SmartAdvocate Reviews

The people behind the company are FANTASTIC! They are prompt, responsive, helpful and truly knowledgeable on how to get the software to work best for your firm. Our rep is Sean Parker, JD. It seems we always call him in a crisis and he immediately finds an answer or solution for us. He puts us in contact with whoever is the best person within the company and they immediately help our firm. Sean’s direct number is 239-398-3703 and his email is sean@smartadvocate.com. If you need a case management software for your firm, you have to at least speak to Sean to see how it can greatly improve your productivity, organization, reduce the time it takes to move a case, keep your staff on task and help take some of the load off of you!

It is truly such a powerful software. It has an office calendar, a case calendar, you can tag certain staff members, email anyone associated with the case, keep track of all the case details, all the case expenses, all the case contacts, it has automated features, you can create custom reports and automate them. It can notify you when a case meets a certain stage. You can fully customize the stages and steps of a case. It has workplans, you can automate the workplans, it can automatically assign work to certain staff members at certain times. The list goes on and on.

It is complex and requires training to set it up. It takes time and a lot of thought in designing the software to your firm.

Love how it is always updating.
Love how easy it is to reach someone and get problems fixed.
Great layout.

User friendly with lots of features.
Great customer support.
Lots of trainings and tips.
Easy to track and monitor cases.

No app for client portal.
Some issues with clients using the portal.

I enjoy learning new techniques and ways to use the product. i was a little hesitant when i was initially introduced to the feature, but learning how it operates has been easy.

The Optional Features are plentiful. I recently learned how to navigate using the "timeline" feature.

I have to take more time to learn them and utilize them.

Navigating through system hasn't been too easy. I may be due to me not taking the time to learn its features better. the training you provide helps me to see and utilize.

Best experience I've had in a law firm. The organization that can be gained with SA simplifies everyone's job in the firm and frees up valuable time focus on the clients and their cases.

SA has a wide variety of useful options that can boost productivity and automate repeated tasks. Their robust documents tab is a huge efficiency booster.

Some data can only be edited in non-intuitive ways i.e. the SOL can't be changed from the summary tab where it is displayed, but needs to be changed from a separate tab "critical deadlines" etc.

I have been very happy with SmartAdvocate. It can accommodate all our different practice and the customer support is excellent.

Very comprehensive, customizable, manages documents well, extensive merge codes for creating sophisticated document templates, and logical/intuitive to use.

Report functions can be a can be a little clunky.

Great experience, so glad we transferred over all of our information over 3 years ago. We love it and are so happy with every aspect.

SmartAdvocate is fantastic from a marketing perspective. We can see in real time, our spend and our calls and retainers by marketing referral source. This creates a clear picture of all aspects of our marketing efforts. When it comes to direct mail, it is a breeze to pull lists for holiday cards and birthday cards.

Any issues we have had, we take to the development team and it is quickly resolved and we appreciate those efforts so much.

Overall experience using the platform has been positive. The added functionality will be a game changer for our firm to advocate for clients.

Additional features that were missing from our previous case management provider, such as Outlook integration, automation with document templates, mass messaging, and a client portal.

Would like to see more customization options to case home screen.

I love using SmartAdvocate. Once the information is entered into the case, merging documents is easy and so much less time consuming! From merging documents, to accessing contacts, to having access to what anyone else has done in the case, it's great and makes my job as a paralegal much easier!

Keeps your cases organized with many great tools to make it easy to do! Anyone working on the case has full access to everything.

Creating templates is a bit time consuming, but worth it once it's done.

Like any program it has its quirks and takes some time to get use to but once you do it becomes such a helpful tool.

Smart Advocate is easy and self-explanatory once you get accustomed to using inputting all the details, it helps a lot throughout all the stages of the case. Smart Advocate has helped us keep better track of all the deadlines. The note section specifically is helping everyone who needs to know the details of the case, what is going on, and should the client call and have any questions; anyone can help them once they read the notes on the case

No longer being able to add a new contact from disbursements directly. Also, not being able to save a word document from my Microsoft Word directly onto Smart Advocate, I can only upload it from the web browser.

I love working with SA, it is very convenient and easy to use. The organization of it makes it very easy to find documents, etc.

I like how organized and convenient it is. Everything can be maintained in an easily accessible place that has been invaluable since working remotely.

Some of the tabs ask for too much information at times.

Very easy program with so much potential. The step by step information is a plus and the instructors are great.

I like how the step by step process throughout setting up this program and how the instructors are readily available.

We are very early in the process so there are no dislikes at this time.

Overall the experience is great, and I look forward to more additional trainings to get more out of the program as a whole.

The additional training available. I want to learn as much as possible about SmartAdvocate, and these extra trainings are really beneficial to gain additional knowledge!

We at times do not cover all the training agenda. Claude is a great trainer, but we often times are detailed with different aspects of training that we do not get to cover everything in the allotted time.

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".