increase profits, efficiency, and Client satisfaction

Improve The Efficiency Of Your Corporate Law Firm With SmartAdvocate

SmartAdvocate's proves invaluable for corporate lawyers by offering a centralized platform for organizing and managing contracts, compliance issues, and corporate transactions.

SmartAdvocate's proves invaluable for corporate lawyers by offering a centralized platform for organizing and managing contracts, compliance issues, and corporate transactions.
Improve The Efficiency Of Your Corporate Law Firm With SmartAdvocate

Award-Winning Legal Case Management Software

SmartAdvocate’s integrated communication tools facilitate seamless collaboration with internal stakeholders, external legal counsel, and regulatory bodies, fostering a cohesive and effective approach to corporate legal management.

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.

Powerful Functionality Is Key To A Successful Practice

Powerful Functionality Is Key To A Successful Practice

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.

Improve The Efficiency Of Your Corporate Law Firm With SmartAdvocate

When Every Minute Counts, So Does Your Software

A firm specializing in corporate law needs to understand their clients’ operations and strategies in order to deliver solutions from a business and legal perspective. Corporate attorneys also need a software like SmartAdvocate, that will streamline document management, track deadlines, manage client communication, and ensure compliance with complex regulatory requirements.

A System That Works With How You Work
SmartAdvocate integrates with text messaging and email as well as many of the programs you use every day, including Microsoft Word and Excel. It can even sort emails and attach them to the relevant cases, so you never lose track of an important attachment again. You can even send text messages from within SmartAdvocate while still maintaining your privacy.
Client Portal Access
Communication in any law practice 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, and texting. 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.

How does SmartAdvocate track board resolutions and corporate minutes?

SmartAdvocate provides secure storage and organization of board resolutions, meeting minutes, and related documents through its document management system. Users can create templates for standard corporate documents using the software's merge code functionality. The system maintains a chronological record of all corporate actions and decisions with easy search and retrieval capabilities. Custom dashboards can be created to track pending approvals and upcoming corporate actions.

What features are available for managing contract renewal deadlines?

SmartAdvocate can track contract expiration dates and renewal deadlines, generating automated alerts at customizable intervals. Users can create custom fields to track key contract terms and renewal requirements. The software's reporting features enable monitoring of contract status across the organization, and its document assembly tools can generate renewal documentation automatically. Through the WorkPlan feature, users can establish standardized processes for contract review and renewal.

Can the system manage regulatory compliance deadlines and filings?

Yes, SmartAdvocate can be configured to track filing deadlines across multiple jurisdictions and regulatory bodies. Through its WorkPlan feature, automated workflows can be established for different types of regulatory filings, ensuring consistent processes and timely submissions. The calendar system integrates with compliance deadlines, generating automated reminders and task assignments. The software's reporting capabilities enable monitoring of compliance status and upcoming deadlines across the organization.