SmartAdvocate

SmartAdvocate is a best-in-class legal case management software designed to help law firms streamline case management processes. The system combines built-in artificial intelligence tools, automation and advanced reporting to help improve efficiency and profitability.

SmartAdvocate provides a comprehensive set of features to manage cases from intake to settlement:

• Built-in Artificial Intelligence Tools: Leverage AI for document generation, data analysis, depositions and trial testimony to get a better understanding of your case and save time.
• Automate Your Firm: Use WorkPlans and Automated Procedures to ensure consistency for every stage of your cases, ensuring that tasks are completed on time.
• Cloud & Server Based: Access cases securely anywhere, anytime, with multiple users able to work on a case at the same time.
• Document Management: Create templates using over 4,000 merge codes, with unlimited storage and advanced organization features.
• Texting Integration: Send texts directly from the system, with all messages stored in the related case.
• Client Portal: Give clients instant access to case documents, calendars and notes, while maintaining control over what they can see.
• Office Calendaring: Quickly manage and view calendars for specific cases or the entire office.
• Dashboard Viewer: Create custom dashboards with charts, graphs and maps for detailed reporting.

The system is designed to accommodate the needs of law firms of all sizes, from small to large practices. With over 135 standard integrations available, including e-signature, accounting and medical record retrieval tools, SmartAdvocate can be customized to meet specific needs. The open API also allows for custom integrations with third-party applications.

SmartAdvocate is designed to help law firms improve efficiency and profitability by reducing paperwork and automating routine tasks. The platform is available as a cloud or server-based option, so you can access your caseload from anywhere. Multiple users can work on a case at the same time, making collaboration easy.

Pricing varies, so it's best to contact SmartAdvocate directly. Costs depend on whether you use the Cloud or Server option. The company offers a free demo to show you how their case management system can help your firm.

SmartAdvocate is a good option for law firms looking for a comprehensive case management system with advanced automation and AI abilities. It's a useful tool for optimizing case workflow and improving productivity.

Published on July 9, 2024