SmartAdvocate API
SmartAdvocate is legal case management software used by law firms—especially personal injury and mass tort—to run matters end-to-end. An unofficial API lets you programmatically pull case lists, clients and contacts, tasks and calendars, intake leads, medical and insurance details, se
What is SmartAdvocate?
SmartAdvocate is a cloud and on-premise platform for legal case management that centralizes intake, matter orchestration, client communication, calendar and tasks, and document workflows across attorneys, paralegals, intake specialists, and firm operations. Teams use SmartAdvocate to manage referrals and leads, track case status and statutes of limitations, coordinate medical and insurance information, organize discovery and pleadings, schedule court events and tasks, process settlements and disbursements, and store documents and communications—all with comprehensive reporting and role-based permissions.
Core product areas include:
- Case Management (Matters, Stages, Statuses, Statutes of Limitations, Parties, Insurance, Medical Providers)
- Intake & CRM (Leads, Referrals, Qualification, Assignment, Follow-Ups)
- Calendar & Tasks (Court Events, Deadlines, Reminders, Assignments)
- Documents & Communications (Document Repository, Templates, E-Signature Integrations, Email/SMS Logging)
- Financials (Settlements, Disbursements, Fees, Liens, Expense Tracking)
- Reporting (Operational Dashboards, Compliance, Productivity)
Common data entities:
- Users, Roles/Permissions (Attorney, Paralegal, Intake Specialist, Admin)
- Cases/Matters (metadata, numbers, practice area, stage/status, SOL dates)
- Contacts (Clients, Opposing Counsel, Insurance Adjusters, Medical Providers)
- Intake Leads (source, qualification status, assigned staff, conversion)
- Calendar Events & Tasks (court appearances, deadlines, reminders)
- Documents (pleadings, discovery, medical records, correspondence)
- Communications (emails, SMS, phone logs)
- Financials (settlement offers, distributions, fees, liens, expenses)
The SmartAdvocate Integration Challenge
Legal teams rely on SmartAdvocate every day, but turning portal-based workflows into API-driven automation is non-trivial:
- Limited or vendor-mediated API: Public, self-serve APIs are scarce; integrations often require custom vendor work or rely on reports/exports
- Role-aware permissions: Attorneys, paralegals, and intake staff see different fields and financial objects that must be respected in automation
- Highly customized schemas: Case types, stages, and custom fields vary by firm and practice area, complicating normalization
- Calendar rigor: Court deadlines, statutes of limitations, and reminders demand precise handling and audit trails
- Document storage & versioning: Large files, template generation, and e-signature artifacts live across multiple modules
- On-prem vs. cloud variability: Authentication, session lifecycles, and connectivity differ across deployment models
- Few webhooks: Event-based triggers (e.g., case status changes) typically require polling and careful change detection
How Supergood Creates SmartAdvocate APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your SmartAdvocate tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened SmartAdvocate adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as SmartAdvocate evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Cases
/casesList matters with filters and summary details.
Intake Leads
/intakesCreate an intake record with primary contact details, incident information, and assignment.
Tasks
/cases/{caseId}/tasks/{taskId}Update task due dates, status, priority, assignments, and reminders.
Documents
/cases/{caseId}/documentsUpload a document into the case file with metadata and tagging.
Use Cases
Case & Contact Data Sync
- Mirror matters, clients, and related parties into your internal systems - Keep case metadata current for analytics, reporting, and SLA tracking - Normalize statuses, stages, and SOL dates for multi-office operations
Intake & Lead Automation
- Capture leads from web forms or call centers and create intake records - Qualify and route by practice area, incident type, or campaign - Trigger follow-ups, assignments, and conversion into full case files
Calendar & Task Management
- Sync court events and deadlines to your scheduling tools - Update task assignments, priorities, and reminders from your product - Drive compliance alerts when statutes and critical dates change
Documents & Communications
- Upload pleadings, discovery, and medical records programmatically - Attach correspondence, log emails/SMS, and maintain version history - Generate templated documents and capture e-signatures
Financials: Settlements & Accounting Sync
- Pull settlement offers and final distributions for reconciliation - Normalize fees, liens, and expenses to match your accounting schema (e.g., QuickBooks) - Deliver updates via webhooks or polling while complying with rate and permission constraints
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of cases, intake leads, calendars, tasks, documents, and financial objects
Security
Encrypted transport, scoped tokens, and audit logging; respects SmartAdvocate role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., intake qualification, case status changes)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume case data sync and document/task processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Case Management (Stages, Statuses, SOL), Intake & CRM (Leads, Referrals), Calendar & Tasks (Court Events, Deadlines), Documents & Communications (Repository, Templates, Email/SMS), and Financials (Settlements, Disbursements), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize settlements, partner fees, liens, and expenses to match your ERP/accounting schema (e.g., QuickBooks) and deliver updates via webhooks or polling while complying with rate and permission constraints.
Yes. We support uploading documents via signed uploads with checksum validation and time-limited URLs. We can integrate with e-signature providers (e.g., DocuSign) to fetch signed artifacts and link them to SmartAdvocate cases.