

SmartAdvocate Software
FrontRunners
About SmartAdvocate
SmartAdvocate Pricing
Starting price:
$89.00 per month
Free trial:
Not Available
Free version:
Not Available
1 / 6






Image 1 of 6
Home screen
Other Top Recommended Legal Software
SmartAdvocate User Reviews
OVERALL RATING
Showing 1 - 5 of 69 reviews
Joe
Verified reviewer
Company size: 51-200 employees
Industry: Law Practice
Time used: More than 2 years
Review Source: Capterra
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.
Susan
Verified reviewer
Company size: 51-200 employees
Industry: Legal Services
Time used: Less than 2 years
Review Source: Capterra
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.
Kathryn
Company size: 2-10 employees
Industry: Law Practice
Time used: Less than 12 months
Review Source: Capterra
May 2022
Happy Customer
Pros
I love how user friendly the software is
Cons
Lots of very similar titled fill- ins for templates No client portal app Our clients have lots of issues with being locked out/ not receiving notifications from the portal
Reasons for switching to SmartAdvocate
Looking for more features and easier use

Response from SmartAdvocate
Hi Kathryn! We're thrilled to see that you're a happy customer and are enjoying SmartAdvocate! We have the client portal available to our clients. We'll have someone reach out to you for further guidance, thank you for the kind review.
Replied June 2022
Bill
Company size: 51-200 employees
Industry: Law Practice
Time used: More than 2 years
Review Source: Capterra
January 2022
Powerful. Hard to understand all the functionality available.
Again. I think its the right solution for us but we need more granular post implementation collaboration.
Pros
I think it's very capable but I struggle with understanding all the things it will do. Wish we had more access to SA experts to actually work with out firm on a regular basis and understand how we use it.
Cons
I am frustrated that I suspect we are not maximizing it's value.
andrew
Company size: 11-50 employees
Industry: Law Practice
Time used: More than 2 years
Review Source: Capterra
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
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.
Replied August 2017