SmartAdvocate

Pros: The ability to keep all case information in one location, along with the tasking ability to keep track of tasks assigned to team members has been a a huge help and time saver. The case browse reports for our weekly meetings on cases status has really assisted the team in knowing where our cases stand, instead of digging through notes and emails on each case file.

Cons: The initial migration and conversion did not go as smoothly as we had hoped, however, once cleaned up and finally integrated into our firm operations we have found the CRM to be easy to use, beneficial to the firm and the way we manage cases.

Pros: I like that smart advocate is easy to use and not difficult to navigate through the system. Super easy to find client information.

Cons: The one thing I didn’t like about smart advocate was the ability to run reports needed for data tracking.

Pros: The ease of use of the product, the layout, the reports we can create, and the training tools the staff provides.

Cons: I wish the mobile app worked to assist me when I am out in the field. I can use my laptop, but to be able to look up a phone number for a client quickly, or access contact information about a judge or opposing attorney -- that would be so helpful.

Pros: I love the ease of use, it was super quick to learn. I also like the customizations features and document management.

Cons: Would like more customization options in terms of colors. Maybe adding the full range of colors to allow custom skins.

Pros: I like the the task system the most. I get a daily report of what I need to do that day on top of all unfinished tasks and how long they have been pending.

Cons: It takes a little bit to get used to. I thought the emails I saved in the file were deleted only to find an icon I clicked to exclude emails. Clicked it back on and I had everything I was looking for.

Pros: The software keeps you organized and efficient with tabs for different categories, including names, phone numbers, insurance info., lien info., etc.

Cons: Plugins for new employees or when there are updates have been a little challenging. Templates are still a bit time consuming, but still worth it!

Pros: Development & Implementation Teams were outstanding. The level of communication, follow up and follow through was above expectations. As a result of their amazing effort, our conversion had only one major issue, but it was very quickly resolved with no negative impact to work.

Cons: Not a fan of the calendar integration with Outlook. Wanted to love it, and tried several ways to make it work, but it was just not great. I am hopeful this will improve over time. Integration with QB works, but has some quirks that we needed to create a work-around for. Such as, only the primary contact address pushing to QB and not being able to select a mailing address for checks when the contact has more than one address, or not being able account for a DBA name versus the check payee name.

Pros: All of the features and how detailed you can get.

Cons: Their help manual doesn't always have what you need if you have question.

Pros: The back user features are easy to use. The system is set up very well. SmartAdvocate allows the end user to streamline processes in a quick and efficient manner. The flexibility of the merge codes is superior to all other case management software. Workplans are easy to create and even easier to use. The training is voluminous and broken down so even the most basic user can understand. The customer service is kind and extraordinary quick to respond.

Cons: I would love SA to add an option for “children”. In other words, if I had a parent docket that said “expert deposition” I could create documents under that docket so everything is in one clean and easy to find space.

Pros: Nice layout, very detailed, and the flexibility to annote almost anything.

Cons: Not very user friendly or intuitive. There are too many steps to do simple tasks and in this industry the complications get compounded with each case when processes are not clear.

Pros: Very easy to navigate and has a lot of features that I use daily. The calendar function is very helpful.

Cons: I dislike that there is no way to automate calendar reminders.

Pros: Several features. The texting feature, email feature and tech support is all great.

Cons: The transition was difficult, but I learned quickly.

Pros: We have been using Smart Advocate since October 2024. I love it so much!! It is very user friendly and easy to learn.

Cons: I really don't have any cons at Smart Advocate. I love it!!

Pros: Smart Advocate is constantly updated and improving their products. The training staff are very helpful.

Cons: Sometimes there are several steps to perform a specific function.

Pros: The customer support and advanced features.

Cons: Switching from an old system and having to learn a new case system.

Pros: I love the texting feature so I can communicate with my clients

Cons: There is not much that I don't like about it.

Pros: How easy it is to use and navigate. Super useful!

Cons: I have no complaints so far about this tool!

Pros: User friendly and many features. It has made my job so much easier and less stressful.

Cons: There has not been anything that I have found that I don't like.

Pros: 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.

Cons: SA is user friendly but there is a learning curve when starting.

Pros: Our firm has been using Smart Advocate for approximately 4 months, and we are learning new features daily. I really like that you can open one case multiple times and filter the docs you are working on all at the same time and the dashboards.

Cons: I think color coding would be helpful. Smart Advocate is an internet based program and sometimes it can slow you down - which we may need higher internet.

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

Pros: Being able to connect with another software

Cons: The workplan tab may need some work to make it more efficient.