SmartAdvocate Reviews

Summary: I highly recommend SmartAdvocate to anyone looking for a great and robust case management system. You cannot go wrong with SmartAdvocate.

Positive: Love all the data and reporting I can gather from SmartAdvocate to provide back to our teams and the owners.

Negative: No cons on my end. Need more of our team to use it

Summary: SmartAdvocate is solving the problem of scattered workflows and manual errors. it has helped us serve client faster, improve internal coordination and get better insights from reports for business decision. overall my experience has been very good. it made our operation more organized , efficient and data driven even though it took some training to get comfortable with all its features.

Positive: It has been very useful for us because it combines case tracking, document management and reporting in one system. Instead of switching between different software, our team can manager everything from intake to settlement within the same platform. The best part is automation. Routine tasks like reminders , document generation and follow ups are handled smoothly, which saves a lot of time, the integration with email and other systems also make communication faster and more transparent.

Negative: One thing i find less helpful is that the interface can feel a bit complex at first, it is powerful, but new users may take some time to understand where each option is.

Summary: UPDATE: Still outstanding. New team members from other firms even tell us how much better SmartAdvocate is than the system they were on, that they thought was good.

Outstanding!! We are a month in and the entire firm of almost 50 team members loves it!! The development and implementation team were OUTSTANDING. No stone left unturned. Testing on the conversion of data ensured nothing was left behind or missing when we went live. The issues after conversion were minimal. The SmartAdvocate team truly does everything possible to ensure you get the best outcome.

Positive: UPDATE: We are now 1.5 years with SA and it just keeps getting better.

User friendly, easy to manage, customer service, training & support, development and implementation.

Negative: UPDATE: SmartAdvocate couldn't possibly make it any easier to obtain help and support. From in system KnowledgeBase, to daily online training, to admin support tickets. No question or help goes unanswered for long.

Initial transition from implementation team to support, but that worked itself out within 5-days, and all was great again.

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.

Summary: Like the title of my review, I could not do without it. It is amazing to have all the case data at your fingertips.

Positive: 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.

Negative: User friendly but there is a learning curve for beginning.

Summary: So far, especially as I learn more each day, I am easily moving through the cases and becoming much more efficient at my job.

Positive: I am able to toggle between cases leaving case tabs open & the case management program allows for all case information to be at your fingertips.

Negative: If the internet is down or slow, the program can freeze or move slow.