--- title: "SmartAdvocate Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of SmartAdvocate. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if SmartAdvocate is a good fit for you!" source_url: "https://www.softwareadvice.com/legal/smart-advocate-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Legal Case Management Software](https://www.softwareadvice.com/legal/) / [SmartAdvocate](https://www.softwareadvice.com/legal/smart-advocate-profile/) / SmartAdvocate Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/legal/smart-advocate-profile/) Reviews [Alternatives](https://www.softwareadvice.com/legal/smart-advocate-profile/alternatives/) # SmartAdvocate User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 136 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.7/5 - Value for money: 4.6/5 - Functionality: 4.7/5 ### Rating distribution - 5 stars: 104 reviews (76%) - 4 stars: 28 reviews (21%) - 3 stars: 3 reviews (2%) - 2 stars: 1 reviews (1%) - 1 star: 0 reviews (0%) ### Most mentioned pros - SmartAdvocate is supercharging our case management through organization, tracking, and data input. - I especially like how it allows us to track tasks, documents, notes, and communications within the same platform. - It improved team collaboration, reduced manual work, and helped keep cases organized and on track efficiently. ### Most mentioned cons - One downside I experienced is that some features can feel overwhelming at first, especially for new users. - The one thing I didn’t like about smart advocate was the ability to run reports needed for data tracking. - Their help manual doesn't always have what you need if you have question. ## SmartAdvocate customer reviews Showing reviews 1-25 of 136 (page 1). ### The best Case Management Software - Overall rating: 5/5 - Reviewer: Chandler B. G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. SmartAdvocate is still my favoirte software to use despite not being perfect. It is heading in the right direction. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros I like the task list and that I get a detailed timeline of what I need to accomplish for the work day. #### Cons I think sometimes there are too many options. I have felt at times that what Im doing needs tonbe done in multiple places and it becomes redundant. #### Vendor response We love hearing that SmartAdvocate is still your favorite software to use! It’s great to know the task list and daily timeline help you stay focused on what needs to get done each day. We also appreciate your feedback about certain processes feeling repetitive or having too many options. Thank you for recognizing the direction we’re heading and for being part of the SmartAdvocate community! Replied August 2026 --- ### 12+ Year Admin Could Not Be Happier - Overall rating: 5/5 - Reviewer: Justin D. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered Overall we have had a remarkably positive experience. We have been using the system for over 12 years and have no plans to switch to another system any time soon. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Nearly unlimited customization. There are many features the system offers that makes our practice more effective and efficient. The server-based SQL system allows our firm full control over security of our clients' confidential information. The system is very accessible and easy to use, many of our new employees pick up on it with a quick "scavenger hunt" to introduce them to the system. The dev team is constantly upgrading the system and bugs/hiccups/system failures are few and far between. There are many positives. #### Cons The myriad features can be both a blessing and a curse. It can be intimidating and time consuming trying to figure out the more complex features, some of which can take some time to implement. #### Reasons for choosing SmartAdvocate More features and more attractive pricing. #### Reasons for switching to SmartAdvocate Clio lacked the reporting and document generation processes that we needed at the time. --- ### Great Case Management Software! - Overall rating: 5/5 - Reviewer: Shelly P. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I love using it, and after using for several years, we still learn new things to help be more efficient! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software keeps you organized and efficient with tabs for different categories, including names, phone numbers, insurance info., lien info., etc. #### Cons Plugins for new employees or when there are updates have been a little challenging. Templates are still a bit time consuming, but still worth it! #### Vendor response We’re thrilled to hear SmartAdvocate has continued to be a valuable tool for your firm over the years and that you’re still discovering new ways to boost efficiency. Thank you for your feedback on plugins and templates—our team is always working on improvements, and input like yours helps guide us. We truly appreciate your continued partnership! Replied August 2025 --- ### SmartAdvocate: A Fast, Robust Case Management System - Overall rating: 5/5 - Reviewer: Lucio L. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered SmartAdvocate is supercharging our case management through organization, tracking, and data input. We are never scrambling to meet deadlines or figure out if demands were served thanks to its task and critical deadline systems. Every document is categorized logically and automatically applied to its pertinent case area, from policy limits to photographic evidence and expert reports. Settlement negotiations are made much less stressful thanks to intelligent negotiation tracking and valuations offered by SA. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros SmartAdvocate has been a major boon for our case management. Its interface is easy to navigate and presents all relevant details for a case at a glance, and is a quick, reliable, and responsive platform. Our settlements resulting from SA's help have more than made up for our investment into the platform. The knowledge base is thorough and has helped us all to understand the platform better when we have questions, and it also lists all of their (extensive) integrations; we are currently working in more and more as time goes on. SmartAdvocate is also on the cutting edge of case AI management - we've been most pleased with its AI medical timelines! SA has essentially added another administrative staffer to our team through its vast features and streamlining. #### Cons SmartAdvocate has two options: cloud-based and local server-based platforming. We use cloud-based, which is unfortunately limited by our paltry internet speeds. However, this small niggle isn't an issue with their server-based deployment, and is only contingent on our own web. #### Reasons for switching to SmartAdvocate Amicus is a woefully out-of-date program that was not up to the task of managing our caseload, nor our more complex and sizable cases. #### Vendor response Thank you for such a detailed review! We’re thrilled to hear that SmartAdvocate has become such an integral part of your firm, from staying ahead of critical deadlines to organizing documents and tracking settlement negotiations. It’s especially great to hear that our Knowledge Base and AI Medical Timelines have been valuable to your team. We appreciate your continued trust in SmartAdvocate and look forward to supporting your firm as you explore even more of the platform! Replied August 2026 --- ### Easy to use and adopt, painless implementation, an admin's dream - Overall rating: 5/5 - Reviewer: Kevin G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered Very good experience. I would recommend it to other legal firms looking for a case management tool. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is easy to use, it was a very smooth and painless implementation, and as an administrator its not too difficult to learn to manage #### Cons Some of the access permissions are unclear and there are a whole lot of them, but this is sometimes a good thing because it gives true granular control over access. #### Reasons for choosing SmartAdvocate Implementation plan was well thought out and it made us comfortable to move #### Reasons for switching to SmartAdvocate Litify was too cumbersome to manage. It needed advanced certifications. --- ### Powerful case management system that keeps legal documents and case tracking - Overall rating: 4/5 - Reviewer: Akansha C. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, SmartAdvocate offers exceptional Value for Money by consolidating task tracking, document generation, and client management into a single platform without needing extra add-ons. Once your team gets past the learning curve, the daily operational efficiency, strong data Security, and streamlined Document Management make it an invaluable asset for any legal team. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The main drawback is the initial Ease of Use for non-technical team members—because the system is so feature-rich, the user interface can feel a bit cluttered, leading to a noticeable learning curve. In terms of Bugs and Issues, we occasionally experience minor formatting glitches when auto-populating complex document templates after major software updates, which requires a quick template refresh or contacting support to fix. #### Cons Because SmartAdvocate is packed with so many features, the initial learning curve can feel a bit steep for new staff members. The user interface displays a lot of data at once, so it’s not the easiest software to pick up on day one without proper training. Additionally, while minor bugs and issues are relatively rare, occasionally a document generation template will glitch after a system update, requiring us to re-map certain form fields or reach out to technical support. --- ### A Comprehensive Platform for Legal Case Management - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience with SmartAdvocate has been positive. It provides a comprehensive set of tools for managing legal cases and keeping important information organized. I particularly found the document management, task tracking, reporting, and workflow capabilities useful. The main area for improvement would be making the interface and onboarding simpler so users can get productive more quickly. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like that SmartAdvocate brings case management, documents, tasks, deadlines, and reporting together in one platform. Having this information centralized makes it easier to stay organized and track the progress of cases. The workflow and automation features are also useful for reducing repetitive administrative work. #### Cons The platform can feel a little overwhelming when you are getting started because of the number of features and options available. The user interface could be more intuitive, and a smoother onboarding experience would help new users understand the system faster. There can also be a learning curve when setting up workflows and customizing fields. #### Vendor response Thank you for sharing your experience! We’re happy to hear that having case information, documents, tasks, deadlines, and reporting all in one place has helped your team stay organized. We also appreciate your feedback on the interface and learning curve for new users. Making it easier for firms to get the most out of SmartAdvocate is important to us, and we’ll be sure to share your comments with our team. Replied August 2026 --- ### Well-Designed Platform - Overall rating: 5/5 - Reviewer: Bill L. - Verified reviewer: Yes - Industry: Education Management - Company size: 2-10 employees - Product usage: Used monthly for free trial - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered Our experience with SmartAdvocate was positive. We provided a one-time training session for a client using the platform and were impressed with its comprehensive case management features and ease of use. Although there is a learning curve, the client found the training valuable and was able to quickly understand the system's core functionality. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We were impressed with its depth of features and how it helps law firms streamline daily operations. During the training, our client found the interface intuitive, and the automation and reporting capabilities made it easier for staff to manage cases efficiently. Overall, it proved to be a powerful solution for improving productivity and collaboration. #### Cons Like many feature-rich platforms, SmartAdvocate has a learning curve for new users, especially those unfamiliar with legal case management software. Some advanced features take time to fully understand, making proper training essential. Once users become comfortable with the system, however, they are able to take advantage of its extensive functionality and workflows effectively #### Vendor response Thank you for sharing your perspective as someone who has trained a firm on SmartAdvocate! We’re glad to hear your client found the interface intuitive and was able to quickly grasp the core functionality. With so many features available, training can make a meaningful difference in helping teams get the most out of the platform. We appreciate you taking the time to share your experience! Replied August 2026 --- ### Not rocket science - Overall rating: 5/5 - Reviewer: Annie M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered Overall it’s awesome because it’s user friendly and easy to move through to find the information I need. The option to save documents under contacts cards is great for saving new patient intakes for each doctor. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly and very easy to explain when I need to show another coworker on how or where to find the information they needed. #### Cons Sometimes the amount of options are overwhelming. When inputting new documents or even attaching emails there are so many different options but you don’t want to get rid of them just incase you need them in the future. #### Reasons for switching to SmartAdvocate The program we were using is now obsolete. --- ### Be Smart - Use Smart Advocate - Overall rating: 5/5 - Reviewer: Kara P. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, this software has been a great addition to our firm and allows us to spend less time on minor details and use the system to help us stay organized, produce documents, and stay on top of deadlines. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros SmartAdvocate is easy to use and it allows us to track our files from anywhere we have internet. It streamlines our processes greatly. #### Cons There are lot of technical glitches and the software will reset our user preferences as well as forms, we can be annoying to redo. #### Reasons for switching to SmartAdvocate Needed a better system to support our needs --- ### A great case management tool for any office. - Overall rating: 5/5 - Reviewer: Arren W. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Our office has been able to keep much better track of cases with Smart Advocate, specifically calendaring. Everything is in ONE PLACE and very easy to find. Additionally, the document production portion has been wonderful. We are not re-creating the wheel everytime we want to send something to a client, opposing counsel, or the court. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The user interface of SmartAdvocate is much easier than the many competitors out there. Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent. Everything is easily able to be found in one place and the templates for document production have saved us countless hours of work. #### Cons There is not much I don't like about SmartAdvocate. Every time I have had a question about a capability, it seems that it already exists or has been easily able to be integrated. #### Reasons for switching to SmartAdvocate The tools available and user interface were much better with SmartAdvocate. --- ### Smart Advocate is a Winner! - Overall rating: 5/5 - Reviewer: Laura B. - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review. My 4 years of experience with Smart Advocate has been a positive experience. Over the course of the last 4 years this software has allowed us to grow without the normal growing pains. The automation and dashboard reporting are amazing tools to manage cases and personnel with a few clicks. We are better able to communicate with our clients using automation tools, have streamlined work processes using workplans and have been able to maintain labor costs even during growth due to the specific use of workplans. I had been a Needles user for several years prior to using Smart Advocate and hands down this is a winner. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use, intuitive nature of program. Automation and dashboards. #### Cons Inability to write custom reports and intake functionality. #### Reasons for switching to SmartAdvocate Needed a system that would allow more automation and employee oversight --- ### Life changing practice management software - Overall rating: 5/5 - Reviewer: Steve M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Software Review - Overall rating: 5/5 - Reviewer: Dawn P. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered So far, my overall experience with SmartAdvocate has been wonderful. The customer support is great. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like most about SmartAdvocate is the organization of the files/ cases. Easy to find documents. #### Cons There is really only one thing I don't like about SmartAdvocate and that is that the left side is not the same for every case. #### Vendor response Thank you for sharing your experience! We’re so glad to hear that finding and managing documents has been easy, and that our Support Team has made a positive impression. We appreciate your note about the left-side navigation. This is done by design so that your firm has the option of customizing the left menu by practice area. Once again, we’re grateful to you for taking the time to share your thoughts. Replied March 2026 --- ### Review by Paralegal/Legal Assistant - Overall rating: 4/5 - Reviewer: Jonah G. - Verified reviewer: Yes - Industry: Legal Services - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered It really is a great software to use. There was a bit of a learning curve to it but I have picked up on it quickly. I would recommend it to any law firm. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros All of the features and how detailed you can get. #### Cons Their help manual doesn't always have what you need if you have question. #### Vendor response Thank you so much for your positive review! We're thrilled to hear that our features and functionality are meeting your firm's needs and making a difference. In addition to the manual, our online searchable Knowledge Base has many helpful articles, and with our Daily Office Hours (Mon–Thu, 3–4 PM EST), you can join a live session to get your questions answered in real time. Replied March 2025 --- ### Super resourceful - Overall rating: 5/5 - Reviewer: Vanessa I. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. It has been great so far I look forward to using it more in the future. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros How easy it is to use and navigate. Super useful! #### Cons I have no complaints so far about this tool! #### Vendor response Thank you for your positive review! We’re grateful for your feedback, and the team is always happy to hear when firms are making the most of the system. Should you ever have any questions, feel free to join our SmartAdvocate Daily Office Hours: Held every day Monday - Thursday, 3:00 - 4:00pm EST. Jump on a live Zoom session and get help whenever you need it! https://smartadvocate.zoom.us/j/89587199326?pwd=N2ZXbG1xWU1PV25KZVFESHg1blhEQT09#success Replied November 2024 --- ### I could not do without it. - Overall rating: 5/5 - Reviewer: Teresa M. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. It is so nice to have all the data for a case at your fingertips. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I am the team member at our firm who manages the medical providers and medical records for each case. Without this software, I could never keep up with the volume of cases we have. SA makes my job so much easier with reminders, task tracking, and multiple ways to incorporate data into chronologies, spreadsheets, and many applications. #### Cons SA is user friendly but there is a learning curve when starting. #### Vendor response Thank you for your positive review! We’re truly grateful for your feedback and the team is always happy to hear when firms are making the most of the system. We appreciate your support - all of our teams, from Sales to Implementation and Support all work together to bring our clients a cohesive and satisfying experience. Should you ever have any questions, feel free to join our SmartAdvocate Daily Office Hours: Held every day Monday - Thursday, 3:00 - 4:00pm EST Jump on a live Zoom session and get help whenever you need it! https://smartadvocate.zoom.us/j/89587199326?pwd=N2ZXbG1xWU1PV25KZVFESHg1blhEQT09#success Replied September 2024 --- ### Smart Advocate's technology is great for the legal industry. - Overall rating: 4/5 - Reviewer: Debbie D. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Again, our firm has been using Smart Advocate for approximately 4 months, and we are learning new features daily. I believe Smart Advocate will continue to help us be more efficient and save time when doing documents. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Our firm has been using Smart Advocate for approximately 4 months, and we are learning new features daily. I really like that you can open one case multiple times and filter the docs you are working on all at the same time and the dashboards. #### Cons I think color coding would be helpful. Smart Advocate is an internet based program and sometimes it can slow you down - which we may need higher internet. #### Vendor response Many thanks for taking the time to submit a review. Hearing that your experience with the system improves every day, says a lot! With 4 months under your belt, we can't wait to hear how much you'll have learned after a year or two... Your comment about adding color coding is a good one that we've heard before. All ideas are welcome, and are always considered for the updates we make for our annual software release. Our new release is coming shortly, and the training webinars will follow, so be sure to look for the link to register to learn more about the new features. Replied September 2024 --- ### Smart Advocate is an AMAZING system! - Overall rating: 5/5 - Reviewer: Pj B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. I use Smart Advocate every day, and have worked in offices who use other systems, and Smart Advocate is by far superior. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros The case management tools and ease of use are essential for our business to run efficiently. #### Cons Status tracking could be easier, and report searches could have more options. --- ### Great product and service - Overall rating: 5/5 - Reviewer: Stephen C. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The organization matched what i was trying to do at Stephen T. Collins and Associates but all in one place. After i got the product i was even more impressed with the training and service. #### Cons Setting it up but it was more of me not being comfortable and always thinking i am doing something wrong even when i am not. --- ### SmartAdvocate is the holy grail of legal software - Overall rating: 5/5 - Reviewer: Nicky G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. This program has been the saving grace of my firm. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly and many features. It has made my job so much easier and less stressful. #### Cons There has not been anything that I have found that I don't like. #### Vendor response Thank you for your 5-star review! It means a great deal to every team here at SmartAdvocate. From Sales & Marketing to Implementation, Training, and Support – we work hard to make sure our clients are always receiving the best experience possible. Knowing that our efforts have positively impacted your practice inspires us to keep raising the bar. We're thrilled to be part of your success and are always here to support you as your needs evolve. Replied November 2024 --- ### The ease of using Smart Advocate - Overall rating: 5/5 - Reviewer: Sandra F. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered I am not that tech savvy but the program is very friendly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Being able to connect with another software #### Cons The workplan tab may need some work to make it more efficient. #### Vendor response Hi Sandra, Thank you for your review. We agree that SmartAdvocate is user friendly, and our Integration Partners add to the capabilities of the system. Creating WorkPlans can sometimes be a challenge, but our Training Team is available if you ever hit a snag whith of our features. Feel free to join our SmartAdvocate Daily Office Hours: Held every day Monday - Thursday, 3:00 - 4:00pm EST. Jump on a live Zoom session and get help whenever you need it! https://smartadvocate.zoom.us/j/89587199326?pwd=N2ZXbG1xWU1PV25KZVFESHg1blhEQT09#success Replied August 2024 --- ### Exactly what we need! - Overall rating: 5/5 - Reviewer: Sophia S. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2023 - Review source details: This review was submitted organically. No incentive was offered Very pleased! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I like that there are constant updates that allow us to continue to improve our functionality as a firm. Our rep is always happy to answer any questions to ensure that we get the most out of SmartAdvocate. #### Cons I don't love that I can't view and edit contact as in a address book. #### Reasons for choosing SmartAdvocate My managing partner selected it as it was highly recommended by others in PI --- ### Marketing Director - Liz - Overall rating: 5/5 - Reviewer: Liz C. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Great team to work with, great software and overall best product on the market. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons A few things to be worked out, but their team is always quick to jump on a call and work through any feedback. #### Reasons for switching to SmartAdvocate Ease and capabilities #### Vendor response Liz, thank you for the 5-star review! One of our main goals at SmartAdvocate is to help you serve clients more effectively and efficiently. Replied November 2022 --- ### SmartAdvocate Review - Overall rating: 5/5 - Reviewer: Lea P. - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Overall, the organization of the program creates a seamless and organized platform for an efficient work environment. #### Cons Sometimes the complexity of tabs can be challenging to teach which is being alleviated when reviewing the tips of the weeks. #### Vendor response Lea, Thank you for the nice review. Great to hear that you've made use of our Tip Of The Week newsletter. We also have an archive for all of our Tips here: https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/928382993/Tip+of+the+Week+-+Tip+Archive Replied August 2024 ## More reviews [Next reviews](https://www.softwareadvice.com/legal/smart-advocate-profile/reviews/?page=2) --- SmartAdvocate Reviews, Pros and Cons - 2026 Software Advice