Make your firm more efficient and profitable.

Learn about SmartAdvocate®, the award-winning case management software being used by top US law firms.

Get your free demo today!

or call

516-740-7766

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®.

GET YOUR DEMO NOW

Copyright 2021 by SmartAdvocate®

SmartAdvocate® is available in both Cloud and Server based versions.
Both the Server and the Cloud versions of SmartAdvocate® are fully browser based. As a result, your data is available anywhere you have an internet connection, from your laptop, iPad, iPhone, or Android device.
SmartAdvocate® has many license options for both the Cloud and Server versions. Please contact a Business Development Specialist at 1-877-GET-SMART (1-877-438-7627) to discuss which choice would be best suited for your particular firm.
SmartAdvocate® has many license options for both the Cloud and Server versions. Please contact a Business Development Specialist at 1-877-GET-SMART (1-877-438-7627) to discuss which choice would be best suited for your particular firm.
SmartAdvocate® provides multiple training options, so you can decide the best fit for your firm. Our on-line Learning Management System (LMS) familiarizes your staff with the system and prepares them for detailed training. Weekly condensed training webinars are a great alternative for new employees or as a staff refresher. And, of course, our full user training, customized for your firm, can be conducted at your office, our location on Long Island, NY, or on the web.

If you’re seeking the most complete and efficient legal case management software available look no further.