- AI-Augmented Practice Intelligence
- Operations & Management
- Practice Management
SmartAdvocate
SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more.
When you work with SmartAdvocate, you work with our trained experts. From Implementation to Support, nothing here at SmartAdvocate is outsourced. Every person you work with is a trained expert who is knowledgeable about all of your firm’s needs. Join some of the top law firms using SmartAdvocate to make their firms more efficient and more profitable. Request a demo today: https://www.smartadvocate.com/demo-request
Built-In Artificial Intelligence Tools
Instantly summarize cases, medical records, motions, briefs, and depositions with built-in AI. Deliver deeper insights and greater efficiency through multi-document summaries, data and photo analysis, and AI case chat. Refine notes and emails, translate content into a client’s preferred language, and transcribe voice messages, depositions, and conference calls. Analyze, email, copy, or save insights directly within the case.
Cloud & Server Based
Either option is fully browser-based, allowing for multiple users to work on a case at the same time.
Dashboards & Reports
Keep track of critical case and lead information, plus vital financial and operational details with dozens of dashboards and reports, or customize your own with our Business Intelligence Dashboards.
Document Management
Create document templates from over 4,000 merge codes. Plus, save attachments directly from emails, batch scan using our exclusive barcode feature, share documents externally and even send for eSignature.
Automate Your Firm
Save time with WorkPlans and Automated Procedures by triggering reminders, repeating tasks, and automatically sending client communications and more, based on key case events.
Improve Your Intake Process
Our built-in Intake Wizard allows staff to capture all necessary information from new prospects. Once completed, staff can track and assign leads, view intake performance, intake scoring, monitor follow-up and more.
SmartAdvocate Brochure
Contact Us
Suite 145
Melville, NY 11747
Allison joined the SA team in early 2020 to lead the Sales, Marketing and Training teams. She brings extensive B2C / B2B marketing experience with emphasis on brand and creative strategy, acquisition, retention and customer experience.
