SmartAdvocate provides legal case management software designed to help law firms and legal teams improve efficiency, organization, communication, and client service. Its customizable platform is available in cloud-based and server-based versions, both browser-accessible for secure remote work and collaboration. SmartIntelligence, the platform’s built-in AI tools, can summarize case materials, analyze information, assist with notes and transcription, and support tasks such as preparing demand letters and medical chronologies.

The software brings together document management, automated procedures, intake tools, case communication, dashboards, and reporting. Firms can create document templates, manage email attachments, send documents for eSignature, and store files without stated storage limits. Additional capabilities include texting integration, office calendaring, mobile apps, a client portal, and customizable dashboards. SmartAdvocate serves a range of legal practices, including personal injury, workers’ compensation, family law, criminal defense, employment law, mass torts, and in-house legal teams. The company also offers implementation and data migration, training, support, integrations, and personalized demonstrations. SmartAdvocate states that its implementation and support are handled by trained in-house experts.