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INCREASE PROFITS, EFFICIENCY, AND CLIENT SATISFACTION
Award-Winning Legal Case
Management Software
Featuring Built-in Artificial
Intelligence
Our all-in-one system is loaded with built-in artificial intelligence tools,
plus features, capabilities, and reporting that other case management
software systems don’t have. Join some of the top law firms using
SmartAdvocate to make their firms more efficient and more profitable.
Request a Demo
Why Choose Us?
When You Work with SmartAdvocate, You Work with Our
Trained Experts
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.

MAXIMIZE YOUR INVESTMENT IN YOUR LAW FIRM
Our Case Management Software's Top Features
Loaded with built-in artificial intelligence tools, plus features, capabilities and reports that maximize efficiency, reduce
operational costs and cut down on the opportunity for error, SmartAdvocate is litigation case management software on
steroids. Improve productivity, grow your firm, and increase your client’s satisfaction - learn more about SmartAdvocate.
Built-In AI Tools
Use built-in AI for document generation, plus analysis of
data, depositions, and trial testimonies. Gain deeper
insights and save valuable time having AI summarize
new cases, motions, large documents, briefs,
depositions, and trial transcripts.
Automate Your Firm
Save time and ensure that every stage of your cases,
from intake to settlement, are handled in an appropriate
and consistent way with WorkPlans and Automated
Procedures.
Document Management
Create document templates from over 4,000 available
merge codes. Plus, save attachments directly from
emails, batch scan using barcode feature, share
documents externally, send for eSignature, and take
advantage of unlimited storage.
Cloud & Server Based
Dashboards & Reports
Improved Intake Process
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a Demo
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Either option is fully browser-based, allowing for secure
access to your caseload when working remotely. Plus,
multiple users can work on a case at the same time.
Keep track of critical case and lead information, plus
vital financial and operational details with dozens of
dashboards and reports. Or, customize your own with
our new Dashboard Viewer.
Our built-in Intake Wizard allows staff to capture all
necessary information from  new prospects. Track and
assign leads, view intake performance, intake scoring,
monitor follow-up, and more.
THE PERFECT CHOICE FOR LEGAL CASE MANAGEMENT SOFTWARE
Technology That Increases Profitability
SmartAdvocate is the best option on the market to manage clients' cases through every step of the relationship with your firm using our litigation case
management system. SmartAdvocate’s Statuses and Sub-Statuses feature allows users to view the progress of every file in their caseload, from pre-signing to
pre-litigation, discovery, trial, and post-trial. Combine this with the powerful Intake Wizard and you have the best legal case management system.
eSignature
Conveniently send retainers, contracts and authorizations to
clients. Reduces paperwork, enhances efficiency and improves
client interactions.
Texting Integration
Send text messages directly from within SmartAdvocate from a
unique phone number. All messages are saved in the related
case.
SmartAdvocate App
iPhone and Android apps provide on-the-go access to case
information from virtually anywhere. Text, email, add
appointments, view documents and more.
Client Portal
Provides clients instant access to their case documents, case
calendar and notes. Your firm maintains complete control over
what they can see.
Office Calendaring
Easily maintain and view the full calendar for a specific case, or
the entire office. SOLs, Critical Deadlines and Appointments are
pushed to staff’s calendars.
Dashboard Viewer
Create completely customized dashboards with charts, graphs
and maps built from any of your data. This translates into
extensive, tailor-made reporting.
INCREASE YOUR FIRMS EFFICIENCY AND PROFITABILITY
The Perfect Choice for Legal
Case Management Software
SmartAdvocate is the most powerful, fully integrated case
management system available. Initially designed by and for personal
injury and mass tort litigation firms, SmartAdvocate is now used by a
wide range of litigation firms. From Implementation to Support,
nothing at SmartAdvocate is outsourced. Every person you work with is
a trained expert who is knowledgeable about all of your firm’s needs.
Frequently Asked Questions
If you can't find an answer to your question here, be sure to reach out to us.
What is SmartAdvocate?
Can SmartAdvocate Tie in With Email Like Microsoft Outlook?
Does it Also Work With Calendars Like Microsoft Outlook?

https://www.smartadvocate.com/faqs


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Can You Tell Me About the Automated Workflows and Procedures in the Software?
How Can This Help With Case Tracking?
Does SmartAdvocate Have Document Management Functions?
What is SmartAdvocate doing with AI (Artificial Intelligence)?
Does SmartAdvocate Have an Open API so I can Integrate with Other Programs?
How Much Will SmartAdvocate Legal Management Software Cost Me?
Is the Information Entered Into SmartAdvocate Private and Confidential?
Does SmartAdvocate Offer a Demo?
Are Firms Required To Pay For Storage With SmartAdvocate?
See More FAQs
Partners and Integrations
Tailor SmartAdvocate to suit your firm's requirements by incorporating integrations such as AI, eSignature, accounting, texting, and
medical record services. Additionally, we have the capability to develop personalized integrations for your existing partnerships.
See All Integrations
HEADLINES TELL OUR STORY
SmartAdvocate in the News

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Read More News and Articles
October 9, 2024
How Law Firms Are Using
Artificial Intelligence
Discover how law firms are leveraging
Artificial Intelligence (AI) to streamline
tasks, improve litigation strategies, and
enhance client services. Learn about the
benefits and potential risks of AI
Read more
September 23, 2024
SmartAdvocate Unveils 2024
Software Release
SmartAdvocate Unveils 2024 Software
Release with Built-in AI Tools for Document
Summaries, Translations, and More – Plus
Brand-New Features to Enhance Users
Functionality and Law Firm Efficiency
Read more
August 9, 2024
The Evolution of Legal
Document Management
Systems
The legal profession, generally considered
one of the most conservative and slow-
moving fields in employing technology, has
experienced a significant transformation
over the past few decades. One of the key
areas where this transformation is...
Read more
WE WORK HARD TO EARN OUR CLIENT'S POSITIVE REVIEWS
What Our Software Users Have to Say About Us
Leader
2024
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2024
Spring
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2024
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Leader
2024
Summer
Richard J. Arsenault
“SmartAdvocate is unquestionably the leading legal case
management software. Its incredible functionality reflects how it was
developed with attention to every detail, and is constantly evolving
Steve Malman
"SmartAdvocate has all of the tools necessary to successfully
operate a personal injury law firm with incredible efficiency. The
ability to text and esign right from within the program is a game

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See More Client Reviews
with technological advances. Our initial training was productive and
empowering, and the continuing support has been remarkable; an
unparalleled customer-centric approach. SmartAdvocate has
revolutionized the way we manage our cases and service our clients.
The customization options and flexibility are unmatched, allowing
our firm to tailor the software to our specific needs.”
Neblett, Beard & Arsenault
Attorney at Law
changer in terms of client satisfaction. Ordering medical records is
simplified to a few clicks and tracking those requests is totally
transparent. A huge benefit of SmartAdvocate is that they are not
new to the space which gives them a huge advantage over their
competitors because they know what makes a PI firm tick. The
SmartAdvocate support team is amazing and very responsive. You
have to be patient with any software product that you launch, but
the team at SmartAdvocate has seen it all and they will solve any
issue quickly."
Malman Law - Chicago
President
Michael P. McCready
"You guys are the best. I can’t begin to tell you how terrific your
program is. I love to show my colleagues how I now manage my
cases. Unbelievable. I am working with a law office consultant who
has been blown away by the functionality of the program. She is
recommending it to all her law firm clients. I am loving
SmartAdvocate and I have customized it substantially to suit our
needs. Great work. I’ve recommended it to several colleagues. A
product I can believe in. Thanks again."
McCready, Garcia and Leet, P.C. - Chicago
Owner
Stuart L. Finz
"When you bear the enormous responsibility of managing a dynamic
law firm, it is essential that you employ the most up-to-date, state-
of-the-art, efficient, creative, and intuitive case management
software on the market. For decades, I have searched for the
highest-level software available, but have found significant negative
aspects with each. On a positive note, several years ago, I was
introduced to SmartAdvocate. Finally, and to my great satisfaction, I
found a case management system that fulfilled all of my
expectations, and beyond. Smart Advocate is a platform that is easy
to use, dramatically increases productivity, tracks daily staff
production and critical deadlines, proficiently generates documents,
is continually updated implementing new and creative features, and
much, much more. Without reservation whatsoever, I highly
recommend SmartAdvocate."
Finz & Finz, P.C. - New York City
Partner & CEO
Our all-in-one system is loaded with features, capabilities, and reporting
that other case management software systems don’t have. Join some of
the top law firms using SmartAdvocate to make their firms more efficient
and more profitable.
New York Office
201 Old Country Rd
Suite 145
Melville, NY 11747
Phone: +1 (877) 438-7627
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Florida Office
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Boulevard Suite 108
Bonita Springs, FL 34134
Products
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Why SmartAdvocate?
Why Choose Us?
Feature Videos
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& Support
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Migration
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Practice Areas
Personal Injury
Worker's Compensation
Municipalities
Solo Practitioners
Criminal Defense
Corporate Law
In-House Legal Teams
Practice Areas (more)
Mass Torts
Veterans Affairs
Social Security
Family Law
Fraud

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