SmartAdvocate

RATING:

4.73

(73)

About 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 mail. The inte...

SmartAdvocate Pricing

Starting price: 

$89.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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SmartAdvocate Reviews

Overall Rating

4.73

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 73 reviews

Susan

Verified reviewer

Company size: 51-200 employees

Industry: Legal Services

Time used: Less than 2 years

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

November 2020

Intuitive & Robust

Much more effective reporting on intake, client contact, and staff management. Very effective case browsing and searching. Implementing SmartAdvocate has allowed us to move much closer to a "less paper" work environment.

Pros

I love the templates in SA. They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents.

Cons

I like the UDF Editor, except for the way that items are re-ordered. It would be easier if there was a way to drag and drop to put the items in the order you want.

Reasons for choosing SmartAdvocate

SmartAdvocate is more of an all-in-one case management software. The others required more integrations and dealing with multiple vendors. Even with the two integrations we have with SmartAdvocate, the support team at SmartAdvocate manages them for us.

Joe

Verified reviewer

Company size: 51-200 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

November 2020

One of our tools for success

The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation. For example, we are expediting electronic contracts/agreements to clients via text message and email, whereas other firms are still stuck on paper contracts. Never would I have thought clients would embrace technology, like the use of text over email. Yes, snail mail still has a role and a place, but the practicality and adaptiveness text messages give clients is excellent. This program stays relevant at the speed of shifts and trends, as well as changes with technology.

Pros

Our personal injury law firm switched from Needles to Smart Advocate about three years ago. The amount of growth we've had plays largely thanks to this case management software, especially after Covid-19 hit. This software made the transition from working in the office to working from home almost effortless. Our staff never missed a beat, and our clients never realize the change happened virtually overnight. While other firms struggled with technological, let alone case management issues, for us, it was business as usual. With Smart Advocate's features, updates, support, and innovation, there is no other way but growth. It's a powerhouse of a tool for great staff, which gives clients the most significant outcome.

Cons

There is not much to dislike, but there is always room for improvement. That said, when a dislike does arise, reaching out to SmartAdvocate usually remedies our dislikes. For example, the recommendation was to set up multiplaintiff parties under one case number. We tried that out and realized that would not work for our reporting and usage needs. Their development team quickly remedied a solution for each party to work with one case number while still giving us the linking ability needed for multi-party cases.

Reasons for choosing SmartAdvocate

Filevine, as well as other programs at the time, shared a few features with SmartAdvocate. Still, overall it was SmartAdvocate that had the better and compelling features we would need for our day-to-day use, which made up our minds. In retrospect, some shortcomings in the software and others would have been detrimental to our growth if we had taken them as our path for our case management software.

Reasons for switching to SmartAdvocate

I used Needles since 2007, and not much had changed from when I had first used the software to when we decided to make the switch. Its limitation and usage were significant for 2007, but in 2017, times and trends had changed. I've since seen its ramped-up version and changes but still would not switch case management software preference from SmartAdvocate. It's the program's endless possibilities, backed up by their constant desire to be the best case management software around, that I express this opinion. These guys WOW me with every yearly update, training, and support session. For example, not even Covid-19 stopped them from having their annual software conference for its users. These guys have a can-do attitude, whereas Needles' lackluster and repeated promise for an update after a decade equivocates to a lot of talk with no innovative action, which cements my preference to pick SmartAdvocate on any day of the week.

Jacob

Company size: 51-200 employees

Industry: Law Practice

Time used: Less than 2 years

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

December 2022

The #1 software for PI law firm

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.

Pros

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.

Cons

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.

andrew

Company size: 11-50 employees

Industry: Law Practice

Time used: More 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.

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

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

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.

Replied August 2017

Liz

Company size: 11-50 employees

Industry: Law Practice

Time used: Less than 2 years

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

November 2022

Marketing Director - Liz

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

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

Response from SmartAdvocate

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

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