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SmartAdvocate Description

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices.

SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

Pricing

Pricing Starts At:
$109 per month per SaaS user

Integrations

API:
Yes, SmartAdvocate has an API

Reviews - 60 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
SmartAdvocate
Year Founded:
2000
Headquarters:
United States
Website:
www.smartadvocate.com
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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

SmartAdvocate Features and Options

Law Practice Management Software

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management Software

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Software

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

SmartAdvocate Lists

  • Name: Kia G.
    Job Title: Operation Support Analyst
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best client software for law firms

    Date: Nov 14 2025

    Summary: I have had a wonderful experience with SmartAdvocate, and the staff is INCREDIBLE. They are always on hand to help us overcome any challenges. I like the tutorials and the office hours. This company goes above and beyond to provide client support services.

    Positive: I like the layout, ease of use and fields. I enjoy having all documents for the client in one place.

    Negative: I wish the phone app worked. I often work out of in the field so having access to the phone app would assist me when I need to check specials, send emails, or call the client urgently.

    Read More...
  • Name: Bethany W.
    Job Title: Data Analyst
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Seamless case management platform

    Date: Nov 06 2025

    Summary: This is the efficient platform that is suitable for handling legal cases In an organization. The advanced AI model analysis tools helps to summarize most collected data during preliminary findings. It elaborates on most court proceedings to both professional and non professional law personnel.

    Positive: SmartAdvocate offers step by step of managing legal issues that arises in the course of interacting with business partners. It has well data layout system that offers reliable insights on date time and legal requirements for handling different cases. It is easy to learn how it works and the customer support team is ever reachable for any guidance.

    Negative: I have familiarised faster with this platform as compared to other legal tools that I have used before.

    Read More...
  • Name: Julie W.
    Job Title: Corporate Lawyer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Ideal software for corporate legal functions

    Date: Nov 04 2025

    Summary: Working with SmartAdvocate to utilize my legal skills has been great achievement in my career. It gives me an opportunity to collaborate with legal professions and execute my mandate effectively.

    Positive: SmartAdvocate has secure file organization custody that enables me to manage legal files effectively. It is easy to set this platform and synchronize with work email. It provides legal framework for monitoring all cases in the enterprise with reliable time and date notifications.

    Negative: The performance has been excellent and I appreciate the team of professionals that came up with this platform.

    Read More...
  • Name: Susan C.
    Job Title: Compliance Officer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Policy and regulation maintenance protocol

    Date: Oct 31 2025

    Summary: SmartAdvocate has introduced solid solution for handling cases that involve our staff members and enhanced compliance to the set industrial regulations. It identifies bottlenecks that can lead to non-compliance and initiate proper planning base for handling policies in the organization.

    Positive: SmartAdvocate has aligned legal stages with secure data handling systems that prevent occurrence of human errors. It is easy to maintain healthy workflows and monitor regulatory obligations in our enterprise. The software provides clear and detailed reports that enables my team to carry out comprehensive internal audits of all legal cases.

    Negative: Our organization has experienced most transformative sessions on legal issues since we deployed SmartAdvocate.

    Read More...
  • Name: Pauline G.
    Job Title: Judicial Clerk
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Top-notch software for processing legal documents

    Date: Oct 29 2025

    Summary: SmartAdvocate has streamlined operations with reliable document management system. It has secure cod data backup that gives me an opportunity to analyze files and respond to clients from anywhere.

    Positive: It is easy to sign up and categorize legal files documents effectively. SmartAdvocate has solid AI tools that simplifies my tasks by summarizing lengthy court proceedings and rulings. It enables my staff to track individual cases and update them on time to avoid late preparations.

    Negative: SmartAdvocate has enabled me to implement most legal tasks on my desk without delays.

    Read More...
  • Name: Amber C.
    Job Title: Corporate Counsel
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Powerful case management Platform

    Date: Oct 28 2025

    Summary: My experience has been awesome since I can easily access legal documents from anywhere using internet browsers.

    Positive: SmartAdvocate provides reliable system that enhances efficient management of all legal cases in the enterprise. It offers reliable outlines for case progress and deadlines for appealing. The platform handles documents securely and can easily generate deep insights for better decision-making.

    Negative: I experienced minimum challenges from the steep learning curve as a new user. The two-factor authentication security protocol safeguards confidential information from ransomware attacks.

    Read More...
  • Name: Lauren V.
    Job Title: Project Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Seamless project management platform

    Date: Oct 23 2025

    Summary: SmartAdvocate provides robust data insights that improves decision-making. It has clear and transparent dashboards that enables clients to track their case status.

    Positive: The software has reliable automation system that enables me to tackle different tasks within the shortest time possible. It has powerful AI tools that helps in document summarization when generating reports for various clients. SmartAdvocate provides progress case report that makes it easier for us to meet submission deadlines.

    Negative: I have not missed any crucial process since I started working with SmartAdvocate to handle customer projects.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: IT Director
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 100 - 499
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    So great!

    Date: Oct 15 2025

    Summary: I highly recommend SmartAdvocate to anyone looking for a great and robust case management system. You cannot go wrong with SmartAdvocate.

    Positive: Love all the data and reporting I can gather from SmartAdvocate to provide back to our teams and the owners.

    Negative: No cons on my end. Need more of our team to use it

    Read More...
  • Name: Viraj R.
    Job Title: Business Specialist
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Smartadvocate improves efficiency in case and business management

    Date: Oct 06 2025

    Summary: SmartAdvocate is solving the problem of scattered workflows and manual errors. it has helped us serve client faster, improve internal coordination and get better insights from reports for business decision. overall my experience has been very good. it made our operation more organized , efficient and data driven even though it took some training to get comfortable with all its features.

    Positive: It has been very useful for us because it combines case tracking, document management and reporting in one system. Instead of switching between different software, our team can manager everything from intake to settlement within the same platform. The best part is automation. Routine tasks like reminders , document generation and follow ups are handled smoothly, which saves a lot of time, the integration with email and other systems also make communication faster and more transparent.

    Negative: One thing i find less helpful is that the interface can feel a bit complex at first, it is powerful, but new users may take some time to understand where each option is.

    Read More...
    SmartAdvocate Company Response
    Date: Oct 07 2025
    Hi Viraj, Thank you for taking the time to submit this review. It sounds like your firm is using SmartAdvocate to its full capabilities, and that is wonderful to see! We're so glad to see a company so satisfied, and making positive changes like improved organization, saving time and getting better insights in your reporting for business decisions. We have some good news for you about the interface: With our new release coming next month for Cloud users, we're updating our UI! Here's the link to register for our Tech Talk Webinar on 10/20 where our CTO will talk through the key highlights https://smartadvocate.zoom.us/webinar/register/3917576165088/WN_WopReJmoSeGxEBicIyelSQ
  • Name: Dina L.
    Job Title: Chief Operations Officer
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Game Changing Case Management system

    Date: May 09 2025

    Summary: Outstanding!! We are a month in and the entire firm of almost 50 team members loves it!! The development and implementation team were OUTSTANDING. No stone left unturned. Testing on the conversion of data ensured nothing was left behind or missing when we went live. The issues after conversion were minimal. The SmartAdvocate team truly does everything possible to ensure you get the best outcome.

    Positive: User friendly, easy to manage, customer service, training & support, development and implementation.

    Negative: Initial transition from implementation team to support, but that worked itself out within 5-days, and all was great again.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Paralegal
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Ease of SmartAdvocate

    Edited: Apr 25 2025

    Summary: It took a little bit to get used to but once I got the hang of it, its been a breeze! If I can learn it, anyone can!

    Positive: I absolutely love the texting feature this program provides along with the ease of intaker. Opening files is so easy

    Negative: I've been using this for a little over a year and I do not have any cons

    Read More...
  • Name: Lucas B.
    Job Title: Paralegal
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    SmartAdvocate Review

    Date: Jan 14 2025

    Summary: Very easy to use with lots of helpful features integrated. It it very user-friendly and makes my job as a paralegal much simpler.

    Positive: Very easy to use. The tabs help me organize my documents in a very efficient manner. Good Outlook integration.

    Negative: I wish there were a way to automate calendar reminders.

    Read More...
  • Name: John T.
    Job Title: Attorney
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Amazing Organization software in the legal field

    Edited: Nov 27 2024

    Summary: Training team and support extremely helpful. I think I never imaged a group of people could be so attentive to their clients as they are.

    Positive: User friendly, Organization of workflow , documents and time tracking is phenomenal. It is extremely difficult to have such organization in the legal field court procedures are changing often and the turnaround rate of staff is also high the software helps with an organized manner.

    Negative: None thus far, I would say that it takes time to set up but that is something that happens with any software.

    Read More...
  • Name: Kaylin M.
    Job Title: Paralegal
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    SmartAdvocate is great!

    Date: Nov 14 2024

    Summary: My overall experience has been great. I do enjoy using it on a daily basis. It makes me more efficient.

    Positive: tech support features, text message feature, and the email feature. I like that you can receive photos and video that go straight into the system.

    Negative: There was not much I didn't like but the transition was a little complicated in the beginning.

    Read More...
  • Name: Lisa C.
    Job Title: Paralegal
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Software Management

    Date: Nov 14 2024

    Summary: I am very happy with all aspects of SmartAdvocate. They are very user friendly and easy to learn. I would recommend them to anyone.

    Positive: We have been using SmartAdvocate since October 2024. It is very user friendly and easy to learn. They have an amazing customer support staff.

    Negative: I really couldn't think of any cons for SmartAdvocate. I give it a 10 out 10 rating.

    Read More...
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