SmartAdvocate Reviews

Summary: Overall, its a strong program that can do nearly anything you need or imagine. Any company would be improved by using this software if they know how they want to use it.

Positive: You can do nearly anything you can imagine in case management.
The Calendar and notifications and system integration with Microsoft are critical for our usage.
I enjoy being able to communicate.

Negative: The login process could be better. The processes are too complicated, for some simple tasks.

Summary: As we are working more with SmartAdvocate, the many great features it has will help us to improve our efficiency, time it takes to do documents, pull reports, etc.

Positive: We have been using SmartAdvocate for approximately 4 months and are learning new features daily. The Dashboards are great for keeping up with the cases. I also like the fact that you can open 1 case multiple times and use the filter to look at just the documents you need to work with.

Negative: SmartAdvocate is a web based program and sometimes it can slow you down, which could mean there needs to be an internet upgrade.

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

Positive: 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.

Negative: 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.

Summary: Overall this software is good. It is easy to navigate, keeps everything in one place, and is easy to organize.

Positive: Everything can be in one place. The note feature makes it easy to follow along with what has happened in a file. You can send links to documents via email to coworkers. There are regular seminars to beef up your knowledge of how best to use the software.

Negative: We have a chat system that automatically creates files for contacts regardless of if there is already a file in the system for them. We are unable to delete contacts so we have to manually find them and rename the duplicates as "unknown".

Summary: Like any program it has its quirks and takes some time to get use to but once you do it becomes such a helpful tool.

Positive: Smart Advocate is easy and self-explanatory 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

Negative: 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, I can only upload it from the web browser.

Summary: It took a little bit to get used to but once I got the hang of it, its been a breeze! If I can learn it, anyone can!

Positive: I absolutely love the texting feature this program provides along with the ease of intaker. Opening files is so easy

Negative: I've been using this for a little over a year and I do not have any cons

Summary: Very easy to use with lots of helpful features integrated. It it very user-friendly and makes my job as a paralegal much simpler.

Positive: Very easy to use. The tabs help me organize my documents in a very efficient manner. Good Outlook integration.

Negative: I wish there were a way to automate calendar reminders.

Summary: Training team and support extremely helpful. I think I never imaged a group of people could be so attentive to their clients as they are.

Positive: User friendly, Organization of workflow , documents and time tracking is phenomenal. It is extremely difficult to have such organization in the legal field court procedures are changing often and the turnaround rate of staff is also high the software helps with an organized manner.

Negative: None thus far, I would say that it takes time to set up but that is something that happens with any software.

Summary: My overall experience has been great. I do enjoy using it on a daily basis. It makes me more efficient.

Positive: tech support features, text message feature, and the email feature. I like that you can receive photos and video that go straight into the system.

Negative: There was not much I didn't like but the transition was a little complicated in the beginning.

Summary: I am very happy with all aspects of SmartAdvocate. They are very user friendly and easy to learn. I would recommend them to anyone.

Positive: We have been using SmartAdvocate since October 2024. It is very user friendly and easy to learn. They have an amazing customer support staff.

Negative: I really couldn't think of any cons for SmartAdvocate. I give it a 10 out 10 rating.

Summary: SmartAdvocate is an asset to our office! Our ease of finding information for our clients and attorneys has improved overall.

Positive: SmartAdvocate helps me keep my case information organized and easy to find. They are constantly working to make the product better with new updates and products.

Negative: Sometimes there are a few more steps to complete a process that I feel is necessary but once you have used it a while, you learn ways to make things work faster.

Summary: The SmartAdvocate webinars have been informative and instructive. The information received in the webinars is supportive in dealing with clients.

Positive: The webinar was instructive. In addition to demonstrating different aspects of the SmartAdvocate case system, it also demonstrated how to associate the aspects directly with the clients. After watching the webinar, I could apply the instructions and demonstrations in my communication with our clients.

Negative: I enjoyed the entire webinar. The firm administrators encourage the employees to watch the webinar. It is a nice break to my work day (encouraged by the firm administrators). I look forward to the webinars as they are information and instructive.

Summary: Overall it is a great software and I love all of the features it has to offer for myself as well as clients.

Positive: I love the new internal messaging! I love the texting feature to communicate with clients so they can reach us and send photos etc.

Negative: There is not much I don't like about it, it is a great software

Summary: It has been great so far. I am able to create tasks pertaining to cases and draft up templates for word documents I need. All the features are really cool!

Positive: What I like the most about SA is that I can properly organize all my files and paperwork with ease!

Negative: I liked everything about smart advocate. No let downs so far!

Summary: SmartAdvocate has made my day to day work load seamless. I am no longer stressing if I have forgotten something or waste any time looking for things when everything is all online, in SmartAdvocate, at my fingertips!

Positive: Ease of use
Multiple features
It is extremely user friendly.
SmartAdvocate has made my job so much easier. It literally does everything that I need.

Negative: I have not found anything that I do not like yet.