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.

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.

Smart Advocate has allowed my firm to automate significant portions of our pre-litigation practice which is a huge time-saver. As we continue to learn about Smart Advocate's features and further develop our use of it, the logistics of our practice has been improved significantly .

Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software. Since then, Smart Advocate has been easy to pick up and learn and its wide breadth of features makes customizing the program to our specific practice worth taking the extra time to learn.

Not all litigation management tabs in Smart Advocate are self-explanatory, requiring a dedicated support person who is intimately familiar with Smart Advocate to wade through feature functionality at times.

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.

Ease of use, intuitive nature of program. Automation and dashboards.

Inability to write custom reports and intake functionality.

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.

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.

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.

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.

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 like SmartAdvocate. While I think some aspects could be better, this has been a very easy program to learn.

The task tracking is super helpful and I like that I can assign tasks to myself. It helps me not to forget what I need to do.I like the Document Cloud a lot. It allows everyone in the firm to access the same documents without having to download them every time. It also makes organizing documents easier.

I wish SA allowed you to edit document templates on the website. I also cannot figure out how to download the Word Plug-In so I can't edit the templates at all.The workflows are very hard to implement. They are tedious to design and often don't work as intended. Tweaking them after testing them takes time and often still doesn't get you the results you want.

Smart Advocate is an easy and self-explanatory case management system. Once you get accustomed to using inputting all the details, it helps a lot throughout all the stages of the case. Smart Advocate has helped us keep better track of all the deadlines. The note section specifically is helping everyone who needs to know the details of the case, what is going on, and should the client call and have any questions; anyone can help them once they read the notes on the case

No longer being able to add a new contact from disbursements directly. Also, not being able to save a word document from my Microsoft Word directly onto Smart Advocate.

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.

SmartAdvocate has made an enormous difference in our law firm and has helped us tremendously. The software allows you to have a bird's-eye view of everything going on in the cases and manage matters efficiently. I researched and demoed many software programs, and SmartAdvocate is by far the most superior out of all the choices.

It is very customizable but also provides an out-of-the-box turnkey solution. Everything is organized, and streamlines the process, and reduces errors by forcing your team to do things the right way every time.

None. They are constantly updating with new features to meet their customer's requests.

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

At first the conversation from Lex PI to SA was slow, it took a little while for the conversation but once everything was up and running, it has been great. Its much more efficient than Lex PI. Smart Advocate caters to the needs of what the business is looking for. I use it to text client, send docs for esign, drafting is easy with the templates created. I have basically no complaints.

I like that all of the files from the old software program we had, transitioned over to Smart Advocate. Features like text messaging and esign make it easy to communicate with clients fast.

The tracking of time feature could use a little work. If i start a task and forget to turn it off, it would be nice to have a reminder instead of seeing 345 hours if i dont work on the file for a week later or so.