SmartAdvocate

Pricing on request

What the maker publishes

AI tools

SmartIntelligence can summarize case materials, analyze data and photos, chat about cases, refine notes and emails, translate content, and transcribe recordings. source

Billing and payments

Yes source

Client intake

Yes source

Client portal

Yes source

Commitment

SmartAdvocate says it does not require firms to enter multi-year, long-term contracts. source

Deployment

SmartAdvocate offers cloud-based and server-based options, and says both are browser-based. source

Document automation

Yes source

Documents

Document tools include templates using over 4,000 merge codes, barcode scanning, external sharing, e-signature, and unlimited storage. source

Free plan

No source

Headquarters

Melville, New York, United States source

Intake and reporting

The product includes lead intake and tracking, dashboards, and reports that can be customized from case data. source

Integrations

SmartAdvocate lists more than 175 integrations, including AI, e-signature, accounting, texting, and medical-record services, and says it can create custom integrations. source

Mobile app

The iPhone and Android apps provide access to case information, documents, appointments, texts, and email. source

Mobile apps

Yes source

Outlook

The Outlook plugin can integrate deadlines and appointments with staff calendars and attach Outlook emails to case files. source

Product

SmartAdvocate is a web-based, customizable case management system for litigation firms. source

Security

The company says its cloud option is monitored by IT professionals, encrypts data in transit with HTTPS, and supports two-factor authentication. source

Support

Users submit issues through their firm administrator, who can create a support ticket; a team member usually responds or begins troubleshooting within one business day, depending on urgency. source

Time tracking

Yes source

Who it serves

The company says its software serves legal professionals from solo practitioners to Big Law and municipalities. source

Workflow automation

Automated Workflows can create repeating tasks and reminders and send client texts, documents, and emails based on case events. source

Checked against the maker's pages on 11 Oct 2026.