SmartAdvocate
The facts below are what the maker publishes about SmartAdvocate, checked and dated. Our editors have not written about it yet.
Plans and prices
From SmartAdvocate's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | Pricing based on firm needs · tailored quote by contacting Business Development or scheduling a demo |
The facts
Each one read from SmartAdvocate's own pages, with the date it was checked.
What it does
- AI tools
- SmartIntelligence can summarize case materials, analyze data and photos, chat about cases, refine notes and emails, translate content, and transcribe recordings.checked 11 Oct 2026
- Client intake
- Yeschecked 22 Sep 2026
- Client portal
- Yeschecked 22 Sep 2026
- Commitment
- SmartAdvocate says it does not require firms to enter multi-year, long-term contracts.checked 11 Oct 2026
- Deployment
- SmartAdvocate offers cloud-based and server-based options, and says both are browser-based.checked 11 Oct 2026
- Document automation
- Yeschecked 22 Sep 2026
- Documents
- Document tools include templates using over 4,000 merge codes, barcode scanning, external sharing, e-signature, and unlimited storage.checked 11 Oct 2026
- Intake and reporting
- The product includes lead intake and tracking, dashboards, and reports that can be customized from case data.checked 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.checked 11 Oct 2026
- Outlook
- The Outlook plugin can integrate deadlines and appointments with staff calendars and attach Outlook emails to case files.checked 11 Oct 2026
- Product
- SmartAdvocate is a web-based, customizable case management system for litigation firms.checked 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.checked 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.checked 11 Oct 2026
- Time tracking
- Yeschecked 22 Sep 2026
- Who it serves
- The company says its software serves legal professionals from solo practitioners to Big Law and municipalities.checked 11 Oct 2026
- Workflow automation
- Automated Workflows can create repeating tasks and reminders and send client texts, documents, and emails based on case events.checked 11 Oct 2026
Money
- Billing and payments
- Yeschecked 22 Sep 2026
- Free plan
- Nochecked 22 Sep 2026
The company
- Headquarters
- Melville, New York, United Stateschecked 28 Sep 2026
Where it runs
- Mobile app
- The iPhone and Android apps provide access to case information, documents, appointments, texts, and email.checked 11 Oct 2026
- Mobile apps
- Yeschecked 22 Sep 2026
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