SmartAdvocate

4.7 (117)
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A Smarter Way To Manage Your Cases and Your Firm

About SmartAdvocate

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape.

SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success.

With 150+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm’s efficiency and profitability.


Key benefits of SmartAdvocate

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


Images

SmartAdvocate Software - SmartAdvocate Case Summary Screen
SmartAdvocate Software - SmartAdvocate Office Calendar
SmartAdvocate Software - MySmartAdvocate Screen (customizable)
SmartAdvocate Software - SmartAdvocate Client Portal
SmartAdvocate Software - SmartAdvocate Intake Performance Dashboard
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SmartAdvocate video
SmartAdvocate Software - SmartAdvocate Case Summary Screen
SmartAdvocate Software - SmartAdvocate Office Calendar
SmartAdvocate Software - MySmartAdvocate Screen (customizable)
SmartAdvocate Software - SmartAdvocate Client Portal
SmartAdvocate Software - SmartAdvocate Intake Performance Dashboard

Not sure about SmartAdvocate? Compare with a popular alternative

SmartAdvocate

4.7 (117)
VS.
Highly reviewed

Starting Price

US$109.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

111
119

Integrations

23
3

Ease of Use

4.6 (117)
3.7 (376)

Value for Money

4.6 (117)
3.6 (376)

Customer Service

4.7 (117)
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Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

4.7 /5
(117)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.6/5
Customer Support
4.7/5

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Showing 5 reviews of 117
Nicholas J.N.
Nicholas J.N.
Overall rating
  • 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 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.

Nicholas
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • 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

Filevine

Reasons for Choosing SmartAdvocate

SmartAdvocate is a better product and not as expensive.

Reasons for Switching to SmartAdvocate

Price because they have similar features.
Lori
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • 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

Arren
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • 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.

Brian
Overall rating
  • Industry: Legal Services
  • 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 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.

Showing 5 reviews of 117 Read all reviews

SmartAdvocate FAQs

Below are some frequently asked questions for SmartAdvocate.

SmartAdvocate offers the following pricing plans:

  • Starting from: US$109.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

SmartAdvocate has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

SmartAdvocate supports the following languages:

English

SmartAdvocate supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SmartAdvocate integrates with the following applications:

Blazeo, CallTrackingMetrics, Case Status, Docubee, Docusign, Elaw, Foundation AI, Hona, Intaker, Keap, Kenect, MASSIVE, Microsoft Outlook, Milestone, Ngage, Prestige, Proof, QuickBooks Online Advanced, RingCentral Video, Scorpion, Sinch MessageMedia, Twilio, Zapier

SmartAdvocate offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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