Precedent + SmartAdvocate: Smarter Case Management, Streamlined PI Workflows
Unlock seamless automation for demand drafting, policy verification, and claim setup—directly within SmartAdvocate
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Why It Matters
You already rely on SmartAdvocate to manage your PI cases. With our native integration, Precedent takes your efficiency to the next level—no switching tabs, no duplicate data entry
One Connected Workflow
Initiate and manage Precedent tools from inside SmartAdvocate
Automatic Data Sync
Reduce manual entry errors and speed up claims
Pre-Filled Demand Letters
Pull data directly from your CMS to auto-generate letters
Secure & Compliant
SOC 2 and HIPAA-aligned integration, built for privacy and scale
See how it works—watch a real
workflow in action
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Let’s Talk About How This Integration Can Work for You
Every firm is a little different. Whether you’re already using SmartAdvocate or just exploring what Precedent can do, we’re happy to walk you through how it all fits together—based on your team, your tech, and your caseload
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Johny Addams
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Precedent is awesome product! Very user friendly app that’s easy to use anywhere.
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Beyond trends, beyond convention — your vision, reimagined. Here your needs match with our Inspiration.
Beyond trends, beyond convention — your vision, reimagined. Here your needs match with our Inspiration.
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Reduce Risk & Build Confidence