SmartAdvocate
#11 of 39Case management for plaintiff litigation with medical tracking and settlement tools
SmartAdvocate is the enterprise-grade PI case management tool. If you're a mid-size plaintiff firm with 10+ attorneys and need serious medical tracking and settlement automation, it's worth the demo. Smaller PI firms should compare CASEpeer first.
Best for
Mid-size plaintiff firms that need comprehensive medical provider tracking, insurance carrier management, and settlement disbursement automation.
Company size
5-200 attorneys
What it costs
Custom pricing. Contact SmartAdvocate for a quote.
What's good
- Medical provider and insurance carrier databases are pre-loaded, saving setup time
- Settlement disbursement automation calculates attorney fees, liens, and client payouts automatically
- Court rule calendaring with jurisdiction-specific deadlines built in
- Strong reporting on case values, settlement timelines, and referral source ROI
What's not
- No public pricing — enterprise-oriented pricing likely $100+/user
- Steep learning curve for new staff due to depth of features
- Interface is functional but not as modern as CASEpeer or CloudLex
- Only useful for plaintiff-side practices
Features
18/18 features| Case Management | |
| Case / matter management | |
| Contact management | |
| Conflict checks | |
| Client intake forms | |
| Client portal | |
| Documents & Automation | |
| Document management | |
| Document automation | |
| E-signatures | |
| Email management | |
| Billing & Accounting | |
| Time tracking | |
| Billing & invoicing | |
| Trust / IOLTA accounting | |
| Scheduling & Deadlines | |
| Calendar management | |
| Task management | |
| Court rule deadlines | |
| Platform | |
| Reporting / analytics | |
| Mobile app | |
| API access | |
Common questions
SmartAdvocate uses custom pricing. Contact their sales team for a quote.
No, SmartAdvocate does not currently offer a free trial.
SmartAdvocate is designed for 5-200 attorneys. Mid-size plaintiff firms that need comprehensive medical provider tracking, insurance carrier management, and settlement disbursement automation..
SmartAdvocate offers API access for custom integrations.
We may earn a commission. This never affects our ratings.