increase profits, efficiency, and Client satisfaction

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.

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Why Choose Us?

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).

Just The Right Software For Small Firms

When Every Minute Counts, So Does Your Software

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, texting, and medical record retrieval. We can even create custom integrations for your current partners.

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Frequently Asked Questions

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