Verified User in Legal Services
UL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"Software Review"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

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

Katrina C.
KC
Katrina C.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"Good software for PI"
4/5
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 Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

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

Verified User in Legal Services
UL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"This is the WORST case management software I have ever used or even seen"
0/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SB
Sydney B.
Paralegal
Small-Business (50 or fewer emp.)
"Great software management system!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

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

Hemily F.
HF
Hemily F.
Paralegal
Small-Business (50 or fewer emp.)
"Thankful for its Existance"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

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

AD
Alex D.
Paralegal
Mid-Market (51-1000 emp.)
"Does a lot but could be alittle simplier"
2/5
What do you like best about SmartAdvocate?

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

What do you dislike about SmartAdvocate?

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

LC
Lisa C.
Paralegal
Small-Business (50 or fewer emp.)
"Smart Advocate"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

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

Justin G.
JG
Justin G.
Paralegal
Small-Business (50 or fewer emp.)
"SmartAdvocate Review by Case Manager/Legal Assistant"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

TM
Teresa M.
Nurse Paralegal
Small-Business (50 or fewer emp.)
"Could not do without it."
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

Upgrading to cloud-based makes SA that much more effective. Review collected by and hosted on G2.com.

Verified User in Legal Services
AL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"Great case management software!"
5/5
What do you like best about SmartAdvocate?

Customizable, always have the latest and greatest integrations and technology, quick IT responses and quality customer service! Review collected by and hosted on G2.com.

What do you dislike about SmartAdvocate?

There's nothing to dislike about this software. Review collected by and hosted on G2.com.