Just The Right Software For Small Firms
SmartAdvocate simplifies tasks by offering a fully customizable platform loaded with features that enable small firms to manage, store, track, and communicate like never before.
The Best Case Management System for A Highly Competitive Legal Landscape
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.
Run Your Small Firm Like A Big One
Keep track of critical case and lead information, plus vital financial and operational details with charts and graphs built from any case data (medical record requests, outstanding items and even staff activity).
When Every Minute Counts, So Does Your Software
SmartAdvocate includes an Intake Scoring feature that automatically qualifies leads in real time. Through its reporting capabilities, practitioners can analyze their marketing ROI across different channels. The software's automated follow-up procedures help ensure no potential client falls through the cracks, and the Client Portal feature enables efficient client communication. Custom dashboards can track lead sources and conversion rates.
Yes, SmartAdvocate includes built-in accounting features for managing client funds with the ability to track multiple trust accounts simultaneously. Users can generate automated disbursement sheets and maintain detailed financial records across different practice areas. The software's reporting features enable solo practitioners to monitor trust account balances and generate necessary financial reports for compliance purposes. The system maintains clear audit trails of all financial transactions.
SmartAdvocate has +150 third- party integration partners for services like eSignature, artificial intelligence, accounting, texting, medical record retrieval, and more. Also, users can track vendor assignments and deadlines through the calendar system. The software's document management features ensure proper organization of contractor agreements and work products. Through automated workflows, solo practitioners can maintain consistent processes when working with external providers.
SmartAdvocate offers flexible options suitable for solo practitioners with both Cloud and Server versions available. The system provides the same robust features available to larger firms but can be customized to match a solo practice's workflow. The software's browser-based nature means solo practitioners can access their cases from anywhere using either PCs or Macs. Through its mobile app SmartAdvocate Client, attorneys can manage cases on the go, which is particularly valuable for solo practitioners who may need to handle multiple aspects of their practice independently.
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.