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SmartAdvocate
4.7
(82)

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A Smarter Way To Manage Your Cases and Your Firm

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(4)

SmartAdvocate Pricing, Features, Reviews and Alternatives

SmartAdvocate product overview

Price starts from

89

/user

Per month

What is SmartAdvocate?

SmartAdvocate, an award-winning legal case management system is made to handle the challenges of today's fast-paced technologically demanding legal landscape. The robust features enable firms to manage, store, track & communicate better, to achieve the highest level of success.

Key benefits of using 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

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Webinars
In Person
Live Online
Videos
Documentation

SmartAdvocate pricing information

Value for money

4.5

/5

82

Starting from

89

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

SmartAdvocate features

Functionality

4.6

/5

82

Total features

47

7 categories

Most valued features by users

Document Management
Access Controls/Permissions
Task Management
Document Storage
Alerts/Notifications
Case Management
Reporting & Statistics
Calendar Management

SmartAdvocate users reviews

Overall Rating

4.7

/5

82

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.14/10
Rating distribution

5

4

3

2

1

63

16

2

1

0

Pros
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.
I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome.
The customer service is excellent. If you ever have any issues at all they are always there to help.
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.
JP
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Jonathan P.

Law Practice, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Unequivocally Amazing

Reviewed 3 years ago

Smart Advocate has helped us be more efficient, and more detailed. Because there is a place in which to put every shred of data, our employees are obtaining it. Before Smart Advocate, employees would get busy and forget to ask our clients for the little details. Since Smart Advocate has the option to build your own workplans, we can put every required detail in as an automatic task which reminds/requires the employees to get that information.

Pros

Smart Advocate is completely customizable, optionally automated, and such a time saver. If you have ever said to yourself "there must be a better/easier/quicker way" to do something, Smart Advocate likely has the solution in place already. If you do have an idea that they're not doing yet, they are always at the ready to create and implement new solutions. More than a business, they become family! Customer service is top notch!

Cons

If there is anything to dislike, it's that I don't have enough time in the day to learn and utilize everything they offer.

LS
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Lauren S.

Law Practice, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Easy to use, not always user-friendly. VERY detailed which can be a good or bad thing

Reviewed 3 years ago

Organizational problems solved with SmartAdvocate. The best benefit to Smart Advocate is when you actually use all of its functions and input all the information in its necessary place/fill out all the fields, it makes life very easy.

Pros

That you can add almost ANY detail to the case to SA that is separated into so many different categories to find info about the case. I love how it can be connected to our Outlook email to send/set tasks or email tasks to anyone. If all the information is inputted into the correct places, it can be VERY helpful. Love how it puts all the info into the template for you.

Cons

It can be overwhelming the amount of information that SA shows/requires to fill out for the case. Not always user friendly...especially if you are still learning how to use SA and ALL of its features. I do not like when searching for a client in search bar that multiple tabs open up and can make the screen overwhelming to look at with multiple tabs. It is both a good and a bad thing how much information can be stored into SA. I wish the dashboard was easier to read, too crowded.

LR
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Lori R.

Law Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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My Experience as a Smart Advocate user

Reviewed 2 years ago

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

JV
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Justin V.

Law Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Tailor made to meet our needs

Reviewed 6 years ago

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.

Vendor response

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

PF
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Philip F.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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The only Personal Injury Case Management Software to consider

Reviewed 10 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

SmartAdvocate FAQs

Q. What type of pricing plans does SmartAdvocate offer?

SmartAdvocate has the following pricing plans:
Starting from: $89.00/month
Pricing model: Subscription


Q. Who are the typical users of SmartAdvocate?

SmartAdvocate has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

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Q. What languages does SmartAdvocate support?

SmartAdvocate supports the following languages:
English

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Q. Does SmartAdvocate support mobile devices?

SmartAdvocate supports the following devices:
Android, iPad, iPhone

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Q. Does SmartAdvocate offer an API?

Yes, SmartAdvocate has an API available for use.

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Q. What other apps does SmartAdvocate integrate with?

SmartAdvocate integrates with the following applications:
Microsoft Outlook, OnTask, RingCentral Video, Zapier, QuickBooks Online Advanced, DocuSign, Case Status, Ngage, Twilio, MessageMedia

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Q. What level of support does SmartAdvocate offer?

SmartAdvocate offers the following support options:
Phone Support, Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

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