Proof Technology and SmartAdvocate Integrate Legal Case Management and Process Serving

Proof Technology and SmartAdvocate have announced a new integration that brings service of process capabilities directly into the SmartAdvocate legal case management system. This connection enables the more than 20,000 professionals using SmartAdvocate to initiate and track service of process without needing to leave their existing case file view.

The new integration allows legal teams to initiate, track, and complete service of process anywhere in the United States directly from within the SmartAdvocate platform. This eliminates the need for separate logins, manual data transfers, and manual status updates, thereby reducing the risk of errors and delays.

Proof's Autofill™ technology identifies the document to be served and automatically populates the service request details, such as addresses, while validating the information in real time. All tracking and completion data automatically synchronizes to the SmartAdvocate case file, with executed proofs and invoices transferring directly to the case-specific folder and billing.

Allison Rampola, SVP of Sales and Marketing at SmartAdvocate, stated that the integration reduces complexity and enhances efficiency, visibility, and reduces the risk of costly delays. Dima Kovalev, Chief Product Officer at Proof Technology, added that the integration makes the service of process more seamless and improves the overall intake process experience.