increase profits, efficiency, and Client satisfaction

Personal Injury Case Management Software

SmartAdvocate is a valuable asset for personal injury lawyers, offering easy access to critical case details like medical records, accident reports, and client information. With comprehensive document management and automated workflows, personal injury attorneys and their staff can efficiently handle complex cases, reduce administrative burdens and focus on building strong legal strategies.

SmartAdvocate is a valuable asset for personal injury lawyers, offering easy access to critical case details like medical records, accident reports, and client information. With comprehensive document management and automated workflows, personal injury attorneys and their staff can efficiently handle complex cases, reduce administrative burdens and focus on building strong legal strategies.
Personal Injury Case Management Software

Award-Winning Legal Case Management Software

SmartAdvocate's integrated communication tools facilitate collaboration with medical professionals, expert witnesses, and clients, all leading to favorable outcomes in personal injury cases.

Features That Manage Every Step Of Intake

Features That Manage Every Step Of Intake

Our built-in Intake Wizard allows intake staff to capture all necessary information from new prospects. Capabilities also include the ability to track and assign leads, view intake performance, intake scoring and monitor follow-up.

Document Management Keeps Staff On Track

Document Management Keeps Staff On Track

Automate document assembly with 4,000 available merge codes and quickly create necessary forms and submissions. Plus, with eSignature and texting capabilities, get documents signed and claims submitted in a timely manner.

Personal Injury Case Management Software

Increase Efficiency with Our Personal Injury Case Management Solution

Law firms specializing in Personal Injury will benefit from SmartAdvocate's robust cloud based case management software and automation tools. It was built to enhance efficiency, client communication, and ultimately help firms deliver superior legal services.

Consistency Of Quality
Automation increases efficiency and minimizes the opportunity for error. SmartAdvocate saves time and ensures that cases are consistently handled in the exact manner that your firm wants, based on the case type, case status, staff assigned and referral source.
Client Portal Access
Communication in a personal injury firm is important to the overall client relationship. The Client Portal provides instant access for a client to view case documents, case calendar and notes, while your firm maintains complete control over what they can see.
Cloud Or Server Based - And Goes Where You Go
Whether you choose our Cloud or Server, either option is fully browser-based, allowing for multiple users to work on a case at the same time. Plus, the SmartAdvocate iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Send texts, emails, add appointment, view documents and more.
Over 150+ Integrations Available
Customizing SmartAdvocate to your firm’s needs is easy with integrations like eSignature, accounting, texting, and medical record retrieval. We can even create custom integrations for your current partners.

Frequently Asked Questions

If you can't find an answer to your question here, be sure to reach out to us.

What features are available for tracking statute of limitations across different jurisdictions?

SmartAdvocate can be configured with multiple jurisdiction-specific SOL rules and automatically calculates deadlines for each jurisdiction based on incident dates and case types. Users receive automated alerts for upcoming SOL deadlines and can generate regular reports of cases approaching their SOL. The software allows for custom deadline rules based on different jurisdictions and claim types ensuring accurate tracking across various practice areas and locations. Critical deadline tracking is integrated with the calendar system and can trigger automated workflows to ensure timely filing of cases.

How does SmartAdvocate help manage medical lien tracking and resolution throughout a case?

SmartAdvocate includes dedicated sections for tracking and managing liens with automated workflows that can be customized for different lien types and holders. Users can monitor outstanding liens, track resolution status, and generate reports on lien obligations. The system's robust document management features allow for easy storage and retrieval of lien-related correspondence and settlement documents. Through automated task creation and deadline tracking, SmartAdvocate ensures that lien resolution milestones are met throughout the case lifecycle.

Can the system automatically calculate settlement distributions and generate disbursement sheets?

Yes, SmartAdvocate can automatically generate disbursement sheets based on customizable fee structures, costs, and lien amounts. Users can create templates for different types of settlements and automatically populate them with case-specific information using the software's extensive merge code functionality. The system maintains accurate records of all costs and expenses throughout the case, which can be automatically incorporated into final settlement statements. This automation helps eliminate calculation errors and ensures consistent handling of disbursements across all cases.

How does SmartAdvocate handle multiple insurance carriers and policies for a single case?

SmartAdvocate allows users to input and track multiple insurance carriers, policy numbers, coverage limits, and policy types within a single case. Users can document all correspondence with each different carrier, track demand packages sent to each, and monitor settlement negotiations separately. Customizable dashboards provide quick visibility into the status of negotiations with each carrier, and automated workflows can be set up to manage different timelines and requirements for each insurance company involved.