SmartAdvocate

RATING:

4.7

(97)

About SmartAdvocate

The concept for SmartAdvocate was first created by a national plaintiff’s personal injury law firm. In their search for a software product to help resolve many of their specific case management challenges, they realized there were none on the market. Over a 5-year period, a comprehensive wish list was developed. It included features that they and any law firm would use to save time and increase the efficiency and accuracy of handling cases and operational details. Next, a team of expert technicians and programmers, along with experienced personal injury lawyers, paralegals and law firm management consultants developed the first version of SmartAdvocate – with a unique and personalized focus on personal injury and mass tort litigation law. More than two decades later, ...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

SmartAdvocate Pricing

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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SmartAdvocate Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for SmartAdvocate

1 - 5 of 97 Reviews

Karen

2 - 10 employees

Used unspecified

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

OVERALL RATING:

5

Reviewed November 2023

User Task & Sleep Easy At Night.

User Profile

Joseph

Verified reviewer

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

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.

PROS

This software is easy to learn and use. It does a great job of keeping things organized and has lots of options for easy accessibility.

CONS

Sometimes 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

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

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.

PROS

The 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.

CONS

The 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

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

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.

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.

Morgan

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2023

SmartAdvocate

PROS

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.

CONS

It would be nice if photos sent via text messages could show in the Notes feature.