Welcome Message From The SmartAdvocate Team

By making the important decision to switch your case management software, you are already on your way to seeing better results for your clients, and an improvement in your own bottom line. Welcome to SmartAdvocate!

As a truly customizable system, SmartAdvocate is as comprehensive as it is reliable. Our goal is that you’ll have the ability to access and act upon valuable information about every aspect of every one of your firm’s cases.

Here are some of the top features of your new case management system:

Mass Communication: Save precious time through these robust capabilities. Case Browse and Contact Search features make it simple to generate mass communications (letters, texts, or emails) to your clients, defense attorneys, adjusters, or any other contacts in your system.
Automated Workflows: Our WorkPlans function as a checklist, but so much more! Automated Procedures allow you to create repeating tasks to those mentioned above. Send automated text messages/emails to clients, create multiple reminders, or automatically generate documents, all triggered by various events in the case.
Mobile App: Seamlessly work together, no matter where staff is located with this browser-based interface. Search cases, send communications, view and add appointments to the calendar, track your time, etc.
Integration Partnerships: We’ve got 125+ partners, so personalize your firm’s overall operations through Outlook, Microsoft Word, and multiple services for litigation support, e-signature, texting, medical record retrievals, and more.
SmartAdvocate Client Portal: An important goal for any firm is to maintain excellent communication. Our Client Portal allows your clients access to their case status, start dates, progress made, and more. An important feature is that your firm maintains complete control over what your client can see.

The best way to learn how to use the many features in SmartAdvocate is personalized training for you and your staff. Our experienced trainers will help you learn the basics, but also focus on the tools that are most important to you. Upon completion of training, our Support Team is here to listen, understand, respond and resolve…Every Day.

SmartAdvocate was created by uniting a team of expert technicians, programmers, experienced personal injury lawyers, and paralegals who understood the needs of a firm just like yours. For that reason, your success is SmartAdvocate’s success. We’re so happy to welcome you!

Best regards,

Allison Rampolla
SVP Sales & Marketing
SmartAdvocate, LLC

Igor Selizhuk
Chief Technology Officer
SmartAdvocate, LLC