SmartAdvocate Software

4.70 / 5 (30)

Our advisors have recommended this product 30 times in the last 30 days

About SmartAdvocate

Conceptualized by a partner at a personal injury law firm, SmartAdvocate is a legal management platform that offers flexible deployment options and a modular suite of applications. 

In addition to case management, attorneys and their staff can use SmartAdvocate to manage contacts, communication, documents, and calendaring and docketing. The system can also track time, and functionality is available for firms that also want integrated accounting, billing, and invoicing.

By managing all case information within a single platform, users can minimize double entry. The system is capable of communicating via mass email or SMS message; it can also automatically forward cover letters and other documents to client via email, or send physical copies in the ...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

30 Reviews of SmartAdvocate

Average User Ratings

Overall

4.70 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(24)

24

4 stars

(4)

4

3 stars

(1)

1

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 30 results

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Excellent case management system and terrific customer support

I have found SA to be more robust and user friendly as compared to our prior CMS (Needles). Moreover, the staff at SmartAdvocate has been an amazing resource for helping us to integrate into the new system, and where we ask, help us to create numerous functionalities that allow SmartAdvocate to function in a way that works best for our specific firm. I can't imagine a better group to work with and I have found SmartAdvocate to be robust and superior to anything I have used before. I also spent a tremendous amount of time with demos on other CMS systems and believed (and still believe) SmartAdvocate is the best of the bunch.

Pros

* Dashboards and overall reporting functionality. * Bar coding for documents. * Integrations that allow for texting, faxing, etc. directly out of SmartAdvocate. * The summary page for each case allows you to quickly see all highlights of a case with a quick glance.

Cons

Like any new system, there is a learning curve which created some challenged, but once you have figured things out (and the SA team did help with plenty of support for my office), the system greatly surpasses Needles.

October 2020

Arren from Price Benowitz

Company Size: 11-50 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2020

A great case management tool for any office.

Our office has been able to keep much better track of cases with Smart Advocate, specifically calendaring. Everything is in ONE PLACE and very easy to find. Additionally, the document production portion has been wonderful. We are not re-creating the wheel everytime we want to send something to a client, opposing counsel, or the court.

Pros

The user interface of SmartAdvocate is much easier than the many competitors out there. Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent. Everything is easily able to be found in one place and the templates for document production have saved us countless hours of work.

Cons

There is not much I don't like about SmartAdvocate. Every time I have had a question about a capability, it seems that it already exists or has been easily able to be integrated.

August 2017

andrew from Costella & gordon llp

Company Size: 11-50 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

2.0

August 2017

not as flexible as I told it would be

case management of arbitrations status reports

Pros

assists with arbitration and personal injury departments / used and understood by all employees /

Cons

does not assist enough; limited capacities salespeople made promises that they could not keep overpriced for its value

Response from SmartAdvocate

Replied August 2017

We are surprised by this review and have reached out to Mr. Costella. As I wrote to Mr. Costella: "Your comments that the system "does not assist enough" and has "limited capacities" frankly caught me by surprise. We pride ourselves on the fact that SmartAdvocate is the most comprehensive and full featured case management software system on the market. There seems to be a disconnect here, one that we want to resolve. We want you to be satisfied and get everything you should out of the system." We hope to get a more detailed understanding of criticism and see how we can help them to get more out of the many features and capabilities contained in the system.

October 2020

Brian from Price Benowitz, LLP

Company Size: 51-200 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Comprehensive Case Management and Endless Ability to Customize

Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.

Pros

The ability to customize every feature to best fit our needs. The quick responses from SmartAdvocate support and their willingness to listen to suggested changes. The reporting features are robust and also customizable, so that even when you are requested to produce a very specific report, with a little work, it is possible.

Cons

The steep learning curve to get started. Out of the box, SmartAdvocate needs a lot of work in order to get running in a manner that works well for your firm. However, the time and effort is assuredly worth it.

October 2020

Nicholas J.N. from Price Benowitz, LLP

Verified Reviewer

Company Size: 51-200 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.