SmartAdvocate 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SmartAdvocate

4.7

(124)

FrontRunner 2026

Pricing

Starting at $109.00 per month

About SmartAdvocate

SmartAdvocate is a legal case management software designed to support various practice areas including personal injury, mass torts, workers' compensation, family law, criminal defense and corporate law. It is suitable for legal professionals in solo practices and larger teams, offering tools to manage cases more efficiently.

The software includes artificial intelligence features that summarize cases, medical records, motions, briefs, and depositions. It also refines notes, translates content, and transcribes voice messages. Document management tools allow for template creation using merge codes, batch scanning with barcode functionality, and extensive storage capacity. Automated workflows help standardize case handling with tasks, reminders, and document generation.

Deployment options include cloud-based and server-based systems with secure remote access. Customizable dashboards and reports provide insights into case details and financial data. Additional features include a client portal for document access, mobile applications for remote case management, and office calendaring.

SmartAdvocate Screenshots

SmartAdvocate Pricing and Plans

Starting price: $109.00 per month

Free Trial

Free Version

Cloud

$109.00

per user, per month

No plan information available

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SmartAdvocate Features

Popular features found in Legal Case Management
Billable & Non-Billable Hours
Calendar Management
Case Notes
Client Portal
Communication Management
Conflict Management
Electronic Signature
Task Management
Trust Accounting
Workflow Management
More features of SmartAdvocate
2-Way Messaging
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
AI Summarization
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Archiving & Retention
Attendance Management
Audit Management
Audit Trail
Automatic Backup
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Calendar Sync
Case Management
Client Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Court Rules-Based Scheduling
CRM
Customer Database
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Management
Data Visualization
Deadline Management
Docket Management
Document Automation
Document Capture
Document Check-In/Out
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
eDiscovery
Email Alerts
Email Management
Employee Management
Evidence Management
Expense Tracking
File Management
File Sharing
For Lawyers
For Legal Professionals
Forms Management
Full Text Search
Goal Setting/Tracking
Incident Management
Intake Management
Legal Case Management
Microsoft Outlook Integration
Mobile Access
Mobile App
Multi-Location
Optical Character Recognition
Progress Reports
Progress Tracking
Project Time Tracking
Records Management
Referral Management
Referral Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Role-Based Permissions
Scheduling
Search/Filter
Secure Data Storage
SSL Security
Staff Calendar
Status Tracking
Task Progress Tracking
Task Scheduling
Third-Party Integrations
Time & Expense Tracking
Timer
Time Tracking
Training Management
Two-Factor Authentication

SmartAdvocate Integrations

Microsoft Outlook

Integration rated 4.9 from 12 reviews

Sinch MessageMedia

QuickBooks Online Advanced

Docubee

RingCentral Video

Zapier

See all 20 integrations

SmartAdvocate User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

20%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.6

Functionality

4.7

Dawn K.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Smart Advocate- Smart Case Management

Now that the system has been in use for some time, we are overall very happy with the Smart Advocate product. We are now looking forward to digging a little deeper into reports and some of the bells and whistles that Smart Advocate has issued in the new release.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to keep all case information in one location, along with the tasking ability to keep track of tasks assigned to team members has been a a huge help and time saver. The case browse reports for our weekly meetings on cases status has really assisted the team in knowing where our cases stand, instead of digging through notes and emails on each case file.

Cons:

The initial migration and conversion did not go as smoothly as we had hoped, however, once cleaned up and finally integrated into our firm operations we have found the CRM to be easy to use, beneficial to the firm and the way we manage cases.

Reasons for choosing SmartAdvocate

More functionality and work plan ability than the others

Reasons for switching to SmartAdvocate

Needles did not have the functionality needed .

Dina L.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 6 months

Review source

Reviewed May 2025

Great System, Great Team of People

OUTSTANDING overall. Love the development and implementation teams. They were communicative, thorough and left no stone unturned. After conversion, they transitioned us to ongoing support, which had a minor hiccup of frustration, but once back on track, we had weekly 1-hour meetings to go over questions that came up, but anything urgent was emailed and we received a prompt response.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Development & Implementation Teams were outstanding. The level of communication, follow up and follow through was above expectations. As a result of their amazing effort, our conversion had only one major issue, but it was very quickly resolved with no negative impact to work.

Cons:

Not a fan of the calendar integration with Outlook. Wanted to love it, and tried several ways to make it work, but it was just not great. I am hopeful this will improve over time. Integration with QB works, but has some quirks that we needed to create a work-around for. Such as, only the primary contact address pushing to QB and not being able to select a mailing address for checks when the contact has more than one address, or not being able account for a DBA name versus the check payee name.

Reasons for choosing SmartAdvocate

After the initial demo with management, we had every single role of the firm demo SmartAdvocate and there was not one negative concern about the system. Every question the team had looking for a problem with the system, was met with a logical and efficient answer that worked.

Reasons for switching to SmartAdvocate

It was not user friendly, integrations did not work and they could not get them to work during a 3-yr contract. Day-to-Day maintenance and management was extremely time-consuming.

Vendor Response

Hi Dina, This is exactly the kind of review we love to receive at SmartAdvocate! You not only raved about our overall system, but you also recognized the incredible efforts of our Development, Implementation, Training and Support Teams — we’re thrilled to hear that their dedication made your transition such a success. We also truly appreciate the detailed "wish list" you shared about Outlook calendar integration and QuickBooks quirks. We have already included this on our “feature enhancement” radar, as feedback like yours plays an important role in helping us prioritize updates for future releases. Thank you again for your trust in us, and for choosing us over other platforms. We’re so glad to have you as part of the SmartAdvocate family! Warm regards, Debra Markell

Replied May 2025

Shelly P.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

Great Case Management Software!

I love using it, and after using for several years, we still learn new things to help be more efficient!

Ratings Breakdown

Ease of use

Customer support

Previously 4

Functionality

Pros:

The software keeps you organized and efficient with tabs for different categories, including names, phone numbers, insurance info., lien info., etc.

Cons:

Plugins for new employees or when there are updates have been a little challenging. Templates are still a bit time consuming, but still worth it!

Vendor Response

We’re thrilled to hear SmartAdvocate has continued to be a valuable tool for your firm over the years and that you’re still discovering new ways to boost efficiency. Thank you for your feedback on plugins and templates—our team is always working on improvements, and input like yours helps guide us. We truly appreciate your continued partnership!

Replied August 2025

Alexandria D.

Verified reviewer

Law Practice

51-200 employees

Used daily for less than 6 months

Review source

Reviewed January 2025

Powerful but too complicated

I wish it were a bit simpler and tailor made.

Ratings Breakdown

Ease of use

Functionality

Pros:

Nice layout, very detailed, and the flexibility to annote almost anything.

Cons:

Not very user friendly or intuitive. There are too many steps to do simple tasks and in this industry the complications get compounded with each case when processes are not clear.

Vendor Response

Thank you for your feedback! We’re thrilled you value SmartAdvocate’s layout and flexibility, and your insights about our processes are invaluable. We’d also recommend exploring our workshops and webinars led by our expert training team, as they’re designed to help users navigate the platform more efficiently and maximize its potential for their specific needs.

Replied January 2025

Deseree D.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2025

SA is the best bang for the buck

Exceptionally good. Claude’s trainings really prepare both users and administrators to utilize SA to a high degree.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The back user features are easy to use. The system is set up very well. SmartAdvocate allows the end user to streamline processes in a quick and efficient manner. The flexibility of the merge codes is superior to all other case management software. Workplans are easy to create and even easier to use. The training is voluminous and broken down so even the most basic user can understand. The customer service is kind and extraordinary quick to respond.

Cons:

I would love SA to add an option for “children”. In other words, if I had a parent docket that said “expert deposition” I could create documents under that docket so everything is in one clean and easy to find space.

Reasons for choosing SmartAdvocate

The salesperson at SA did an excellent job explaining how SA could benefit our legal practice

Reasons for switching to SmartAdvocate

ProLaw was becoming antiquated and the updates caused more problems then it was worth

Vendor Response

Thanks so much for your feedback! It's great to hear you're finding the system flexible and easy to navigate. Our team appreciates that you have found the training to be helpful. We'll keep working hard to provide top-notch support and keep things streamlined for you! We'll also make sure that your idea for the creation of a sub-table to an initial entry will be passed along to our development team. Some features in our new software releases have often come from client ideas - so thanks for that!

Replied January 2025

Lucas B.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

SmartAdvocate Review

I use SmartAdvocate every day as a paralegal. Great integration with Outlook.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to navigate and has a lot of features that I use daily. The calendar function is very helpful.

Cons:

I dislike that there is no way to automate calendar reminders.

Reasons for switching to SmartAdvocate

My old job used TrialWorks and my new one uses SA.

Vendor Response

Hi Lucas, Apologies for the late reply to your review - Not sure how it got overlooked, but very grateful for the kind words. You'll be happy to hear that there are a few ways to automate calendar reminders. There are several options to see your critical deadlines in SmartAdvocate. You always have the option of displaying the Critical Deadlines Panel on your MySmartAdvocate screen immediately, upon logging in. Here, users will see their deadlines (based on the preferred filters selected) for cases. You can also schedule a Critical Deadlines Report to be sent to you (or anyone else) via email on a regular basis (daily, weekly, monthly, etc.). Feel free to jump on our Live Daily Office Hours M-Th at 3pm EST and get help whenever you need it! https://smartadvocate.zoom.us/j/89587199326?pwd=N2ZXbG1xWU1PV25KZVFESHg1blhEQT09 Thanks again, Debra Markell

Replied May 2025

Justin G.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2024

SmartAdvocate Review

My overall experience has been good. The experience has supported my own communication with clients. The software also encourages me to perform my job duties better, ultimately rewarding me by being familiar with the software and more efficiently doing job duties.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer support and advanced features.

Cons:

Switching from an old system and having to learn a new case system.

Reasons for switching to SmartAdvocate

The new firm administrator wanted a more advanced case software

Vendor Response

Thank you for your thoughtful feedback. It's wonderful to hear how SmartAdvocate has enhanced both your client communication and efficiency in your role!

Replied November 2024

Teresa T.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2024

SmartAdvocate is definitiely an advocate!

Overall it has improved our ability to store and contain information for our cases in a more efficient way.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Smart Advocate is constantly updated and improving their products. The training staff are very helpful.

Cons:

Sometimes there are several steps to perform a specific function.

Reasons for switching to SmartAdvocate

I believe there were support issues at the time that required a change.

Vendor Response

Thank you for your review and the note about our Trainers - they really do go above and beyond! Have you attended any of our webinars? Email debra@smartadvocate to be added to our distribution list and you'll be notified for all registrations!

Replied November 2024

Lisa C.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2024

Smart Advocate

I would recommend Smart Advocate any law firm looking for a new legal software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have been using Smart Advocate since October 2024. I love it so much!! It is very user friendly and easy to learn.

Cons:

I really don't have any cons at Smart Advocate. I love it!!

Reasons for switching to SmartAdvocate

TrialWorks is no longer supported.This was a great concern to our firm.

Vendor Response

Thank you for your positive review! We’re truly grateful for your feedback and the team is always happy to hear when firms are making the most of the system. We appreciate your support.

Replied November 2024

Dawn P.

Verified reviewer

Legal Services

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed January 2026

Software Review