SmartAdvocate® is litigation case management software on steroids.
Keep track of critical case and lead information, plus vital financial and operational details with dozens of built-in dashboards and reports, or customize your own with our new Dashboard Viewer.
Create document templates from over 2,500 available merge codes. Save attachments directly from emails, batch scan using our exclusive barcode feature, share documents externally and even send for eSignature.
Save time and ensure consistency throughout every stage of your cases, from intake to settlement, with WorkPlans and Automated Procedures.
Our built-in New Case Wizard allows intake staff to capture all of the necessary information from each new prospect, track and assign leads, view intake performance, monitor follow-ups, and more.
From implementation to support, nothing here at SmartAdvocate is outsourced. Every person you work with is a trained expert who is knowledgeable about all of your firm’s needs.
Our robust, exclusive internet-based features enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success.
Customize SmartAdvocate to fit your firm’s needs with integrations like eSignature, accounting, texting, medical records retrieval, and much more.
Scan multiple documents simultaneously and have each document attach to the appropriate case with our exclusive barcoding feature.
Automatically OCR scanned PDFs, plus search the content of your documents including Word and PDFs utilizing full-text search.
Send an email blast or mass text to clients directly from SmartAdvocate. Use templates to pull clients’ individual data and attach documents from a case to mass-generated emails.
Provide clients instant access to their case documents, case calendar, and notes. Your firm maintains complete control over what they can see.Automatically OCR scanned PDFs, plus search the content of your documents including Word and PDFs utilizing full-text search.
iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Add appointments, send texts and emails, view documents, and more.Send an email blast or mass text to clients directly from SmartAdvocate. Use templates to pull clients’ individual data and attach documents from a case to mass-generated emails.
Take the first step with a free, no-obligation demo of SmartAdvocate.
Learn how SmartAdvocate will help your firm grow faster than ever with a free demo from one of our experts.