# SmartAdvocate — profile, pricing & turnaround > SmartAdvocate in the AI-native / Tech-enabled service segment. 6 of 8 rubric fields published; published cost: From ~$1,995 entry tier. Canonical page: https://medrecords.ai/content-hub/software/smartadvocate/ --- [Content Hub](https://medrecords.ai/content-hub/) › Software & Platforms SM ## SmartAdvocate — Profile & Assessment SmartAdvocate operates in the medical-record review ecosystem, within the AI-native / Tech-enabled service segment. This profile records what the company publishes about its services, maps those claims to the Content Hub evaluation rubric, and cites every source behind them. 12 of 17 facts are confirmed from 10 public sources; unpublished fields are marked, never estimated. 4 sections·10 sources·Verified 2026-08-21 ✓ Disclosure 12/17 facts 01 ### What it does Legal case-management software for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 Fields the company does not publish are marked as unpublished below rather than estimated. 02 ### Evaluation criteria Disclosure across the hub — 318 vendors profiled Bar chart of published rubric fields across 318 profiled vendors. SmartAdvocate sits at 6 of 8; the median is 5. SmartAdvocate publishes **6 of the 8** fields in the rubric. Across the 318 vendors profiled in this hub the median is 5. 22 of the 318 publish more; 55 publish exactly as many. Content Hub rubric — 6 of 8 published ✓ Processing model Case management software (not itself a review/AI service) ✓ Human QA None disclosed ○ Typical turnaround Not published ✓ Pricing model Quote-based (per-user subscription) ✓ Indicative cost From ~$1,995 entry tier (per third-party listing, not vendor-published) ○ Export formats Not published ✓ Best for Personal injury and mass tort law firm case management ✓ Customer satisfaction 4.7/5 on G2 (113 reviews) 03 ### Profile notes Who it serves Personal injury, workers' compensation, employment law, mass torts, and other practice areas Claims & platform notes SmartIntelligence™ AI summarization feature embedded in the broader case-management suite; no accuracy/model detail published Site states 'over 20,000 legal professionals' use the platform nationwide Review summary Verdict: **conditional** . Not yet confirmed against the company's own site; service details come from our directory listing. Competitive coverage [Top AI Software for Personal Injury Practices (2026)](https://www.tavrn.ai/blog/top-ai-software-for-personal-injury-practices) · [EvenUp vs Supio vs Codes Health](https://www.getcodeshealth.com/blogs/evenup-vs-supio-vs-codes-health) · [Tavrn vs EvenUp vs Codes Health: Comparing AI Medical Record Platforms](https://www.getcodeshealth.com/blogs/tavrn-vs-evenup-vs-codes-health) · [Supio vs InQuery for Personal Injury Firms](https://www.inquery.ai/vs/inquery-vs-supio/) · [EvenUp Alternatives](https://www.getcodeshealth.com/blogs/evenup-alternatives) · [Supio Competitors: AI Demand-Letter and Case-Prep Platforms Compared Head-to-Head](https://www.proplaintiff.ai/post/supio-competitors-ai-demand-letter-and-case-prep-platforms-compared-head-to-head) 04 ### 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 turnaround — 60% of AI-native / Tech-enabled service vendors leave this unpublished[Ours: same day on the self-service plan](https://medrecords.ai/plans/self-service/?src=content-hub-smartadvocate) 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 formats — 90% of AI-native / Tech-enabled service vendors leave this unpublished[Ours: DOCX or HTML, every citation stays a live link](https://medrecords.ai/product/hyperlinked-exports/?src=content-hub-smartadvocate) 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 vendor[Ours: HIPAA-eligible cloud under our own BAA](https://medrecords.ai/hipaa/?src=content-hub-smartadvocate) 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 vendor[Ours: never trains a model](https://medrecords.ai/security/?src=content-hub-smartadvocate) ### Key facts [](https://www.smartadvocate.com) | Segment | AI-native / Tech-enabled service | | --- | --- | | Website | https://www.smartadvocate.com | | HQ | 201 Old Country Road, Suite 145, Melville, NY 11747 | | Ownership | Not published (no funding/ownership data found this session) | | Pricing | Not disclosed; site states pricing is customized — 'contact a Business Development Specialist' | | Certifications | Not published this session | | Not published | Founded — Headcount — Turnaround | ### Sources - [SmartAdvocate website](https://www.smartadvocate.com) - [Research.com — SmartAdvocate Review 2026](https://research.com/software/reviews/smartadvocate) - [G2 — SmartAdvocate Reviews](https://www.g2.com/products/smartadvocate/reviews) - [G2 — Compare SmartAdvocate vs Tyler Enterprise Case Manager](https://www.g2.com/compare/smartadvocate-vs-tyler-enterprise-case-manager) - [Tavrn: Top AI Software for Personal Injury Practices (2026)](https://www.tavrn.ai/blog/top-ai-software-for-personal-injury-practices) - [Codes Health: EvenUp vs Supio vs Codes Health](https://www.getcodeshealth.com/blogs/evenup-vs-supio-vs-codes-health) - [Codes Health: Tavrn vs EvenUp vs Codes Health: Comparing AI Medical Record Platforms](https://www.getcodeshealth.com/blogs/tavrn-vs-evenup-vs-codes-health) - [InQuery: Supio vs InQuery for Personal Injury Firms](https://www.inquery.ai/vs/inquery-vs-supio/) - [Codes Health: EvenUp Alternatives](https://www.getcodeshealth.com/blogs/evenup-alternatives) - [ProPlaintiff.ai: Supio Competitors: AI Demand-Letter and Case-Prep Platforms Compared Head-to-Head](https://www.proplaintiff.ai/post/supio-competitors-ai-demand-letter-and-case-prep-platforms-compared-head-to-head) Medrecords AI Every line cited back to its page. Send one real record set. We return a cited chronology you can check line by line, and a human decides what it means. [Test on a file](https://medrecords.ai/test-a-file/?src=content-hub-smartadvocate) [Book a demo](https://medrecords.ai/demo/?src=content-hub-smartadvocate) ### How Medrecords AI does this work Medrecords AI does this category of work as software. The record is sorted, deduplicated and read in minutes, every statement cited back to its page, and a qualified human signs off on what it means. [Product — **Medical chronology** — A dated, deduplicated timeline with a citation on every entry. Read more →](https://medrecords.ai/product/chronology/?src=content-hub-smartadvocate) [Product — **Citations** — Every statement links back to the page and line it came from. Read more →](https://medrecords.ai/product/citations/?src=content-hub-smartadvocate) [Product — **Neutrality firewall** — Retained-side language kept out of the record read. Read more →](https://medrecords.ai/product/neutrality-firewall/?src=content-hub-smartadvocate) Test it on a file you already have. Send one real record set. You get back a cited chronology and decide for yourself whether the read holds up — no obligation either way. [Test a file](https://medrecords.ai/test-a-file/?src=content-hub-smartadvocate) [Book a demo](https://medrecords.ai/demo/?src=content-hub-smartadvocate) ### Explore the Content Hub [ #### Software & platforms AI and case-management platforms across medical-record review. ](https://medrecords.ai/content-hub/software/) [ #### Service providers & BPOs IME, peer review, retrieval, and BPO providers. ](https://medrecords.ai/content-hub/services/) [ #### State programs Rules, AMA Guides edition, and MMI standards by state. ](https://medrecords.ai/content-hub/states/) [ #### Comparisons Head-to-head vendor and program comparisons. ](https://medrecords.ai/content-hub/compare/) [ #### Guides Editorial reference on report writing, MMI, and validity testing. ](https://medrecords.ai/content-hub/guides/) [ #### Conferences & events Workers' comp, claims, and IME conferences with editorial takes. ](https://medrecords.ai/content-hub/events/) [ #### Directories Link-out rosters of examiners, LNCs, and expert witnesses. ](https://medrecords.ai/content-hub/directory/) [ #### State matrix report All 10 verified state programs, side by side. ](https://medrecords.ai/content-hub/reports/ime-state-matrix-2026/) [ #### Content Hub home The full index of everything in the hub. ](https://medrecords.ai/content-hub/) Medrecords AI ### Minutes per file. Every line cited. 10¢ a page. Bring the hardest file from this page. Get a cited chronology and a report draft in minutes — every line traced to its source page, ready for your review and signature. - Minutes per file, not days - Every line cited to its source page - Flat 10¢/page, duplicates free — no license, no minimums - HIPAA-eligible · SOC 2 audit-ready [Test on a file](https://medrecords.ai/test-a-file/?src=content-hub-smartadvocate) [Book a demo](https://medrecords.ai/demo/) See how Medrecords AI compares with anything on this page — over a 30-minute call, side by side. Last verified: 2026-08-15