How to Send SmartAdvocate (SA) Documents with CaseMail and Record Mailing Expenses in SA!

How to Send SmartAdvocate (SA) Documents with CaseMail and Record Mailing Expenses in SA!

CaseMail provides a seamless integration with SmartAdvocate (SA), allowing you to send postal mail directly from your SA matters and automatically record mailing expenses in SmartAdvocate. Follow this step-by-step guide to send documents and ensure your expenses are properly tracked.

Step 1: Connect Your SmartAdvocate Account with CaseMail

Before you can start mailing documents, you need to integrate your SmartAdvocate account with CaseMail.
  • Visit to CaseMail dashboard and click on connect 
  • Select Smart Advocate and authenticate yourself with username and password and done.
 NOTE: If you are already connected then please skip this step otherwise your connection will be disconnected.

Step 2: Navigate to SA Matters in CaseMail
1. Log in to your CaseMail account.
2. In the left-hand sidebar, click on SA Matters under the Matters section.

Step 3: Select a Case for Mailing
1. You will be redirected to the SmartAdvocate Matters/Cases Page.
2. Select a case from the list or use the search bar to find a case using its Case Number.

Step 4: Start a New CaseMail Mailing
1. Click on “New CaseMail”.
2. Choose “Print-to-Mail”—this will open the CaseMail Online Postal Mailing Wizard.
3. Keep the Case Number under “Case/Matter ID”:
• You can edit this field, but do not remove the case number.
• If needed, you can add additional text after the case number (but avoid using special characters).


Step 5: Select a Document from SmartAdvocate
1. Click on “SmartAdvocate Document”.
2. Choose a document from the selected case.
3. Confirm your selection and proceed to the next step.

Step 6: Add and Verify Recipient
1. Click “Add Recipient”.
2. To use an existing recipient, click “SmartAdvocate Address Book”.
3. Select the recipient from your SmartAdvocate contacts.
4. Click “Verify” and “Accept” the recipient.

⚠ Important:
• To record expenses back to SmartAdvocate, the recipient must be selected from the SmartAdvocate Address Book.
• The selected recipient must be both a client and contact in SmartAdvocate.
• If the recipient is not properly linked, the expense recording will not work.

Step 7: Match Return and Sender Information
• Ensure that the return address / sender details are correct before proceeding.
Step 8: Select Postage Options
• Choose the appropriate USPS mailing option, such as:
• First-Class Mail
• Certified Mail
• Priority Mail
• Express Mail

Step 9: Verify and Send
• Review all mailing details, including:
• Recipient Information
• Document Selection
• Postage Type
• Return Address
• Once verified, click “Send” to process the mailing.


Step 10: Checkout
• Proceed to Checkout and confirm the payment to finalize your mailing request.

SA CASE Expenses:

Final Notes
• ✅ SA Integration Required: Ensure that your SmartAdvocate account is linked with CaseMail.
• ✅ Use SmartAdvocate Address Book: Always select recipients from SmartAdvocate to record mailing expenses.
• ✅ Keep Case Number in Case/Matter ID: Do not remove the case number when sending a document.

By following these steps, you can efficiently send SmartAdvocate documents through CaseMail and automatically track mailing expenses in SmartAdvocate.

💡 Need Help? Contact our support team for assistance with CaseMail and SmartAdvocate integration.

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