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.

Customer support is amazing, and the product itself delivers.

We have been using Smart Advocate for roughly 7 years for our case management software. It has streamlined our practice and is a great tool to manage both our cases and our team.

The lack of ability to seamlessly handle single event accident cases involving multiple parties.

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.

Great experience much better than using just files on windows, makes the day to day a simple process.

The customer service is excellent! If you ever have any issues at all they are always there to help!

Changing certain dates can be a hassle, requiring you to change multiple other sections to change simple things.

Much better organizing and reporting than what I'm used to (Needles)

It can be customized to fit the needs of the user, just as much as the practice area.

Document saving is more difficult than it needs to be. As documents have to be transferred to the SA platform, they lose the original metadata source, which can be very important in a legal setting.

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.

* 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.

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.

Intuitive legal software with great customizations available and support

Some features are difficult to customize and implement but great support if needed

Overall SmartAdvocate is really good, and we will definitely keep using it.

Once you get used to this software it becomes very easy to use and manage.

I don't like that sometimes when converting the word documents to PDF it changes the formatting.

Great team to work with, great software and overall best product on the market.

The referral source tracking is incredible. I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.

A few things to be worked out, but their team is always quick to jump on a call and work through any feedback.

Best experience I've had in a law firm. The organization that can be gained with SA simplifies everyone's job in the firm and frees up valuable time focus on the clients and their cases.

SA has a wide variety of useful options that can boost productivity and automate repeated tasks. Their robust documents tab is a huge efficiency booster.

Some data can only be edited in non-intuitive ways i.e. the SOL can't be changed from the summary tab where it is displayed, but needs to be changed from a separate tab "critical deadlines" etc.

It is great software! It keeps you organized and is easy to use.

The case wizard when opening a new file takes you step by step through the process. I love that it merges the information into documents, which is a huge time saver. Everything you need on your case is easily found. While working remotely, it has kept things running smoothly, as everyone involved in a case can see everything. The training webinars they hold are wonderful!

Creating templates can be a bit challenging and time consuming, but it's worth it once it is done.

Overall it's quite easy to use. SmartAdvocate hosts seminars fairly frequently which I have been finding useful. I'm new to this program and still learning. There are times when I feel like our operations in Class Actions may not fully fit in with this program, but Mass Torts seem to work well. We try to keep up to date and implement any features from the webinars as we go along.

I like that everything is in one place and that we use significantly less paper. The notes feature is great for keeping track of every interaction with the client. The search feature works well in the documents section. It is hooked up to my outlook which makes it easy to save all correspondence into the appropriate files.

When searching client names in the data base, you have to ensure there are no extra spaces or it wont come up even if it is indeed in the system.

Overall, it is a great product. SA has made working from home seamless.

Cloud based software makes it incredibly easy to have all your files available on the go, from home, or at the office. Workplans have helped our firm streamline and uniform our case preparation.

Some of the features, like emailing, calendar integration, and word template formatting do not integrate well with Macs. The document's tab organization is a little clumsy.

I would not recommend this product only because the support is non-existing. The program is very good in my opinion but without customer support, you cannot get anywhere. training is ok and necessary but then you still have questions that are not answered. They charge a lot for a good program but then completely lack customer support.

It is good software as long as you have ON STAFF a dedicated person that can implement it for you.

There is no phone to call customer support - if you have an issue u can write a ticket and then wait for hours to get an online response. they only offer training sessions that are expensive. The transfer of data from other programs leaves a lot of information behind that you need to then spend time to transfer

We've gone from calling and emailing clients ourselves to letting SA take the reins. That saved time converts to more time spent working on legal research and writing for our attorneys and new potential client outreach for our support staff.

The automated client outreach and task systems have been phenomenal. It doesn't get any better than this.

Out initial roll-out was rocky. Sometimes, features are labelled incorrectly or are not clearly defined. The automated processes rely heavily on inputting the information in the least visible parts of the application.

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.

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