Award-Winning Legal Case Management Software

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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.

Screenshot & Video



  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux


  • Chat
  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

SmartAdvocate Core Features

Legal Case Management

  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Docket Management
  • Document Management
  • Expense Tracking
  • Task Management

Law Practice Management

  • Calendar Management
  • Client Portal
  • Conflict Management
  • Document Management
  • Email Management
  • Legal Case Management
  • Time Tracking

Legal Calendar

  • 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

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