Learn about SmartAdvocate®, the award-winning case management software being used by top US law firms.
Created by lawyers, for lawyers.
Tech that increases profitability.
Features, capabilities and reports that other case management software systems simply do not have.
On-the-go access for greater convenience.
Our iOs and Android apps provide 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 client portals.
Provide clients access to their case information, including selected documents, case calendar, notes, and more.
Automated reminders.
Clients get automated reminders for their upcoming doctors, lawyers, or physical examination appointments.
Secure document uploads.
Clients can securely upload documents to their case.
See what some of our happy customers 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.
Even more features we know you’ll appreciate.
New Case Wizard
Allows your staff to quickly, easily, and thoroughly input new cases.
Enables easy email attachment and document filing in the related case.
Microsoft Outlook Plugin
Barcoding &
Document Filing
Quickly auto file incoming mail into the related case, with alerts to staff.
Automated Procedures
SmartAdvocate® contains a workplan widget that contains a template to automate procedures.
Constant Improvement
1,000+ annual enhancements and feature additions, from the best practices and input of hundreds of firms.
Medical Records
Dashboards monitor your overdue and outstanding medical records requests, making follow-up stress-free.
Staff Collaboration
View tasks, deadlines, appointments, and other case related information for other employees
Work Plan Designer
MS Word Template Plugin
Customizations
Create your own User Defined Fields (UDFs) to track information for specific case types.
Allows you to quickly and easily create Microsoft word templates.
A powerful work plan designer that allows you to automate just about anything in a case file at any point in time.
Mass Tort Case Tools
All of the tools necessary to manage multiple cases and clients in a coordinated, efficient manner.
Ad Campaign Tracking
Allowing easy cost-per-case calculation and detailed ROI tracking.
Sliding Scale Fees
Auto-calculate your firm’s fee after accounting for disbusements, referrals, etc.
Over 50 Dashboards
Keep track of critical case info, as well as vital firm financial and operational details.
Integrations
We currently offer more than 100+ different integrations, with more being added regularly.
Outstanding Items
Find open or unresolved items before they become problems, without having to navigate to multiple pages.
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.