Award-Winning Case Management Software For Firms Specializing In Fraud Cases
SmartAdvocate understands that no two firms are alike. We offer a customizable software solution that is adaptable to any firm's specific needs – including Fraud.
Staying Competitive In The Legal Industry Takes A Powerful Case Management Software
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.
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.
Increase ROI At Your Firm With SmartAdvocate
SmartAdvocate provides security features for managing sensitive whistleblower cases. The system includes robust access controls to restrict case information to authorized personnel only. Through its Client Portal feature, firms can maintain secure communication channels with whistleblowers while documenting all interactions. The software's document management system ensures confidential materials are properly segregated and protected. Custom workflows can be established to maintain required confidentiality protocols throughout the case lifecycle.
SmartAdvocate users can document asset discoveries, track recovery efforts, and monitor financial recoveries through custom fields and workflows. Detailed records of asset locations, values, and ownership information can be created. The software's reporting features enable monitoring of recovery progress and generation of status reports for stakeholders. Through automated workflows, firms can establish standardized processes for asset investigation and recovery efforts.
SmartAdvocate provides secure storage and organization of financial records, audit trails, and forensic analysis through its comprehensive document management features. Users can create custom fields to track financial patterns, transaction histories, and analytical findings. The software's document assembly tools can generate standardized reports of findings, and its calendar system helps track investigation timelines. Through customizable dashboards, users can monitor multiple aspects of financial investigations simultaneously and generate detailed reports for stakeholders.
Yes, SmartAdvocate allows users to track different jurisdictional requirements, deadlines, and proceedings within a single case file. Through its WorkPlan feature, users can establish parallel workflows for different jurisdictions while maintaining clear documentation of all activities. The system's reporting capabilities enable monitoring of case progress across jurisdictions, and its document management features ensure proper organization of jurisdiction-specific materials.
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.