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.

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.

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.

Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.

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.

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.

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.

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.

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.

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