CaseMail + SmartAdvocate Integration

CaseMail + SmartAdvocateCertified Postal Mail & Certified Email Integration

Use CaseMail with SmartAdvocate to send, track, and certify important postal mail and email while keeping the resulting CaseMail records organized around the case.

Certified Postal MailCertified EmailConnected records
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U.S. Courts

CaseMail is listed as an Approved Bankruptcy Notice Provider.

United States Postal Service — Approved Postal Provider

In Brief

Does CaseMail integrate with SmartAdvocate?

Yes. CaseMail integrates with SmartAdvocate for Certified Postal Mail and Certified Email tied to client cases. Legal teams can send postal mail, certify electronic correspondence, keep the resulting CaseMail records connected, and CaseMail can record the mailing expense to the associated SmartAdvocate case.

How CaseMail Works With SmartAdvocate

Send. Track. Certify.

Use CaseMail with SmartAdvocate to send, track, and certify important communications while keeping the related records easy to find.

01

SEND

Send postal mailings online or Certified Email from Outlook or Gmail.

02

TRACK

Track USPS delivery status and Certified Email activity in Outlook or Gmail.

03

CERTIFY

Keep certificates and supporting records connected to the communication for easy retrieval and verification.

Connected CaseMail Record

Keep the record organized.

Communication • History • Certificate

Keep the mailing or Certified Email record, certificates, documents, and supporting evidence organized around the related case.

Keep mailing expenses with the case.When the required SmartAdvocate case and recipient information are used, CaseMail can record the mailing expense to the associated SmartAdvocate case.

Records Management & Digital Evidence Archive

Keep the CaseMail records tied to your SmartAdvocate cases organized.

For communications associated with SmartAdvocate cases, CaseMail provides two distinct ways to manage the resulting records. Records Management helps legal teams organize and retrieve Certified Postal Mail records, while the Digital Evidence Archive preserves the deeper correspondence and supporting evidence associated with Certified Email.

Records Management

Organize and retrieve mailing records associated with client cases.

  • Copies of mailed documents
  • Mailing and transaction history
  • USPS tracking and delivery information
  • Electronic Return Receipt information, when used
  • Certificates of Mailing & Delivery
  • Client and case organization
  • Role-based access permissions
Explore Records Management
Digital Evidence Archive

Preserve the deeper evidence associated with Certified Email correspondence.

  • Email messages and conversation history
  • Participants
  • Attachments
  • Verification and certification information
  • Supporting message and technical evidence
  • Certificate history associated with the Certified Email record
Explore Digital Evidence Archive

SmartAdvocate Integration FAQs

SmartAdvocate integration questions

Can I send Certified Postal Mail with SmartAdvocate and CaseMail?

Yes. Start the mailing in CaseMail and use SmartAdvocate case information, documents, and contacts to prepare and send it online. USPS tracking and delivery information remains connected to the CaseMail mailing record.

Can I use CaseMail Certified Email with SmartAdvocate?

Yes. Send Certified Email directly from Outlook or Gmail. Compose the email in the account you already use and activate CaseMail when you want to send it as Certified Email. You can track or certify the email from the CaseMail add-in or online in CaseMail.

Can CaseMail record mailing expenses in SmartAdvocate cases?

Yes. When the required SmartAdvocate case and recipient information are used, CaseMail can record the mailing expense to the associated SmartAdvocate case.

What mailing and Certified Email records can I access?

CaseMail keeps postal mailing records, Certified Email records, certificates, documents, delivery or communication history, attachments, and supporting evidence organized for retrieval and verification.

What do I need to get started with CaseMail for SmartAdvocate?

Connect your SmartAdvocate account with CaseMail. Postal mailings are started in CaseMail, while Certified Email is sent through the CaseMail Outlook or Gmail add-in.

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Ready to use CaseMail with SmartAdvocate?

Connect SmartAdvocate with CaseMail to send, track, and certify important postal mail and email while keeping the related records organized.

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