SmartAdvocate software


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 mail. The interface is designed to display as much relevant information as possible on a single screen; shortcuts, pop-up screens for critical information, and full integration with Windows and Microsoft Outlook are other key features.

SmartAdvocate is typically recommended to mid-sized and large personal injury and litigation firms.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

17 Reviews of SmartAdvocate

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  • Verified Reviewer

    Number of employees: 11-50 employees

    November 2017

    Could not imagine practicing without it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Reduces the number of staff needed to run my practice. And also makes the staff if have more productive.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Michael from McCready, Garcia & Leet

    October 2017

    Best case management for personal injury practice on market. Nothing else compares

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    All the monitoring and reports you could want built in without exporting to a spreadsheet. Extremely efficient which increases productivity.

    Cons

    Learning a new case management system and migrating data is never easy, but the process was easier than expected. While not necessarily a con, there are so many features, we haven't even started using some of them.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Eric from The Paris Firm

    Number of employees: 2-10 employees

    August 2017

    It has been a first class experience working with Smart Advocate. I am a very satisfied customer!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This is the best case management program on the market for a personal injury practice.

    Pros

    I love the ease of use of the program. I love the case wizard which allows my staff to quickly set up a new matter in the program. I love the customization of the program to make it work for my particular practice and my jurisdiction. I love the document management capability of the program and the extension merge codes that make template generation and the preparation of form documents smooth and seamless. The report capabilities are tremendous to bring up the information to review all stages of a matter. The custom user defined fields allow the firm to be able to capture any particular piece of information that we feel is vital to the management of our cases for our clients. i am tried numerous case management programs for my firm over the last 25 years. There is none in my opinion that comes close to Smart Advocate.

    Cons

    None as of the time of this writing. i have not encountered any problems with the software that would cause me to comment on it at this time.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Bonita from The Matera Law Firm

    August 2017

    Overall great program. It is a bit tricky to at first but does make sense on how its formulated.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • andrew from Costella & gordon llp

    Number of employees: 11-50 employees

    August 2017

    not as flexible as I told it would be

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: SmartAdvocate, SmartAdvocate LLC

    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.

  • Justin from GoldenbergLaw, PLLC

    Number of employees: 11-50 employees

    August 2017

    Top Notch Case Management System

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is pretty much a fully customizable system, with a little bit of know-how and creativity you can do just about anything with it.

    Cons

    It is a tad complex and can be intimidating for new users. The reporting features are also a little bit bulky and complicated. They could be simplified

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tanya from Buckley & Associates, PS, Inc

    July 2017

    It's a great program

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is very user friendly and give a lot of options. The reports are great for keeping track of cases and their statuses. Note section is really awesome because we can pretty much note anything that is important for the case.

    Cons

    We are really happy with this program! We have not have any huge issues with anything. It is easy to learn.

    Review Source: Capterra
  • Tyson from 1-800-LAW-FIRM

    Number of employees: 51-200 employees

    July 2017

    Simple case management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Tons of features, simple setup, great support. When we have questions they are always answered swiftly and professionally.

    Cons

    Easy to get off track, resulting in a lot of manual entry-make sure you have a process in place for your attorneys and paralegals to ensure that everyone is putting data in the system consistently.

    Review Source: Capterra
  • Brian from Commonwealth Law Group

    June 2017

    This is amazing case management software!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I am a practice manager and Smart Advocate(SA), out of the box, comes with all the reporting you need to effectively manage your practice. This software gives you a competitive advantage, especially if your competitors are using Needles. They will write custom reports if you need something specific for your practice. Many redundant tasks can be completed with the click of a button. They also upgrade the software two or three times per year. If there is something you want added and it makes sense then they will add it. This is important because you benefit from the great ideas of other law firms!! They are also adding features that we have priced separately like a customer portal, phone app, etc. These features would have cost the firm more and we get them with our upgrades for the cost of our annual maintenance contract. They are also integrated with many 3rd party vendors like Ngage, LIP, court reporters, investigators and medical record retrieval companies. This means that you can order the product in SA and the product gets delivered directly to SA. I could go on all day about what I like best about this software.

    Cons

    The downside is that it was created for personal injury and mass torts. They have made several improvements to accommodate other case types but the main focus is personal injury. In the most recent update they gave administrators the flexibility to hide screens which will make the user experience for workers' compensation cases much better.

    Review Source: Capterra
  • rachel from Silbowitz & garafola

    May 2017

    this program is extremely user friendly & my cases are all extremely organized

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    the documents and ease of finding anything i need on a case the fact that the most important things for me are generally on the first screen

    Cons

    that you cant put commas in the numbers, other then that there isn't much i dont like i have used many programs iand by far this is the best on e

    Review Source: Capterra
  • Justin from Leitner Varughese PLLC

    Number of employees: 2-10 employees

    April 2017

    Tailor made to meet our needs

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    SmartAdvocate is simply the best case management software out there. It's great to finally use a program designed for Plaintiff's personal injury practice. The ease of use in generating forms, managing the calendar & statutes, tracking the status of cases, and easily accessing documents is phenominal. We've become so much more efficient thanks to this program.

    Pros

    Features of this program are specifically tailored to meet the needs of a plaintiff's personal injury practice. Makes keeping up with deadlines and workflow between staff members incredibly easy. Ultimately makes us much more efficient.

    Cons

    The interface could be a little more intuitive in places, but generally very user friendly.

    Review Source: Capterra

    Response: SmartAdvocate, SmartAdvocate LLC

    June 2017

    Justin, Thank you for your great review of SmartAdvocate. The reason you feel so comfortable using SmartAdvocate is SmartAdvocate was designed hands-on by and for litigation attorneys and paralegals and only became a retail product many years later. As you know, SmartAdvocate has been listening very carefully to its clients and issues 3 releases per year with over 300 enhancements PER RELEASE. We will be contacting you to get your suggestions on what we can do to make SmartAdvocate even better. Thanks again, Jerry

  • Brian from Commonwealth Law Group

    Number of employees: 11-50 employees

    August 2016

    Excellent Case Management System - Excellent Value!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Smart Advocate give you a competitive advantage over the other personal injury law firms in your market. Just the reporting alone is worth 10 times the price!!

    Pros

    It is very intuitive and windows based. It is compatible with Microsoft Office and Adobe so creating coded documents is easy. It is also very flexible because you can make changes to the software at the local level(Admin) without having to open a ticket with SA Support.

    Cons

    It is hard to make the change from your existing software but the pain with worth it!!!

    Review Source: Capterra

    Response: SmartAdvocate, SmartAdvocate LLC

    August 2016

    Brian, Thank you for your thoughtful review. At SmartAdvocate we listen to our customers and update SmartAdvocate about 3 times a year, each time with over 200 enhancements - some big and some small - most are based on our clients feedback. I'm told that is very unusual in the personal injury case management application space. I hope you have tried our new iPhone app - everyone using it loves it. Its in version 1 right now. Version 2, which is in progress,is going to amaze you. Thanks again, Jerry Parker

  • Witold from Krause & Glassmith, LLP

    April 2016

    Great daily tool for PI practice.

    Ease-of-use
    Quality
    Support

    Excellent quick case details review. Needs some improvement s in document creation. Impressive capabilities to integrate with other legal software products.

    Review Source: Capterra
  • Bradley from Dworkin & Maciariello

    March 2016

    Phenomenal software

    Ease-of-use
    Quality
    Support

    This program is amazing it has taken my law firm to another level. The support is outstanding as well. Their dashboards and reports are unique nothing like I have ever seen before. Also they will customize virtually any feature. They are very passionate about updating and improving their software with new releases. Most law firm software is stale and when they do offer a release it is minimal. I highly recommend this software.

    Review Source: Capterra
  • Sean from Gruenberg Kelly Della

    November 2015

    From Saga to SmartAdvocate - Seamless Transition - Superior Support

    Ease-of-use
    Quality
    Support

    We had been using Saga for Windows for 10+ years and have now switched to SmartAdvocate. We decided to make the switch from Saga to SmartAdvocate because no other legal software could offer what we wanted from a new case management system. The main reasons we decided on SmartAdvocate are as follows: (1) no other case management software package was designed by, and specifically for personal injury lawyers. (2) the data conversion from Saga to SmartAdvocate was seamless. (3) all of our custom Saga document templates were converted and now work even better in SmartAdvocate. (4) the medical records module makes obtaining records simple and verifiable. (5) all mail, records, photos, documents, etc., are scanned directly into each case in SmartAdvocate using a simple bar code system which is helping us move closer to becoming a paperless office. (6) the report generation module is completely customizable and can be set up to automatically generate reports and automatically emailed to the user as directed. There are many other things we like about SmartAdvocate that are not available from any other legal software . Specifically, since SmartAdvocate operates in a browser, like Google Chrome, you can open up multiple cases at the same time by merely opening a new window. No other product allows you to do that. So if you can navigate a website, you can navigate SmartAdvocate - it is that easy to use. Everyone in our office was able to quickly learn how to use SmartAdvocate after a single day of training. Also, SmartAdvocate has what they call "dashboards," which will change the way you manage your cases. Request a demo and they can show you all the great features.

    Review Source: Capterra
  • Jessica from Stanley Law Office

    January 2015

    Smart Advocate in Personal Injury Practice

    Ease-of-use
    Quality
    Support

    Our office has been using Smart Advocate since October 2013 with great success. The program was implemented and merged our prior legal software into Smart Advocate following 2 days of onsite training. Since the implementation, we have not needed to access our previous program, which has saved time and hassle of having to search multiple programs for closed files. Onsite training was quick and informative, resulting in very little "adjustment" or transition for our staff. Technical and customer support at Smart Advocate is amazing! Always helpful and quick to respond to any questions or concerns. I would definitely recommend Smart Advocate to any law firm.

    Review Source: Capterra
  • Philip from FRANCKEL & PLEVY, LLP

    August 2013

    The only Personal Injury Case Management Software to consider

    Ease-of-use
    Quality
    Support

    I recently installed SmartAdvocate after switching from software for which I paid $5,000 just 11 months ago. I thought the software I had was extremely powerful but my partner didn't think it was easy to use. The admin side was even more difficult. I am the one who created template documents, especially since it was extremely complicated requiring 26 separate steps to save a template document after it was created. I can honestly say I'm excited about SmartAdvocate. SmartAdvocate is not only much more powerful than my previous software, but it's very easy to use. My partner is also excited because he found it easy to learn how to use. It's not only easy to learn but it's also easy to enter data. It has time-saving features such as when entering a zip code, the town and state is automatically populated in the appropriate fields. The admin side is also easy to use. One of the most critical aspects, creating template documents, is now extremely simple. After creating a template document, you just save it like a regular word document. No more multiple steps to save a template document. SmartAdvocate is more powerful than any other software in every respect from the number of available merge codes to the information provided in the dashboards. It's also extremely customizable. There are so many features that I couldn't possibly go into all of them here. However, the first four and probably most important categories to look at is ease of creating and saving template documents; the number of merge codes available; ease of use; and the information displayed in the dashboard. Only SmartAdvocate wins all four categories. One of the reasons that make SmartAdvocate different from most of the other case management software is that SmartAdvocate has been designed, for over 10 years, specifically for personal injury by a very large personal injury law firm. They currently have 7 programmers and customer support couldn't be better. I have have had issues corrected and suggestions implemented within minutes of my call or email. I have been using personal injury case management software since 1992 with a 100% personal injury practice in NY. I currently have over 200 websites which I built and maintain. I have more experience than I would like de-hacking phising files from websites and I have designed my own software including personal injury lead capture software and software for the mortgage industry.

    Review Source: Capterra
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