Service of Process Without Leaving SmartAdvocate

Service of process just got a lot simpler for the 20,000+ legal professionals who run their cases on SmartAdvocate case management software. With the new Proof integration for SmartAdvocate, litigation teams can now initiate, track, and close out service of process directly from the case file they're already working in—no second login, no re-typing party information, no copy-and-pasted status updates, no time spent chasing documents or process servers.

If your firm juggles multiple litigation matters, each with its own defendants, witnesses, and deadlines for delivering legal documents, this integration was built for you.

What is the SmartAdvocate and Proof integration?

The SmartAdvocate and Proof integration connects Proof's process serving solution directly to your SmartAdvocate case management account. It lets litigation teams start a serve, track its status, and receive the completed affidavit—all inside SmartAdvocate, instead of having to switch between two systems and manually reconciling the data in between.

Your case data stays in one place, and service of process becomes another step in your existing workflow instead of a separate errand.

Why litigation teams benefit from integrating SmartAdvocate and Proof

Manually managing service of process alongside a case management system usually means:

• Rekeying names, addresses, and document details into a separate serve request

• Chasing a process server for status updates (multiple phone calls and emails)

• Copy-and-pasting tracking notes into the case file

• Downloading affidavits and invoices from one platform and re-uploading them to another

The Proof x SmartAdvocate integration removes those extra steps, saving paralegals and case managers time on every serve, and giving attorneys a single, reliable source of truth for case status.

How the SmartAdvocate and Proof integration works

1. Start the serve where the case data already lives. Initiate service directly from the Documents tab in SmartAdvocate—no need to open a separate portal.

2. Autofill™ reads the document for you. Proof's Autofill™ technology scans the document, identifies the party to be served, and pulls in their address automatically.

3. Real-time address and duplicate-serve checks. Proof validates addresses as you go, flags missing information, and warns you if the same party is already being served, so errors get caught before the serve goes out.

4. Tracking lives in the case file, not the notes tab. Every status update appears directly in the case file, giving the whole team—including attorneys—a shared, real-time view of where each serve stands. Once the serve completes, the paperwork files itself.

5. Affidavits and invoices sync automatically. Completed affidavits and invoices land straight in the SmartAdvocate case folders you choose. No downloading from Proof and re-uploading to SmartAdvocate, no emails to look for, no extra effort to stay organized.

6. Invoices post as disbursements seamlessly. Completed serves can post directly to the matter as disbursements in your case expenses, so nothing slips past accounting.

That's the full loop—from initiating a serve to reconciling the invoice—and none of it ever leaves the case file.

Don’t have a Proof account? Talk to a Proof specialist today and get started.