SmartAdvocate Reviews & Product Details

SmartAdvocate is extremely user-friendly, and I appreciate how easily it can be tailored to fit our specific needs. We rely on it for managing various case types as well as employee files, and it has consistently impressed us. The reporting features are also outstanding. Review collected by and hosted on G2.com.

There are several areas where improvement is needed. For example, the reporting features would benefit from greater customization options, and the system occasionally feels somewhat sluggish. Although SmartAdvocate is receptive to feedback and does implement user suggestions, the slow pace of updates can be frustrating. The platform shows a lot of promise, but new features and changes are frequently announced as "coming in the next update," only for users to wait a year or more before these enhancements are actually released. Review collected by and hosted on G2.com.

I appreciate being able to keep all the documents for each case organized within its own profile. Review collected by and hosted on G2.com.

I wish the mobile feature functioned properly, as it would allow me to access client information while I am on the road. Review collected by and hosted on G2.com.

SmartAdvocate provides latest legal insights that enables my team to handle crucial law related tasks. It offers secure document custody for confidential files in my department. It is easy to use and reach customer support when I experience downtimes. Review collected by and hosted on G2.com.

I am pleased with the performance of SmartAdvocate. It has fully complied with enterprise policies. Review collected by and hosted on G2.com.

The navigation is easy to use, and I love the texting feature. Setting up a new case is easy and the customer support is fantastic Review collected by and hosted on G2.com.

I have not come across any dislikes so far Review collected by and hosted on G2.com.

We recently had a training session about best practices with SA that I found to be very useful. Continuous training and a vast knowledge base help us get the most out of the software Review collected by and hosted on G2.com.

Just a lot to learn and occasional hiccups as is with any software Review collected by and hosted on G2.com.

Smart Advocate is a dumpster fire. This is an attorney's nightmare and literally no feature is redeemable. BEWARE. Review collected by and hosted on G2.com.

Where to start. Billing is untenable - there is no page for time entry. I need to find each individual case (three clicks minimum and new windows open at each step) and then click time tracking. And then click enter new. And then a pop up opens. And then I can finally enter anytime. And I have to click again to save the entry. FOR EACH TIME ENTRY. There is no place to view my time for the day in a manner than is concise and helpful. The 'time management' page is even worse, if you can imagine. I practice family law so I touch 10, 15, 20 files a day. I am spending HOURS entering my time. Three minutes easily to enter each .2.

Let's talk about document management. There is no efficient way to save or retrieve documents. To open one document - I need to find each individual case from the cases across the entire firm. I can't sort by attorney and I can't save my own case list. See above for that hellscape process. Next I click document. A new window opens. Documents do not filter and cannot be saved to folders. I have to scroll through every. single. document. in each file to get to the one I need. I finally find it, click on it to open. Oh no, it doesn't just open. A pop up comes up. Another click. ANOTHER POP UP. Another click. Finally the document opens. Again, minutes which should be seconds.

How is the user interface you ask? Even worse. I have tried every available 'theme' they offer. Crowded and ugly. I don't need it to be beautiful but the screen is littered with features I would never use. I practice FAMILY LAW I don't give a shit about most of the crap littering my screen. If it's possible, SA is both lacking useful features and bogged down by others. Also fun - the screen view doesn't show the entirety of the category so you need to scroll down in these bizarre, tiny windows.

Anyways, I hate it. I am seriously considering quitting my job to escape it. Review collected by and hosted on G2.com.

I love all SmartAdvocate has to offer! I worked at a firm for 8 years and we transitioned from ATO to SA in 2021 and then I moved to a different state and started working at another firm who uses SA as well. I love all of the features it has to offer especially being able to text our clients that is a fast way of communication with them. Review collected by and hosted on G2.com.

There isn't anything that I dislike about SA. Review collected by and hosted on G2.com.

I have work with this software for a few years. I must say that I am so thankful for its existence. I cant even imagine how firms work with out it. There is so many things that I like from the reports to the case management system. SOL tracking, saved Docs and the list is endless. Review collected by and hosted on G2.com.

Nothing to dislike, lets say a lot more to learn Review collected by and hosted on G2.com.

The possibilities, and power of the program. Review collected by and hosted on G2.com.

Not as intuitive as it could be, would appricate simplicity. Review collected by and hosted on G2.com.

It is very user friendly and easy to learn. I love their texting feature. Also, every date they have a 3:00 p.m. call in feature to get a live support person. Review collected by and hosted on G2.com.

I have no cons with Smart Advocate. I love it. Review collected by and hosted on G2.com.