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On the recordRead 11 Oct 202621 facts
SmartAdvocate
SmartAdvocate · Melville, New York, United States
Plans and prices
Custom pricing
Priced on request
Pricing based on firm needs · tailored quote by contacting Business Development or scheduling a demo
Read 11 Oct 2026 · smartadvocate.com
On the record
- AI tools
- SmartIntelligence can summarize case materials, analyze data and photos, chat about cases, refine notes and emails, translate content, and transcribe recordings.smartadvocate.com · read 11 Oct 2026
- Billing and payments
- Yessmartadvocate.com · read 22 Sep 2026
- Client intake
- Yessmartadvocate.com · read 22 Sep 2026
- Client portal
- Yessmartadvocate.com · read 22 Sep 2026
- Commitment
- SmartAdvocate says it does not require firms to enter multi-year, long-term contracts.smartadvocate.com · read 11 Oct 2026
- Deployment
- SmartAdvocate offers cloud-based and server-based options, and says both are browser-based.smartadvocate.com · read 11 Oct 2026
- Document automation
- Yessmartadvocate.com · read 22 Sep 2026
- Documents
- Document tools include templates using over 4,000 merge codes, barcode scanning, external sharing, e-signature, and unlimited storage.smartadvocate.com · read 11 Oct 2026
- Intake and reporting
- The product includes lead intake and tracking, dashboards, and reports that can be customized from case data.smartadvocate.com · read 11 Oct 2026
- Integrations
- SmartAdvocate lists more than 175 integrations, including AI, e-signature, accounting, texting, and medical-record services, and says it can create custom integrations.smartadvocate.com · read 11 Oct 2026
- Mobile app
- The iPhone and Android apps provide access to case information, documents, appointments, texts, and email.smartadvocate.com · read 11 Oct 2026
- Mobile apps
- Yessmartadvocate.com · read 22 Sep 2026
- Outlook
- The Outlook plugin can integrate deadlines and appointments with staff calendars and attach Outlook emails to case files.smartadvocate.com · read 11 Oct 2026
- Product
- SmartAdvocate is a web-based, customizable case management system for litigation firms.smartadvocate.com · read 11 Oct 2026
- Security
- The company says its cloud option is monitored by IT professionals, encrypts data in transit with HTTPS, and supports two-factor authentication.smartadvocate.com · read 11 Oct 2026
- 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.smartadvocate.com · read 11 Oct 2026
- Time tracking
- Yessmartadvocate.com · read 22 Sep 2026
- Who it serves
- The company says its software serves legal professionals from solo practitioners to Big Law and municipalities.smartadvocate.com · read 11 Oct 2026
