SmartAdvocate
Powerful case management built to help litigation firms manage complex cases, automate workflows, and stay ahead of deadlines.
Key Capabilities
SmartAdvocate brings cases, documents, deadlines, communications, automation, and reporting together in one highly customizable platform built for litigation firms.
Case & Litigation Management
Centralize case details, contacts, medical information, negotiations, documents, communications, expenses, and other critical matter data in one workspace.
Workflow & Process Automation
Use customizable WorkPlans and automated procedures to assign tasks, send communications, generate documents, and trigger next steps as cases progress.
Document Management & Automation
Organize case documents, build reusable Word, Excel, and PDF templates, automatically merge case data, collect e-signatures, and create case packages.
.png)
Intake & Lead Management
Capture prospective clients, run conflict checks, track intake activity, automate follow-up, and move qualified leads into active cases.
.png)
Reporting & Firm Analytics
Monitor case activity, intake performance, staff productivity, financial metrics, deadlines, and other KPIs through built-in dashboards and customizable reports.
Calendar & Deadline Management
Track appointments, statutes of limitations, court dates, tasks, and critical deadlines with automated calculations, reminders, and calendar synchronization.
Video Resources
Discover SmartAdvocate in action with our focused video walkthroughs.
