Clio vs SmartAdvocate: Which is best for you?

Built-in platform features (e.g. practice management, document management, invoicing), third-party integrations (e.g. Microsoft Outlook & OneDrive, QuickBooks)

Beware that if you’re not happy with their service and you’ve paid for a yearly subscription, they will say they will "check refund eligibility" and just cancel your account and not refund you without advising you.

I can use my laptop, but to be able to look up a phone number for a client quickly, or access contact information about a judge or opposing attorney -- that would be so helpful.

The one thing I didn’t like about smart advocate was the ability to run reports needed for data tracking.