Discover SmartAdvocate's case management software for your law firm. Includes info on SmartAdvocate, reviews, pricing, and FAQs.

Updated on November 9th, 2023

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SmartAdvocate is case management software for personal injury and mass tort litigation practices. SmartAdvocate is available in a server version, where the software is installed on your own server, and as a hosted version, which is available through the cloud and maintained on their servers.


SmartAdvocate does not provide pricing on its website. Interested customers can book a demo or request a call-back to receive a quote.


Pros: Excellent reporting. Flexible product. Good support.

Cons: No integration capabilities with FreshBooks.

Bottomline: Besides assisting you with case management, SmartAdvocate is used to manage contacts, communication and more.

Key Information:

Legal Name



Jerry Parker

Founding Date

Jan 01, 2000


27300 Riverview Center Blvd., Ste. 103, Bonita Springs, FL 34134

Number of Employees


Number of Customers




1 (877) 438-7627



From what platforms can I migrate data to SmartAdvocate?

What are the software requirements for SmartAdvocate?

  • Operating system: Windows Server 2012, or later.
  • Database: Microsoft SQL 2012, or later (Standard or Enterprise edition).
  • Web Server: Microsoft IIS 8.0 or later.
  • Office Software: Microsoft Office 2010, or later (only MS Word is required).

What are the main features of SmartAdvocate?

  • Intuitive dashboard.
  • Reporting.
  • Workflow and task management.
  • Email management.
  • New case creation.
  • Automation.
  • Document management.
  • Integrations.
  • Customizations.

Can I use QuickBooks with SmartAdvocate?

Yes. SmartAdvocate can be integrated with QuickBooks and any expenses entered in QuickBooks will appear on the Case Disbursements section in SmartAdvocate.

How much does it cost to use SmartAdvocate?

SmartAdvocate does not list pricing on their website. You can contact them on +1-877-438-7627 for pricing information.

Is there a SmartAdvocate free trial?

SmartAdvocate does not offer a free trial. However, interested users can request a free demo.

What type of settlement distributions can SmartAdvocate calculate?

  • Chargeable disbursements.
  • Attorney’s fees.
  • Referral fees.
  • Liens.
  • Client’s net proceeds.

What are some SmartAdvocate alternatives?