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.

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.

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.

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.