Great, as someone who came into an office job for the first time, using this software has been easy, and is very helpful in organization.

This software is easy to learn and use. It does a great job of keeping things organized and has lots of options for easy accessibility.

Sometimes it can load slow, and customer support is not the best, sometimes needing to wait long times for response or follow up on submitted issues.

Smart Advocate has allowed my firm to automate significant portions of our pre-litigation practice which is a huge time-saver. As we continue to learn about Smart Advocate's features and further develop our use of it, the logistics of our practice has been improved significantly .

Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software. Since then, Smart Advocate has been easy to pick up and learn and its wide breadth of features makes customizing the program to our specific practice worth taking the extra time to learn.

Not all litigation management tabs in Smart Advocate are self-explanatory, requiring a dedicated support person who is intimately familiar with Smart Advocate to wade through feature functionality at times.

Notes, medical portion/record request, some of the forms, ease of use to locate and update contact information, how each aspect is predicated upon another of the program.

To create the forms, using the merge codes and having the margins/tab sets line up exactly where you want them to is frustrating if it is not a full left margin. Figuring out how to modify information in some of the screens if there is not an edit option on that screen.

Great product and have not had any issues with the product.

Ease of use and set up. The team at SmartAdvocate made the transition so easy and we did not miss any time during the transition.

None that I can think of. I think the product is great.

Much better organizing and reporting than what I'm used to (Needles)

It can be customized to fit the needs of the user, just as much as the practice area.

Document saving is more difficult than it needs to be. As documents have to be transferred to the SA platform, they lose the original metadata source, which can be very important in a legal setting.

The platform is easy to use and navigate from Setup to Settlement. It’s designed in a straightforward manner with everything reasonably placed. Even someone unfamiliar with case management solutions could probably pick this up and jump into a workflow pretty quickly. Additionally, the ability to change what information is presented and where is a very useful feature.

The system has a few issues that are holding it back. The file preview tools seem to be very sensitive about when and where they want to work. While Word documents almost never have issues with previewing, PDFs sometimes can’t be previewed. For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed. It would be great if medical bills could be copied to liens more efficiently instead of one item at a time. The calendar events are very useful, but when you delete a series, it doesn’t automatically remove it from your outlook calendar. Instead, it updates it to say “Deleted”. Perhaps it’s not possible, but it seems like it would be.

The organization matched what i was trying to do at Stephen T. Collins and Associates but all in one place. After i got the product i was even more impressed with the training and service.

Setting it up but it was more of me not being comfortable and always thinking i am doing something wrong even when i am not.

My overall experience with SmartAdvocate is good!

The most impactful part of SmartAdvocate is having all of the case information stored in one place and ease of use in determining the parties, dates, contacts, etc.

The least feature of SmartAdvocate for me is synchronization with QuickBooks that never ever happened.

The uploads of documents where we can go back and refer to any necessary document all in one place

the lag of the litigation tab. once you select the tab, it takes you back to the top of the screen and you have to scroll back to the mid-section. I wish that once your select, it stays there

Pretty good.

The program is user friendly. It takes a moment to learn how to navigate but the more one uses the product the easier it becomes.

I still need to use more to understand some functionalities.

Smart Advocate is an easy and self-explanatory case management system. 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.

Customer service has been great. They are always quick to respond to my questions. They also have frequent training webinars to help learn the many many features.

I really like the added features for attaching documents that are applicable in that particular setting. We have been transitioning to going more paperless and SmartAdvocate is great for that! I like all the extra functionality it provides

Runs slow sometimes. For the most part it functions well but occasionally seems to get stuck

Hi! My name is Selena. We've been using SA for over a year. This software can be either cloud or server based. Our office has cloud, so I can work from anywhere with just my log in. Also have Smart Advocate on my phone so I can see cases even when I'm not near a computer/laptop. Also it makes managing cases so easy with all the reports you can run and dashboards you can customize. You can run reports on financial information, calendar, outstanding fees, and you can have the reports generated and emailed to you automatically.

Integrating documents and learning the plug ins was a little difficult for my office but once practiced a few times we got the hang of it.

Great experience much better than using just files on windows, makes the day to day a simple process.

The customer service is excellent! If you ever have any issues at all they are always there to help!

Changing certain dates can be a hassle, requiring you to change multiple other sections to change simple things.

Overall using SmartAdvocate to work and communicate with my colleagues has been very useful and user friendly once I figured out how to use the system.

I like that SmartAdvocate is that it's a web-based system, so I could access it from any web browser. It's pretty helpful that we can create barcodes to scan any type of mail-piece into Smart Advocate, and it will automatically find the file to place it in. I like being able to mark a task as "in progress" once I've started it so the attorney or paralegal that assigned me the task knows I've started it. I also like that there are templates saved for documents I can generate to send to providers.

Sometimes I wish that I didn't have to select the "type" of mail-piece I'm trying to scan in... There isn't a button for "other" for me to select, and sometimes I don't know what to label it as for the scan. Additionally, It would be great to able to search for adjusters, providers, lawyers, etc. in the system like we can do when we search for clients. It can be difficult to learn the system since there is a lot to learn, but once you know where everything is it's very simple to use.

SmartAdvocate has made an enormous difference in our law firm and has helped us tremendously. The software allows you to have a bird's-eye view of everything going on in the cases and manage matters efficiently. I researched and demoed many software programs, and SmartAdvocate is by far the most superior out of all the choices.

It is very customizable but also provides an out-of-the-box turnkey solution. Everything is organized, and streamlines the process, and reduces errors by forcing your team to do things the right way every time.

None. They are constantly updating with new features to meet their customer's requests.

Again. I think its the right solution for us but we need more granular post implementation collaboration.

I think it's very capable but I struggle with understanding all the things it will do. Wish we had more access to SA experts to actually work with out firm on a regular basis and understand how we use it.

I am frustrated that I suspect we are not maximizing it's value.

We've gone from calling and emailing clients ourselves to letting SA take the reins. That saved time converts to more time spent working on legal research and writing for our attorneys and new potential client outreach for our support staff.

The automated client outreach and task systems have been phenomenal. It doesn't get any better than this.

Out initial roll-out was rocky. Sometimes, features are labelled incorrectly or are not clearly defined. The automated processes rely heavily on inputting the information in the least visible parts of the application.

Smart advocate has an almost flawless integration with Microsoft products. Which makes tasks such as drafting document with information already prefilled from the specific case you are working on to adding emails related to the case uploaded directly into the case notes.Austin Deck

with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the actual envelope

I have used other programs at other law firms but this program is the easiest and most efficient that I have used.

I enjoyed the ease with which I am able to move around the program. Every item on our intake has its place in SA and it's very simple to access.

There isn't much I would change about the software.

We're happy with our decision to use Smart Advocate.

The software is adaptable to the needs of the office. We're able to manage our case load with ease thanks to the options offered.

We dislike that we cannot add documents to our calendar.

the documents and ease of finding anything i need on a case the fact that the most important things for me are generally on the first screen

that you cant put commas in the numbers, other then that there isn't much i dont like i have used many programs iand by far this is the best on e

The best software out there for legal use.

The software is very user friendly. I always find a option to access information easily.

Too many tabs open for one case. However the case name is on the tabs which help.

I use Smart Advocate every day, and have worked in offices who use other systems, and Smart Advocate is by far superior.

The case management tools and ease of use are essential for our business to run efficiently.

Status tracking could be easier, and report searches could have more options.