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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Intuitive, moves the needle for our firm. Review collected by and hosted on G2.com.

We have not identified difficulty with the system at this time. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

To date, there's really nothing I dislike! Review collected by and hosted on G2.com.

Easy tabs to put everything in. Everything is organized and can be found easily. Reports are also easy to pull. Review collected by and hosted on G2.com.

There are too many options for others to choose from. This makes it difficult to have solid data to pull from. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I wish it ran a little faster. Sometimes some of the screens run slow. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I am currently not experiencing any disklies with the software. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.