n-frames

A lead lands somewhere else. Does it ever actually reach SmartAdvocate?

SmartAdvocate is case management software built for personal injury and mass tort firms, with case tracking, document handling, and a built-in intake CRM for managing leads before they become cases. We connect SmartAdvocate to the tools generating those leads and the systems downstream of a case, so intake and case data move automatically instead of getting keyed in by hand.

What We Build on Top of SmartAdvocate

High lead volume, especially in mass tort intake, usually means leads arrive through a call center, a web form, or an ad platform, and someone still has to open SmartAdvocate and create the case record from scratch. We build the connection that creates it automatically, with intake fields already filled in from wherever the lead actually came from.

SmartAdvocate has its own integrations, but plenty of firms run tools it doesn't connect to natively, accounting software, a separate client communication platform, a reporting tool leadership actually wants to look at. We build the custom connection for whatever that gap is, specific to your firm's own stack rather than a generic answer.

A Real-World Scenario: Mass Tort Intake Operation

High lead volume from a call center and ad campaigns, SmartAdvocate for case tracking.

Before

A batch of leads comes in from the call center at the end of the day, and intake staff spend the next morning creating cases in SmartAdvocate one at a time before they can even start qualifying anyone.

After

Each lead creates its case in SmartAdvocate the moment it comes in, already populated with what the call center or form captured. Intake staff start the day calling clients, not transcribing yesterday's leads.

Running intake through SmartAdvocate and still creating cases by hand?

Tell us where leads or case data get stuck before they reach SmartAdvocate, or what SmartAdvocate itself doesn't talk to yet. And if that's not actually your bottleneck, that's fine too, we automate whatever's manual in your firm.

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Frequently Asked Questions

What is SmartAdvocate?+
SmartAdvocate is case management software for personal injury and mass tort law firms, combining case tracking and document management with a built-in CRM for managing leads and intake before a case is opened.
How much does SmartAdvocate cost?+
SmartAdvocate doesn't publish flat pricing. Cost depends on firm size and the modules you need, so you'll need a quote directly from SmartAdvocate for current numbers.
Is SmartAdvocate good?+
It's a well-established platform specifically in personal injury and mass tort practice, where its intake CRM and case tracking are built for the lead volume those practices tend to deal with. Fit depends on your practice area and intake volume more than anything else.
Does SmartAdvocate integrate with other software?+
SmartAdvocate has its own set of native integrations, but most firms end up running at least one tool it doesn't connect to out of the box, an accounting system, a communication platform, a reporting tool. That gap is exactly what custom integration work, like what we build, is for.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.