SmartAdvocate

4.8 (108)
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A Smarter Way To Manage Your Cases and Your Firm

About SmartAdvocate

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape.

SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success.

With 150+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm’s efficiency and profitability.


Key benefits of SmartAdvocate

Powerful document template generator
Calendars that sync with Outlook
Full contact management
A wide range of time-saving automated features
Integrated email and text messaging, including mass email and texting
Remote access from any location
Cloud and Server Based Options
Client Portal


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Not sure about SmartAdvocate? Compare with a popular alternative

SmartAdvocate

4.8 (108)
VS.

Starting Price

USD 99.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
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Features

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Integrations

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Ease of Use

4.6 (108)
3.3 (48)

Value for Money

4.6 (108)
3.4 (48)

Customer Service

4.7 (108)
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Reviews

Overall rating

4.8 /5
(108)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.6/5
Customer Support
4.7/5

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Showing 5 reviews of 108
Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent case management system and terrific customer support

Reviewed on 29/10/2018

I have found SA to be more robust and user friendly as compared to our prior CMS (Needles). ...

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.

Jonathan
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Unequivocally Amazing

Reviewed on 30/11/2020

Smart Advocate has helped us be more efficient, and more detailed. Because there is a place in...

Smart Advocate has helped us be more efficient, and more detailed. Because there is a place in which to put every shred of data, our employees are obtaining it. Before Smart Advocate, employees would get busy and forget to ask our clients for the little details. Since Smart Advocate has the option to build your own workplans, we can put every required detail in as an automatic task which reminds/requires the employees to get that information.

Pros

Smart Advocate is completely customizable, optionally automated, and such a time saver. If you have ever said to yourself "there must be a better/easier/quicker way" to do something, Smart Advocate likely has the solution in place already. If you do have an idea that they're not doing yet, they are always at the ready to create and implement new solutions. More than a business, they become family! Customer service is top notch!

Cons

If there is anything to dislike, it's that I don't have enough time in the day to learn and utilize everything they offer.

Lori
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

My Experience as a Smart Advocate user

Reviewed on 04/02/2021

Easy to scan and upload documents in a safe environment

Easy to scan and upload documents in a safe environment

Pros

It's a great place to have all of our documents in one organized location

Cons

Features are more geared to a Plaintiff's firm not a defense Law firm

Lauren
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Easy to use, not always user-friendly. VERY detailed which can be a good or bad thing

Reviewed on 21/10/2020

Organizational problems solved with SmartAdvocate. The best benefit to Smart Advocate is when you...

Organizational problems solved with SmartAdvocate. The best benefit to Smart Advocate is when you actually use all of its functions and input all the information in its necessary place/fill out all the fields, it makes life very easy.

Pros

That you can add almost ANY detail to the case to SA that is separated into so many different categories to find info about the case. I love how it can be connected to our Outlook email to send/set tasks or email tasks to anyone. If all the information is inputted into the correct places, it can be VERY helpful. Love how it puts all the info into the template for you.

Cons

It can be overwhelming the amount of information that SA shows/requires to fill out for the case. Not always user friendly...especially if you are still learning how to use SA and ALL of its features. I do not like when searching for a client in search bar that multiple tabs open up and can make the screen overwhelming to look at with multiple tabs. It is both a good and a bad thing how much information can be stored into SA. I wish the dashboard was easier to read, too crowded.

Hector
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A Clean, Customizable Experience

Reviewed on 08/08/2023

Pros

The platform is easy to use and navigate from Setup to Settlement. It’s designed in a straightforward manner with everything reasonably placed. Even someone unfamiliar with case management solutions could probably pick this up and jump into a workflow pretty quickly. Additionally, the ability to change what information is presented and where is a very useful feature.

Cons

The system has a few issues that are holding it back. The file preview tools seem to be very sensitive about when and where they want to work. While Word documents almost never have issues with previewing, PDFs sometimes can’t be previewed. For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed. It would be great if medical bills could be copied to liens more efficiently instead of one item at a time. The calendar events are very useful, but when you delete a series, it doesn’t automatically remove it from your outlook calendar. Instead, it updates it to say “Deleted”. Perhaps it’s not possible, but it seems like it would be.

Showing 5 reviews of 108 Read all reviews

SmartAdvocate FAQs

Below are some frequently asked questions for SmartAdvocate.

SmartAdvocate offers the following pricing plans:

  • Starting from: USD 99.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

SmartAdvocate has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

SmartAdvocate supports the following languages:

English

SmartAdvocate supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SmartAdvocate integrates with the following applications:

Case Status, Docubee, Docusign, Microsoft Outlook, Milestone, Ngage, QuickBooks Online Advanced, RingCentral Video, Sinch MessageMedia, Twilio, Zapier

SmartAdvocate offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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