SmartAdvocate

Award-Winning Legal Case Management Software

4,7 /5 (29 reviews) Write a Review!

SmartAdvocate Overview

What is SmartAdvocate?

SmartAdvocate is a fully integrated case management system designed for personal injury and mass tort litigation practice.

Designed by personal injury lawyers who understand the challenges of case management in today’s fast paced, highly competitive and technologically demanding world, SmartAdvocate® is a revolutionary software that will increase your practice’s efficiency and profitability.

SmartAdvocate Overview

Pricing

Starting from
US$89,00

Pricing options

Free Trial
Subscription
Value for money

SmartAdvocate Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

SmartAdvocate summary
SmartAdvocate plaintiff details
SmartAdvocate critical comments
SmartAdvocate attorney dashboard
SmartAdvocate video SmartAdvocate screenshot: SmartAdvocate summary SmartAdvocate screenshot: SmartAdvocate plaintiff details SmartAdvocate screenshot: SmartAdvocate critical comments SmartAdvocate screenshot: SmartAdvocate attorney dashboard

SmartAdvocate Reviews

SmartAdvocate Reviews

Overall rating
4,7
/
5
Excellent
23

Very good
4

Average
1

Poor
1

Terrible
0

Value for Money
4,7
Features
4,7
Ease of Use
4,7
Customer Support
4,8
93% recommended this app
Verified Reviewer

Excellent case management system and terrific customer support

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.


Arren W.

A great case management tool for any office.

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.


Andrew C.

not as flexible as I told it would be

case management of arbitrations

status reports


Brian F.

Comprehensive Case Management and Endless Ability to Customize

Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.


Nicholas j.n. S.

Smart Advocate is a Competent Case Management Software Catered to your Needs

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 .


Verified Reviewer
Industry: Law Practice
Company size: 11-50 Employees

Excellent case management system and terrific customer support

Used Daily for 6-12 months
Reviewed on 2018/10/29
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Arren W.
Industry: Law Practice
Company size: 11-50 Employees

A great case management tool for any office.

Used Daily for 1+ year
Reviewed on 2020/10/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Andrew C.
Industry: Law Practice
Company size: 11-50 Employees

not as flexible as I told it would be

Used Daily for 2+ years
Reviewed on 2017/08/01
Review Source: Capterra

case management of arbitrations

status reports

Pros

assists with arbitration and personal injury departments /

used and understood by all employees /

Cons

does not assist enough; limited capacities

salespeople made promises that they could not keep

overpriced for its value

Response from SmartAdvocate

We are surprised by this review and have reached out to Mr. Costella. As I wrote to Mr. Costella:

"Your comments that the system "does not assist enough" and has "limited capacities" frankly caught me by surprise. We pride ourselves on the fact that SmartAdvocate is the most comprehensive and full featured case management software system on the market.

There seems to be a disconnect here, one that we want to resolve. We want you to be satisfied and get everything you should out of the system."

We hope to get a more detailed understanding of criticism and see how we can help them to get more out of the many features and capabilities contained in the system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Brian F.
Industry: Legal Services
Company size: 51-200 Employees

Comprehensive Case Management and Endless Ability to Customize

Used Daily for 1+ year
Reviewed on 2020/10/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Nicholas j.n. S.
Industry: Law Practice
Company size: 51-200 Employees

Smart Advocate is a Competent Case Management Software Catered to your Needs

Used Daily for 1+ year
Reviewed on 2020/10/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9,1/10
Based on 29 user ratings
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SmartAdvocate Pricing

SmartAdvocate Pricing

Starting from
US$89,00
Free Trial
Subscription
Value for money
Value for Money
4,7/5
Based on 29 user ratings
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SmartAdvocate Features

SmartAdvocate Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,7/5
Based on 29 user ratings
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Categories

Additional information for SmartAdvocate

Additional information for SmartAdvocate

Key features of SmartAdvocate

  • Barcode generation
  • Campaign analysis
  • Case Notes
  • Case management
  • Client database
  • Collaborative workspace
  • Communication Tracking
  • Communications calendar
  • Conflict Management
  • Conflict of Interest Check
  • Court Management
  • Custom fields
  • Digital Image Management
  • Discovery Management
  • Docket Management
  • Document distribution
  • Document storage
  • Document templates
  • Email integration
  • Email marketing
  • Email templates
  • Performance reports
  • Project time tracking
  • Questionnaire Component
  • Reminders
  • Reporting & statistics
  • Special Item Tracking
  • Specific Case Type
  • Statute Warnings
  • Time Tracking
  • Time tracking by project
  • User defined attributes

Benefits

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

SmartAdvocate FAQs

SmartAdvocate FAQs

Below are some frequently asked questions for SmartAdvocate.

Q. What type of pricing plans does SmartAdvocate offer?

SmartAdvocate offers the following pricing plans:

Starting from: US$89,00

Pricing model: Subscription

Free Trial: Not Available

Q. What are the main features of SmartAdvocate?

SmartAdvocate offers the following features:

  • Barcode generation
  • Campaign analysis
  • Case Notes
  • Case management
  • Client database
  • Collaborative workspace
  • Communication Tracking
  • Communications calendar
  • Conflict Management
  • Conflict of Interest Check
  • Court Management
  • Custom fields
  • Digital Image Management
  • Discovery Management
  • Docket Management
  • Document distribution
  • Document storage
  • Document templates
  • Email integration
  • Email marketing
  • Email templates
  • Performance reports
  • Project time tracking
  • Questionnaire Component
  • Reminders
  • Reporting & statistics
  • Special Item Tracking
  • Specific Case Type
  • Statute Warnings
  • Time Tracking
  • Time tracking by project
  • User defined attributes

Q. Who are the typical users of SmartAdvocate?

SmartAdvocate has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does SmartAdvocate support?

SmartAdvocate supports the following languages:

English

Q. What type of pricing plans does SmartAdvocate offer?

SmartAdvocate has the following pricing plans:

Subscription

Q. Does SmartAdvocate support mobile devices?

SmartAdvocate supports the following devices:

Android, iPhone, iPad

Q. What other apps does SmartAdvocate integrate with?

SmartAdvocate integrates with the following applications:

Lead Docket, MessageMedia, MessageMedia, Microsoft Outlook, QuickBooks Online Advanced

Q. What level of support does SmartAdvocate offer?

SmartAdvocate offers the following support options:

Phone Support, Online Support, Video Tutorials, FAQs, Knowledge Base