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SmartAdvocate

by SmartAdvocate · Since 2000
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorSmartAdvocate
Year launched2000
StatusActive
Location201 Old Country Rd Suite 145 Melville, NY 11747
Countries servedGlobal
Languages9
Integrations150+
Free tier
Free trial
Contact salesYES

About SmartAdvocate

SmartAdvocate is a legal case management software from SmartAdvocate that provides a fully integrated system for law firms. It combines automated document organization, simplified communication, and built-in artificial intelligence tools so that legal professionals can manage their cases more efficiently. This software includes features for time tracking, billing, and reporting, which help firms monitor their productivity and profitability. SmartAdvocate's user-friendly interface and extensive support from trained experts further improve its usability for legal teams. Key capabilities: document management time tracking billing integration reporting tools client communication Best for: law firms that need comprehensive case management solutions to improve operational efficiency.

SmartAdvocate is a comprehensive legal case management software designed to meet the needs of law firms and legal departments. Launched in 2000, it has since become a popular choice in the legal industry for streamlining case management, document handling, and overall operations. Primarily serving law firms in the United States, SmartAdvocate offers powerful features tailored to legal professionals, helping them automate tasks, manage documents, and improve efficiency. The software is equipped with built-in artificial intelligence (AI) tools that assist with document generation, data analysis, and case summaries. This AI capability is one of its standout features, enabling law firms to automate tedious processes and ensure that important case documents are handled with precision. SmartAdvocate excels in document management, offering over 4,000 merge codes for automated document assembly, as well as features like eSignature integration and unlimited storage. It simplifies the process of organizing and retrieving case-related documents, ensuring that lawyers have access to the information they need when they need it. Automated workflows are another key aspect of SmartAdvocate.

Pros & Cons

What users like
  • +Comprehensive AI tools for document management and analysis.
  • +Highly customizable to fit specific firm needs.
  • +Robust document management with unlimited storage.
  • +Automated workflows to streamline operations.
  • +Extensive integration options with other tools.
What users flag
  • Potentially high cost for smaller firms.
  • Complex setup and customization process.
  • Steep learning curve for new users.
  • Limited language support (only available in English).
  • Primarily focused on the US market.

Features

Key features

Built-In Artificial Intelligence Tools
AI for document generation, data analysis, and summarizing case-related documents.
Document Management
Automate document assembly with over 4,000 merge codes, eSignature, and unlimited storage.
Automated Workflows
Streamline operations with reminders, repeating tasks, and automated communications.
Custom Dashboards & Reports
Create and customize dashboards and reports for critical case data.
Texting Integration
Send and receive text messages directly within the software.

Additional features

Time Tracking
Record time spent on cases and integrate with billing.
Built-in Intake/Lead Management
Capture and track new prospects and leads.
Email Integration
Send and receive emails directly from within the software.
Specialized Screens
Case summary and settlement screens for quick overviews.
Staff Collaboration
View and update tasks and deadlines across the team.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseRussianChineseJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB

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