SmartAdvocate Software

4.75 / 5 (64)

Our advisors have recommended this product 4 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 sen...


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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

64 Reviews of SmartAdvocate

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(52)

52

4 stars

(9)

9

3 stars

(2)

2

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 64 results

November 2020

Susan from Klein Lawyers LLP

Verified Reviewer

Company Size: 51-200 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

November 2020

Intuitive & Robust

Much more effective reporting on intake, client contact, and staff management. Very effective case browsing and searching. Implementing SmartAdvocate has allowed us to move much closer to a "less paper" work environment.

Pros

I love the templates in SA. They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents.

Cons

I like the UDF Editor, except for the way that items are re-ordered. It would be easier if there was a way to drag and drop to put the items in the order you want.

Reasons for Choosing SmartAdvocate

SmartAdvocate is more of an all-in-one case management software. The others required more integrations and dealing with multiple vendors. Even with the two integrations we have with SmartAdvocate, the support team at SmartAdvocate manages them for us.

November 2020

Joe from Thompson Law

Verified Reviewer

Company Size: 51-200 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

November 2020

One of our tools for success

The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation. For example, we are expediting electronic contracts/agreements to clients via text message and email, whereas other firms are still stuck on paper contracts. Never would I have thought clients would embrace technology, like the use of text over email. Yes, snail mail still has a role and a place, but the practicality and adaptiveness text messages give clients is excellent. This program stays relevant at the speed of shifts and trends, as well as changes with technology.

Pros

Our personal injury law firm switched from Needles to Smart Advocate about three years ago. The amount of growth we've had plays largely thanks to this case management software, especially after Covid-19 hit. This software made the transition from working in the office to working from home almost effortless. Our staff never missed a beat, and our clients never realize the change happened virtually overnight. While other firms struggled with technological, let alone case management issues, for us, it was business as usual. With Smart Advocate's features, updates, support, and innovation, there is no other way but growth. It's a powerhouse of a tool for great staff, which gives clients the most significant outcome.

Cons

There is not much to dislike, but there is always room for improvement. That said, when a dislike does arise, reaching out to SmartAdvocate usually remedies our dislikes. For example, the recommendation was to set up multiplaintiff parties under one case number. We tried that out and realized that would not work for our reporting and usage needs. Their development team quickly remedied a solution for each party to work with one case number while still giving us the linking ability needed for multi-party cases.

Reasons for Choosing SmartAdvocate

Filevine, as well as other programs at the time, shared a few features with SmartAdvocate. Still, overall it was SmartAdvocate that had the better and compelling features we would need for our day-to-day use, which made up our minds. In retrospect, some shortcomings in the software and others would have been detrimental to our growth if we had taken them as our path for our case management software.

Reasons for Switching to SmartAdvocate

I used Needles since 2007, and not much had changed from when I had first used the software to when we decided to make the switch. Its limitation and usage were significant for 2007, but in 2017, times and trends had changed. I've since seen its ramped-up version and changes but still would not switch case management software preference from SmartAdvocate. It's the program's endless possibilities, backed up by their constant desire to be the best case management software around, that I express this opinion. These guys WOW me with every yearly update, training, and support session. For example, not even Covid-19 stopped them from having their annual software conference for its users. These guys have a can-do attitude, whereas Needles' lackluster and repeated promise for an update after a decade equivocates to a lot of talk with no innovative action, which cements my preference to pick SmartAdvocate on any day of the week.

June 2021

Emily from OnderLaw, LLC

Company Size: 51-200 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2021

SmartAdvocate is useful for a large case load

Overall it's a good system, it just takes some getting use too.

Pros

I love the many diffrent ways we can pull-up a client, that my be in SA (Thats what we call it), wrong. I also, like the feature to look for someone by their first name. You just use *and name. Takes out a lot of guess work. Great feature!

Cons

I'm not real wild about, how many steps it takes to attach documents in the system.

Reasons for Switching to SmartAdvocate

We had to many cases. We maxed out.

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.

May 2021

Natalie from "Omrani and Taub P.C. "

Company Size: 11-50 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2021

Effect & Easy to understand Case Management System

Pros

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

Cons

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.