SmartAdvocate: Case Management software

SmartIntelligence summarises cases, medical records, motions, briefs and depositions, answers questions in an AI case chat, analyses data and photos, refines notes and emails, translates communications and transcribes voicemails, depositions and meetings, saving everything to the case. ⁣‍​‌‍‍​‌​⁠‍‌‍​‌‍‍⁣AI Case Assembly turns incoming case materials into an organised case file. WorkPlans and Automated Procedures move each case from intake to settlement consistently. The Intake Wizard captures prospect details and tracks leads, intake scoring and follow-up. Document management offers templates with more than 4,000 merge codes, email saving, barcode batch scanning, external sharing, eSignature and unlimited storage. Other features include text messaging from a firm number, iPhone and Android apps, a client portal, office calendaring with statute of limitations deadlines, and a custom Dashboard Viewer. SmartAdvocate has more than 175 integrations, covering eSignature, accounting, texting, medical records retrieval and consumer legal funding. It is tuned for personal injury, mass torts, workers' compensation, Social Security and veterans disability, employment, family, criminal defence, fraud, corporate law, in-house teams and municipalities. Implementation, data migration, training and support are done by its own staff. It is based in Melville, New York, with an office in Bonita Springs, Florida. Pricing is through a demo.