Home
>
Integrations
>
SmartAdvocate

Client Engagement for

SmartAdvocate

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.

A collection of seven tech company logos arranged on a white curved background including the Loop Infinity, Smart Advocate Get Smart, and PandaDoc logos.

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.
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

Headshot of Andy Seavers, CEO at Case Status, against a blue and grey background. A video play button icon is next to his name.

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

SmartAdvocate Case Status for Google Chrome

Everything You Need, Right Inside SmartAdvocate!

Ready to get started with this integration? Please use these helpful links.

SmartAdvocate Integration Setup & Overview
SmartAdvocate & Case Status Field Mapping

Firm Believer in the 5-star App

After running a browser portal that caused his firm to drown in phone calls, Kenny changed course and sought the leader. "The App is a game-changer. I'm a firm believer!"

Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
Back to Integration Partners
Briefcase icon followed by the text 'case status' in white on a black background.
+

Client Engagement for

SmartAdvocate

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.

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.

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

Communications with

SmartAdvocate

Drives Results

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.

SmartAdvocate

+ Case Status in Action

Helpful Resources to Get Started
Video
Overview Video

Get the quick overview and pains solved in about 2 minutes

Resource
Overview Video

Get the quick overview and pains solved in about 2 minutes

Video
Sneak Peek Demo

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

Resource
Sneak Peek Demo

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

Video
Launch Webinar

We start with consumer trends that every firm should understand and build into the demo of solving for real engagement that drives business outcomes.

Resource
Launch Webinar

We start with consumer trends that every firm should understand and build into the demo of solving for real engagement that drives business outcomes.

Video
Case Status for Google Chrome

Everything You Need, Right Inside SmartAdvocate!

Resource
Case Status for Google Chrome

Everything You Need, Right Inside SmartAdvocate!

Video
Google Chrome Store

Download Case Status for Google Chrome today!

Resource
Google Chrome Store

Download Case Status for Google Chrome today!

Get to Know

SmartAdvocate

Setup (Expected Time: 1 -2 hours)Requirements for full SmartAdvocate integration capabilities:

- Must have a login for an active SmartAdvocate account- Must have a Case Status Login and must be configured prior to integrationThe SmartAdvocate integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select SmartAdvocate as the case management system under ‘integrations’.

- This will redirect you to log into your SmartAdvocate Account. Once logged in select 'Allow Access' to Case Status and the integration setup will be complete.

- It is important to ensure the SmartAdvocate account that is used for this process will always be active so the connection remains intact. We suggest using a support or admin level account for this reason.Testing- Firm must provide an implementation manager with 2-5 test cases, to be used for testing the integration.

- While not required, it is preferred for your Firm to give temporary SmartAdvocate access to the implementation manager in order to expedite the setup and testing process.How the Integration WorksOnce the integration has been set up, Cases can be imported into Case Status. There are two ways this can be configured:

- Import/Sync all cases: All Cases with the required fields will be imported into Case Status. The automatic sync runs nightly at 9:15 PM UTC and will import/sync all Cases. The sync can also be triggered manually at any time. The first sync will pull all cases from the last 10 years. After the first sync, the sync will only pull cases from the last 30 days. Your implementation manager can reset the sync to pull all cases from the last ten years. Duplicate cases will not be added.

- Import/Sync Cases individually: Cases can be imported/synced individually using the integration ID within the URL in SmartAdvocate.The integration allows for both messages and documents in Case Status to automatically sync to the Matter in SmartAdvocate

- Messages will sync automatically every two minutes and can be found in the ‘Notes’ section within the matter. All messages that are synced will have the Subject "Case Status Message” and indicate whether the message is inbound or outbound- Documents will sync automatically every 20 minutes and can be found in the ‘Case Documents’ tab within the associated Matter.Case Status supports stage syncing with the stages in SmartAdvocate. When a stage is updated in SmartAdvocate, the stage will update in Case Status once the case is synced.- Case Status supports between 2 and 12 stages.

- By default, when the phase of a case is updated, the matching stage in Case Status will be updated. You can change the stage mapping within the Settings in Case Status. For example, if the case is updated to Released From Treatment, by default the integration will look for a stage in Case Status called Released From Treatment. It can instead be mapped to something like “Treatment Completed.Case Status supports closed case syncing with the Matter in SmartAdvocate.

- When a Matter is closed in SmartAdvocate, it will also be closed in Case Status when the nightly sync runs.

Ready to get started with SmartAdvocate integration? Please use these helpful links.

SmartAdvocate Integration Setup & Overview
SmartAdvocate & Case Status Field Mapping

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 40,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.
See The Product