SmartAdvocate Reviews

I have been very pleased. When I call and say this is Steve Collins they know who I am even though they have numerous customers. I just couldn't imagine a better experience.

Always helpful and great response time. Any time I would call (yes they still use a phone even though they have a chat box) or send an email they provide actual assistance before most places have you enter you code # for the 10th time. The system combines resources from text messages to clients to legal pleadings. Everything is in one place.

If I have to list one it would be setting the system up but I don't think you could have as good a system without setting it up the way you want it. It just takes some time but is well worth it.

Great product. Fits our needs well. Great features that we did not have with our previous case management software. I like that it is web based.

I love how customizable the software is. I also love how easy it is to go paperless. I love how we can attach applicable documents right along with the disbursement charge. I also love the barcoding feature.

the program runs a little slow sometimes. Otherwise it's a great program!

Overall I've had a great experience with the software and the staff from Smart Advocate. They have a good amount of sessions for training. If you have any questions staff is just an email away. It makes managing your cases very easy.

Hi! My name is Selena. Our offices have been using Smart Advocate for a little over a year. I love that you can set up automated procedures. For example once a case is opened you can have it automatically generate all the letters that one would typically write when opening a case (welcome letter, letter of rep to NF and BI). You can integrate the documents you already have with Smart Advocate to create templates.

It took our office a little while to get the hang of merge codes and Templates.

The system has and will move mountains for our ever growing firm. Like many other companies using SmartAdvocate, we are a legal firm and rely heavily on software to streamline our efforts.

One stop shop. This is an intuitive system that helps drive our success. We just started building out this case management system recently, but we can tell the system creators really took time to elevate the possibilities and functionality of the platform.

None at this time. The system is hefty and will take time to convert from a former case management system, but this is a known speedbump for a firm of our size.

The support you receive from SA is great - they help you be successful. We recently had a one hour presentation on how to build letter templates, and it was very helpful.

SA make is easy to organize your case file and draft documents. You can keep track of documents, conversations, emails, and calendars all from one platform.

I have no cons for this product. It has been working great for our firm.

Overall this software is good. It is easy to navigate, keeps everything in one place, and is easy to organize.

Everything can be in one place. The note feature makes it easy to follow along with what has happened in a file. You can send links to documents via email to coworkers. There are regular seminars to beef up your knowledge of how best to use the software.

We have a chat system that automatically creates files for contacts regardless of if there is already a file in the system for them. We are unable to delete contacts so we have to manually find them and rename the duplicates as "unknown".