SmartAdvocate Reviews

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116 Reviews

- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Intuitive & Robust
Reviewed on 2020/11/30
Much more effective reporting on intake, client contact, and staff management. Very effective case...
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.
Switched From
Legal FilesReasons for Switching to 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.- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great product that is better and half the price
Reviewed on 2023/05/19
Great product and have not had any issues with the product.
Great product and have not had any issues with the product.
Pros
Ease of use and set up. The team at SmartAdvocate made the transition so easy and we did not miss any time during the transition.
Cons
None that I can think of. I think the product is great.
Alternatives Considered
FilevineReasons for Choosing SmartAdvocate
SmartAdvocate is a better product and not as expensive.Reasons for Switching to SmartAdvocate
Price because they have similar features.- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
My Experience as a Smart Advocate user
Reviewed on 2021/02/04
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

- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Smart Advocate is a Competent Case Management Software Catered to your Needs
Reviewed on 2020/10/12
Smart Advocate has allowed my firm to automate significant portions of our pre-litigation practice...
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 .
Pros
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.
Cons
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.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
A great case management tool for any office.
Reviewed on 2020/10/16
Our office has been able to keep much better track of cases with Smart Advocate, specifically...
Our office has been able to keep much better track of cases with Smart Advocate, specifically calendaring. Everything is in ONE PLACE and very easy to find.
Additionally, the document production portion has been wonderful. We are not re-creating the wheel everytime we want to send something to a client, opposing counsel, or the court.
Pros
The user interface of SmartAdvocate is much easier than the many competitors out there. Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent. Everything is easily able to be found in one place and the templates for document production have saved us countless hours of work.
Cons
There is not much I don't like about SmartAdvocate. Every time I have had a question about a capability, it seems that it already exists or has been easily able to be integrated.
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Comprehensive Case Management and Endless Ability to Customize
Reviewed on 2020/10/12
Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.
Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.
Pros
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.
Cons
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.
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Smart Advocate is a Winner!
Reviewed on 2020/12/04
My 4 years of experience with Smart Advocate has been a positive experience. Over the course of...
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.
Pros
Ease of use, intuitive nature of program. Automation and dashboards.
Cons
Inability to write custom reports and intake functionality.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
The ease of using Smart Advocate
Reviewed on 2024/08/08
I am not that tech savvy but the program is very friendly.
I am not that tech savvy but the program is very friendly.
Pros
Being able to connect with another software
Cons
The workplan tab may need some work to make it more efficient.
Response from SmartAdvocate
Hi Sandra,
Thank you for your review. We agree that SmartAdvocate is user friendly, and our Integration Partners add to the capabilities of the system. Creating WorkPlans can sometimes be a challenge, but our Training Team is available if you ever hit a snag whith of our features. Feel free to join our SmartAdvocate Daily Office Hours: Held every day Monday - Thursday, 3:00 - 4:00pm EST. Jump on a live Zoom session and get help whenever you need it! https://smartadvocate.zoom.us/j/89587199326?pwd=N2ZXbG1xWU1PV25KZVFESHg1blhEQT09#success
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A veteran paralegal prospective
Reviewed on 2024/08/08
So far, now that I have learned to maneuver quicker between the tabs, I am enjoying using it more...
So far, now that I have learned to maneuver quicker between the tabs, I am enjoying using it more and more.
Pros
The ability to review all case file information quickly and having more than one case open at a time so that I can just click a tab to toggle between cases.
Cons
When the internet is slow of freezes because it is browser based
Response from SmartAdvocate
Debra,
Thanks for taking the time to submit a review. Hearing that your experience with the system has increased your efficiency and speed is amazing! We understand that some of the features can be complex, but they are well worth the learning curve necessary to master. Our team is always available for questions, and be sure to read our Tip of the Week eNewsletter, where our Head of Training, Claude Simpson tackles a feature with clear directions, accompanied by useful screenshots. We even have a "Tip Archive" in case you've missed any of the previous Tips.
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
SmartAdvocate Review
Reviewed on 2024/03/29
Pros
Overall, the organization of the program creates a seamless and organized platform for an efficient work environment.
Cons
Sometimes the complexity of tabs can be challenging to teach which is being alleviated when reviewing the tips of the weeks.
Response from SmartAdvocate
Lea,
Thank you for the nice review. Great to hear that you've made use of our Tip Of The Week newsletter. We also have an archive for all of our Tips here: https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/928382993/Tip+of+the+Week+-+Tip+Archive
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Life changing practice management software
Reviewed on 2019/05/13
The SmartAdvocate support team is amazing and very responsive. You have to be patient with any...
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.
Pros
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.
Cons
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.
Reasons for Switching to SmartAdvocate
The years of experience and knowledge of the industry put SmartAdvocate head and shoulders above the competition.- Industry: Legal Services
- Company size: 11–50 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
White Glove Service
Reviewed on 2024/01/17
I work with all CMS in the plaintiff PI world as the company I work with consultants with law firms...
I work with all CMS in the plaintiff PI world as the company I work with consultants with law firms across the country and Canada. SA continues to know the firms they work with, truly care about their success, and ALWAYS goes over and beyond expectations! [sensitive content hidden] every single team member are top notch!
Pros
SA is detailed and easy to use. Some CMS in the industry have too many customization options. The team at SA thinks through problems and are constantly evolving the product.
Cons
SA is like buying your all time favorite car, with every bell and whistle you can imagine. It takes time to know how all the options on your new car work. Sometimes I think there should be different versions for a client. Maybe a base model to start with for firms who have never had the kind of poser SA holds.
Response from SmartAdvocate
Amanda,
Thanks for your review, and we love the car metaphor! Our team truly cares. Plus, every team member at SmartAdvocate is a trained expert who is knowledgeable about all of our firm's needs.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Smart Advocate is an AMAZING system!
Reviewed on 2023/08/01
I use Smart Advocate every day, and have worked in offices who use other systems, and Smart...
I use Smart Advocate every day, and have worked in offices who use other systems, and Smart Advocate is by far superior.
Pros
The case management tools and ease of use are essential for our business to run efficiently.
Cons
Status tracking could be easier, and report searches could have more options.

- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
SmartAdvcate is the way to go
Reviewed on 2023/07/19
Pros
I love the ease and efficiency it provides me to do my job
Cons
There are some glitches on days but it is fixed within the workday

- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Asia Gali-Parks
Reviewed on 2023/07/12
Pros
Smart Advocate helps me perform my job duties in a timely manner. Smart advocate is easy to use.
Cons
I don't believe there is anything I dislike about smart advocate
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Medical Records
Reviewed on 2023/03/10
Overall I have had a very good experience with SmartAdvocate
Overall I have had a very good experience with SmartAdvocate
Pros
That the medical records can be grouped together in folders along with the requests in a separate folder.
Cons
The signatures that can be automatically transferred from Word, if this is could be for all documents that would be very helpful for all medical records
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
SA Review
Reviewed on 2023/02/07
Great experience much better than using just files on windows, makes the day to day a simple...
Great experience much better than using just files on windows, makes the day to day a simple process.
Pros
The customer service is excellent! If you ever have any issues at all they are always there to help!
Cons
Changing certain dates can be a hassle, requiring you to change multiple other sections to change simple things.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Smart Advocate Rocks
Reviewed on 2023/02/07
We have realized that we can keep in touch with clients without taking a large portion out of our...
We have realized that we can keep in touch with clients without taking a large portion out of our day to do so.
Pros
The best part about this product is the ease with which we now manage innumerable complex cases.
Cons
Sometimes, converting from Word doc to PDF messes up the format.
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The #1 software for PI law firm
Reviewed on 2022/12/09
Best experience I've had in a law firm. The organization that can be gained with SA simplifies...
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.
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Review Source
Overall rating
- Ease of Use
- Customer Support
The only Personal Injury Case Management Software to consider
Reviewed on 2013/08/20
I recently installed SmartAdvocate after switching from software for which I paid $5,000 just 11...
I recently installed SmartAdvocate after switching from software for which I paid $5,000 just 11 months ago. I thought the software I had was extremely powerful but my partner didn't think it was easy to use. The admin side was even more difficult. I am the one who created template documents, especially since it was extremely complicated requiring 26 separate steps to save a template document after it was created.
I can honestly say I'm excited about SmartAdvocate. SmartAdvocate is not only much more powerful than my previous software, but it's very easy to use. My partner is also excited because he found it easy to learn how to use. It's not only easy to learn but it's also easy to enter data. It has time-saving features such as when entering a zip code, the town and state is automatically populated in the appropriate fields.
The admin side is also easy to use. One of the most critical aspects, creating template documents, is now extremely simple. After creating a template document, you just save it like a regular word document. No more multiple steps to save a template document.
SmartAdvocate is more powerful than any other software in every respect from the number of available merge codes to the information provided in the dashboards. It's also extremely customizable. There are so many features that I couldn't possibly go into all of them here. However, the first four and probably most important categories to look at is ease of creating and saving template documents; the number of merge codes available; ease of use; and the information displayed in the dashboard. Only SmartAdvocate wins all four categories.
One of the reasons that make SmartAdvocate different from most of the other case management software is that SmartAdvocate has been designed, for over 10 years, specifically for personal injury by a very large personal injury law firm. They currently have 7 programmers and customer support couldn't be better. I have have had issues corrected and suggestions implemented within minutes of my call or email.
I have been using personal injury case management software since 1992 with a 100% personal injury practice in NY. I currently have over 200 websites which I built and maintain. I have more experience than I would like de-hacking phising files from websites and I have designed my own software including personal injury lead capture software and software for the mortgage industry.
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
SmartAdvocate is useful for a large case load
Reviewed on 2021/06/08
Overall it's a good system, it just takes some getting use too.
Overall it's a good system, it just takes some getting use too.
Pros
I love the many diffrent ways we can pull-up a client, that my be in SA (Thats what we call it), wrong. I also, like the feature to look for someone by their first name. You just use *and name. Takes out a lot of guess work. Great feature!
Cons
I'm not real wild about, how many steps it takes to attach documents in the system.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Happy Customer
Reviewed on 2022/05/27
Pros
I love how user friendly the software is
Cons
Lots of very similar titled fill- ins for templates
No client portal app
Our clients have lots of issues with being locked out/ not receiving notifications from the portal
Response from SmartAdvocate
Hi Kathryn! We're thrilled to see that you're a happy customer and are enjoying SmartAdvocate! We have the client portal available to our clients. We'll have someone reach out to you for further guidance, thank you for the kind review.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Dynamic, effective, and efficient software!
Reviewed on 2021/08/23
Pros
Hi! My name is Selena. We've been using SA for over a year. This software can be either cloud or server based. Our office has cloud, so I can work from anywhere with just my log in. Also have Smart Advocate on my phone so I can see cases even when I'm not near a computer/laptop. Also it makes managing cases so easy with all the reports you can run and dashboards you can customize. You can run reports on financial information, calendar, outstanding fees, and you can have the reports generated and emailed to you automatically.
Cons
Integrating documents and learning the plug ins was a little difficult for my office but once practiced a few times we got the hang of it.
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Powerful. Hard to understand all the functionality available.
Reviewed on 2022/01/24
Again. I think its the right solution for us but we need more granular post implementation...
Again. I think its the right solution for us but we need more granular post implementation collaboration.
Pros
I think it's very capable but I struggle with understanding all the things it will do. Wish we had more access to SA experts to actually work with out firm on a regular basis and understand how we use it.
Cons
I am frustrated that I suspect we are not maximizing it's value.
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
SmartAdvocate is a game changer
Reviewed on 2021/11/24
Pros
The client portal is a feature that we have not seen on other products that we expect to be a game changer for our practice. We will be able to stay in contact with more clients using the same amount of time.
Cons
We wish there was more customization on the case home screen.