Tech riderRev. 11 Oct 2026
  1. 1Runs onAndroid, iOS, Mac, Web, Windows
  2. 2Client intakeYes
  3. 3Client portalYes
  4. 4Document automationYes
  5. 5Time trackingYes
  6. 6Billing and paymentsYes
  7. 7Mobile appsYes
7 lines stated Written from the maker's own pages: smartadvocate.com
The SmartAdvocate homepage

Overview

SmartAdvocate is ranked #29 of 141 in legal practice management software on Specifiction, made by SmartAdvocate (Melville, New York, United States). It runs on Android, iOS, macOS, Web, Windows.

SmartAdvocate plans and pricing

All plans
Custom pricing Pricing based on firm needs · tailored quote by contacting Business Development or scheduling a demo smartadvocate.com · 11 Oct 2026

Compared on legal practice management software

Free plan
Nosmartadvocate.com
Client intake
Yessmartadvocate.com
Client portal
Yessmartadvocate.com
Document automation
Yessmartadvocate.com
Time tracking
Yessmartadvocate.com
Billing and payments
Yessmartadvocate.com
Mobile apps
Yessmartadvocate.com

Facts

Product
SmartAdvocate is a web-based, customizable case management system for litigation firms.smartadvocate.com · 11 Oct 2026
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 · 11 Oct 2026
Workflow automation
Automated Workflows can create repeating tasks and reminders and send client texts, documents, and emails based on case events.smartadvocate.com · 11 Oct 2026
Documents
Document tools include templates using over 4,000 merge codes, barcode scanning, external sharing, e-signature, and unlimited storage.smartadvocate.com · 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 · 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 · 11 Oct 2026
Outlook
The Outlook plugin can integrate deadlines and appointments with staff calendars and attach Outlook emails to case files.smartadvocate.com · 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 · 11 Oct 2026
Mobile app
The iPhone and Android apps provide access to case information, documents, appointments, texts, and email.smartadvocate.com · 11 Oct 2026
Deployment
SmartAdvocate offers cloud-based and server-based options, and says both are browser-based.smartadvocate.com · 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 · 11 Oct 2026
Who it serves
The company says its software serves legal professionals from solo practitioners to Big Law and municipalities.smartadvocate.com · 11 Oct 2026
Commitment
SmartAdvocate says it does not require firms to enter multi-year, long-term contracts.smartadvocate.com · 11 Oct 2026

Company

Headquarters
Melville, New York, United Statessmartadvocate.com · 28 Sept 2026

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Sources