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Award-Winning Legal Case Management Software

Automated Procedures allow for the creation of repeating tasks, the ability to send automated text messages or emails to contacts, the automatic generation of documents, and much more - all triggered by various events of a case. A user favorite includes the birthday trigger, which automatically sends a message on a client's birthday. WorkPlans act as a high-level, automated checklist that ensures staffs have an established process to follow in each case.
SmartAdvocate
Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Media

SmartAdvocate Core Features

Focus of Legal Case Management Feature
  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Docket Management
  • Document Management
  • Expense Tracking
  • Task Management
Focus of Law Practice Management Feature
  • Calendar Management
  • Client Portal
  • Conflict Management
  • Document Management
  • Email Management
  • Legal Case Management
  • Time Tracking
Focus of Legal Calendar Feature
  • Completion Tracking
  • Conflict Management
  • Document Management
  • Reminders
  • Rules-Based Scheduling
  • Staff Calendar
  • Status Tracking
  • Task Management

SmartAdvocate Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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