SmartAdvocate Reviews

Summary: Training team and support extremely helpful. I think I never imaged a group of people could be so attentive to their clients as they are.

Positive: User friendly, Organization of workflow , documents and time tracking is phenomenal. It is extremely difficult to have such organization in the legal field court procedures are changing often and the turnaround rate of staff is also high the software helps with an organized manner.

Negative: None thus far, I would say that it takes time to set up but that is something that happens with any software.

Summary: My overall experience has been great. I do enjoy using it on a daily basis. It makes me more efficient.

Positive: tech support features, text message feature, and the email feature. I like that you can receive photos and video that go straight into the system.

Negative: There was not much I didn't like but the transition was a little complicated in the beginning.

Summary: I am very happy with all aspects of SmartAdvocate. They are very user friendly and easy to learn. I would recommend them to anyone.

Positive: We have been using SmartAdvocate since October 2024. It is very user friendly and easy to learn. They have an amazing customer support staff.

Negative: I really couldn't think of any cons for SmartAdvocate. I give it a 10 out 10 rating.

Summary: SmartAdvocate is an asset to our office! Our ease of finding information for our clients and attorneys has improved overall.

Positive: SmartAdvocate helps me keep my case information organized and easy to find. They are constantly working to make the product better with new updates and products.

Negative: Sometimes there are a few more steps to complete a process that I feel is necessary but once you have used it a while, you learn ways to make things work faster.

Summary: The SmartAdvocate webinars have been informative and instructive. The information received in the webinars is supportive in dealing with clients.

Positive: The webinar was instructive. In addition to demonstrating different aspects of the SmartAdvocate case system, it also demonstrated how to associate the aspects directly with the clients. After watching the webinar, I could apply the instructions and demonstrations in my communication with our clients.

Negative: I enjoyed the entire webinar. The firm administrators encourage the employees to watch the webinar. It is a nice break to my work day (encouraged by the firm administrators). I look forward to the webinars as they are information and instructive.

Summary: Overall it is a great software and I love all of the features it has to offer for myself as well as clients.

Positive: I love the new internal messaging! I love the texting feature to communicate with clients so they can reach us and send photos etc.

Negative: There is not much I don't like about it, it is a great software

Summary: It has been great so far. I am able to create tasks pertaining to cases and draft up templates for word documents I need. All the features are really cool!

Positive: What I like the most about SA is that I can properly organize all my files and paperwork with ease!

Negative: I liked everything about smart advocate. No let downs so far!

Summary: SmartAdvocate has made my day to day work load seamless. I am no longer stressing if I have forgotten something or waste any time looking for things when everything is all online, in SmartAdvocate, at my fingertips!

Positive: Ease of use
Multiple features
It is extremely user friendly.
SmartAdvocate has made my job so much easier. It literally does everything that I need.

Negative: I have not found anything that I do not like yet.

Summary: Like the title of my review, I could not do without it. It is amazing to have all the case data at your fingertips.

Positive: 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.

Negative: User friendly but there is a learning curve for beginning.

Summary: So far, especially as I learn more each day, I am easily moving through the cases and becoming much more efficient at my job.

Positive: I am able to toggle between cases leaving case tabs open & the case management program allows for all case information to be at your fingertips.

Negative: If the internet is down or slow, the program can freeze or move slow.

Summary: Great crm, but even better service. Sean and Rebecca simply crush it.
Every time I call they are always there to help and make sure we know what we are doing and guide us along the way.

Positive: I can not stop raving about the system these guys created, which is, by far, the best CRM for personal injury attorneys.

I, Edan Darmoni, the managing attorney at Darmoni Law, would highly recommend this software to anyone in the market.

I want to highlight Sean and Rebecca's fantastic technical support skills and customer service. They always tend to my needs and ensure that I am on track!

THE BEST THERE IS!

Negative: Nothing the system is amazing. Once you know how to use it you will love every minute of it.

Summary: My overall experience with SmartAdvocate improves everyday. The program has simple features that makes advancement possible. It has increased the confidence of my own success within the legal field.

Positive: The advanced features and webinars. The advanced features help with job assignments and organization. After receiving a new assignment the features make it manageable to review and prepare for the assignment. The features also help with my own organization by keeping everything in one database.
The zoom interaction with the SmartAdvocate staff has helped with the advanced features. There have been several options to receive instruction, including direct questions and live webinars. The staff provided incredible insight into the available features.

Negative: The complexity of some features. The basic features meet all expectations. There are some features that difficult to implement. The difficult features do increase productivity. The staff is also available to assist in understanding the difficult features.

Summary: Overall, the organization of the program creates a seamless and organized platform for an efficient work environment.

Positive: Moldability to best fit your organization.
Ease.
Features.
Organization for tabs and documents.
Efficiency.

Negative: Sometimes the complexity of multiple tabs can be challenging in teaching to new employees.

Summary: I enjoy using the product- It allows one to enter relevant information and move through the software easily.

Positive: It is not hard at all. The software program is user friendly and allows one to move at ease from one screen to another.

Negative: It takes sometimes to navigate but once you master it -the rest is easy peasy.

Summary: Overall, this is a very well executed platform with a customizable experience. The small gripes are hardly a deal breaker.

Positive: The platform is easy to use and navigate from Setup to Settlement. It’s designed in a straightforward manner with everything reasonably placed. 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.

Negative: The system has a few issues that are holding it back. The file preview tools seem to be very sensitive about when and where they want to work. While Word documents almost never have issues with previewing, PDFs sometimes can’t be previewed. For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed. It would be great if medical bills could be copied to liens more efficiently instead of one item at a time. The calendar events are very useful, but when you delete a series, it doesn’t automatically remove it from your outlook calendar. Instead, it updates it to say “Deleted”. Perhaps it’s not possible, but it seems like it would be.