What is SmartAdvocate?

SmartAdvocate is one of the best legal case management software. It is available for installation, as well as, cloud based legal software. It is an award-winning software loaded with features, reports, and capabilities to manage all the aspects of your legal cases. It provides full security to data on your server.

Pricing

SmartAdvocate Starting Price

Awards
SmartAdvocate Award

Our Awards and Recognition

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SmartAdvocate Screenshots

Key Features of SmartAdvocate

Here are the powerful features that make SmartAdvocate stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • A/B Testing
  • Access Controls
  • Account Tracking
  • Accrual Accounting
  • Activity Tracking
  • Administrative Hearings
  • Advocate Management
  • Agency Management
  • Appeal Boards
  • Archiving & Retention
  • Automated Notices
  • Bankruptcy Case Management
  • Billing Management
  • Booking
  • Calendar Management
  • Callback Scheduling
  • Campaign Management
  • Case Defined Timekeepers
  • Case History
  • Case Management
  • Case Notes
  • Cell Maintenance
  • Check In / Out
  • Check Writing
  • Client database
  • Client Management
  • Client Portal
  • Client Statements
  • Collaboration
  • Collections Management
  • Commissary Management
  • Commission management
  • Communication Tracking
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Contact Management
  • Contract Management
  • Court Cost Records
  • Court Management
  • Credit Bureau Reporting
  • Crime Scene Management
  • Criminal Database
  • CRM
  • Cross Ledger Posting
  • Customer Advocacy
  • Customer Statements
  • Data Import / Export
  • Deadline Management
  • Defendant Records
  • Discovery Management
  • Dispatching
  • Docket Management
  • Document Assembly
  • Document Imaging
  • Document Indexing
  • Document Management
  • Document Tagging
  • Email Management
  • Event Triggered Actions
  • Event-Based Notifications
  • Evidence Management
  • Expense Tracking
  • Fee Calculation & Posting
  • Field Reporting
  • Fines Management
  • Forms Automation
  • Forms Management
  • Government
  • In-House Collections
  • Incarceration Records
  • Incident Mapping
  • Indexing
  • Information Disclosure Management
  • Inmate Accounting
  • Investigation Management
  • Jury Management
  • Law Firms
  • Legal Case Management
  • Legal Forms Library
  • Legislation Tracking
  • Location Tracking
  • Multi-Office
  • Officer Shift Notes
  • Online Payment Processing
  • Overpayment Processing
  • Partial Payments
  • Patent / Trademark Management
  • Payment Plans
  • Petition Management
  • Political Advocacy
  • Portfolio Management
  • Receipt Management
  • Records Management
  • Relationship Tracking
  • Reminders
  • Renewal Management
  • Retainer Billing
  • Rules-Based Scheduling
  • Scheduling
  • Social Engagement
  • Spend Management
  • Status Tracking
  • Subpoena Tracking
  • Task Management
  • Tax Management
  • Team Management
  • Time Management
  • Time Tracking
  • Trademark Tracking
  • Transaction management
  • Trust Accounting
  • Vendor Management
  • Version Control
  • Warrant Tracking
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  • Calendar and scheduling
  • Case and matter analytics
  • Case cost and budget tracking
  • Case document indexing and search
  • Case information management
  • Case notes and annotations
  • Case settlement and negotiation tracking
  • Case status and progress tracking
  • Client portal and secure document sharing
  • Communication tracking (emails
  • phone calls
  • notes)
  • Conflict checking
  • Conflict of interest checking
  • Contact and client management
  • Court appearance and hearing scheduling
  • Court docket integration
  • Court forms and document templates
  • Court rules and local jurisdiction compliance
  • Deadline and statute of limitations tracking
  • Document Management
  • Document versioning and history tracking
  • E-filing and court document submission
  • Expense Tracking
  • Integration with accounting systems
  • Legal billing and invoicing
  • Legal research integration
  • Matter and case collaboration
  • Practice area customization
  • Reporting and analytics capabilities
  • Task Management
  • Time and billing tracking
  • Trust accounting management
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  • Appointment Scheduling and Reminders
  • Assessment and Evaluation Tools
  • Assessment of Client Needs and Strengths
  • Caregiver and Family Support Tools
  • Case Closure and Transition Planning
  • Case Collaboration and Teamwork
  • Case Load and Caseload Management
  • Case Notes and Documentation
  • Client Engagement and Empowerment Tools
  • Client Goal Review and Update
  • Client Information Management
  • Client Progress Monitoring
  • Collaboration with External Agencies and Providers
  • Communication and Messaging
  • Crisis Intervention Support
  • Cultural and Diversity Considerations
  • Document and File Management
  • Financial Assistance and Benefits Management
  • Goal Setting and Planning
  • HIPAA Compliance and Data Security
  • Integrated Assessments and Screening Tools
  • Legal and Ethical Compliance Features
  • Mental Health and Substance Abuse Assessment
  • Outcome Measurement and Reporting
  • Referral and Resource Management
  • Reporting and Analytics for Program Evaluation
  • Risk and Safety Assessment
  • Service Coordination and Referrals
  • Social and Community Resource Database
  • Task and Activity Tracking
  • Treatment Plan Management
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  • Action Center Creation
  • Action Tracking and Reminders
  • Advocacy
  • Advocacy Alerts
  • Advocacy Analytics
  • Advocacy Dashboards
  • Advocacy Impact Measurement
  • Advocacy Reporting
  • Advocacy Tracking
  • Advocacy Training
  • Automated Advocacy Actions
  • Coalition Building
  • Communication Templates
  • Contact Management
  • Email Campaigns
  • Event Management
  • Fundraising Tools
  • Gamification elements
  • Grassroots Lobbying
  • Grassroots Mobilization
  • Influencer Outreach
  • Legislative Monitoring
  • Legislative Scorecards
  • Lobbying Compliance
  • Mobile Advocacy Support
  • Petition Creation
  • Political Campaign
  • Social Advocacy
  • Social media integration
  • Survey and Polling
  • Targeted messaging
  • Volunteer Management
  • Voter Education
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SmartAdvocate Specifications

Get a closer look at the technical specifications and system requirements for SmartAdvocate. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Monthly
Accessibility :
Customization
Mobile Support
Desktop Platforms :
MacOs
Windows
Language Support :
English
Business :
SMBs
Enterprises
Available Support :
Email
Phone
Live Support
Company Details :
Company Name : SmartAdvocate
Headquarter : New York
Website : Visit Website
Full Address : 6 Harbor Park Dr Port Washington, NY 11050 USA

SmartAdvocate Comparisons

Compare SmartAdvocate with other similar options available in Law Firm and Advocates Software. Explore the key differences to see why it's the top choice for businesses and individuals.

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Overall SmartAdvocate Reviews

Thinking about using SmartAdvocate? Check out verified user reviews & ratings based on SmartAdvocate's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.6/5

Based on 5 Reviews

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Feature Feature 4.6

Feature

Out of 5

Ease of use Ease of use 4.2

Ease of use

Out of 5

Value for money Value for money 4.6

Value for money

Out of 5

Customer support Customer support 4.6

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 94%

Likelihood to recommend

Out of 100%

SmartAdvocate Pros and Cons

"Secure all your data with a robust security system, is a great help when it comes to keep your clients updated about case progress and have a robust and automated operating system which is nothing less a technological miracle."

"As it easily store all the information related to your case, will help you out to send bulk e-mail, informative dashboards, built-in documents templates which help you t do effective documentation of all the cases."

"Manages all legal procedures efficiently, will be a great virtual help to streamline line legal cases, can be customized easily and saves huge time and money."

"Well, they lack the mobile app support which is the biggest drawback. It is the need of the hour and they should take remedial actions asap."

"Some features have complex integration especially the e-mail integration. They should work upon their user interface as well."

"Need to come up with mobile app support system. Some features lack the advanced UX."

5 SmartAdvocate Reviews

Hear directly from customers who have used SmartAdvocate. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

GilbertoS.

Used the software for : More than 1 year

Company Size :1001-5000 employees

5.0

May 23, 2018

Comes with browser-based security data system.

SmartAdvocate is what you need to streamline all your practices and operations. We ate using it for quite a long time and I must say that our operations were never so streamlined.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about SmartAdvocate?

Secure all your data with a robust security system, is a great help when it comes to keep your clients updated about case progress and have a robust and automated operating system which is nothing less a technological miracle.

What do you dislike about SmartAdvocate?

Well, they lack the mobile app support which is the biggest drawback. It is the need of the hour and they should take remedial actions asap.

Russell

Used the software for : Less than 6 months

Company Size :501-1000 employees

4.0

May 23, 2018

Best for the mass e-mailing system.

Though there is no second opinion that SmartAdvoccate is one of the most trusted legal help that any law form can ever get, it still needs some sort of improvements in certain aspects. The lack of mobile app is the biggest concerning area. The company should also improve the training as well.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

What do you like best about SmartAdvocate?

As it easily store all the information related to your case, will help you out to send bulk e-mail, informative dashboards, built-in documents templates which help you t do effective documentation of all the cases.

What do you dislike about SmartAdvocate?

Some features have complex integration especially the e-mail integration. They should work upon their user interface as well.

Moradiya

Used the software for : More than 1 year

Company Size :201-500 employees

5.0

May 23, 2018

A technological boon for advocates

If you are a legal professional and want to streamline your work process then I must say that SamartAdvocate would be your best bet. I am using it for my league firm and saving huge time and money. However, a mobile app system is what it requires the most. They should make progress in this direction.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about SmartAdvocate?

Manages all legal procedures efficiently, will be a great virtual help to streamline line legal cases, can be customized easily and saves huge time and money.

What do you dislike about SmartAdvocate?

Need to come up with mobile app support system. Some features lack the advanced UX.

SarwarAli

Used the software for : Less than 6 months

Company Size :1001-5000 employees

4.0

Apr 04, 2018

Great software to make easy-to-comprehend case reports.

I have a law firm which I am managing with my two more partners. With the help of this software, I can easily maintain the records of all my existing and closed cases. Plus, we can have a holistic approach toward each case as we have all the details readily available.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

What do you like best about SmartAdvocate?

The software is highly potential to make case reports. All its features helped me to do the bookkeeping of the closed cases for my law firm. I am finding it quite useful and potential.

What do you dislike about SmartAdvocate?

I am happy to have it. However, I would like to have more through training for the software

AakashW.

Used the software for : 6-12 months

Company Size :501-1000 employees

5.0

Apr 04, 2018

Great software to provide high-leveled customer services

The software is like a real boon for small to medium-sized law firms. I am using it for my personal use and I must say, it is effectively managing all my client's details with minimum effort. In addition, it keeps me updated on the progress of each case.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about SmartAdvocate?

Keeping the track over the progress of each case is one of the most daunting tasks for all law professionals but this software doesn’t it all with minimum input.

What do you dislike about SmartAdvocate?

Though the software is highly potent, I would like to see its app version as well.

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Explore alternative software options that can fulfill similar requirements as SmartAdvocate. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

SmartAdvocate FAQs

What type of customer support is available from SmartAdvocate?

The available support which SmartAdvocate provides is:

  • Phone
  • Email
  • Live support

Where is the headquarters/company of SmartAdvocate located?

The headquarters/company of SmartAdvocate is located at New York.

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