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SmartAdvocate description
SmartAdvocate is a legal case management software designed to streamline operations for law firms of all sizes. It offers a range of features including case tracking, document management, automated workflows, and built-in AI tools for document generation and analysis. SmartAdvocate also boasts numerous integrations with other software, a client portal, and robust reporting capabilities. It's available as a cloud-based or server-based solution, aiming to increase efficiency and profitability for law firms.
Who is SmartAdvocate best for
SmartAdvocate is a legal case management software praised for its user-friendly interface and comprehensive features like case tracking, document management, and automated workflows. Users particularly appreciate the robust reporting and client portal. While some find the software complex and document template editing challenging, the excellent customer support and training resources help mitigate these issues. SmartAdvocate is a valuable tool for law firms seeking to streamline operations and boost efficiency.
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Best fit for small to mid-sized law firms.
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Ideal for legal practices specializing in litigation, especially personal injury and mass torts.
SmartAdvocate features
| Supported SmartAdvocate allows uploading, storing, and organizing case documents. |
| Supported SmartAdvocate integrates with email and Microsoft Outlook. |
| Supported SmartAdvocate allows generating reports on case data, including status, type, and recent activity. |
| Supported Clients can access case information, documents, and calendars through the portal. |
| Supported SmartAdvocate allows tracking case progress through different stages using statuses, sub-statuses, and automated procedures. |
| Supported SmartAdvocate automatically generates documents using templates and over 4,000 merge codes. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
SmartAdvocate reviews
We've summarised 195 SmartAdvocate reviews (SmartAdvocate Capterra reviews and SmartAdvocate G2 reviews) and summarised the main points below.
- User-friendly interface and seamless workflow
- Excellent case management and tracking features, especially for medical records
- Helpful reminders and task tracking
- Accessible from any location with internet access
- Great customer support and training resources including webinars and office hours
- Difficult to edit document templates
- Word plugin issues reported by some users
- Occasional internet slowdowns affect work progress
- Some users find the software too complex and advanced features have a steep learning curve
- Limited color coding options
SmartAdvocate pricing
The commentary is based on 7 reviews from SmartAdvocate Capterra reviews and SmartAdvocate G2 reviews.
SmartAdvocate's pricing is generally viewed as a good value, with some considering it a worthwhile investment due to its robust features and reporting capabilities. However, some users find the cost of integrations and training high, while others feel the price is too steep given perceived customer support shortcomings.
Users sentiment
SmartAdvocate alternatives
LegistifyBetter for contract and intellectual property management. Caters to a wider range of industries including healthcare, finance, and e-commerce. A SmartAdvocate alternative and competitor.Read more
SimpleLawSimpleLaw lacks AI features like document generation and summarization. It has less momentum compared to SmartAdvocate. SimpleLaw is not suitable for Education, unlike SmartAdvocate.Read more
LexisBetter for government and non-profit organizations. Focuses on legal research with a vast database and advanced search. A SmartAdvocate alternative and competitor for legal professionals needing in-depth research capabilities.Read more
LitifyHas slower momentum and users report a difficult setup and complex interface. Some users mention inconsistent document management features. More negative pricing sentiment.Read more
MyCaseMyCase has less momentum and lacks AI features like document generation and summarization. It also has reported email integration issues.Read more
Lexis® for Microsoft® OfficeBetter for drafting and reviewing legal documents within Microsoft Office. A SmartAdvocate alternative focused on document integration and productivity. Easier to use.Read more
SmartAdvocate FAQ
What is SmartAdvocate and what does SmartAdvocate do?
SmartAdvocate is a case management software for law firms, featuring case tracking, document management, and AI-powered tools for document automation and analysis. It offers integrations, client portals, and reporting, aiming to boost efficiency and profitability whether cloud-based or server-based.
How does SmartAdvocate integrate with other tools?
SmartAdvocate integrates with various tools, including Microsoft Outlook and email platforms for streamlined communication. It also offers a client portal for easy case access and robust reporting capabilities to enhance productivity. For document management, it supports integrations that facilitate efficient organization and analysis.
What the main competitors of SmartAdvocate?
SmartAdvocate competitors include Clio, MyCase, SimpleLaw, CASEpeer, and Litify. These alternatives offer similar features such as case management, billing, client portals, and document automation, catering to law firms of various sizes and specializations.
Is SmartAdvocate legit?
SmartAdvocate is a legitimate and safe case management software for law firms. User reviews praise its intuitive interface and robust features, especially for personal injury and mass torts. However, some users find the software complex and have reported issues with document template editing and the Word plugin.
How much does SmartAdvocate cost?
I couldn't find pricing details for SmartAdvocate. Contact SmartAdvocate directly to determine whether the product's pricing aligns with your budget and needs.
Is SmartAdvocate customer service good?
SmartAdvocate receives overwhelmingly positive feedback for its customer service. Users praise the readily available support, helpful training resources like webinars and office hours, and quick response times. The attentive and efficient customer support team contributes significantly to user satisfaction.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.