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What is TrusteSolutions?

TrusteSolutions leads the way in offering cloud-based case management software tailored for the demanding needs of busy trustees, relentlessly innovating to deliver advanced technology that enables you to manage your casework effectively. Equipped with features like integrated workflow automation and efficient banking solutions, TrusteSolutions streamlines your daily tasks, enhancing productivity so you can accomplish more with minimal effort. We understand that shifting to a new case management system can be daunting, which is why we prioritize a meticulous and user-friendly conversion process. With a keen awareness of the importance of details, we have crafted a unique strategy that ensures a smooth transition, allowing you to uncover the secrets to an easy switch to your next case management solution. Originating from a strong digital foundation, we boast a robust online presence, positioning us perfectly for today’s rapidly evolving landscape. In a time when mobility is crucial, you can effortlessly access all your files, case notes, and documents, whether you find yourself in court or on the go, ensuring you remain connected and efficient. As you look to the future of case management, embrace it with assurance, knowing that TrusteSolutions is committed to supporting you every step of the way, making your journey seamless and successful.

What is SmartAdvocate?

SmartAdvocate is an award-winning, customizable legal case management software equipped with advanced Artificial Intelligence, specifically crafted to address the challenges of today’s fast-paced, competitive, and technology-driven legal sector. Initially developed for personal injury and mass tort law firms, SmartAdvocate has expanded its reach to accommodate a diverse array of legal practices. The software's unique internet-based features allow legal firms to manage, store, and communicate information in unprecedented ways, significantly enhancing their operational success. With over 150 integration partners, including eSignature, accounting solutions, texting services, and medical records retrieval, SmartAdvocate can be tailored to meet the specific requirements of various firms. This innovative platform not only boosts efficiency but also drives profitability for legal practices, making SmartAdvocate a smarter choice for case management. Ultimately, adopting SmartAdvocate can transform the way legal professionals operate and interact with their cases.

Media

Media

Integrations Supported

Alert Communications
ApexChat
Bridge Legal
CallFire
CallRail
Captorra
Case Status
Docubee
Docusign
EvenUp
Lead Docket
MessageMedia
Microsoft Outlook
Milestones Professional
Ngage Live Chat
QuickBooks Online
Quilia
RingCentral RingEX
Salesforce
Zapier

Integrations Supported

Alert Communications
ApexChat
Bridge Legal
CallFire
CallRail
Captorra
Case Status
Docubee
Docusign
EvenUp
Lead Docket
MessageMedia
Microsoft Outlook
Milestones Professional
Ngage Live Chat
QuickBooks Online
Quilia
RingCentral RingEX
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$109 per month per SaaS user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrusteSolutions

Company Location

United States

Company Website

www.trustesolutions.com

Company Facts

Organization Name

SmartAdvocate

Date Founded

2000

Company Location

United States

Company Website

www.smartadvocate.com

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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