SmartAdvocate - 2026 Pricing, Features, Reviews & Alternatives

SmartAdvocate is a legal case management system designed for litigation firms, offering both cloud-based and server-based options to provide secure remote access to caseloads and facilitate collaboration among multiple users. The platform includes artificial intelligence tools for summarizing cases, medical records, motions, briefs, and depositions, refining notes, translating content, and transcribing voice messages and conference calls, with the results saved within case files.

The system incorporates document management features such as merge codes for template creation, storage capabilities, batch scanning with barcode functionality, and eSignature integration. Automation tools, such as WorkPlans and Automated Procedures, streamline case handling by managing tasks, sending communications, generating reminders, and producing documents based on case status changes. Tracking and reporting functionalities include customizable dashboards and reports for monitoring case details, financial data, and operational metrics.

SmartAdvocate supports integration with third-party applications via its open API, with connections to services such as accounting systems, intake platforms, texting services, court docket systems, and medical record retrieval systems. The software includes a client portal for controlled access to case documents, calendars, and notes, along with a mobile application for accessing case information remotely. Office calendaring features track statutes of limitations, deadlines, and appointments, while email integration allows communications to be attached to case files automatically.

The platform uses encrypted data transmission and offers optional two-factor authentication for security. It is adaptable to various practice areas, including personal injury, mass torts, workers compensation, veterans affairs, family law, criminal defense, and corporate law. Implementation services include data migration and training to assist with adoption. The billing and invoicing feature facilitates the creation of invoices from case expenses and time tracking entries, supporting both transactional and hourly billing needs.