All SmartAdvocate Reviews

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Karen

2 - 10 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed November 2023

User Task & Sleep Easy At Night.

User Profile

Joseph

Verified reviewer

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2020

SA is Effective and Easy to use

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.

PROS

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.

CONS

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.

User Profile

Nicholas J.N.

Verified reviewer

Law Practice, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Smart Advocate is a Competent Case Management Software Catered to your Needs

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 .

PROS

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.

CONS

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.

Reasons for switching to SmartAdvocate

Trial Works lacked the automating features that we were looking for in a case management software.

Bonita

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2017

Overall great program. It is a bit tricky to at first but does make sense on how its formulated.

PROS

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.

CONS

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.

Juan

Law Practice, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed October 2020

incredibly versatile and customizable

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

PROS

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

CONS

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.

Reasons for switching to SmartAdvocate

Switched Firms. Not a personal decision, but glad it worked out.

Hector

Law Practice, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

A Clean, Customizable Experience

PROS

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.

CONS

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.

Stephen

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Great product and service

PROS

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.

CONS

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.

Wanda

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Still Satisfied with SmartAdvocate

My overall experience with SmartAdvocate is good!

PROS

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.

CONS

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

Renee

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Case Management Review

PROS

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

CONS

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

Sandra

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

Easy to use

Pretty good.

PROS

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.

CONS

I still need to use more to understand some functionalities.

Vendor Response

Hi Sandra, thank you for your review of our software. SmartAdvocate is certainly user friendly and we are really proud of our Tip of the Week emails, which blast every Monday evening. If you'd like to be added to our list, just let me know: dmarkell@smartadvocate.com

Replied September 2023

Sophia

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2023

Exactly what we need!

Very pleased!

PROS

I like that there are constant updates that allow us to continue to improve our functionality as a firm. Our rep is always happy to answer any questions to ensure that we get the most out of SmartAdvocate.

CONS

I don't love that I can't view and edit contact as in a address book.

Reason for choosing SmartAdvocate

My managing partner selected it as it was highly recommended by others in PI

Kathryn

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2022

Happy Customer

PROS

I love how user friendly the software is

CONS

Lots of very similar titled fill- ins for templates No client portal app Our clients have lots of issues with being locked out/ not receiving notifications from the portal

Reasons for switching to SmartAdvocate

Looking for more features and easier use

Vendor Response

Hi Kathryn! We're thrilled to see that you're a happy customer and are enjoying SmartAdvocate! We have the client portal available to our clients. We'll have someone reach out to you for further guidance, thank you for the kind review.

Replied June 2022

Hemily

Legal Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2020

AMAZING AMAZING AND NOTHING BUT AMAZING

I have worked with SA and their team since we got the software and I could only recommend it!

PROS

There's is so much to love but the Documents system is a big plus.

CONS

there is no Con, its all love! honestly speak with time and some guidance everything is possible.

Reasons for switching to SmartAdvocate

2015

Shannon

Law Practice, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed March 2023

Medical Records

Overall I have had a very good experience with SmartAdvocate

PROS

That the medical records can be grouped together in folders along with the requests in a separate folder.

CONS

The signatures that can be automatically transferred from Word, if this is could be for all documents that would be very helpful for all medical records

Claudina

Law Practice, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2021

Good

Overall it's quite easy to use. SmartAdvocate hosts seminars fairly frequently which I have been finding useful. I'm new to this program and still learning. There are times when I feel like our operations in Class Actions may not fully fit in with this program, but Mass Torts seem to work well. We try to keep up to date and implement any features from the webinars as we go along.

PROS

I like that everything is in one place and that we use significantly less paper. The notes feature is great for keeping track of every interaction with the client. The search feature works well in the documents section. It is hooked up to my outlook which makes it easy to save all correspondence into the appropriate files.

CONS

When searching client names in the data base, you have to ensure there are no extra spaces or it wont come up even if it is indeed in the system.

James

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2020

Great software

Overall, it is a great product. SA has made working from home seamless.

PROS

Cloud based software makes it incredibly easy to have all your files available on the go, from home, or at the office. Workplans have helped our firm streamline and uniform our case preparation.

CONS

Some of the features, like emailing, calendar integration, and word template formatting do not integrate well with Macs. The document's tab organization is a little clumsy.

Danielle

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

SmartAdvocate is the best case management software.

SA has made it a lot easier to keep cases organized and easily accessible, even when working remotely. I am a HUGE fan of SmartAdvocate!

PROS

Having to work remotely for most of last year has been so much easier with SmartAdvocate. It is easy to understand and use. The tips of the week and offered webinars are invaluable!

CONS

Some of the tabs have areas that cannot be changed when added but all the other features make up for that.

Slawomir

Legal Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed March 2021

Lack of customer support

I would not recommend this product only because the support is non-existing. The program is very good in my opinion but without customer support, you cannot get anywhere. training is ok and necessary but then you still have questions that are not answered. They charge a lot for a good program but then completely lack customer support.

PROS

It is good software as long as you have ON STAFF a dedicated person that can implement it for you.

CONS

There is no phone to call customer support - if you have an issue u can write a ticket and then wait for hours to get an online response. they only offer training sessions that are expensive. The transfer of data from other programs leaves a lot of information behind that you need to then spend time to transfer

Reason for choosing SmartAdvocate

Quality of the program

rachel

Legal Services, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2020

Software Program for All Your Business Needs

At first the conversation from Lex PI to SA was slow, it took a little while for the conversation but once everything was up and running, it has been great. Its much more efficient than Lex PI. Smart Advocate caters to the needs of what the business is looking for. I use it to text client, send docs for esign, drafting is easy with the templates created. I have basically no complaints.

PROS

I like that all of the files from the old software program we had, transitioned over to Smart Advocate. Features like text messaging and esign make it easy to communicate with clients fast.

CONS

The tracking of time feature could use a little work. If i start a task and forget to turn it off, it would be nice to have a reminder instead of seeing 345 hours if i dont work on the file for a week later or so.

Vittal Kumar

Law Practice, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Great features, value for money

So far its been a great experience.

PROS

Easy to use product Lots of customization Good reporting features

CONS

Not many cons - design/features inclined towards Personal Injury practice

Lillian

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Great Produce

It's been great. The customer service is amazing and they respond quickly if you have questions. I love that they offer on line classes if you want to learn more.

PROS

It's easy to use and has a lot of options to make work easier.

CONS

I don't really have any, but I know my boss has issues with the statutes of limitations.

Nataly

Legal Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Recommen!

PROS

This software has everything you will need for case management. SmartAdvocate really helps you stay organized and on top of your cases. There are so many helpful features and tools!

CONS

I have no cons about SmartAdvocate. I use this software everyday for my cases!

Amran

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2020

Great software

PROS

I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome!

CONS

It would be great to have more options to customize reports and track individual performances.

User Profile

Mardra

Verified reviewer

Law Practice, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2023

SmartAdvocate makes your life easier

Overall my experience with SmartAdvocate has been wonderful. I enjoy how easy it is to navigate and how it helps me stay organized.

PROS

What I like the most about SmartAdvocate is how easy it is to always stay on top of my cases.

CONS

What I least like about SmartAdvocate is the lack of choices for my account theme.

Richard

Law Practice, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Best Legal Case Management Software

PROS

Complete array of functions and features needed by attorneys, fully customizable, and logical to use.

CONS

Some of the reports are a little clunky.

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