Help Center
Step-by-step guides and answers for getting the most out of Advocate CMS.
Start Free TrialHow to Add and Manage Cases
Learn to add new cases, organize by court and client, track hearing dates, and update case status.
Read guideExporting Case Reports for Clients
Generate professional case status reports to share with clients. Learn report types, customization options, and delivery methods.
Read guideManaging Hearing Dates and Reminders
Never miss a hearing again. Learn how Advocate CMS tracks cause lists and sends you reminders before each date.
Read guideUsing the Hearing Calendar Feature
Master the visual hearing calendar to see your entire court schedule at a glance, plan preparation time, and never double-book yourself.
Read guideDocument Management Best Practices
Organize legal documents digitally. Learn folder structure, naming conventions, and approval workflows for pleadings and orders.
Read guideManaging Evidence and Digital Case Files
Build and organize a complete digital evidence library for your cases. Learn how to catalog exhibits, link evidence to hearing dates, and prepare for trial.
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