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SmartAdvocate

The Leading SmartAdvocate Integration for Client Experience

SmartAdvocate is a powerful, integrated case management system designed for all types of litigation law practices. This dynamic software is cloud or server-based and designed to help you serve clients more effectively and efficiently.

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The #1 Rated Mobile Client Portal for SmartAdvocate Law Firms

The only client mobile app that has 1000's of 5-star client reviews in Apple App Store & Google Play The App is the difference. Consumer trends show that the best brands depend on an App experience that matches their brand experience.

Client Engagement

We help SmartAdvocate firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"

Enhanced Communication

We compliment SmartAdvocate with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star App.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

AI-Powered Client Intelligence

Case Status uses AI to prioritize urgent messages, draft personalized responses, and surface insights from every client interaction — so your team spends less time triaging and more time practicing law.

The #1 Rated Mobile Client Portal for SmartAdvocate Law Firms

30%
Decrease in Phone Calls Within Weeks
90%
Reduction in Emails From Clients
130%
Net Promoter Score Increase from Average
800%
Increase in 5-Star Google Reviews

How This Integration Works with Case Status

Helpful Resources to Get Started

SmartAdvocate Overview Video

Get the quick overview and pains solved in about 2 minutes

SmartAdvocate Sneak Peek Demo

See both platforms in action with common use cases in about 10 minutes

Helpful Resources to Get Started

SmartAdvocate Integration Setup & Overview
SmartAdvocate & Case Status Field Mapping
Google Chrome Extension

Getting Started with Case Status

Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.

Step 1: Connect Your System

Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.

Step 2: Configure Your Client Experience

We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.

Step 3: Go Live and Invite Clients

Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.

SmartAdvocate

Integration FAQs

Will my team have to double-enter case updates in both SmartAdvocate and Case Status?

No. Case Status integrates with SmartAdvocate so your team continues working in SmartAdvocate while updates sync automatically into Case Status.

Are client messages and photos sent through Case Status automatically saved in SmartAdvocate?

Yes. Messages and attachments sync back to the appropriate SmartAdvocate matter.

How does Case Status handle custom fields in SmartAdvocate?

Relevant SmartAdvocate fields can be mapped to support accurate data flow and automated updates.

How does the SmartAdvocate and Case Status integration handle private versus public notes?

Internal SmartAdvocate notes remain private. Only client-facing updates appear in Case Status.

If I add a new lead or contact in SmartAdvocate, how quickly will they appear in Case Status?

New contacts and matters sync automatically, typically within minutes.

Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
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