’ll be able to quantify leads as they come in.
Continual Improvement