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Average Ratings 83 Ratings

Total
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features
design
support

Description

RECORD is an innovative personal injury application designed to assist clients in enhancing the value of their cases. With features ranging from automated onboarding processes to comprehensive tracking of treatments, RECORD empowers users to efficiently handle each case with effectiveness. It effortlessly integrates with your existing case management platform, serving as a centralized hub for monitoring both cases and treatments. Additionally, any information inputted into the RECORD app is automatically synced with your preferred case management systems, ensuring a smooth workflow. This streamlined approach not only saves time but also helps in maintaining accurate records throughout the legal process.

Description

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

ApexChat No 
AssureSign No 
Bridge Legal No 
CallFire No 
Docubee No 
Docusign No 
EvenUp No 
Law Ruler No 
Lead Docket No 
Lexamica No 
MessageMedia No 
Microsoft 365 No 
Microsoft Outlook No 
Milestones Professional No 
Ngage Live Chat No 
ProLaw No 
Quilia No 
Salesforce No 
Zapier No 
eLaw No 

Integrations

ApexChat Yes 
AssureSign Yes 
Bridge Legal Yes 
CallFire Yes 
Docubee Yes 
Docusign Yes 
EvenUp Yes 
Law Ruler Yes 
Lead Docket Yes 
Lexamica Yes 
MessageMedia Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Milestones Professional Yes 
Ngage Live Chat Yes 
ProLaw Yes 
Quilia Yes 
Salesforce Yes 
Zapier Yes 
eLaw Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$109 per month per SaaS user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

RECORD

Founded

2022

Country

United States

Website

www.recordclient.com

Vendor Details

Company Name

SmartAdvocate

Founded

2000

Country

United States

Website

www.smartadvocate.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration No 
Contract Management Yes 
Document Assembly Yes 
Document Indexing No 
Document Tagging Yes 
Full Text Search Yes 
Version Control No 

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