SmartAdvocate

SmartAdvocate's built-in AI tools automate routine tasks and analyze data, helping law firms streamline workflows and improve accuracy. They instantly summarize cases, medical records, motions, briefs, and depositions, provide multi-document summaries, conduct data and photo analysis, and offer AI case chat functionality. They assist with document review, case predictions, and identifying trends, reducing manual effort and enhancing decision-making efficiency.

The built-in Intake Wizard simplifies capturing and tracking potential clients by allowing intake staff to capture all necessary information from new prospects. It streamlines the onboarding process, ensures no leads are missed, and helps prioritize follow-ups, leading to more efficient client acquisition and better conversion rates.

SmartAdvocate offers specialized screens tailored to different legal practices, displaying relevant case details and tasks. These include the Case Summary Screen (showing a snapshot of the case on one screen) and Settlement Screen (calculating settlement distributions, including firm fees, liens, and client disbursements). This customization enhances user experience by providing focused, context-specific information and improving productivity.

Staff collaboration tools facilitate seamless communication and teamwork within the firm. Shared calendars, task assignments, and real-time updates ensure that everyone stays informed and coordinated. With appropriate permissions, staff can view and act upon the home page of any other staff member, including making updates to Tasks, Critical Deadlines, and Appointments. All messages are automatically saved to the related case file for future reference and auditability, boosting overall efficiency and reducing the risk of miscommunication.

This built-in feature ensures physical documents can be easily tracked and managed. Batch scan multiple documents simultaneously and have each document automatically attached to the appropriate case using embedded barcodes. Scanning barcodes links paper files to digital records and can even link directly to specific providers (e.g., medical records) – all without human intervention, improving document organization and retrieval while minimizing the risk of lost or misplaced files.

SmartAdvocate Workflows and Automated Procedures can be set up to automatically generate Documents, Tasks, Email, and Text Messages that are triggered based on the status of a matter (such as Intake or Investigation). Workflows and Automated Procedures, along with built-in Dashboards and Reports, allow firms to easily track each step of a case's progression.

Introduced in the 2025 software release, AI Case Chat lets users query and interact with case data conversationally. Attorneys can quickly surface key information from within a case without manually searching through documents or records.

Using pre-populated or custom prompts, SmartAdvocate's AI instantly summarizes cases, motions, briefs, depositions, and transcripts. Results can be emailed, copied to the clipboard, or saved directly within the case file for easy reference.