Member Spotlight


September 28, 2020

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 a 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.

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