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Filevine vs SmartAdvocate Comparison

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Overview

Category Leaders

Filevine is a cloud-based legal case management solution designed for law firms to organize and manage legal documents and...

Category Leaders

A fully integrated case management system designed for personal injury & mass tort litigation practices & understands the...

  • 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

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

89

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

130

16

2

2

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.8

5

4

3

2

1

52

9

2

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

Overall experience with Filevine has been amazing. Everyone in the office seems to love it and it works very smoothly with what we use it for.
Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.
The flexibility of Filevine to match our firm's specific needs has been wonderful. The Filevine Outlook extension is particularly helpful in aiding communications.

Pros

The customer service is amazing and they respond quickly if you have questions. I love that they offer on line classes if you want to learn more.
I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome.
Smart Advocate makes it easy to keep data updated in the case files so that everything is live and accurate. I love that we can build out the product in the way that it works great for our law firm.

Cons

I made an error by entering some info into the wrong project - I was unable to delete it.
They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful.
So in addition to wasting all the money we spent on training, we wasted a full day of work.

Cons

The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation.
No longer being able to add a new contact from disbursements directly.
For the most part it functions well but occasionally seems to get stuck.
  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features105
  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Barcoding/RFID
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Analytics
  • Campaign Management
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Migration
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Calendar
  • Expense Tracking
  • File Management
  • File Sharing
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Incident Management
  • Interaction Tracking
  • Invoice Management
  • Issue Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Communication
  • Multi-Location
  • Performance Metrics
  • Productivity Analysis
  • Progress Reports
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Records Management
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Time Tracking
  • Trust Accounting
  • Two-Factor Authentication
  • User Defined Attributes
  • User Management
  • Version Control
  • Visual Analytics
  • Workflow Management
  • Total features51
  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Barcoding/RFID
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Analytics
  • Campaign Management
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Migration
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Calendar
  • Expense Tracking
  • File Management
  • File Sharing
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Incident Management
  • Interaction Tracking
  • Invoice Management
  • Issue Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Communication
  • Multi-Location
  • Performance Metrics
  • Productivity Analysis
  • Progress Reports
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Records Management
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Time Tracking
  • Trust Accounting
  • Two-Factor Authentication
  • User Defined Attributes
  • User Management
  • Version Control
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations20
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier
  • Total integrations5
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier

Filevine vs. SmartAdvocate

See how Filevine and SmartAdvocate stack up against each other by comparing features, pricing, ratings, integrations, security & more.