SmartAdvocate — Profile & Assessment

What it does

Legal case-management software for PI, workers' comp, employment law, mass torts, etc., with a bundled AI feature ('SmartIntelligence™') that can 'instantly summarize cases, medical records, motions, briefs, and depositions.'. Everything above is drawn from the 10 public sources cited at the foot of this page. Fields the company does not publish are marked as unpublished below rather than estimated.

Evaluation criteria

Profile notes

What to confirm before you sign

SmartAdvocate publishes 6 of the 8 fields in the Content Hub rubric. Across the 10 AI-native / Tech-enabled service vendors profiled here, the median is 6 of 8. The gaps below are not marks against the vendor — most of this industry quotes on request. They are simply the questions you still have to ask, and the answers are worth getting in writing before a file changes hands.

1. What is the turnaround on a 1,000-page file, and is that a median or a best case?
   Ask what the clock starts from — receipt, or the point the file clears intake — and what the same number looks like in your busiest week.
   Typical turnaround60% of AI-native / Tech-enabled service vendors leave this unpublishedOurs: same day on the self-service plan
2. What formats does the deliverable come in, and do the citations survive export?
   Ask to see an exported file rather than a screen share. A citation that works inside the vendor's viewer and dies in Word is not a citation you can file.
   Export formats90% of AI-native / Tech-enabled service vendors leave this unpublishedOurs: DOCX or HTML, every citation stays a live link
3. Where do the records live, and who signs the BAA?
   Protected health information is going to leave your office. Ask which entity holds it, in which country, and who is on the hook if it leaks.
   Every vendorOurs: HIPAA-eligible cloud under our own BAA
4. Is my data used to train a model?
   Ask for the answer in the contract rather than the sales call, and check whether it also binds their subprocessors.
   Every vendorOurs: never trains a model