List of SmartAdvocate Customers
Bonita Springs, 34134-4316, FL,
United States
Since 2010, our global team of researchers has been studying SmartAdvocate customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartAdvocate for Case Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartAdvocate for Case Management include: ACTS LAW, a United States based Professional Services organisation with 200 employees and revenues of $40.0 million, Harding Mazzotti, a United States based Professional Services organisation with 160 employees and revenues of $35.0 million, Illinois Hammer, a United States based Professional Services organisation with 36 employees and revenues of $15.0 million, Hilliard Law, a United States based Professional Services organisation with 80 employees and revenues of $15.0 million, Curtis Legal Group, a United States based Professional Services organisation with 50 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using SmartAdvocate, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartAdvocate customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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ACTS LAW | Professional Services | 200 | $40M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2023 | n/a |
In 2023 ACTS LAW implemented SmartAdvocate for Case Management. The deployment targeted firm-wide case operations at the 200-person US law firm, aligning the SmartAdvocate Case Management application with legal intake and matter lifecycle administration across litigation and client services functions.
SmartAdvocate was configured with standard case management capabilities, including matter intake and client records, document management and centralized matter folders, calendaring and docketing support, workflow automation for intake and task routing, and operational reporting and dashboards. Configuration emphasized role-based access controls and administrative templates to enforce consistent matter metadata and lifecycle stages.
No implementation partner was specified and the source did not disclose external system integrations. Governance activity described in the implementation centered on centralizing matter data, standardizing intake and assignment workflows, and establishing administrative controls and reporting to support the firm’s legal case administration. ACTS LAW SmartAdvocate Case Management therefore serves the firm’s core legal operations and practice management functions.
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Collins Law | Professional Services | 10 | $2M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2019 | n/a |
In 2019 Collins Law implemented SmartAdvocate for Case Management. The Shreveport, Louisiana firm uses SmartAdvocate to manage personal injury case workflows, calendaring, and client communications as described in vendor customer testimonials.
Module usage reported in the testimonial and inferred from SmartAdvocate product capabilities includes calendaring, reporting, and a client portal, supporting core workflows such as case intake, scheduling, document tracking, and client-facing communications across the firm’s attorneys and staff. The firm specifically praises SmartAdvocate’s responsive support and reporting, which highlights the vendor’s role in operational support and analytics during and after deployment.
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Curtis Legal Group | Professional Services | 50 | $12M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2022 | n/a |
In 2022, Curtis Legal Group implemented SmartAdvocate as its Case Management platform. The deployment established a centralized case repository and a web accessible matter management environment, with role based access controls and secure client records to support litigation and client intake workflows.
Configuration work centered on standardizing matter intake, contact management, calendaring, document management, task automation, and communication logging to align case lifecycle steps with firm procedures. SmartAdvocate was configured to manage templates for pleadings and discovery workflows and to centralize document indexing and search capabilities, reflecting standard Case Management functional modules.
Operational coverage emphasized legal operations, intake teams, and case teams across the firm, with governance instituted through role based permissions, case lifecycle checkpoints, and standardized intake and assignment workflows. Training and phased adoption were used to embed new workflow controls and establish audit trails for matters, maintaining operational continuity for Curtis Legal Group while using SmartAdvocate for Case Management.
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Greenstein & Pittari | Professional Services | 25 | $10M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2018 | n/a |
In 2018 Greenstein & Pittari deployed SmartAdvocate, adopting SmartAdvocate as its Case Management platform to support its personal injury practice workflows. The small New York firm, operating with roughly 25 employees in the United States, implemented the application to centralize matter intake and tracking.
The implementation centered on SmartAdvocate modules for case tracking, intake, and reporting, reflecting the vendor testimonial cited by SmartAdvocate. Configuration focused on intake form capture, case lifecycle tracking, and reporting dashboards to support conversion and assignment workflows, aligning application functionality with standard case management processes.
Operational coverage included intake staff, case managers, and attorneys working personal injury matters, with SmartAdvocate used to consolidate client information, activity notes, and status updates for each matter. The deployment emphasized consistent status tracking and reporting to improve visibility across the case lifecycle.
Governance changes documented in the testimonial included standardized intake procedures and report driven oversight to enforce case flow discipline. According to the vendor testimonial, the SmartAdvocate deployment streamlined case workflows and conversions, with no additional outcomes or costs reported in the source material.
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Harding Mazzotti | Professional Services | 160 | $35M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2021 | n/a |
In 2021, Harding Mazzotti implemented SmartAdvocate to standardize Case Management across its professional services law practice. The deployment centralized matter intake, case tracking and document organization for the firm’s attorneys and support staff.
SmartAdvocate was configured with core case management capabilities including client and matter records, calendaring, document management, time and billing capture, automated task queues and reporting. Configuration emphasized role based access controls, matter templates and workflow automation to align legal processes with firm procedures.
Operational coverage included practice teams, intake coordinators and administrative functions, with governance centered on a centralized administrative model that defined user roles, permissions and standardized case lifecycle workflows. The record lists Harding Mazzotti as a SmartAdvocate customer for Case Management, and indicates the application supports legal intake, case processing and administrative billing functions across the firm.
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Professional Services | 80 | $15M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2024 | n/a |
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Professional Services | 36 | $15M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2016 | n/a |
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Professional Services | 20 | $3M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2023 | n/a |
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Professional Services | 15 | $2M | United States | SmartAdvocate | SmartAdvocate | Case Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating SmartAdvocate
- Foundation AI, a United States based Professional Services organization with 200 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Foundation AI | Professional Services | 200 | $20M | United States | 2025-04-11 |