--- title: SmartAdvocate Reviews meta_title: 'SmartAdvocate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 120 reviews by the users' company size, role or industry to find out how SmartAdvocate works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 120 scale: '5' date_modified: '2026-07-20' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # 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:** 120 ## 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 **powerful and reliable case management** capabilities of SmartAdvocate, enhancing efficiency and collaboration significantly. (5 reviews) - Users value the **efficient document sharing** feature of SmartAdvocate, enhancing organization and accessibility for their cases. (3 reviews) - Users find SmartAdvocate to be **extremely user-friendly** , appreciating its easy navigation and fantastic customer support. (3 reviews) - Users love the **constant feature updates** and effective text communication in SmartAdvocate, enhancing their workflow. (3 reviews) - Users highlight the **outstanding reporting features** of SmartAdvocate, essential for effective case management and communication. (3 reviews) - Users value the **seamless communication integration** in SmartAdvocate, enhancing efficiency in documenting and tracking interactions. (2 reviews) - Users value the **responsive customer support** of SmartAdvocate, making it easy to resolve issues during downtimes. (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) - Efficiency (2 reviews) **What users dislike:** - Users find SmartAdvocate's interface **difficult to learn** , especially for non-technical individuals, hindering overall usability. (2 reviews) - Users find the **document generation process cumbersome** , suggesting improvements for a more streamlined experience with forms and emails. (1 reviews) - Users note that SmartAdvocate is **expensive** , which may not justify its performance for some, especially with heavy datasets. (1 reviews) - Users find the **form management process cumbersome** , desiring a more streamlined approach to document creation and generation. (1 reviews) - Users wish the **mobile feature functions properly** for better access to client information while on the go. (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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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 ### 6. 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. ### 7. Automation at it's Finest! **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy G. | Technology Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2022 **What do you like best about SmartAdvocate?** Claude Simpson is a phenomenal teacher. Our firm has greatly increased productivity with his masterful help. SmartAdvocate as a whole is a well-put-together example of Case Management Software. Its automation and organizational features have helped our practice grow to reach larger demographics, even into new states! **What do you dislike about SmartAdvocate?** Sometimes, features will seem to have broken or reset themselves entirely. But their support team is always available to remedy the problem. **Recommendations to others considering SmartAdvocate:** Be ready to do some tedious documentation of every aspect of a case to fully utilize its automation services. Some aspects of the automated processes require information to be input in places that are not entirely obvious at first. **What problems is SmartAdvocate solving and how is that benefiting you?** We struggled with client outreach in our old management software. The automation features in SmartAdvocate have put us over the top and our clients leave better and better reviews by the day. ### 8. Best Legal Case Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Richard F. | Chief Technology Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2022 **What do you like best about SmartAdvocate?** SmartAdvocate is a very comprehensive and customizable solution. It helps automate and simplify tasks, saving time and creating efficiencies. **What do you dislike about SmartAdvocate?** Some of the pre-designed reports are not intuitive and are less customizable than other parts of the system. **What problems is SmartAdvocate solving and how is that benefiting you?** 1. Creating, tracking, and managing case documents. 2. Tracking deadlines and calendar events firmwide. 3. Communicating about cases within the firm. ### 9. life changing **Rating:** 5.0/5.0 stars **Reviewed by:** Karen C. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2022 **What do you like best about SmartAdvocate?** If I have to pick just one thing, I would say the convenience of having everything in one place & TEXTING **What do you dislike about SmartAdvocate?** That there isn't a section for PIP Tracking, like the lien tracking tab **What problems is SmartAdvocate solving and how is that benefiting you?** Made our firm more efficient by far ### 10. Smart Advocate **Rating:** 5.0/5.0 stars **Reviewed by:** Katie T. | Case Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2022 **What do you like best about SmartAdvocate?** SmartAdvocate is user friendly, easy to navigate, and the possibilities are endless. **What do you dislike about SmartAdvocate?** There is not much that I dislike and I have been using SmartAdvocate for 5 years! **What problems is SmartAdvocate solving and how is that benefiting you?** It really helps with client contact. The text feature is fabulous and clients respond much faster that way. ### 11. Best case management software! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle H. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2022 **What do you like best about SmartAdvocate?** SmartAdvocate is easy to understand and use. The tips of the week and addition training is invaluable! **What do you dislike about SmartAdvocate?** Some of the features in certain tabs don't allow you to make changes once information is saved, but the other functions in those tabs make up for it. **Recommendations to others considering SmartAdvocate:** While SA is already very user-friendly, resources and learning are readily available to make it even easier! There is really nothing negative that comes to mind for SA! **What problems is SmartAdvocate solving and how is that benefiting you?** Keeping cases organized and easily accessible when working remotely. ### 12. The most efficient software I've used **Rating:** 4.5/5.0 stars **Reviewed by:** Selena T. | Administrative Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2021 **What do you like best about SmartAdvocate?** Hi! My name is Selena T. I have used Saga, Trial works, and Smart Advocate, and I like Smart Advocate the best. It is the most detailed oriented. Everything about a case to enter has its designated place. It can run over 75 reports for you, anything from notes to financial, SOLs, or medical records. It makes it a lot easier to overview your cases to see which cases are missing information. My favorite feature of Smart Advocate is it can integrate with your email, calendar, and Elaw account. So you never miss an appearance. The support you get from the Smart advocate team is also top quality, you can ask many questions (trust me, I have), and you'll always get a timely/helpful response. **What do you dislike about SmartAdvocate?** It does take more to learn this software than the others. But it's worth it, and once you get the hang of it, you're fine. Like I said earlier, there are also staff members from SmartAdvocate ready to help you if you forget something from the training. **What problems is SmartAdvocate solving and how is that benefiting you?** As an office manager SmartAdvocate solves the problem of having to micro-manage because I can see everyone's dashboards, their tasks which they can mark: started, working on, or completed and write notes in the task themselves that I can see. ### 13. Great management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2021 **What do you like best about SmartAdvocate?** Easy access from any computer and capability to manage cases and keep tabs on deadlines and most importantly keep cases organized. **What do you dislike about SmartAdvocate?** Not being able to copy multiple documents to another file or email multiple documents as PDF **What problems is SmartAdvocate solving and how is that benefiting you?** SOL deadlines not being missed and being able to task so reminders to get things done. Also being synced with elaw helps with calendar appointments. ### 14. Great legal software! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2020 **What do you like best about SmartAdvocate?** We love this software, especially working remotely. Everything you need on your case is available with a click of the mouse! The training offered through webinars and Q&A sessions is amazing too! **What do you dislike about SmartAdvocate?** Templates are a little difficult to set up, but once they are, you are good to go! **Recommendations to others considering SmartAdvocate:** Make sure all of your staff is trained well, and your office should require all staff to use the software and not do things on their own. **What problems is SmartAdvocate solving and how is that benefiting you?** Communication via notes and via emails sent through Smart Advocate keeps everyone in the loop, especially when we are working remotely. ### 15. Very informative want to learn more **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2021 **What do you like best about SmartAdvocate?** The instructor's experience and how he paces how to do work with document templates **What do you dislike about SmartAdvocate?** Other than having a better search of the help I have not encountered any disliked and or downsides. **Recommendations to others considering SmartAdvocate:** It's the best database for law firms, user friendly and easy to learn. **What problems is SmartAdvocate solving and how is that benefiting you?** How to use document templates, how accessable some of the features are in particularly the populated merge codes. ### 16. SmartAdvocate is so easy to use and the tip of the week webinars have been invaluable! **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle H. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2021 **What do you like best about SmartAdvocate?** Even with all of the functions available, SmartAdvocate customer support makes sure it is not overwhelming at all. **What do you dislike about SmartAdvocate?** There are sometimes too many tabs to keep track of, but they are easily managed and convenient for the most part **Recommendations to others considering SmartAdvocate:** If you like to keep organized with your tasks, you are going to LOVE the task feature! **What problems is SmartAdvocate solving and how is that benefiting you?** Documents are so easy to save, share, create and track. ### 17. Smart Advocate is a great platform for our law firm **Rating:** 5.0/5.0 stars **Reviewed by:** Brian D. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2020 **What do you like best about SmartAdvocate?** Smart Advocate listens to our suggestions **What do you dislike about SmartAdvocate?** Smart Advocate app for mobile phones for our users **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate allows us to make things be streamline. We love the ability to send things automatically. Leaving us more room for real work and not busy stuff. ### 18. Smart Advocate makes things so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Kristie B. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about SmartAdvocate?** that everything you need is in one place **What do you dislike about SmartAdvocate?** the calendar option does not have enough detail and I put mostly everything under Misc. **What problems is SmartAdvocate solving and how is that benefiting you?** Since having to work remotely it is easy to see what the Attorney has done and she can see what I am doing and have done ### 19. What a powerful case management system **Rating:** 4.0/5.0 stars **Reviewed by:** Maria G. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2020 **What do you like best about SmartAdvocate?** I really enjoy the function that puts calendar entries into your outlook. No more double entries, what a life saver. The fact that it has a document management system built in is incredibly convenient as document management systems are paramount for law firms. The work plans are extremely intricate and INCLUDE a checklist as well as form emails and texts. In the current digital climate and working from home, the text feature has been an awesome feature to utilize. Clients love the convenience it provides in terms of ease of contact. **What do you dislike about SmartAdvocate?** In comparison to two other case management systems I have used in the past, this system requires a lot of clicks. However, at the same time Im not sure I would say I dislike this as the system is incredibly intricate which for me explains all the clicking required to utilize its vast features to the fullest extent of your law practice. **What problems is SmartAdvocate solving and how is that benefiting you?** A nice smooth flow of the movement of your cases within a case management time system that moves your files much faster than without a case management system. The system can be tweaked to completely guide your assistants, whether they have personal injury experience or not, how to case manage your files. Quicker movement and better flow = far better results in your practice. ### 20. One of our tools for success **Rating:** 5.0/5.0 stars **Reviewed by:** Joe A. | Paralegal & Systems Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** Our personal injury law firm switched from Needles to Smart Advocate about three years ago. The amount of growth we've had plays largely thanks to this case management software, especially after Covid-19 hit. This software made the transition from working in the office to working from home almost effortless. Our staff never missed a beat, and our clients never realize the change happened virtually overnight. While other firms struggled with technological, let alone case management issues, for us, it was business as usual. With Smart Advocate's features, updates, support, and innovation, there is no other way but growth. It's a powerhouse of a tool for great staff, which gives clients the most significant outcome. **What do you dislike about SmartAdvocate?** There is not much to dislike, but there is always room for improvement. That said, when a dislike does arise, reaching out to SmartAdvocate usually remedies our dislikes. For example, the recommendation was to set up multi-plaintiff parties under one case number. We tried that out and realized that would not work for our reporting and usage needs. Their development team quickly remedied a solution for each party to work with one case number while still giving us the linking ability needed for multi-party cases. **What problems is SmartAdvocate solving and how is that benefiting you?** The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation. For example, we are expediting electronic contracts/agreements to clients via text message and email, whereas other firms are still stuck on paper contracts. Never would I have thought clients would embrace technology, like the use of text over email. Yes, snail mail still has a role and a place, but the practicality and adaptiveness text messages give clients is excellent. This program stays relevant at the speed of shifts and trends, as well as changes with technology. ### 21. Unequivocally Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** 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! **What do you dislike about SmartAdvocate?** 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. **Recommendations to others considering SmartAdvocate:** Do it! **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate is mobile. The system can be accessed from anywhere with internet, and even on your mobile device. Worry not, if you've found yourself in a deposition or mediation and missing a document or note. All of this information is at your fingertips! Client communication just got easier. Smart Advocate has the capability to send SMS messages directly from the computer with a firm owned phone number. When you cannot get your client on the phone, you don't have to use your personal phone to send a text. They also have a client portal where you can share documents and notes with them. Clients tend to call less when they can see that you're working on their case, and wonder less if you're working on it at all. With Smart Advocate, you can track your advertisement successes and lack thereof. There's really a place for everything, including what ad your client saw that prompted the call; the time, the channel, the billboard location, online ad, etc. Sort your new case calls by type/wants/referrals/turndowns, determine what ads don't generate calls, which ads generate calls that aren't profitable, and which ads bring you the right business. Save money by focusing your advertising dollars where they count the most! ### 22. Good **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2021 **What do you like best about SmartAdvocate?** Everything can be in one place. The note feature makes it easy to follow along with what has happened in a file. You can send links to documents via email to coworkers. There are regular seminars to beef up your knowledge of how best to use the software. **What do you dislike about SmartAdvocate?** We have a chat system that automatically creates files for contacts regardless of if there is already a file in the system for them. We are unable to delete contacts so we have to manually find them and rename the duplicates as "unknown". **What problems is SmartAdvocate solving and how is that benefiting you?** Keeping all our data on one platform makes it easy to find everything for each client very easily provided everyone saves everything by the proper names. Good to know everything is backed up in one place. ### 23. Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Laura B. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2020 **What do you like best about SmartAdvocate?** The ease of use and intuitive nature of the program makes training easy and information is organized well. **What do you dislike about SmartAdvocate?** Reporting, not able to customize own reports. **Recommendations to others considering SmartAdvocate:** Take the time to think about how you want to use Smart Advocate, what do you want the benefits to be, how will you use it to manage cases or people. Take advantage of the implementation team and their suggestions, they've been doing this for a long time. Don't limit yourself to business as usual, make changes to your processes and operations using Smart Advocate to your benefit and that of your employees. **What problems is SmartAdvocate solving and how is that benefiting you?** There are so many! The greatest benefit has been the use of workplans to allocate and track work performed by attorneys and support staff. The combination of workplans and performance dashboards and revolutionized our practice over the course of the last 4 years. ### 24. SA is Easy and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph R. | Server, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** The simple lay-out and tabs for easy site navigation. Compared to other platforms that I have used while working for my company, SA has by far been the one with the least amount of headaches and has been the easiest to learn. There is also a wide range of customization options for users individually **What do you dislike about SmartAdvocate?** Sometimes has slow loading times, but that may be an internal issue. Communication to SA support can be slow sometimes. When we need help, we need it fast, and there have been issues before with us getting a response or follow up quickly. **Recommendations to others considering SmartAdvocate:** I would say use it! For a legal team particularly, this is a great platform for case management. I would highly recommend. **What problems is SmartAdvocate solving and how is that benefiting you?** Lead organization and follow up. Having everything on one platform has made my life easier. ### 25. Pretty user friendly once you learn the system. **Rating:** 4.5/5.0 stars **Reviewed by:** Kayla T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2020 **What do you like best about SmartAdvocate?** I think an upside to SmartAdvocate is that it's a web-based system, so I could access it from any web browser. It's pretty helpful that we can create barcodes to scan any type of mail-piece into Smart Advocate, and it will automatically find the file to place it in. I like being able to mark a task as "in progress" once I've started it so the attorney or paralegal that assigned me the task knows I've started it. I also like that there are templates saved for documents I can generate to send to providers. **What do you dislike about SmartAdvocate?** Sometimes I wish that I didn't have to select the "type" of mail-piece I'm trying to scan in... There isn't a button for "other" for me to select, and sometimes I don't know what to label it as for the scan. Additionally, It would be great to able to search for adjusters, providers, lawyers, etc. in the system like we can do when we search for clients. It can be difficult to learn the system since there is a lot to learn, but once you know where everything is it's very simple to use. **What problems is SmartAdvocate solving and how is that benefiting you?** Making sure mail gets scanned into the correct client's file and notifies the staff on that case automatically if you use the barcode system. Benefit-- I can mark a task "in progress" to let the attorney know that I'm working on it rather than have them think I've forgotten about it. ### 26. Intuitive & Robust **Rating:** 5.0/5.0 stars **Reviewed by:** Susan P. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** I love the templates in SA. They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents. **What do you dislike about SmartAdvocate?** I like the UDF Editor, except for the way that items are re-ordered. It would be easier if there was a way to drag and drop to put the items in the order you want. **Recommendations to others considering SmartAdvocate:** Spend time on working with the SmartAdvocate Implementation team to ensure your data is ready for integration and your admin team is trained. Revisit admin team training after implementation. **What problems is SmartAdvocate solving and how is that benefiting you?** Much more effective reporting on intake, client contact, and staff management. Very effective case browsing and searching. Implementing SmartAdvocate has allowed us to move much closer to a "less paper" work environment. ### 27. Intake Training **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about SmartAdvocate?** I like that you can create a reject threshold which is something I learned recently. **What do you dislike about SmartAdvocate?** You can do a lot with SA; however, if you do not utilitze the functionalities, it can easily be forgotten. **What problems is SmartAdvocate solving and how is that benefiting you?** Intake Efficiency. SA can so much for the firm. ### 28. A Powerful Litigation Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas J.N. S. | Private Tutor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2020 **What do you like best about SmartAdvocate?** Smart Advocate is able to conform to your practice style through a variety of inputs and tabs that cater the experience to your organizational style while also providing a pathway to develop and improve upon the same. Smart Advocate also makes reducing the litigation process to a set number of steps to be checked off and followed easy and intuitive. **What do you dislike about SmartAdvocate?** Customizing Smart Advocate can often be difficult without a working base of similar litigation management programs or if the default settings do not perfectly match your practice. Without a broad knowledge or extensive training with the program it can be difficult to learn and become comfortable with the functionality of its various tabs. Sometimes tabs do not integrate well with Outlook email. There have also been occasional problems with naming multiple files at once which can sometimes lead to confusion. **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate has allowed our firm to develop various work plans and automate several processes central to pre-litigation procedure and litigation procedure. By implementing these work plans we have been able to increase productivity and organization within the firm and to minimize human error across the board. ### 29. Comprehensive Case Management and Endless Ability to Customize **Rating:** 5.0/5.0 stars **Reviewed by:** Brian F. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2020 **What do you like best about SmartAdvocate?** The ability to customize every feature to best fit our needs. The quick responses from SmartAdvocate support and their willingness to listen to suggested changes. The reporting features are robust and also customizable, so that even when you are requested to produce a very specific report, with a little work, it is possible. **What do you dislike about SmartAdvocate?** The steep learning curve to get started. Out of the box, SmartAdvocate needs a lot of work in order to get running in a manner that works well for your firm. However, the time and effort is assuredly worth it. **Recommendations to others considering SmartAdvocate:** If you find yourself trying to figure out how to change something with the current software you have or you are having a hard time figuring it out/implementing it - save that time and rather invest it into learning SmartAdvocate - you will then have a better basis for further needed changes in the future. Once you get past the learning curve, the possibilities are seemingly endless. **What problems is SmartAdvocate solving and how is that benefiting you?** It is very difficult to maintain a personalized experience for each client when you are working with around 800 cases at any given time. SmartAdvocate makes it easy to ensure that all the tools are available to staff to really make clients feel like they're the only one the firm is working for. ### 30. Effect & Easy to understand Case management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2021 **What do you like best about SmartAdvocate?** How easy and self-explanatory the system is. Once you get accustomed to using inputting all the details, it helps a lot throughout all the stages of the case. **What do you dislike about SmartAdvocate?** The fact that you can no longer add a new contact from disbursements directly. Also, not being able to save a word document from my Microsoft Word directly onto Smart Advocate, i can only upload it from the web browser. **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate has helped us keep better track of all the deadlines. The note section specifically is helping everyone who needs to know the details of the case, what is going on, and should the client call and have any questions; anyone can help them once they read the notes on the case. ### 31. Great support **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen C. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2021 **What do you like best about SmartAdvocate?** Support, support, support. You can actually get a person on the phone to assist and not have to use a chat box that takes 10 minutes for a response. They will also use email but with a quick response. **What do you dislike about SmartAdvocate?** It's a lot to learn (because there are a lot of great features) when your already working long hours but it's worth the effort **What problems is SmartAdvocate solving and how is that benefiting you?** The system keeps you organized, cuts down on time with templates, and gives you several ways to stay in touch with clients. ### 32. Great Case Management System! **Rating:** 5.0/5.0 stars **Reviewed by:** Christine P. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2021 **What do you like best about SmartAdvocate?** Intuitive, moves the needle for our firm. **What do you dislike about SmartAdvocate?** We have not identified difficulty with the system at this time. **What problems is SmartAdvocate solving and how is that benefiting you?** This is a one stop shop. Your marketing efforts and firm operations can be handled within this system. ### 33. An absolutely well rounded management program to accelerate in your business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2020 **What do you like best about SmartAdvocate?** There is nothing Smart Advocate isn't able to do. There are many functionalities that allow you to easily navigate all areas of a law firm to not only manage the case load and firm finances, but also keep in touch with clients, the way that best fits their needs. Their support team is awesome and no false promises to date! They truly get a 5 star from me! These are my favorites in order: 1)Document Generations 2) Text messaging options for mass text 3) Email messaging options for mass emailing 4) Workflows 5)Case Browsing **What do you dislike about SmartAdvocate?** To date, there's really nothing I dislike! **Recommendations to others considering SmartAdvocate:** Go for it! The program is able to do just about anything you need it to do! **What problems is SmartAdvocate solving and how is that benefiting you?** There are tons of charts and reports that are generated through Smart Advocate. We are currently managing to enter the correct data to completely rely on the management program. ### 34. Great Client Management Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2021 **What do you like best about SmartAdvocate?** Easy tabs to put everything in. Everything is organized and can be found easily. Reports are also easy to pull. **What do you dislike about SmartAdvocate?** There are too many options for others to choose from. This makes it difficult to have solid data to pull from. **What problems is SmartAdvocate solving and how is that benefiting you?** Managing personal injury cases within a seamless online file database. ### 35. Very happy we switched to Smart Advocate **Rating:** 5.0/5.0 stars **Reviewed by:** Patty H. | Independent Sales Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2020 **What do you like best about SmartAdvocate?** I like all the ways we are able to customize the screens. I also really appreciate how it is geared toward going paperless. We have been attempting to go paperless for years and this has helped tremendously! **What do you dislike about SmartAdvocate?** I wish it ran a little faster. Sometimes some of the screens run slow. **Recommendations to others considering SmartAdvocate:** SmartAdvocate had a bit of a learning curve, but their trainers have been with us every step of the way. The more I learn about it the more I like it! **What problems is SmartAdvocate solving and how is that benefiting you?** We wanted something customizable and that stayed up with the times. As mentioned above, this software has greatly helped us with going paperless. ### 36. October Tip of the Week Webinar **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2020 **What do you like best about SmartAdvocate?** I like the tip of the weeks that are placed on the site. Having the ability to review these when I am available is outstanding! The client intake process would be great as typing can be much faster than writing it all down. I also like that finding disbursement, invoices/bills, and other costs related to a matter have special areas. The liens that should be associated with a specific matter are great having its special place too. Being as I do a lot of the accounting, I can see having these separated will make things easier. Although, I am still new and have not gone through any of it yet I can see the potential. I know once I get more into the system the likes will only increase but being as it has not been that long it is off to a great start. Truly seems more user friendly that other systems I have used in the past with my current or former employers. **What do you dislike about SmartAdvocate?** I have found that not being able to ask question during webinar and the speed of the speaker during the webinar makes it difficult to fully understand what is trying to be shown. I think if having a longer webinar to cover the same material but allowing a question/answer at the end would help ensure everyone on the call truly understands what is being shown. Another area where I think improvement could be made is the client intake area. I know that there are specific areas that should be required to continue. However, I have noticed that when completing a client intake they client likes to say things in their own way. There has been several times where the client has not wanted to wait until I ask a specific question before they say something. If there would be a way to toggle around and only get those caution areas at the end when something is missing. This might allow less irritation on both sides of the client intake process. I also wish there was a way to more customize the visual of my (each users) visuals. I know we can change where we have our "Tasks", "My Cases", "Critical DeadLines", etc. It would be great if we could also change the color tone of our page. The light blue/white is great but there are times where that makes it more difficult to look at for the long term. If a color scheme option was available it might make it easier on the eyes. **What problems is SmartAdvocate solving and how is that benefiting you?** The ability to use less paper and just input everything directly into the system is great. Although, it is going to be an adjustment I think after a while and more usage it will make things more streamlined. SmartAdvocate seems to make things more streamlined. Like I said before, I have not yet used this yet but have watched some videos on the topic and can see the positive of this. ### 37. Great Experience Thus Far! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2021 **What do you like best about SmartAdvocate?** SmartAdvocate is a newer program to me, but I enjoy the updated technology that the software provides. Coming from a different case management program, I am enjoying some of the features that I did not previously have available, such as setting automatic notifications. I look forward to what this sofware has to offer. **What do you dislike about SmartAdvocate?** I am currently not experiencing any disklies with the software. **What problems is SmartAdvocate solving and how is that benefiting you?** I look forward to being able to send automated messages to my clients, and to being able to create automated documents using the SmartAdvocate merge doc system. ### 38. Easy to use, not always user-friendly. VERY detailed which can be a good or bad thing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2020 **What do you like best about SmartAdvocate?** 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 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. **What do you dislike about SmartAdvocate?** 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. **Recommendations to others considering SmartAdvocate:** Take the time to actually sit and learn everything SA has to offer since it is so much...it will help in the long run. **What problems is SmartAdvocate solving and how is that benefiting you?** Biggest problem that SA helped to solve was organization. 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. ### 39. SA for the PI Law Firm **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2020 **What do you like best about SmartAdvocate?** Everything is in one place. Documents, deadlines, appointments are all easily accessible through SmartAdvocate. It's also nice that it is accessible from anywhere with an Internet connection. Document categorization is customizable making it easy to save, access and find documents and information. **What do you dislike about SmartAdvocate?** The calendar is not the easiest to read and just getting a glimpse of what is to come in the next week or so is a bit clunky given that the appointments are in a list so you still have to read through the entirety of the calendar to find out what is important. The document viewer takes time to get used to as well. Either viewing it through the folders or through just a general list can be a bit tedious. **What problems is SmartAdvocate solving and how is that benefiting you?** Having everything related to the case in one place is the most helpful. Emails, notes, phone calls, appointments, documents, etc. are in one central location and not stored on people's personal drives or desktop. It is easy to figure out where the case is, no matter when or who worked on it last. Case status is easy to determine. ### 40. A great platform for case-file management! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2020 **What do you like best about SmartAdvocate?** The user interface of SmartAdvocate is much easier than the many competitors out there. Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent. Everything is easily able to be found in one place and the templates for document production have saved us countless hours of work. **What do you dislike about SmartAdvocate?** There is not much I don't like about SmartAdvocate. Every time I have had a question about a capability, it seems that it already exists or has been easily able to be integrated. **Recommendations to others considering SmartAdvocate:** I would definitely give it a try! **What problems is SmartAdvocate solving and how is that benefiting you?** Our office has been able to keep much better track of cases with Smart Advocate, specifically calendaring. Everything is in ONE PLACE and very easy to find. Additionally, the document production portion has been wonderful. We are not re-creating the wheel everytime we want to send something to a client, opposing counsel, or the court. ### 41. The Easiest Program To Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2020 **What do you like best about SmartAdvocate?** I love the fact that there is a short cut, button, and function for everything. The software thinks of everything and if there is something that you want customized, it is able to be done quickly. This is a highly functioning program. Opening cases are easy and it helps keep everything organized. **What do you dislike about SmartAdvocate?** I honestly cannot think of anything that I dislike. The software has virtually everything needed. **What problems is SmartAdvocate solving and how is that benefiting you?** Client communication is so much easier with smart advocate. The ease of sending a text to communicate with clients is very handy. In a fast paced world, we need to be able to reach a client effectively. And the text feature built into smart advocate makes it that much easier. ### 42. No Better Personal Injury Software **Rating:** 5.0/5.0 stars **Reviewed by:** Mercedes A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2020 **What do you like best about SmartAdvocate?** I have found SA to be more user friendly compared to our prior software and other softwares that are available to PI firms. There are so many pros to this system: the overall set up, the layout, easily accessible menu tabs as well as its templates, reminders, subscription reports, dashboards, the ability to text and email from the software and the various syncing with other programs. This case management software makes a firm handle their caseloads efficiently. Another important feature is the client portal. Another plus to the system are the webinars and fast turn around on the customer support. You can also continuously customize the software to the needs of your firm. **What do you dislike about SmartAdvocate?** The only downside to this system, as with any system, is making sure the staff is properly trained to learn how to use the software. Otherwise, there is nothing to dislike! **Recommendations to others considering SmartAdvocate:** Consider the software, especially during these recent times with more employees working remotely, you can access the software through a smart phone application as well as the client portal which make this software very efficient in always keeping your clients happy and updated on their files. **What problems is SmartAdvocate solving and how is that benefiting you?** The benefits of the reminders and the subscriptions so you never miss any deadlines or critical dates. ### 43. Webinar 10/29/2020 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about SmartAdvocate?** Searching capabilities and being able to tailor it down to specifics. The outlook feature that allows you to save documents and emails to a specific file instead of dragging. Inserting a note and being able to create a task at the same time instead of getting in and out of different features. I have only been using this on and off for a month until our migration is complete so I haven't been "all hands in" as of yet. **What do you dislike about SmartAdvocate?** The monochromatic color scheme. I wish there were user preferences to change the size of font, color, etc. I have only been using this on and off for a month until our migration is complete so I haven't been "all hands in" as of yet. **What problems is SmartAdvocate solving and how is that benefiting you?** We are currently moving our old case management software into SmartAdvocate ### 44. SA is incredibly user friendly and has awesome features that make your everyday tasks manageable. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2020 **What do you like best about SmartAdvocate?** The available dashboards allow you to address specific areas and metrics each day. **What do you dislike about SmartAdvocate?** The program takes full advantage of shortcuts and resources. No issues to date. **What problems is SmartAdvocate solving and how is that benefiting you?** Taking on a large case load is less intimidating when you are able to filter your workload. Essentially, it is a personalized to-do list each day that I can create. This allows you to focus your workload according to the goals placed for your specific role. ### 45. This program is very user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2021 **What do you like best about SmartAdvocate?** The step by step instruction is very helpful. **What do you dislike about SmartAdvocate?** As of right now, I do not see any reasons to dislike SA. **What problems is SmartAdvocate solving and how is that benefiting you?** This program gives so much flexibility and information throughout the case. ### 46. Excellent Case Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie L. | Legal Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** This software is very end user friendly. We have little to no down time and training new users as the company grows is relatively easy. The support staff are able to answer questions promptly when they arise. **What do you dislike about SmartAdvocate?** I have not found a major dislike yet after 1 year of use. I would like to see more ability to generate custom reports rather than being limited to certain fields that leave the search too broad. **What problems is SmartAdvocate solving and how is that benefiting you?** We utilize this software to share information quickly with over 60 users. It is much easier to access needed documents in house or remote since moving to SmartAdvocate. ### 47. Efficient and provides webinars for new features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2021 **What do you like best about SmartAdvocate?** Efficient. Integrates with Microsoft Outlook. It's internet base, so I can access the software when I'm not in the office. SmartAdvocate provides educational webinars on how to use new features and can personalize the platform to our law firm's needs. **What do you dislike about SmartAdvocate?** Nothing. This is the most efficient legal software I've used to date. **What problems is SmartAdvocate solving and how is that benefiting you?** Collaborated platform to maintain of client files. ### 48. the best user friendly software **Rating:** 5.0/5.0 stars **Reviewed by:** carla a. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2020 **What do you like best about SmartAdvocate?** show and hide columns lets me see exactly what is needed at the moment. Easy on the eyes **What do you dislike about SmartAdvocate?** when open tabs bunch up together can't see what case it is **Recommendations to others considering SmartAdvocate:** hands down the best user friendly and customer service software program **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate has added clients name to the tab ### 49. Great Features, Value for money **Rating:** 4.5/5.0 stars **Reviewed by:** vittal kumar g. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2020 **What do you like best about SmartAdvocate?** Easy to use product Value for money Great reporting features **What do you dislike about SmartAdvocate?** Not much to dislike. Product is designed to suit Personal Injury practice **Recommendations to others considering SmartAdvocate:** Smart advocate is definitely value for your money. Lots of customization options and good reporting. Good value for money. **What problems is SmartAdvocate solving and how is that benefiting you?** Smart Advocate is proactive in resolving technical issues. Transition to Smart Advocate has been smooth ### 50. Great Tools for Tracking & Projections **Rating:** 4.0/5.0 stars **Reviewed by:** Juan B. | Attorney, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2020 **What do you like best about SmartAdvocate?** I like the abundance of means by which to measure productivity and performance. **What do you dislike about SmartAdvocate?** Learning curve is high and there are many hidden tools not easily known. **Recommendations to others considering SmartAdvocate:** Attaching documents needs to become a uniform, muscle-memory kind of act. It can easily become messy if not standardized inside your own organization. **What problems is SmartAdvocate solving and how is that benefiting you?** Work-plans allow us to fully customize a step by step process for our firm that anyone in our team can follow, from beginners to seasoned pros. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-26+00%3A53%3A37+-0500&secure%5Bsession_id%5D=a2ba4fde-227a-4df8-ae8c-943402415ab7&secure%5Btoken%5D=e557a8e275ed72ffda10d7a3c2cc3998be333fbea0863ef7afa2298293fe055b&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 - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (288 reviews) - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews)