SmartAdvocate

Spec sheet

Product

SmartAdvocate is a web-based, customizable case management system for litigation firms.Read 11 Oct 2026 · smartadvocate.com

Deployment

SmartAdvocate offers cloud-based and server-based options, and says both are browser-based.Read 11 Oct 2026 · smartadvocate.com

Free plan

NoRead 22 Sep 2026 · smartadvocate.com

Integrations

SmartAdvocate lists more than 175 integrations, including AI, e-signature, accounting, texting, and medical-record services, and says it can create custom integrations.Read 11 Oct 2026 · smartadvocate.com

Mobile apps

YesRead 22 Sep 2026 · smartadvocate.com

Security

The company says its cloud option is monitored by IT professionals, encrypts data in transit with HTTPS, and supports two-factor authentication.Read 11 Oct 2026 · smartadvocate.com

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.Read 11 Oct 2026 · smartadvocate.com

Headquarters

Melville, New York, United StatesRead 28 Sep 2026 · smartadvocate.com

AI tools

SmartIntelligence can summarize case materials, analyze data and photos, chat about cases, refine notes and emails, translate content, and transcribe recordings.Read 11 Oct 2026 · smartadvocate.com

Billing and payments

YesRead 22 Sep 2026 · smartadvocate.com

Client intake

YesRead 22 Sep 2026 · smartadvocate.com

Client portal

YesRead 22 Sep 2026 · smartadvocate.com

Commitment

SmartAdvocate says it does not require firms to enter multi-year, long-term contracts.Read 11 Oct 2026 · smartadvocate.com

Document automation

YesRead 22 Sep 2026 · smartadvocate.com

Documents

Document tools include templates using over 4,000 merge codes, barcode scanning, external sharing, e-signature, and unlimited storage.Read 11 Oct 2026 · smartadvocate.com

Intake and reporting

The product includes lead intake and tracking, dashboards, and reports that can be customized from case data.Read 11 Oct 2026 · smartadvocate.com

Mobile app

The iPhone and Android apps provide access to case information, documents, appointments, texts, and email.Read 11 Oct 2026 · smartadvocate.com

Outlook

The Outlook plugin can integrate deadlines and appointments with staff calendars and attach Outlook emails to case files.Read 11 Oct 2026 · smartadvocate.com

Time tracking

YesRead 22 Sep 2026 · smartadvocate.com

Who it serves

The company says its software serves legal professionals from solo practitioners to Big Law and municipalities.Read 11 Oct 2026 · smartadvocate.com

Workflow automation

Automated Workflows can create repeating tasks and reminders and send client texts, documents, and emails based on case events.Read 11 Oct 2026 · smartadvocate.com

Plans and prices

Every SmartAdvocate plan and price →

Where Specifiction places it

• Legal Practice Management Software#57 of 1408.1
• Family Law Software#7 of 157.5
• Legal Calendar Software#16 of 297.5