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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 - 75 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: Harshit M.
    Job Title: Case Management Associate
    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

    Powerful Case Management With Real-Time Clarity

    Date: Dec 05 2025

    Summary: Overall, SmartAdvocate delivers a powerful and dependable case management experience that genuinely improves daily operations. Its blend of intuitive design, robust automation, and detailed reporting makes it a valuable tool for teams that want more control and clarity in their workflow. While a few performance and mobile usability tweaks would make it even better, the platform already stands out as a reliable, feature-rich solution that streamlines case handling and boosts productivity across the board.

    Positive: SmartAdvocate offers a modern, user-friendly interface that makes onboarding effortless, while its powerful document management system keeps every file organized and easy to search. The platform’s automation features significantly reduce repetitive tasks, and the reporting tools provide clear, actionable insights into case progress and team performance. Its integrations especially with Outlook streamline daily communication, and the customizable workflows allow teams to tailor the system to their specific practice needs. Overall, it delivers reliable performance and makes day-to-day case management far more efficient.

    Negative: While SmartAdvocate is highly capable, there are a few areas where it could improve. The system can feel a bit slow when generating larger reports or handling heavy workloads, and the mobile app still lacks the stability and functionality needed for quick, on-the-go access. Some advanced customization options also require a bit of a learning curve, which may slow down initial setup for smaller teams. None of these are deal-breakers, but refining these areas would make the overall experience even stronger.

    Read More...
  • Name: Hannah W.
    Job Title: Court Clerk
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Seamless software that enables me to organize court sessions

    Date: Dec 04 2025

    Summary: It gives me an opportunity to rectify files before presenting to judges to avoid legal disputes. SmartAdvocate enhances effective drafting of official summons and court warrants.

    Positive: SmartAdvocate is the primary data management in the court and it always maintains clean judgement and pleadings records. It keeps efficient files with dates and time for hearings and trials of different cases.

    Negative: It is the top glitch in maintaining effective documentation of all workflows in daily court proceedings.

    Read More...
  • Name: Milton P.
    Job Title: Prosecutor
    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

    The primary tool for filing case evidence

    Date: Dec 03 2025

    Summary: SmartAdvocate has created standard prosecution channels that aligns with court jurisdictions. It has secure file storage and transfer protocol that safeguards confidential data.

    Positive: I often use SmartAdvocate to document evidence from witnesses and summarize my findings. It is easy to navigate across the UI. The platform complies with my role and ethical case management policies.

    Negative: My main use cases have been defined by the right protocol in managing legal battles.

    Read More...
  • Name: Radhika A.
    Job Title: Operations Manager
    Length of product use: 1-2 Years
    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 Is a Friendly Case Management Platform that Has Exceptional Capabilities

    Date: Dec 02 2025

    Summary: Overall, the capabilities of SmartAdvocate have been exceptional.
    It has been an amazing and powerful case management tool.

    Positive: One of the reasons why we choose SmartAdvocate in our company is its exceptional capabilities.
    It is a friendly and accurate case management platform that suit our needs. SmartAdvocate makes case management smooth.

    Negative: We have been using SmartAdvocate for more than 3 years now and it has been exceptional and friendly to use.
    SmartAdvocate has zero cons.

    Read More...
  • Name: Mark P.
    Job Title: Litigation Attorney
    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

    Unified case management tool

    Date: Dec 02 2025

    Summary: SmartAdvocate has excelled in organizing portfolio of all our customers. It is easy to integrate with Microsoft Outlook to manage deadlines and case calendars to avoid missing crucial hearing dates.

    Positive: The platform has central data governance tools that enables me to track and follow each client case from anywhere. The existing document templates saves time and resources by allowing insertion of case data in the forms. It is easy to organize tasks and share files with my clients.

    Negative: It is affordable and the customer support team is ever proactive. It is good tool that I fully recommend to other legal professionals.

    Read More...
  • Name: Kimberly C.
    Job Title: Intellectual Property 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

    The right path towards intellectual property legal management move

    Date: Dec 01 2025

    Summary: The platform provides clear legal frameworks for managing cases from different entities. It is easy to share files with clients and get automated alerts. SmartAdvocate has generated smooth infrastructure for data management with reliable AI inbuilt feature.

    Positive: SmartAdvocate is the secure custody that offers effective legal listings of the enterprise properties. It enables me to manage different files with several enterprise trademarks. The cloud file storage system enhances easy access of documents from anywhere.

    Negative: Working with this system to manage legal work portfolio has been the best decision I have ever initiated.

    Read More...
  • Name: Angelina T.
    Job Title: Junior Advocate
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Legal document crafting leader

    Date: Nov 27 2025

    Summary: SmartAdvocate has enabled me to prepare cases for more clients with powerful file orchestration tools. It has secure file storage with cloud backup system for safe data storage.

    Positive: I have used SmartAdvocate for the last six months to draft and work on most legal assignments from my Seniors effectively. It has open communication channel that keeps me in touch with other our clients. It saves me time when handling large documents with AI-powered summarization tools.

    Negative: I have encountered great moment working with this platform to streamline workflows on my desk.

    Read More...
  • Name: Susan D.
    Job Title: Criminal Lawyer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The right kit for criminal prosecutions

    Date: Nov 26 2025

    Summary: My work portfolio has been excellent and smart with organized criminal data for easy file access. SmartAdvocate saves time and resources used to manage traditional cases with reliable document arrangement tools.

    Positive: It is easy to integrate SmartAdvocate with my work email and navigate across the UI. The AI model enables me to summarize lengthy criminal files. It has automated date an time alerts that ensures I attend case hearing sessions without delays.

    Negative: SmartAdvocate has enhanced legal compliance and simplified most tasks in my desk.

    Read More...
  • Name: Jasmine Q.
    Job Title: CEO
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Deployment
    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 product to use

    Edited: Nov 25 2025

    Summary: A great platform with many great features! I would recommend to everyone that needs a software to use

    Positive: I live the easy sign up and easy learn how guide that’s given . The process is so quick and beneficial it’s unreal

    Negative: The questions are long to sign up … but it’s easy once you get to writing

    Read More...
  • Name: Elizabeth M.
    Job Title: Paralegal Officer
    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

    Solid software that has helped me to implement my roles effectively

    Date: Nov 24 2025

    Summary: The software automates most tasks and keeps our clients updated with latest arrangements from our lawyers. Integration with Microsoft Outlook has enhanced smooth communication in the enterprise.

    Positive: SmartAdvocate has enabled me to build my role with essential tools that saves time and resources. It is easy to sign up and organize legal tasks based on client requests and set policies. The AI data management models enables me to summarize and convert files from any language.

    Negative: I have recorded more improvements in managing legal tasks from my desk when using this platform.

    Read More...
  • Name: Pratyush A.
    Job Title: Office Bearer
    Length of product use: Free Trial
    Used How Often?: Monthly
    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

    Powerful case management

    Date: Nov 23 2025

    Summary: Overall, SmartAdvocate has been very helpful for managing cases more efficiently, especially when dealing with a lot of documents and deadlines. Once you get past the initial complexity, the system becomes faster to use and the automation tools really start to save time. It’s not the simplest tool for new users, but it’s solid and reliable once you settle into the workflow.

    Positive: SmartAdvocate is strong when it comes to organizing case details and keeping everything in one place. I like how easy it is to track documents, client information, and deadlines once you get used to the layout. The automation features and workflow triggers save a lot of time, and the search function helps quickly pull up old case notes or files. It’s especially useful for managing high volumes of cases without losing track of anything.

    Negative: The interface feels cluttered in some sections, and it takes a while to learn where everything is. Some tasks require more clicks than expected. It’s powerful, but the learning curve is noticeable.

    Read More...
  • Name: Alice B.
    Job Title: Court Clerk
    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

    Secure document management tool

    Date: Nov 20 2025

    Summary: SmartAdvocate has created solid system that can easily handle various tasks and generate accurate bills for convicts. It has secure database that has organized records effectively for easy retrieval.

    Positive: SmartAdvocate has revolved new court file handling model that secures confidential information. It provides accurate fee assessment and compensation metrics that meets different legal entries. It meets our set policies by ensuring that all cases are mentioned within the set timelines.

    Negative: It has simple UI that simplifies everything for new users. The performance has meet our main goals of managing legal workflows during court sessions.

    Read More...
  • Name: Barbara H.
    Job Title: Legal Advisor
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Ideal tool for legal assessment

    Date: Nov 19 2025

    Summary: SmartAdvocate is five star platform that offers necessary support for implementing legal subjects. It complies with standard legal management policies and the cost if flexible.

    Positive: The UI is simple for new users and it is easy to sign up. It offers real-time alerts on dates and time for case hearing and court attendance. It has advanced AI-models that can summarize and save time used to handle large volume of files.

    Negative: I have realized most benefits while working with this platform to handle legal projects in the organization.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Accounts Jr. Administrator
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Exceeded expectations

    Date: Nov 17 2025

    Summary: Exceeded my expectations, gave confirmation our firm is on the right track to growth and success. The company treated us very well during the seminar as well as being very attentive and supportive

    Positive: The dashboards for the software are absolutely amazing, also the way ai is incorporated in to help is far more advanced than any other software company we have used.

    Negative: None. I did not have any complaints and so far there is nothing I would add on or change

    Read More...
  • 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...
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