SmartAdvocate

SmartAdvocate

Legal case management system

4.6/5 (19 reviews)

SmartAdvocate Overview

SmartAdvocate - available installed or cloud hosted - is a litigation case management software system with document storage, reports, and email integration.

SmartAdvocate was designed and programmed by active, practicing, attorneys to make their office more efficient.

SmartAdvocate is a comprehensive, fully integrated platform in which all task are performed and all important information is accessed. Accessible from anywhere with an internet connection, or via the free iPhone/iPad app, it enables team collaboration in real time.

Pricing

Starting from
US$99,00
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

SmartAdvocate Reviews

Overall rating
4.6/5
89% positive reviews
15
Excellent
2
Very good
1
Average
1
Poor
0
Terrible
Brian D.

This is amazing case management software!!

Used Daily for 2+ years
Reviewed on 2017/06/27
Review Source: Capterra

Pros

I am a practice manager and Smart Advocate(SA), out of the box, comes with all the reporting you need to effectively manage your practice. This software gives you a competitive advantage, especially if your competitors are using Needles. They will write custom reports if you need something specific for your practice. Many redundant tasks can be completed with the click of a button. They also upgrade the software two or three times per year. If there is something you want added and it makes sense then they will add it. This is important because you benefit from the great ideas of other law firms!! They are also adding features that we have priced separately like a customer portal, phone app, etc. These features would have cost the firm more and we get them with our upgrades for the cost of our annual maintenance contract. They are also integrated with many 3rd party vendors like Ngage, LIP, court reporters, investigators and medical record retrieval companies. This means that you can order the product in SA and the product gets delivered directly to SA. I could go on all day about what I like best about this software.

Cons

The downside is that it was created for personal injury and mass torts. They have made several improvements to accommodate other case types but the main focus is personal injury. In the most recent update they gave administrators the flexibility to hide screens which will make the user experience for workers' compensation cases much better.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Steve M.

Life changing practice management software

Used Daily for 6-12 months
Reviewed on 2019/05/13
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Justin V.

Tailor made to meet our needs

Used Daily for 2+ years
Reviewed on 2017/04/06
Review Source: Capterra

SmartAdvocate is simply the best case management software out there. It's great to finally use a program designed for Plaintiff's personal injury practice. The ease of use in generating forms, managing the calendar & statutes, tracking the status of cases, and easily accessing documents is phenominal. We've become so much more efficient thanks to this program.

Pros

Features of this program are specifically tailored to meet the needs of a plaintiff's personal injury practice. Makes keeping up with deadlines and workflow between staff members incredibly easy. Ultimately makes us much more efficient.

Cons

The interface could be a little more intuitive in places, but generally very user friendly.

Response from SmartAdvocate

Justin, Thank you for your great review of SmartAdvocate. The reason you feel so comfortable using SmartAdvocate is SmartAdvocate was designed hands-on by and for litigation attorneys and paralegals and only became a retail product many years later. As you know, SmartAdvocate has been listening very carefully to its clients and issues 3 releases per year with over 300 enhancements PER RELEASE. We will be contacting you to get your suggestions on what we can do to make SmartAdvocate even better. Thanks again, Jerry

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Philip F.

The only Personal Injury Case Management Software to consider

Reviewed on 2013/08/20
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Brian D.

Excellent Case Management System - Excellent Value!!

Used Daily for 2+ years
Reviewed on 2016/08/04
Review Source: Capterra

Smart Advocate give you a competitive advantage over the other personal injury law firms in your market. Just the reporting alone is worth 10 times the price!!

Pros

It is very intuitive and windows based. It is compatible with Microsoft Office and Adobe so creating coded documents is easy. It is also very flexible because you can make changes to the software at the local level(Admin) without having to open a ticket with SA Support.

Cons

It is hard to make the change from your existing software but the pain with worth it!!!

Response from SmartAdvocate

Brian, Thank you for your thoughtful review.

At SmartAdvocate we listen to our customers and update SmartAdvocate about 3 times a year, each time with over 200 enhancements - some big and some small - most are based on our clients feedback. I'm told that is very unusual in the personal injury case management application space.

I hope you have tried our new iPhone app - everyone using it loves it. Its in version 1 right now. Version 2, which is in progress,is going to amaze you.

Thanks again,

Jerry Parker

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

SmartAdvocate Pricing

Starting from
US$99,00
Pricing options
Free Trial
One Time License
Subscription
Value for money

SmartAdvocate Features

  • Case Management
  • Custom Fields
  • Document Storage
  • Document Templates
  • Reporting & Statistics

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Calendar Management
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Invoice Management
  • Reminders
  • SSL Security
  • Search Functionality
  • Third Party Integration
  • Workflow Management

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

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$99,00

Pricing model: One Time License, 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:

Large Enterprises, Mid Size Business, Small 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:

One Time License, 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:

Microsoft Outlook, QuickBooks

Q. What level of support does SmartAdvocate offer?

SmartAdvocate offers the following support options:

Online Support, Phone Support, Video Tutorials