SmartAdvocate is a privately held company founded in 2000, headquartered in Bonita Springs, FL, focused on legal case management software for law firms. It offers a fully customizable, award-winning case management system featuring built-in Artificial Intelligence tools, designed to meet the demands of fast-paced, competitive legal practices. The company has between 11-50 employees and targets legal sectors including personal injury, mass torts, family law, workers' compensation, corporate law, and more.

SmartAdvocate was founded in 2000 and has grown steadily, recently showing a 37% year-over-year headcount increase and a monthly website visitor count of about 20,700. The company emphasizes expert-led implementation and support, with no outsourcing, to ensure high-quality client service and firm-specific customization.

SmartAdvocate provides robust legal case management software emphasizing AI-enhanced features such as instant case, medical record, motion, brief, and deposition summarization. Additional capabilities include automated procedures for consistent case handling, vast document automation with 4,000+ merge codes, eSignature integration, email management, voice transcription, multilingual content translation, barcode batch scanning, unlimited document storage, and cloud-based browser accessibility allowing remote and collaborative work. Its proprietary Intake Wizard streamlines client intake and lead tracking, while customizable dashboards and reports offer firm-wide operational visibility. More than 150 integration partnerships extend functionality into accounting, text messaging, medical records retrieval, and other legal business applications.

The company’s product expansion appears focused on enhancing its AI capabilities, integration ecosystem, and user experience with fresh features like enhanced dashboards and intake automation.

Recent feature advancements center on built-in AI tools for summarization and transcription, enhanced document handling and eSignature capabilities, WorkPlans for case stage automation, and intake process management with analytics like lead scoring and follow-up monitoring.

SmartAdvocate underscores a culture of expert knowledge and personalized client service by ensuring that from implementation to support, all personnel are trained experts familiar with legal industry demands. The company values technological innovation, customization, efficiency, and profitability for its clients, reflecting a commitment to empowering law firms with advanced, user-focused technology.

The user base comprises a wide range of law firms including top legal practices in sectors such as personal injury, mass torts, family law, and workers' compensation. The platform’s appeal to solo practitioners and large law firms alike indicates a broad, scalable community. The company’s integrations and user testimonials suggest a collaborative and growing community eager to leverage AI and automation to improve legal case management outcomes.