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Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10About SmartAdvocate
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 ...
23 Reviews of SmartAdvocate
Average User Ratings
Overall
4.65 / 5 stars
Ease-of-use
4.5
Value for money
4.5
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
October 2018
Anonymous
Verified Reviewer
Company Size: 11-50 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
Excellent case management system and terrific customer support
I have found SA to be more robust and user friendly as compared to our prior CMS (Needles). Moreover, the staff at SmartAdvocate has been an amazing resource for helping us to integrate into the new system, and where we ask, help us to create numerous functionalities that allow SmartAdvocate to function in a way that works best for our specific firm. I can't imagine a better group to work with and I have found SmartAdvocate to be robust and superior to anything I have used before. I also spent a tremendous amount of time with demos on other CMS systems and believed (and still believe) SmartAdvocate is the best of the bunch.
Pros
* Dashboards and overall reporting functionality. * Bar coding for documents. * Integrations that allow for texting, faxing, etc. directly out of SmartAdvocate. * The summary page for each case allows you to quickly see all highlights of a case with a quick glance.
Cons
Like any new system, there is a learning curve which created some challenged, but once you have figured things out (and the SA team did help with plenty of support for my office), the system greatly surpasses Needles.
May 2019
Steve from Malman Law
Company Size: 51-200 employees
Industry: Law Practice
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
May 2019
Life changing practice management software
The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly.
Pros
SmartAdvocate has all of the tools necessary to successfully operate a personal injury law firm with incredible efficiency. The ability to text and esign right from within the program is a game changer in terms of client satisfaction. Ordering medical records is simplified to a few clicks and tracking those requests is totally transparent. A huge benefit of SmartAdvocate is that they are not new to the space which gives them a huge advantage over their competitors because they know what makes a PI firm tick.
Cons
You have to be committed to SmartAdvocate and it will pay to back handsomely. If you take the extra seconds to input the data, it’s well worth it.
Reasons for Choosing SmartAdvocate
The years of experience and knowledge of the industry put SmartAdvocate head and shoulders above the competition.
September 2020
Renee from The Cochran Firm Atlanta
Company Size: 11-50 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
September 2020
Client Signature Upload
I should attend more webinars and implement more of the various features it offers.
Pros
I did not know the feature existed. I will be implementing this feature and sharing with my colleagues. This is quite helpful as we are currently working remotely.
Cons
I don't have any cons at this time. The TIPS and webinars are most helpful with implementing new features.
August 2017
andrew from Costella & gordon llp
Company Size: 11-50 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
2.0
Customer support
2.0
Functionality
2.0
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
Replied 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.
September 2020
Lillian from JRMGT Attorneys
Company Size: 11-50 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2020
Great Produce
It's been great. The customer service is amazing and they respond quickly if you have questions. I love that they offer on line classes if you want to learn more.
Pros
It's easy to use and has a lot of options to make work easier.
Cons
I don't really have any, but I know my boss has issues with the statutes of limitations.
