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CoCounselor vs SmartAdvocate Comparison (2026)

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SmartAdvocate logo

SmartAdvocate

Overview

CoCounselor, built on Salesforce.com, is a full service practice management solution designed by plaintiff lawyers for plaintiff lawyers to improve workflows, generate documents, view reports, and manage every aspect of their practice from anywhere in the world.

SmartAdvocate is a powerful, integrated case management system designed for personal injury lawyers, mass tort litigation firms, and other types of litigation law practices. This dynamic software is cloud or server based and designed to help you serve clients more effectively and efficiently.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

85

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

109

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

61

5

4

3

2

1

41

14

6

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
72%
would recommend this app

4.7

140

5

4

3

2

1

107

29

3

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

“Basically everything I need to see is right there and I don't have to search through multiple folders for information.”
CH

Corina H.

Paralegal

Pros

“Overall, SmartAdvocate offers exceptional Value for Money by consolidating task tracking, document generation, and client management into a single platform without needing extra add-ons. Once your team gets past the learning curve, the daily operational efficiency, strong data Security, and streamlined Document Management make it an invaluable asset for any legal team.”
Verified reviewer profile picture

Akansha C.

Infra Managed Services Analyst

“The knowledge base is thorough and has helped us all to understand the platform better when we have questions, and it also lists all of their (extensive) integrations; we are currently working in more and more as time goes on.”
LL

Lucio L.

File Manager

“What I liked most about SmartAdvocate was its ability to centralize case management, documents, emails, and workflows in one platform.”
MA

Mujahid A.

Soc Analyst

Cons

Not enoughreviews yet

Cons

“There are lot of technical glitches and the software will reset our user preferences as well as forms, we can be annoying to redo.”
KP

Kara P.

Administrative Assistant

“The initial setup and learning curve can be a bit overwhelming for new staff.”
Gk

Gopi k.

Deputy Manager

“Not a fan of the calendar integration with Outlook. ”
DL

Dina L.

Chief Operations Officer

  • Vendor responds to reviews
  • Last review5 years ago
  • Vendor responds to reviews
  • Last review24 days ago

Key features

  • Total features32
  • 2-Way Messaging
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Attendance Management
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Tracking
  • Employee Management
  • Expense Tracking
  • File Management
  • For Lawyers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Goal Setting/Tracking
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile App
  • Multi-Location
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Records Management
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Training Management
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features81
  • 2-Way Messaging
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Attendance Management
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Tracking
  • Employee Management
  • Expense Tracking
  • File Management
  • For Lawyers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Goal Setting/Tracking
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile App
  • Multi-Location
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Records Management
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Training Management
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations3
  • Blazeo
  • CTM
  • CallRail
  • Case Status
  • Denovo
  • Docubee
  • Docusign
  • Dropbox Backup
  • Google Calendar
  • Hona
  • Intaker
  • Keap
  • Kenect
  • Law Ruler Software
  • Microsoft Outlook
  • Ngage
  • QuickBooks Online Advanced
  • RingCentral Video
  • Salesforce Sales Cloud
  • Twilio
  • Zapier
  • Total integrations19
  • Blazeo
  • CTM
  • CallRail
  • Case Status
  • Denovo
  • Docubee
  • Docusign
  • Dropbox Backup
  • Google Calendar
  • Hona
  • Intaker
  • Keap
  • Kenect
  • Law Ruler Software
  • Microsoft Outlook
  • Ngage
  • QuickBooks Online Advanced
  • RingCentral Video
  • Salesforce Sales Cloud
  • Twilio
  • Zapier

Alternatives

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