SmartAdvocate
About SmartAdvocate
Awards and Recognition
SmartAdvocate Pricing
Starting price:
$99.00 per month
Free trial:
Not Available
Free version:
Not Available

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Most Helpful Reviews for SmartAdvocate
1 - 5 of 97 Reviews
Karen
2 - 10 employees
Used unspecified
OVERALL RATING:
5
Reviewed November 2023
User Task & Sleep Easy At Night.
Joseph
Verified reviewer
Law Practice, 11-50 employees
Used daily for less than 2 years
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.
PROSThis software is easy to learn and use. It does a great job of keeping things organized and has lots of options for easy accessibility.
CONSSometimes 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.
Brian
Legal Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThe 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.
CONSThe 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.
Reasons for switching to SmartAdvocate
TrialWorks had too much of a decentralized approach to data management. It was difficult to easily find things the longer and bigger a case got. Additionally, it was severely lacking in the reporting department.
Bonita
Used daily for less than 2 years
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.
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.
CONSTo 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.
Morgan
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2023
SmartAdvocate
Smart Advocate has many great online resources that can generally help with most trouble shooting before having to reach out to support. But if support is needed, they typically reply fairly quick! However, the monthly tips are usually easy enough to navigate.
CONSIt would be nice if photos sent via text messages could show in the Notes feature.