increase profits, efficiency, and Client satisfaction
Welcome to Our Featured Videos
We've developed some videos of our most requested SmartAdvocate features for you to enjoy. Take a look around and click on what interests you. We hope that by viewing these, they will make you want to learn more about our award-winning legal case management software.
Key Features
SmartAdvocate houses powerful functionality designed to increase your firm’s efficiency and profitability.
Introduction to SmartAdvocate
Our all-in-one system is loaded with built-in artificial intelligence tools, plus features, capabilities, and reporting that other case management software systems don’t have.
SmartAdvocate Case Browse
Our Case Browse feature offers a wide range of filters that can be combined to perform highly customizable searches of your case inventory.
Dashboards
Dashboards serve as powerful tools for enhancing firm productivity, with over sixty customizable options for tracking statuses, filing, deadlines and much more.
Built-in Intake/Lead Management
This feature allows intake staff to capture necessary information from new prospects. Once completed, staff can track and assign leads, view intake performance and monitor follow-up.
Reports
Manage your cases with our specially designed pre-formatted reports. These can be generated automatically and emailed at scheduled times.
SmartAdvocate App
Our app provides on-the-go access to case information from virtually anywhere. Send texts, emails, add appointments, view documents and more.
Office and Case Calendars
Case calendar tracks daily operations, court appointments, and deadlines. Office calendar provides view of all scheduled events and filter to search specific criteria.
SmartAdvocate Document Templates
Create document templates from over 4,000 defined merge codes that will automatically insert case information. Once parameters are set, documents are created and saved for easy access.
Automated Procedures & Workplans
Ensure that every stage of your cases are handled in an appropriate and consistent way. The system automatically assigns tasks, changes case statuses, and generates documents with minimal user input, improving workflow and accountability.
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.