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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.
Description
TrusteSolutions stands as a pioneer in the realm of cloud-based case management software designed specifically for the needs of busy trustees, consistently pushing the boundaries of innovation to provide cutting-edge technology that empowers you to take charge of your casework. With features like integrated workflow automation and seamless banking solutions, TrusteSolutions enhances your daily operations, promoting greater efficiency so you can achieve more with fewer clicks. Transitioning to a new case management system can feel overwhelming, which is why we emphasize a clear and thoughtful approach to our conversion process. Recognizing that the details matter, we've developed a distinctive strategy that guarantees a hassle-free transition, allowing you to discover the keys to a swift and straightforward move to your next case management provider. Not only do we have a strong online presence, but we also originated in the digital space, ensuring we are well-equipped for today’s fast-paced environment. In an era where mobility is essential, you can easily access all your files, case notes, and documents, whether you're in court or on the move, ensuring you stay connected and productive. Embrace the future of case management with confidence, knowing TrusteSolutions has your back at every step.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Alert Communications
Yes
ApexChat
Yes
Bridge Legal
Yes
CallFire
Yes
CallRail
Yes
Captorra
Yes
Docubee
Yes
Docusign
Yes
EvenUp
Yes
Intake Forecast
Yes
Integrations
Alert Communications
No
ApexChat
No
Bridge Legal
No
CallFire
No
CallRail
No
Captorra
No
Docubee
No
Docusign
No
EvenUp
No
Intake Forecast
No
Pricing Details
$109 per month per SaaS user
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
SmartAdvocate
Founded
2000
Country
United States
Website
www.smartadvocate.com
Vendor Details
Company Name
TrusteSolutions
Country
United States
Website
www.trustesolutions.com
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
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
