# SmartAdvocate Reviews **Vendor:** SmartAdvocate **Category:** [Legal Case Management Software](https://www.g2.com/categories/legal-case-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 114 ## About SmartAdvocate SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. When you work with SmartAdvocate, you work with our trained experts. From Implementation to Support, nothing here at SmartAdvocate is outsourced. Every person you work with is a trained expert who is knowledgeable about all of your firm’s needs. Join some of the top law firms using SmartAdvocate to make their firms more efficient and more profitable. ## SmartAdvocate Pros & Cons **What users like:** - Users value the **user-friendly case management** of SmartAdvocate, which enhances productivity and customization for various case types. (6 reviews) - Users value the **responsive customer support** of SmartAdvocate, providing assistance during crucial downtimes efficiently. (5 reviews) - Users appreciate the **ease of use** of SmartAdvocate, enhancing workflow and facilitating tailored legal management solutions. (5 reviews) - Users value the **efficient communication tools** of SmartAdvocate, enhancing collaboration and streamlining case management. (3 reviews) - Users appreciate the **effective document sharing** in SmartAdvocate, enjoying organized access and security for crucial files. (3 reviews) - Users appreciate the **constant improvements and exceptional features** of SmartAdvocate, enhancing communication and support. (3 reviews) - Reporting (3 reviews) - Continuous Improvement (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) **What users dislike:** - Users find the **difficult learning curve** frustrating, especially for non-technical individuals adapting to SmartAdvocate. (2 reviews) - Users report **functionality issues** with the mobile feature of SmartAdvocate, hindering access to client information on the go. (2 reviews) - Users find the **document generation process cumbersome** , suggesting it could be more streamlined for efficiency. (1 reviews) - Users find SmartAdvocate to be **expensive** , particularly challenging for non-technical individuals during the learning process. (1 reviews) - Users find the **form creation process cumbersome** , wishing for a more streamlined and intuitive experience. (1 reviews) - Users find the **learning curve steep** , experiencing occasional hiccups typical of new software. (1 reviews) - Users express frustration over **limited customization** options in SmartAdvocate, affecting the overall reporting and usability experience. (1 reviews) - Missing Features (1 reviews) - Poor Reporting (1 reviews) - Slow Loading (1 reviews) ## SmartAdvocate Reviews ### 1. Streamlined Case Management with Powerful Customization and Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Arkajit D. | Chief Technology Officer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about SmartAdvocate?** My favorite aspect of using SmartAdvocate is its ability to streamline the case management process into an efficient system. Its strengths include handling documents, communication, and tasks without leaving any loose ends undone. Another remarkable feature is the extent of customization that it offers, enabling organizations to adjust their workflows according to their requirements. Additionally, the reporting features make it possible for organizations to keep track of the case management process. **What do you dislike about SmartAdvocate?** The one thing that I do not like about SmartAdvocate is that despite its incredible capabilities, it feels somewhat old-fashioned and unintuitive. There are some tasks that would take quite a lot of time to accomplish, especially the customized tasks. Sometimes there are performance issues when the tool has to deal with a lot of data or files. On top of that, it is quite difficult to learn how to work with the platform, meaning the learning curve is rather steep. **What problems is SmartAdvocate solving and how is that benefiting you?** The solution SmartAdvocate is capable of helping address the issue of fragmentation of the case management system since it allows to organize all documents, messages, activities, and information related to a particular case in one system. Previously, there was always a great deal of confusion and difficulties associated with case monitoring, documentation organization, and coordination between the members of our team. Now all that is no longer an issue. The second very important benefit of using SmartAdvocate is that it offers great insight into case management thanks to reporting and workflow automation. Now it has become much easier to control and monitor the performance and activity of each member of our team since there is no need for manual monitoring anymore. This has made it possible to make informed decisions in terms of improving the workflow of our company. ### 2. SmartAdvocate’s Near-Flawless Microsoft Integration Makes Casework Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra L. | Legal Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2026 **What do you like best about SmartAdvocate?** SmartAdvocate has an almost flawless integration with Microsoft products! This makes tasks easy, like drafting documents w/info already prefilled from the specific case you are working on. Also adding emails related to the case are uploaded directly into the case notes! **What do you dislike about SmartAdvocate?** The learning curve can be a bit steep at the beginning because the platform offers many features and customization options. It may take some time for new users to get comfortable navigating the system. Some workflows also require multiple steps, but overall the functionality makes it worth it. **What problems is SmartAdvocate solving and how is that benefiting you?** SmartAdvocate helps organize and manage cases in one centralized system. It allows us to track tasks, documents, communications, and case updates efficiently, which reduces the risk of missing important deadlines or information. ### 3. Effortless Lead Tracking, Customizable for Law Firms **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel C. | CS support, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about SmartAdvocate?** I like that SmartAdvocate is very simple and easy to use. The training was very quick, and it adapts to all levels within a law firm. I can handle cases from start to finish and easily generate new leads. The initial setup was quite easy and self-explanatory. **What do you dislike about SmartAdvocate?** When I go to my recent cases, it's kind of difficult to keep track. Maybe more filters with the recently accessed cases could help. Also, it's important to have an option to remove a lead from the call list when someone texts 'stop', so we can avoid spamming. **What problems is SmartAdvocate solving and how is that benefiting you?** I use SmartAdvocate to easily track, text, email, and organize leads with all records documented when signing cases. ### 4. Seamless Notes & Email Integration That Streamlines Casework **Rating:** 5.0/5.0 stars **Reviewed by:** Alex S. | Office Manager/Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about SmartAdvocate?** I really appreciate the seamless note and email integration, which makes documenting and tracking communication incredibly efficient. The main dashboard is also very intuitive—with so many options available at a quick glance, it’s easy to input and access case information right away. Additionally, the system’s ability to quickly generate forms and documents saves a tremendous amount of time and helps streamline our workflow. **What do you dislike about SmartAdvocate?** One thing I find challenging is that when inputting a new form or letter, or when generating mass emails or envelopes, the process can feel a bit cumbersome. These areas could be more streamlined to make form creation and batch document generation quicker and more intuitive. **What problems is SmartAdvocate solving and how is that benefiting you?** All of them ### 5. User-Friendly and Customizable Platform with Outstanding Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Joakim C. | Inspiratör | Content creator | Pedagogisk utvecklare | Founder director | Inspiration, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about SmartAdvocate?** 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. **What do you dislike about SmartAdvocate?** 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. **What problems is SmartAdvocate solving and how is that benefiting you?** We have been using this case management system for two years, and it has proven to be a reliable addition to our workflow. The user-friendly interface allows both new and experienced team members to adapt quickly. The system includes a range of helpful features, like task management, document storage, and client tracking, all of which contribute to keeping our operations organized and on schedule. A particularly notable benefit is its integration with other tools we rely on, such as RingCentral and Outlook. This connectivity has streamlined many of our processes and significantly reduced the need for manual data entry. ### 6. Essential for Keeping Cases on Track with Tasks, Reports, and Easy Client Texting **Rating:** 5.0/5.0 stars **Reviewed by:** Astra G. | Senior Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about SmartAdvocate?** SA is essential to keep your cases on track. I especially find helpful the task feature and the ability to create reports for various needs. Also, the ability to send and receive texts to and from clients has made communication so much easier. **What do you dislike about SmartAdvocate?** I don't have any negative feedback. There may be gliches every now and then but nothing that is not quickly resolved. **What problems is SmartAdvocate solving and how is that benefiting you?** SA has done a good job with the merging of documents ### 7. Powerful, Reliable Case Management with Automation and Custom Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Natalie S. | Senior Web Designer, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2026 **What do you like best about SmartAdvocate?** It is a powerful and reliable case management design for personal injury offering automation and collaboration. It helps you to make customizable reports for progression of cases their settlement and performance. It reduces manual data entry which improves the efficiency. **What do you dislike about SmartAdvocate?** It has a steep learning new users especially with non technical people. It is expensive and can slow down while handling heavy data sets. **What problems is SmartAdvocate solving and how is that benefiting you?** It has helped to solve the legal issues of my company and assisted with repetitive task and reminders which reduce the manual data entry and administrative work load thus enhance the efficiency of my company. ### 8. Powerful, Customizable Case Management That Streamlines Legal Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** wenbin w. | Salesforce developer/Salesforce administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2026 **What do you like best about SmartAdvocate?** Its powerful case management capabilities combined with a high level of customization. The platform allows us to streamline complex legal workflows, automate repetitive tasks, and keep all case-related information centralized and easily accessible. **What do you dislike about SmartAdvocate?** User interface, which can feel somewhat outdated and not as intuitive as more modern platforms. **What problems is SmartAdvocate solving and how is that benefiting you?** solve the challenge of managing complex legal cases and large volumes of data in a structured and efficient way. ### 9. Paperless and One-Click Access to Everything I Need **Rating:** 5.0/5.0 stars **Reviewed by:** Eneida A. | Paralega, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about SmartAdvocate?** Overall, it’s paperless. All the information I need is available with just one click. **What do you dislike about SmartAdvocate?** So far, I haven’t come across anything I don’t like. **What problems is SmartAdvocate solving and how is that benefiting you?** It’s easy to find documents. ### 10. Effortless Document Organization for Every Case **Rating:** 5.0/5.0 stars **Reviewed by:** Kia G. | Operation Support Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about SmartAdvocate?** I appreciate being able to keep all the documents for each case organized within its own profile. **What do you dislike about SmartAdvocate?** I wish the mobile feature functioned properly, as it would allow me to access client information while I am on the road. **What problems is SmartAdvocate solving and how is that benefiting you?** The platform offers quick access to documents for our staff, and is very easy to use. ### 11. Great Case Management Tool That Keeps My Cases on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Rick A. | Director of Investigations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about SmartAdvocate?** It is a great case management tool that helps me stay on track with my cases. **What do you dislike about SmartAdvocate?** There is nothong that comes to mind regarding dislikes **What problems is SmartAdvocate solving and how is that benefiting you?** Our management is consistently working with them and finding ways to improve **Official Response from Allison Rampolla:** > Hi Rick, Thank you for your review. We truly appreciate the time you took to write about us. It's true that it can take some time to learn, but as you said, it's well worth it to keep your cases on track and accomplish a ton of work! ### 12. Ideal platform for case management **Rating:** 4.5/5.0 stars **Reviewed by:** Leonard C. | Cashier, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about SmartAdvocate?** 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. **What do you dislike about SmartAdvocate?** I am pleased with the performance of SmartAdvocate. It has fully complied with enterprise policies. **What problems is SmartAdvocate solving and how is that benefiting you?** SmartAdvocate generates reliable reports that enhances efficient decision making in our organization. It provides real-time updates of upcoming events and case progress for quick tracking. ### 13. Software Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about SmartAdvocate?** 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 **What do you dislike about SmartAdvocate?** I have not come across any dislikes so far **What problems is SmartAdvocate solving and how is that benefiting you?** They work to make things easier to use; always coming up with something new ### 14. Good software for PI **Rating:** 4.0/5.0 stars **Reviewed by:** Katrina C. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2025 **What do you like best about SmartAdvocate?** 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 **What do you dislike about SmartAdvocate?** Just a lot to learn and occasional hiccups as is with any software **What problems is SmartAdvocate solving and how is that benefiting you?** Streamlining our processes so everything can be found in one spot. ### 15. This is the WORST case management software I have ever used or even seen **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about SmartAdvocate?** Smart Advocate is a dumpster fire. This is an attorney's nightmare and literally no feature is redeemable. BEWARE. **What do you dislike about SmartAdvocate?** 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. **What problems is SmartAdvocate solving and how is that benefiting you?** HA Smart Advocate is my problem. ### 16. Great software management system! **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney B. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about SmartAdvocate?** 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. **What do you dislike about SmartAdvocate?** There isn't anything that I dislike about SA. **What problems is SmartAdvocate solving and how is that benefiting you?** I love the different tabs it has to offer and keeps my documents organized. I also love there is support staff that you can go to if you have questions. ### 17. Thankful for its Existance **Rating:** 5.0/5.0 stars **Reviewed by:** Hemily F. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** 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. **What do you dislike about SmartAdvocate?** Nothing to dislike, lets say a lot more to learn **Recommendations to others considering SmartAdvocate:** GET IT AND DONT WAIT **What problems is SmartAdvocate solving and how is that benefiting you?** ORGANIZATION & WORKFLOW ### 18. Does a lot but could be alittle simplier **Rating:** 2.0/5.0 stars **Reviewed by:** Alex D. | Paralegal, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartAdvocate?** The possibilities, and power of the program. **What do you dislike about SmartAdvocate?** Not as intuitive as it could be, would appricate simplicity. **What problems is SmartAdvocate solving and how is that benefiting you?** Makes things earlier for client communications and team communications. ### 19. Smart Advocate **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa C. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about SmartAdvocate?** 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. **What do you dislike about SmartAdvocate?** I have no cons with Smart Advocate. I love it. **What problems is SmartAdvocate solving and how is that benefiting you?** Currently, they are working to resolve a feature that allows you to upload documents. ### 20. SmartAdvocate Review by Case Manager/Legal Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Justin G. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2024 **What do you like best about SmartAdvocate?** The most interesting thing was the ability to send emails from the SA program. It made the emails I send more interseting as they were coming from the server. The recepients of my emails also appreciated that the emails were coming from a server. Sending emails from the server is an additional support that I have when sending emails. I also like the document viewer. It is easy to take a quick glance at documents rather then having to download and open the document. **What do you dislike about SmartAdvocate?** There really isn't anything I dislike about SmartAdvocate. It is difficult logging all the emails I receive but I think the emails can be linked to the SmartAdvocate server. The document handler was something that frustrated me. It would take longer to create the document then actually open the document in word. **What problems is SmartAdvocate solving and how is that benefiting you?** SmartAdvocate helps us with file reviews. When a case is transferred between case managers, file reviews can be expedited since all the documents are right there. SmartAdvocate could also help with medical expenses. If the case managers fill out the client's medical expenses, it makes it easier when the file is transferred to you, to know what medical providers the clients saw and the total amount of medical expenses. ### 21. Could not do without it. **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa M. | Nurse Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2024 **What do you like best about SmartAdvocate?** I am the team member at our firm who manages the medical providers and medical records for each case. Without this software, I could never keep up with the volume of cases we have. SA makes my job so much easier with reminders, task tracking, and multiple ways to incorporate data into chronologies, spreadsheets, and many applications. **What do you dislike about SmartAdvocate?** Upgrading to cloud-based makes SA that much more effective. **What problems is SmartAdvocate solving and how is that benefiting you?** The ability to have a larger case load without sacrificing the quality of work. ### 22. Great case management software! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about SmartAdvocate?** Customizable, always have the latest and greatest integrations and technology, quick IT responses and quality customer service! **What do you dislike about SmartAdvocate?** There's nothing to dislike about this software. **What problems is SmartAdvocate solving and how is that benefiting you?** Integrating with the latest and greatest companies, training users and client retention. ### 23. Smart Advocate has been a saving grace! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicky G. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2024 **What do you like best about SmartAdvocate?** It's userfriendly and helps create a seamless workflow making my job easier. **What do you dislike about SmartAdvocate?** So far, I have not found anything about SmartAdvocate that I do not like. There are some features that I don't use but that does not mean I won't in the future. **What problems is SmartAdvocate solving and how is that benefiting you?** Keeping me on task and helping me to remember. ### 24. SmartAdvocate has definitely been an advocate in case management for our firm. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about SmartAdvocate?** SmartAdvocate is a web-based/cloud program which makes access to your case information accessible from anywhere. There are extensive types of information that can be stored within your case with virtually no limits. They are constatnly upgrading and adding new integrative software options to enhance an already terrific case management system. Customer support and trainers are top notch! **What do you dislike about SmartAdvocate?** Sometimes there are several steps to take to get to a goal process. With time, shortcuts do arise which makes some processes less time consuming. **What problems is SmartAdvocate solving and how is that benefiting you?** The ability to integrate with medical records retreival services which saves loads of time. ### 25. Simply the best case management program **Rating:** 5.0/5.0 stars **Reviewed by:** Paul C. | Lawyer and owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about SmartAdvocate?** It lets you automate everything and set reminders. **What do you dislike about SmartAdvocate?** Nothing, it is very intuitive. Very happy with the product. **What problems is SmartAdvocate solving and how is that benefiting you?** Automation is easy and frees up my time. ### 26. Smart Advocate's technology is great for the legal industry. **Rating:** 4.0/5.0 stars **Reviewed by:** Debbie D. | Legal Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about SmartAdvocate?** In Smart Advocate, I really like that you have the ability to open the case several times and filter out exactly they type of documents you are working with. **What do you dislike about SmartAdvocate?** I think some color coding would be helpful. **What problems is SmartAdvocate solving and how is that benefiting you?** At time of settlement, Smart Advocate's features help to review quickly through documents. ### 27. SO EASY! **Rating:** 5.0/5.0 stars **Reviewed by:** bianca C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2024 **What do you like best about SmartAdvocate?** They are constantly improving their system and adding new features! **What do you dislike about SmartAdvocate?** Nothing, its amazing and has made my job so much easier and organized, saves so much time! **What problems is SmartAdvocate solving and how is that benefiting you?** Organization! It keeps our firm organized in a quicky and easy way! ### 28. I have had a great experience with Smart Advocate. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about SmartAdvocate?** The text feature and tech support. Both are amazing features **What do you dislike about SmartAdvocate?** The transition was difficult but after the initial transition I enjoy using it daily. **What problems is SmartAdvocate solving and how is that benefiting you?** I feel like I am more efficient during the day. ### 29. Easy organizing and easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about SmartAdvocate?** What si most helpful is that it generates templates for you based on what requests you are trying to draft. **What do you dislike about SmartAdvocate?** Nothing this site is great and such a great tool for organization **What problems is SmartAdvocate solving and how is that benefiting you?** Drafting templates ### 30. Plaintiff firm paralegal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2024 **What do you like best about SmartAdvocate?** The ease of case management review & that I can have multiple case open at one time. **What do you dislike about SmartAdvocate?** At times the internet is slow, which slows down work progress. **What problems is SmartAdvocate solving and how is that benefiting you?** The ability to log in to work from any location & navigate in multiple client cases at one time. ### 31. Smart-advocate Tip of the Month Webinar Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2024 **What do you like best about SmartAdvocate?** The tip of the month for Smart Advocate was really helpful. For a complicated software like Smart advocate, it is essential to have this helpful tips in users quest to become a power user. **What do you dislike about SmartAdvocate?** It can be too complicated and not best suited for every firm. There is a lot of learning curve (atleast for most non-tech savy people) and the end result really depend on the informaiton put in by the user. However, once you learn how to utlize it, nothing comes close to it. **What problems is SmartAdvocate solving and how is that benefiting you?** Organize case and provide a tool to manage cases. ### 32. OUTSTANDING SUPPORT AND GREAT PRODUCT. AMAZING. AMAZING. AMAZING. **Rating:** 5.0/5.0 stars **Reviewed by:** Edan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about SmartAdvocate?** I can not stop raving about the system these guys created, which is, by far, the best CRM for personal injury attorneys. I, Edan Darmoni, the managing attorney at Darmoni Law, would highly recommend this software to anyone in the market. I want to highlight Sean and Rebecca's fantastic technical support skills and customer service. They always tend to my needs and ensure that I am on track! THE BEST THERE IS! **What do you dislike about SmartAdvocate?** IT IS AMAZING! NOTHING WRONG WITH IT. Keep it as is. **What problems is SmartAdvocate solving and how is that benefiting you?** Deadline tracking, lien tracking, crm, document retention, template generator. ### 33. Wonderful refresher course **Rating:** 5.0/5.0 stars **Reviewed by:** Christina G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2024 **What do you like best about SmartAdvocate?** I'm very new to using Smart Advocate but just in the short period of using the program it really has made my work flow a lot easier. **What do you dislike about SmartAdvocate?** I don't have any complaits so far, like I mentioned I'm very new to using SA. **What problems is SmartAdvocate solving and how is that benefiting you?** Easier to find documents and stay up with deadlines. ### 34. SA Tip of the week review **Rating:** 5.0/5.0 stars **Reviewed by:** Lea P. | Medical Records Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2024 **What do you like best about SmartAdvocate?** The ability to mold the platform to best suit the firm you work for. **What do you dislike about SmartAdvocate?** Sometimes can be too complex and can become challenging. **What problems is SmartAdvocate solving and how is that benefiting you?** SmartAdvocate is discussing tips and trick to easily navigate alleviating many challenges. ### 35. SA Webinar Review **Rating:** 5.0/5.0 stars **Reviewed by:** Mary E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2024 **What do you like best about SmartAdvocate?** It is mostly easy to use and very straight forward. **What do you dislike about SmartAdvocate?** You have to add case contacts in a certain spot and sometimes it is unclear where to add them. **What problems is SmartAdvocate solving and how is that benefiting you?** It makes paralegal work a lot easier. Helps you keep tracjk of everything. ### 36. A Clean, Customizable Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about SmartAdvocate?** It's a fairly straightforward platform that allows you to navigate a case from Setup to Settlement in an easy-to-follow manner. Everything is reasonably placed and it's fairly easy to locate what you need. Even someone unfamiliar with case management solutions could probably pick this up and jump into a workflow pretty quickly. Additionally, the ability to change what information is presented and where is a very useful feature. **What do you dislike about SmartAdvocate?** There are a few issues that hold the system back. It feels like the file preview tools are very touchy about when/where they want to work. PDFs sometimes can't be previewed, but Word documents almost never have that issue. For a while, HEIF documents weren't supported best I can tell; I'm not sure if this has since been fixed. Being able to copy medical bills to liens more efficiently would be welcome, instead of one item at a time. And the calendar events are very useful, but it seems when you delete a series it doesn't automatically remove it from your outlook calendar, but does update it to say "Deleted"; perhaps that's not possible, but it seem like it would be. **What problems is SmartAdvocate solving and how is that benefiting you?** Having a single location to track client contacts, provider communications, various outbound/inbound correspondence, and having everything integrated into Outlook has been amazingly useful. ### 37. It was full of information. **Rating:** 5.0/5.0 stars **Reviewed by:** Shenina S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about SmartAdvocate?** I like how it helps keep files organized. **What do you dislike about SmartAdvocate?** I dont know how to use all it has to offer. **What problems is SmartAdvocate solving and how is that benefiting you?** Easy for file electronic keeping. ### 38. legal assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Mardra A. | Legal Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about SmartAdvocate?** What I like best about SmartAdvocate is how easy it is to stay organized. I enjoy how easy it is to navigate SmartAdvocate. My favorite tool from SmartAdvocate is the "Tip of The Week." **What do you dislike about SmartAdvocate?** The least helpful thing on SmartAdvocate is the lack of choices to change one's theme. I would like more options to change colors on my SmartAdvocate. **What problems is SmartAdvocate solving and how is that benefiting you?** SmartAdvocate solves problems of missing deadlines. SmartAdvocate can let me know deadlines when one makes a new case based on the information provided. It helps me stay organized and not let important cases slip. ### 39. Smart Advocate is GENIUS!! **Rating:** 5.0/5.0 stars **Reviewed by:** Phyllis B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2023 **What do you like best about SmartAdvocate?** SMart Advocate helps our office run more efficiently by allowing us to track and maintain our case files all in one convenient location. **What do you dislike about SmartAdvocate?** Smart Advocate reports could have more search optionspulling reports based on client DOB, for example). **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate is continuously evolving across the board ot make our user experience more efficient and user-friendly. ### 40. SmartAdvocate Makes It Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa Humphrey H. | Receptionist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about SmartAdvocate?** I love the way SmartAdvocate makes my job easier by helping me search the client in various ways and guides me to see who they need to speak with. **What do you dislike about SmartAdvocate?** I have had minor glitches but it is fixed immediatley **What problems is SmartAdvocate solving and how is that benefiting you?** Smartadvocate is solving the problem of case managment day by day as everything is electronic and easier ### 41. Highly Recommend Smart Advocate **Rating:** 5.0/5.0 stars **Reviewed by:** ELIZABETH P. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2023 **What do you like best about SmartAdvocate?** I like how easy it is to locate cases in the program either by their name, address, phone number and other ways. **What do you dislike about SmartAdvocate?** What i dislike about the program is nothing. **What problems is SmartAdvocate solving and how is that benefiting you?** Keeping track of the necessary information for each cases, and making sure we set reminders for particular cases. ### 42. Amazing well integrated case handling software **Rating:** 5.0/5.0 stars **Reviewed by:** Austin D. | Photographer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2023 **What do you like best about SmartAdvocate?** Smart advocate has an almost flawless intergation with Microsoft products. Which makes tasks such as drafting document with information already prefilled from the specfic case you are working on to adding emails related to the case uploaded directly into the case notes. Austin Deck **What do you dislike about SmartAdvocate?** with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the actual envelope **What problems is SmartAdvocate solving and how is that benefiting you?** Allowing me to keep a private calander for all cases and auto sends reminders to clients ### 43. Asia Gali-Parks **Rating:** 5.0/5.0 stars **Reviewed by:** Asia G. | Intake Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2023 **What do you like best about SmartAdvocate?** I love that I can do mass updates for cases using smart advocate. **What do you dislike about SmartAdvocate?** I don't dislike anything about smart advocate **What problems is SmartAdvocate solving and how is that benefiting you?** Smart advocate allows me and others to task ourselves so we don't forget about a case. ### 44. Loving and continuously learning SA... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about SmartAdvocate?** The automation is great! Being able to assign tasks and other items in SA by automation is life-changing, and I am super excited and still learning. **What do you dislike about SmartAdvocate?** Every time I think I find a "dislike" , I send my comments to SA and they in turn tell me that my dislike can be a like by making a change. **What problems is SmartAdvocate solving and how is that benefiting you?** Time management; Efficiency ### 45. Easy to understand. Best customer service in the business. **Rating:** 5.0/5.0 stars **Reviewed by:** Victor R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about SmartAdvocate?** Customer service. Any issues we have are resolved within the day, and any questions we have are answered either through direct email or from the Tip of the Week. **What do you dislike about SmartAdvocate?** Sometimes, when we try to convert a Word document to a PDF directly within Smart Advocate, the formatting of the PDF is messed up a bit. However, this is a minor issue. **What problems is SmartAdvocate solving and how is that benefiting you?** We use Smart Advocate to help manage and navigate an enormous number of cases. ### 46. Robust Case Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Susan P. | Chief Operations Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2022 **What do you like best about SmartAdvocate?** Highly customizable, robust reporting capabilities, and excellent support. It allows us to streamline our workflow and case management practices which improves efficiency and improves the level of customer service we are able to provide. **What do you dislike about SmartAdvocate?** I don't dislike anything, but firms without a dedicated administrator for this software may have trouble keeping data clean and useful. Someone needs to oversee its use to keep things consistent. **What problems is SmartAdvocate solving and how is that benefiting you?** We use SmartAdvocate for all of our plaintiff personal injury case management needs - it is an excellent CRM and data management tool, keeps all of our information and documentation for each client together in one place, has easy to use and highly customizable templates, and has very robust reporting capabilities. It has become essential to our practice for individual case management as well as caseload management. ### 47. Best Case Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Owen C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about SmartAdvocate?** The customer service is second to none, there is always someone ready to help you no matter what the problem. **What do you dislike about SmartAdvocate?** The search feature can not be the best, unable to search anything by first name, only last name which can be a pain at times. **What problems is SmartAdvocate solving and how is that benefiting you?** It allows all of our cases and documents to be available in a single place and cuts down time on searching and finding cases and its documents. ### 48. Chloe LeBlanc- May Tip Of The Week **Rating:** 4.0/5.0 stars **Reviewed by:** Chloe L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about SmartAdvocate?** The task tracking is super helpful and I like that I can assign tasks to myself **What do you dislike about SmartAdvocate?** I wish SA allowed you to edit document templates on the website. I also cannot figure out how to download the Word Plug-In so I can't edit the templates at all. **What problems is SmartAdvocate solving and how is that benefiting you?** Organizing documents and allowing everyone to have access to them in the firm. ### 49. Awesome webinar! **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2023 **What do you like best about SmartAdvocate?** I love how everything is in one place and the little tips you can use to better assist your clients. **What do you dislike about SmartAdvocate?** Sometimes it is extremely slow at saving documents and it makes the flow of work not easy. **What problems is SmartAdvocate solving and how is that benefiting you?** We are managing hernia mesh cases ### 50. Marketing department loves Smart Advocate **Rating:** 5.0/5.0 stars **Reviewed by:** Liz C. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about SmartAdvocate?** The marketing reports are fantastic, we love to review daily and weekly our intake calls/retainers and cost per case and cost per call. We love how easy SA makes it! **What do you dislike about SmartAdvocate?** Any issues we have ran into with Smart Advocate, they have been quick to respond and help resolve. We have set in many meetings to create new systems and help improve current systems. They are very helpful and welcoming of criticism. **What problems is SmartAdvocate solving and how is that benefiting you?** We have issues with auto-generating lead generator leads onto our lead intake dashboard. They are doing a great job integrating the 2 systems and creating a seamless system for the leads to populate. ## SmartAdvocate Discussions - [will continued tips be given to users for the year 2021?](https://www.g2.com/discussions/35092-will-continued-tips-be-given-to-users-for-the-year-2021) - 1 comment, 1 upvote - [What is the best way to learn more about SmartAdvocate?](https://www.g2.com/discussions/additional-information) - 1 comment, 1 upvote - [Are you going to have local or regional representatives available for hands-on instruction in the near future?](https://www.g2.com/discussions/30357-are-you-going-to-have-local-or-regional-representatives-available-for-hands-on-instruction-in-the-near-future) - 1 comment - [View SmartAdvocate pricing details and edition comparison](https://www.g2.com/products/smartadvocate/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+06%3A03%3A05+-0500&secure%5Bsession_id%5D=cc6ae79c-88ec-4924-bf0f-9774d71c3359&secure%5Btoken%5D=e8aae6017de83152d4d5a2fc7e9814e6112b089c143b4467c0aab5468b61ea18&format=llm_user) ## SmartAdvocate Integrations - [Case Status](https://www.g2.com/products/case-status/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [Supio](https://www.g2.com/products/supio/reviews) ## SmartAdvocate Features **Platform Basics** - Reporting - Dashboard - Cloud - Mobility **Content Management** - Document Management - Calendar Integration - Workflow **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top SmartAdvocate Alternatives - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (989 reviews) - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (286 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (379 reviews)