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Audience

A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!

About SmartAdvocate

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence 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. This revolutionary software will increase your firm's efficiency and profitability.

Pricing

Starting Price:
$109 per month per SaaS user

Integrations

API:
Yes, SmartAdvocate offers API access

Ratings/Reviews - 75 User Reviews

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.5 / 5
support 4.7 / 5

Company Information

SmartAdvocate
Founded: 2000
United States
www.smartadvocate.com

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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

SmartAdvocate Frequently Asked Questions

Q: What kinds of users and organization types does SmartAdvocate work with?
Q: What languages does SmartAdvocate support in their product?
Q: What kind of support options does SmartAdvocate offer?
Q: What other applications or services does SmartAdvocate integrate with?
Q: Does SmartAdvocate have an API?
Q: Does SmartAdvocate have a mobile app?
Q: What type of training does SmartAdvocate provide?
Q: How much does SmartAdvocate cost?
Q: What pricing for support is available for SmartAdvocate?
Q: What pricing for training is available for SmartAdvocate?

SmartAdvocate Product Features

Law Practice Management

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

Legal Case Management

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

Legal Document Management

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

SmartAdvocate Additional Categories

  • Harshit M.
    Case Management Associate
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Powerful Case Management With Real-Time Clarity"

    Posted 2025-12-05

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Hannah W.
    Court Clerk
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Seamless software that enables me to organize court sessions"

    Posted 2025-12-04

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Milton P.
    Prosecutor
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The primary tool for filing case evidence"

    Posted 2025-12-03

    Pros: 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.

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

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

    Read More...
  • Radhika A.
    Operations Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "SmartAdvocate Is a Friendly Case Management Platform that Has Exceptional Capabilities"

    Posted 2025-12-02

    Pros: 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.

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

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

    Read More...
  • Mark P.
    Litigation Attorney
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Unified case management tool"

    Posted 2025-12-02

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Kimberly C.
    Intellectual Property Lawyer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The right path towards intellectual property legal management move"

    Posted 2025-12-01

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Angelina T.
    Junior Advocate
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Legal document crafting leader"

    Posted 2025-11-27

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Susan D.
    Criminal Lawyer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The right kit for criminal prosecutions"

    Posted 2025-11-26

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Jordan D.
    Legal Assistant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ready to handle legal files"

    Posted 2025-11-25

    Pros: The secure and effective file handling tools enables me to filter and arrange documents efficiently on my desk. It is easy to create SmartAdvocate account for both private and corporate legal uses. It provides accurate insights on revenue on various cases based on real-time legal assessments.

    Cons: Document optimization and customer relations have improved since we shifted to SmartAdvocate.

    Overall: SmartAdvocate generates accurate insights from legal proceedings that enhances effective case follow up. It offers reliable data analytics that enables us to update and inform clients on time and avoid court penalties.

    Read More...
  • Jasmine Q.
    CEO
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great product to use"

    Edited 2025-11-25

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

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

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

    Read More...
  • Elizabeth M.
    Paralegal Officer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Solid software that has helped me to implement my roles effectively "

    Posted 2025-11-24

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Pratyush A.
    Office Bearer
    Used the software for: Free Trial
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Powerful case management"

    Posted 2025-11-23

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Alice B.
    Court Clerk
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Secure document management tool"

    Posted 2025-11-20

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Barbara H.
    Legal Advisor
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ideal tool for legal assessment "

    Posted 2025-11-19

    Pros: 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.

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

    Overall: 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.

    Read More...
  • A SmartAdvocate User
    Accounts Jr. Administrator
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Exceeded expectations "

    Posted 2025-11-17

    Pros: 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.

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

    Overall: 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

    Read More...
  • Kia G.
    Operation Support Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The best client software for law firms"

    Posted 2025-11-14

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

    Cons: 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.

    Overall: 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.

    Read More...
  • Bethany W.
    Data Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Seamless case management platform"

    Posted 2025-11-06

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Julie W.
    Corporate Lawyer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ideal software for corporate legal functions"

    Posted 2025-11-04

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Susan C.
    Compliance Officer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Policy and regulation maintenance protocol"

    Posted 2025-10-31

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Pauline G.
    Judicial Clerk
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Top-notch software for processing legal documents"

    Posted 2025-10-29

    Pros: 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.

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

    Overall: 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.

    Read More...
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