SmartAdvocate Features

SmartAdvocate

Legal case management system

4.63/5 (19 reviews)

SmartAdvocate Feature Summary

  • Case Notes
  • Conflict Management
  • Docket Management
  • Discovery Management
  • Communication Tracking
  • Special Item Tracking
  • Specific Case Type
  • Court Management
  • Questionnaire Component
  • Time Tracking
  • Reminders
  • Statute Warnings
  • Digital Image Management
  • Conflict of Interest Check
  • Time tracking by project
  • Collaborative workspace
  • Client database
  • Document storage
  • Document templates
  • Email integration
  • Project time tracking
  • Campaign analysis
  • Document distribution
  • Case management
  • Custom fields
  • Email templates
  • Communications calendar
  • Reporting & statistics
  • Performance reports
  • Email marketing
  • User defined attributes
  • Barcode generation

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (35 other apps)
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Billing & Invoicing (31 other apps)
Calendar Management (34 other apps)
Case Management (48 other apps)
Contact Management (24 other apps)
Custom Fields (24 other apps)
Customizable Templates (24 other apps)
Data Import/Export (24 other apps)
Document Management (38 other apps)
Document Storage (41 other apps)
Document Templates (28 other apps)
Invoice Management (25 other apps)
Reminders (34 other apps)
Reporting & Statistics (30 other apps)
SSL Security (24 other apps)
Search Functionality (39 other apps)
Third Party Integration (26 other apps)
Workflow Management (27 other apps)

Mobile apps

iOS App


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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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SmartAdvocate Feature Reviews

18 reviewers had the following to say about SmartAdvocate's features:

Eric Paris

It has been a first class experience working with Smart Advocate. I am a very satisfied customer!

2017-08-17

This is the best case management program on the market for a personal injury practice.

Pros

I love the case wizard which allows my staff to quickly set up a new matter in the program.

Cons

None as of the time of this writing. i have not encountered any problems with the software that would cause me to comment on it at this time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
andrew costella, esq

not as flexible as I told it would be

2017-08-01

case management of arbitrations status reports

Pros

assists with arbitration and personal injury departments / used and understood by all employees /

Cons

does not assist enough; limited capacities salespeople made promises that they could not keep overpriced for its value

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No

Response from SmartAdvocate


We are surprised by this review and have reached out to Mr. Costella. As I wrote to Mr. Costella:

"Your comments that the system "does not assist enough" and has "limited capacities" frankly caught me by surprise. We pride ourselves on the fact that SmartAdvocate is the most comprehensive and full featured case management software system on the market.

There seems to be a disconnect here, one that we want to resolve. We want you to be satisfied and get everything you should out of the system."

We hope to get a more detailed understanding of criticism and see how we can help them to get more out of the many features and capabilities contained in the system.

Read more
Michael McCready

Best case management for personal injury practice on market. Nothing else compares

2017-10-04

Pros

All the monitoring and reports you could want built in without exporting to a spreadsheet.

Cons

Learning a new case management system and migrating data is never easy, but the process was easier than expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Justin Varughese

Tailor made to meet our needs

2017-04-06

SmartAdvocate is simply the best case management software out there.

Pros

Makes keeping up with deadlines and workflow between staff members incredibly easy.

Cons

The interface could be a little more intuitive in places, but generally very user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from SmartAdvocate


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

Read more
Philip Franckel

The only Personal Injury Case Management Software to consider

2013-08-20

It's also extremely customizable. There are so many features that I couldn't possibly go into all of them here.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Sean Kelly

From Saga to SmartAdvocate - Seamless Transition - Superior Support

2015-11-19

(3) all of our custom Saga document templates were converted and now work even better in SmartAdvocate

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Law Practice company, 11-50 employees)

Excellent case management system and terrific customer support

2018-10-29

Moreover, the staff at SmartAdvocate has been an amazing resource for helping us to integrate into the new system, and where we ask, help us to create numerous functionalities that allow SmartAdvocate to function in a way that works best for our specific firm.

Pros

. * The summary page for each case allows you to quickly see all highlights of a case with a quick glance.

Cons

Like any new system, there is a learning curve which created some challenged, but once you have figured things out (and the SA team did help with plenty of support for my office), the system greatly surpasses Needles.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Witold Strzelczyk

Great daily tool for PI practice.

2016-04-21

Excellent quick case details review.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tanya Stevens

It's a great program

2017-07-21

Pros

The reports are great for keeping track of cases and their statuses.

Cons

We have not have any huge issues with anything. It is easy to learn.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Brian Dunn

Excellent Case Management System - Excellent Value!!

2016-08-04

Just the reporting alone is worth 10 times the price!!

Pros

It is compatible with Microsoft Office and Adobe so creating coded documents is easy.

Cons

It is hard to make the change from your existing software but the pain with worth it!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering SmartAdvocate

This is a must have for all personal injury law firms.

Source: Capterra
Helpful?   Yes   No

Response from SmartAdvocate


Brian, Thank you for your thoughtful review.

At SmartAdvocate we listen to our customers and update SmartAdvocate about 3 times a year, each time with over 200 enhancements - some big and some small - most are based on our clients feedback. I'm told that is very unusual in the personal injury case management application space.

I hope you have tried our new iPhone app - everyone using it loves it. Its in version 1 right now. Version 2, which is in progress,is going to amaze you.

Thanks again,

Jerry Parker

Read more
rachel love

this program is extremely user friendly & my cases are all extremely organized

2017-05-03

Pros

the documents and ease of finding anything i need on a case the fact that the most important things for me are generally on the first screen

Cons

that you cant put commas in the numbers, other then that there isn't much i dont like i have used many programs iand by far this is the best on e

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bradley Dworkin

Phenomenal software

2016-03-14

Their dashboards and reports are unique nothing like I have ever seen before.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brian Dunn

This is amazing case management software!!

2017-06-27

Pros

They are also integrated with many 3rd party vendors like Ngage, LIP, court reporters, investigators and medical record retrieval companies.

Cons

They have made several improvements to accommodate other case types but the main focus is personal injury.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Justin Dean

Top Notch Case Management System

2017-08-01

Pros

It is pretty much a fully customizable system, with a little bit of know-how and creativity you can do just about anything with it.

Cons

It is a tad complex and can be intimidating for new users. The reporting features are also a little bit bulky and complicated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tyson Navarre

Simple case management

2017-07-17

Pros

Tons of features, simple setup, great support. When we have questions they are always answered swiftly and professionally.

Cons

Easy to get off track, resulting in a lot of manual entry-make sure you have a process in place for your attorneys and paralegals to ensure that everyone is putting data in the system consistently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bonita Frucci

Overall great program. It is a bit tricky to at first but does make sense on how its formulated.

2017-08-04

Pros

Notes, medical portion/record request, some of the forms, ease of use to locate and update contact information, how each aspect is predicated upon another of the program.

Cons

To create the forms, using the merge codes and having the margins/tab sets line up exactly where you want them to is frustrating if it is not a full left margin. Figuring out how to modify information in some of the screens if there is not an edit option on that screen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve Malman

Life changing practice management software

2019-05-13

The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly.

Pros

SmartAdvocate has all of the tools necessary to successfully operate a personal injury law firm with incredible efficiency. The ability to text and esign right from within the program is a game changer in terms of client satisfaction. Ordering medical records is simplified to a few clicks and tracking those requests is totally transparent. A huge benefit of SmartAdvocate is that they are not new to the space which gives them a huge advantage over their competitors because they know what makes a PI firm tick.

Cons

If you take the extra seconds to input the data, it’s well worth it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica Rurey

Smart Advocate in Personal Injury Practice

2015-01-22

Since the implementation, we have not needed to access our previous program, which has saved time and hassle of having to search multiple programs for closed files.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more