SmartAdvocate is a customizable, browser-based case management system for litigation firms. It brings together client intake, lead tracking, a client portal, document automation, time tracking, billing, payments, dashboards, and reports based on case data. SmartIntelligence can summarize case materials, analyze data and photos, chat about cases, refine notes and emails, translate content, and transcribe recordings. Automated Workflows create recurring tasks and reminders and send texts, documents, or emails when case events occur. Document tools include templates with more than 4,000 merge codes, barcode scanning, external sharing, e-signatures, and unlimited storage. SmartAdvocate lists over 175 integrations covering AI, e-signature, accounting, texting, and medical-record services, with custom integrations available. Outlook tools connect deadlines and appointments with staff calendars and attach emails to case files. Cloud and server-based deployment are offered, both through browsers. Android and iPhone apps provide access to case information, documents, appointments, texts, and email.
Who it is for
SmartAdvocate is aimed at legal professionals, from solo practitioners to Big Law firms and municipalities. It suits litigation practices needing browser-based case management across computers and mobile devices.
What is good
- Client intake, portal, documents, time, and billing included
- AI tools summarize, analyze, translate, and transcribe
- More than 175 integrations are listed
- Cloud or server-based deployment options
- Android and iPhone apps provide case access
What to know first
- No free plan is available
- Pricing requires contacting the maker
- Support requests go through a firm administrator
- Designed for litigation firms
Verdict
SmartAdvocate covers case workflows, document work, reporting, automation, integrations, and mobile access in one browser-based system. Its paid, quote-based model and litigation focus are important considerations for prospective firms.
SmartAdvocate plans and pricing
All plansCompared on legal practice management software
- Free plan
- No
- Client intake
- Yes
- Client portal
- Yes
- Document automation
- Yes
- Time tracking
- Yes
- Billing and payments
- Yes
- Mobile apps
- Yes
