SmartAdvocate

What is SmartAdvocate?

SmartAdvocate is the most powerful, fully integrated case management system designed by and for personal injury and mass tort litigation firms.

SmartAdvocate is a fully integrated case management system designed to handle the challenges of today’s fast-paced, highly competitive, and technologically demanding world. SmartAdvocate is revolutionary software that will increase your practice’s efficiency and profitability. As a fully browser-based system, you are able to choose SmartAdvocate as either Cloud or server-based. With these options, paired with our mobile app, you can access your caseload from virtually anywhere.

Among the top features that SmartAdvocate offers are Automated Procedures and WorkPlans. Not only do these allow you to automate your firm’s processes, it ensures that each stage of your case is handled in an appropriate and consistent way. Beyond the dozens of dashboards SmartAdvocate has to offer, you can also schedule automatic emailed reports, so you never have to remember to run a report again.

When it comes to handling your clients, SmartAdvocate has various features to help you manage your case load. The Client Portal is another time saver for your firm, which allows your clients to log in to view any updates from you or a status change in their case. They can also upload any important information you may be waiting on. Our E-Signature functionality allows you to receive a signed document from a client in matter of seconds. Plus with our detailed Office and Case Calendars, you can monitor all upcoming appointments, tasks, and critical deadlines.

Initially designed by and for personal injury and mass tort litigation firms, SmartAdvocate is now used by a wide range of litigation firms throughout the United States, Canada, and beyond. With the ability to customize the SmartAdvocate system with over 100 integration partners, your firm will be able to set up SmartAdvocate for what you need the most, and to achieve exactly what you want it to.



SmartAdvocate Awards


SmartAdvocate currently scores 89/100 in the Legal category. This is based on user satisfaction (94/100), press buzz (38/100), recent user trends (falling), and other relevant information on SmartAdvocate gathered from around the web.

The score for this software has declined over the past month. What is this?
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SmartAdvocate Product Overview

  • Ensure that every stage of your cases is handled in an appropriate and consistent way with WorkPlans and Automated Procedures. Reminders can be set for important dates.

  • Easily create templates from the documents (Word, PDF, Excel) that your firm already uses. Over 2,500 merge codes make virtually all case information available in your documents.

  • Keep track of critical case information, as well as vital firm financial and operational details with dozens of dashboards and reports. Reports can even be automatically emailed to you on any schedule you choose.

  • Guarantee that your intake staff captures the necessary information from each new prospect with User Defined Fields (UDFs) using customized questionnaires. The Investigators’ App allows case creation from virtually anywhere.

  • Send texts which appear as being from a unique phone number, not the sender’s personal number. Texts automatically save in the related case and your staff is notified upon receipt of a text. Compatible with MMS texts, including photos.

  • Efficiently maintain and view the full calendar for a specific case, the entire office, any group, or a single individual. SOLs, Critical Deadlines, and Appointments are synced to your staffs’ Outlook calendars.


Languages Supported: English

Legal Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select Legal software for business. Published in April 2024.

Software designed for legal firms and other forms of legal businesses usually include many different features to assist you in running a successful legal business. Some of the functions include billing, invoicing, time tracking, alternative fee arrangements...

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SmartAdvocate Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

SmartAdvocate FAQs

What are some applications SmartAdvocate is commonly used in tandem with?

QuickBooks, AssureSign, MessageMedia, National Record Retrieval, RingCentral, CalendarRules and more. We currently have over 100+ integration partners with SmartAdvocate.

Does SmartAdvocate offer guides, tutorials and or customer support?

Yes. SmartAdvocate provides all types of user training based on each client's needs including in person, virtual, live and recorded options. We also offer full support to all of our clients no matter the size or platform chosen.

What is SmartAdvocate generally used for?

SmartAdvocate is a powerful, integrated case management system designed for personal injury lawyers, mass tort litigation firms, and other types of litigation law practices. This dynamic software is cloud or server-based and designed to help you serve clients more effectively and efficiently.

What platforms does SmartAdvocate support?

Clients can decide between Cloud or Server versions of SmartAdvocate to provide your staff with the most sophisticated database system for law firms.

Who are the main user groups of SmartAdvocate?

SmartAdvocate was designed for personal injury lawyers, mass tort litigation firms, and other types of litigation law practices across the US and Canada.

Does SmartAdvocate offer an API?

Yes.

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