SmartAdvocate

Supergood | SmartAdvocate API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | SmartAdvocate API

Programmatically access SmartAdvocate case files, intake records, calendars, contacts, documents, and settlement workflows with a stable REST API. Supergood builds and operates production-grade, unofficial SmartAdvocate integrations so your team can automate legal operations without heavy custom engineering.

Plain English: 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, settlement/disbursement data, and documents—and push new records or updates back into SmartAdvocate.

For a tech company integrating with SmartAdvocate, this means you can ingest real-time matter and client data to power dashboards, automate intake qualification and assignment, sync court dates and tasks to scheduling tools, centralize documents and communications, and reconcile settlement distributions with accounting (e.g., QuickBooks). You can trigger client-facing updates, capture e-signatures via your preferred provider, generate documents from templates, and keep stakeholder systems (ERP, analytics, CRM, eSignature, telephony) in lockstep.

What is SmartAdvocate?

SmartAdvocate (https://www.smartadvocate.com/) 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

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

Available Endpoints

Authentication

POST /sessions: Establish 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.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_sa_729c10",
    "name": "Intake Specialist",
    "entitlements": ["cases", "intake", "contacts", "calendar", "documents", "financials"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Cases

GET /cases: List matters with filters and summary details.

Query parameters

  • practiceArea: string (e.g., "personal_injury", "mass_tort")
  • caseType: string (e.g., "premises_liability", "motor_vehicle")
  • status: intake | open | litigation | settlement | closed
  • responsibleAttorneyId: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "caseId": "case_2a91f0",
      "caseNumber": "SA-2026-PI-0432",
      "title": "Smith v. BigBox Retail",
      "practiceArea": "personal_injury",
      "caseType": "premises_liability",
      "status": "litigation",
      "stage": "discovery",
      "clients": [
        {"contactId": "ct_88b32e", "name": "Jordan Smith"}
      ],
      "responsibleAttorneyId": "u_sa_attorney_1203",
      "team": ["u_sa_paralegal_7751", "u_sa_intake_3002"],
      "openDate": "2025-12-14",
      "solDate": "2027-12-14",
      "court": {"name": "Douglas County District Court", "jurisdiction": "NE"},
      "docketNumber": "CI 26-4012",
      "insurance": {
        "carrierName": "Acme Insurance",
        "adjusterName": "Casey Lee",
        "claimNumber": "ACME-PI-991221"
      },
      "settlementAmount": null,
      "customFields": {"venue": "Omaha", "leadSource": "Referral"},
      "updatedAt": "2026-01-20T13:45:00Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Intake Leads

POST /intakes: Create an intake record with primary contact details, incident information, and assignment.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/intakes \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "primaryContact": {
      "firstName": "Taylor",
      "lastName": "Garcia",
      "email": "[email protected]",
      "phone": "+1-402-555-0198"
    },
    "intakeSource": "web_form",
    "practiceArea": "personal_injury",
    "incidentType": "motor_vehicle",
    "incidentDate": "2026-01-09",
    "incidentDescription": "Rear-end collision at 72nd & Dodge, Omaha.",
    "preferredContactMethod": "phone",
    "marketingCampaignId": "mkt_2026_q1_pi",
    "assignToUserId": "u_sa_intake_3002",
    "attachments": [
      {"fileName": "accident_photos.zip", "uploadToken": "upl_08ab73"}
    ],
    "createCaseOnQualification": false,
    "notes": "Client has police report and ER discharge summary."
  }'

Example response

{
  "intakeId": "int_90e412",
  "status": "new",
  "assignedTo": "u_sa_intake_3002",
  "createdAt": "2026-01-21T10:03:11Z"
}

Tasks

PATCH /cases/{caseId}/tasks/{taskId}: Update task due dates, status, priority, assignments, and reminders.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/cases/case_2a91f0/tasks/tsk_7c3d21 \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "title": "Serve discovery requests",
    "dueDate": "2026-02-03",
    "status": "in_progress",
    "priority": "high",
    "assignedToUserId": "u_sa_paralegal_7751",
    "reminderAt": "2026-02-01T09:00:00Z",
    "notes": "Defendant counsel requested 3-day extension; adjust reminders accordingly."
  }'

Example response

{
  "taskId": "tsk_7c3d21",
  "status": "in_progress",
  "dueDate": "2026-02-03",
  "priority": "high",
  "assignedToUserId": "u_sa_paralegal_7751",
  "updatedAt": "2026-01-22T08:15:12Z"
}

Documents

POST /cases/{caseId}/documents: Upload a document into the case file with metadata and tagging.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/cases/case_2a91f0/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "fileName": "medical_records_ER_2026-01-09.pdf",
    "uploadToken": "upl_7fa223",
    "category": "medical",
    "documentType": "medical_record",
    "receivedDate": "2026-01-20",
    "description": "ER discharge summary and imaging results",
    "tags": ["medical", "ER", "radiology"],
    "relatedPartyId": "ct_88b32e"
  }'

Example response

{
  "documentId": "doc_51af80",
  "version": 1,
  "category": "medical",
  "storedAt": "2026-01-21T11:20:44Z"
}

Get full API Specs →

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)

Performance Characteristics

  • 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

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened SmartAdvocate adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as SmartAdvocate evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which SmartAdvocate modules can this integration cover?

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.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can you sync settlement distributions to our accounting system?

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.

Q: Do you support document uploads and e-signatures?

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.

Ready to automate your SmartAdvocate workflows?

Supergood can have your SmartAdvocate integration live in days with no ongoing engineering maintenance.

Get Started →

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