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Access to Your Cases from Anywhere with SmartAdvocate:

Published on Thursday, August 13, 2020

Access to Your Cases from Anywhere with SmartAdvocate:

No matter if you are using the Server or Cloud (SaaS) Versions

Access to Your Cases from Anywhere with SmartAdvocate:  Whether you use our Server or Cloud (SaaS) version, you are one click or tap away from work.  

Before these unprecedented times, a day working from home may have seemed like a luxury.  During the COVID-19 pandemic, you may have had no option but to work from home - creating an entirely new reality.  The past few months, transitioning to this new work style may have been harder for some than for others.  While adjusting to a new environment, it is likely that there are some tasks you are unable to do while working remotely.  How can you ensure your firm is best prepared under any circumstance to continue working and maintain productivity?

In these uncertain times - now more than ever - you want security and   stability as much as possible. 

With SmartAdvocate, you can rely on the consistency of being able to access your case and document management system, no matter where you are.  If your firm is working in a hybrid fashion, as more and more businesses are only able to open at limited capacity, you do not have to worry about the coordination between your staff in the office and your staff at home. 

SmartAdvocate guarantees that your firm’s practice will remain fully operational, wherever you and your staff may be located. With documents easily created and automatically saved, and the ability to track any updates or tasks made in a case, your staff can continue to work seamlessly, despite not being together.

 Features to Make Your Job Simpler

A simple, yet seemingly impossible task when working remotely, is obtaining signatures.  The AssureSign integration with SmartAdvocate allows you to get any necessary documents signed and returned back to you directly from your clients’ computer or smart phone.  Done almost instantaneously, your completed documents will be saved automatically in their respective case files. 

Mass email and texting features allow you to communicate with your clients in a quick and easy manner.  Again, with all correspondence being automatically uploaded and saved into its respective case file, you are able to review, track, and follow up as needed – whether you are in the office, working from home, or on the go. 

In both the Server and Cloud (SaaS) versions of SmartAdvocate, by using the scanning and filing tools, your staff has access to all the documents in your case files.  Don’t forget the free SmartAdvocate app, compatible with iOS and Android devices, which allows you to access your cases on the go, with ease.

 SmartAdvocate Cloud

In today’s world, the Cloud has allowed us to stay connected even more and assures us that our documents and photos are stored safely.  SmartAdvocate Cloud provides users with the same sense of security and assurance.  Of course, one of the main benefits of the Cloud is the ability to access information from any location with internet access. With SmartAdvocate Cloud, users can access and work on their data and documents from virtually anywhere, creating a smooth transition for whatever working situation your firm may be in. 

 SmartAdvocate Server

SmartAdvocate Server is also designed to provide you with this same benefit – your users can access all of their client and case information from both inside and outside your office.   With access granted from your IT provider, you will be able to access your SmartAdvocate documents and data from almost anywhere.  Several methods are available to do so.  Among the most popular options are the following:

  • Use a remote desktop protocol (RDP), such as Window’s Remote Desktop Connection, to log onto your office desktop computer. This will provide full access not only to SmartAdvocate, but also to any other application installed on your office computer.  Essentially, it is just like you are sitting at your office desk.
  • Use a VPN to connect to your office network.  This allows you to access SmartAdvocate as if you were in the office.
  • If your IT provider configured your SmartAdvocate to be accessible from the public internet via HTTPS, you will be able to use SmartAdvocate without the need for VPN or RDP.  Since you are not accessing SmartAdvocate from within your office network, your users will need to activate the SmartAdvocate Document Handler, which supports automatic document download for editing – it’s as easy as checking a single box in their User Preferences.

 Connect with Us

SmartAdvocate is the most powerful, fully integrated case management system, having won numerous awards from bar associations, as well as Best Case Management system from the New York Law Journal and New Jersey Law Journal for the last four years.


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.

Please call 1-877-GET-SMART (1-877-438-7627) to schedule a no-obligation demonstration of how SmartAdvocate can make your firm more efficient and more profitable.



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Author: Allison Rampolla

Categories: Training


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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 throughout the United States and Canada.

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