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SmartAdvocate

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120 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2000
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SmartAdvocate Reviews

Review Filters
Profile Name
Star Rating
102
15
2
1
1
FB
Freya b.
07/07/2026
Validated Reviewer
Review source: Organic

SmartAdvocate: Managing 180+ weekly client inquiries became much more organized

As a Marketing Manager managing a 40 member legal team what I like most about SmartAdvocate is how it connects Client Intake, Case Management, Document Management, Workflow Automation, Reporting and Calendars in one place. During a recent campaign that brought in 180+ consultation requests, its ai powered document generation automatically prepared intake forms, routed new cases to the correct practice groups and created followup tasks, which helped our team keep up with the workload. I also rely on its reporting dashboard to measure campaign performance, and the integration with Microsoft Outlook, Microsoft 365, DocuSign, and QuickBooks keeps client communication and documents connected. The onboarding team configured our workflows around our firm's process and the support team has always been helpful whenever we've needed assistance.
KM
kimberly m.
07/06/2026
Validated Reviewer
Review source: Organic

Smart Advocate- Virtual Chamber Keeps your information very safe

Being a part of legal team , Documents are the biggest headache you can have and the details regarding them is your life you can't miss any thing whether it is new or old . Each and everything needs to be recorded and stored in a well precised manner that can be found easily whenever you have to look at it. Smart Advocate has all necessarily functions which easily fulfilled your this demand.
Audie C.
AC
Audie C.
Senior Process Executive at Cognizant
05/27/2026
Validated Reviewer
Review source: Organic

SmartAdvocate Streamlines Case Management and Boosts Team Efficiency

SmartAdvocate helps keep our cases, documents, and tasks organized in one place. It makes tracking updates and managing daily work much easier, especially when handling multiple cases at the same time. The workflow is smooth and helps improve team efficiency.

About

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HQ Location:
Bonita Springs, FL

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@smartadvocate

What is 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 150+ 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.

Details

Year Founded
2000