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SmartAdvocate

Legal case management software for law firms with built-in AI tools, document management,

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SmartAdvocate is a legal case management platform for law firms, offered as either a cloud-based or server-based, browser-accessible system. It centralizes case intake, document management, billing, calendaring, reporting, and client communication, helping firms manage cases from intake through settlement in one place.

Key capabilities include the SmartIntelligence AI tools for summarizing cases, medical records, motions, briefs, and depositions, plus note refinement, translation, transcription, multi-document summaries, and AI case chat. Other features include WorkPlans and Automated Procedures, an Intake Wizard, document templates with over 4,000 merge codes, barcoding for batch scanning, dashboards and reports, time tracking, billing and invoicing, texting integration, eSignature, a client portal, and mobile apps for iPhone and Android. The platform supports over 175 integrations across categories such as e-signature, accounting, medical record retrieval, and AI services.

SmartAdvocate serves a range of practice areas, including personal injury, family law, criminal defense, workers' compensation, mass torts, employment law, and solo practitioners. Pricing is tailored to a firm's needs, with quotes provided upon request, and a free demo is available.

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