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. Review collected by and hosted on G2.com.

I don't have any complaits so far, like I mentioned I'm very new to using SA. Review collected by and hosted on G2.com.

The ability to mold the platform to best suit the firm you work for. Review collected by and hosted on G2.com.

Sometimes can be too complex and can become challenging. Review collected by and hosted on G2.com.

It is mostly easy to use and very straight forward. Review collected by and hosted on G2.com.

You have to add case contacts in a certain spot and sometimes it is unclear where to add them. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like how it helps keep files organized. Review collected by and hosted on G2.com.

I dont know how to use all it has to offer. Review collected by and hosted on G2.com.

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." Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SMart Advocate helps our office run more efficiently by allowing us to track and maintain our case files all in one convenient location. Review collected by and hosted on G2.com.

Smart Advocate reports could have more search optionspulling reports based on client DOB, for example). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have had minor glitches but it is fixed immediatley Review collected by and hosted on G2.com.

I like how easy it is to locate cases in the program either by their name, address, phone number and other ways. Review collected by and hosted on G2.com.

What i dislike about the program is nothing. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the actual envelope Review collected by and hosted on G2.com.