Overview
What is SmartAdvocate?
SmartAdvocate in Florida offers their flagship cloud-based platform as a legal case management solution featuring document and communication management at multiple pricing tiers for smaller firms.
Pricing
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Tech Details
What is SmartAdvocate?
SmartAdvocate Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
SmartAdvocate is a software designed to solve common problems encountered by personal injury lawyers. Users can reach out to clients easily and quickly using the text feature, reducing the need for phone calls and improving client satisfaction. The software also helps users keep cases organized and easily accessible on mobile devices, preventing missed deadlines and ensuring tasks are completed.
The program provides a client portal where users can share documents and notes, reducing the need for frequent client calls and improving organization. SmartAdvocate tracks advertisement successes and failures, allowing users to focus their advertising dollars on the most effective channels. This customizable software allows users to create workplans and automate processes, increasing productivity while minimizing human error.
Additionally, SmartAdvocate provides various metrics and reporting capabilities, enabling users to track case details, employee tasks, and practice performance with ease. The software helps users save time on repetitive tasks through the use of templates and automation features. Furthermore, pending deadlines and statutes of limitations are no longer an issue as the program assists in keeping track of important dates while reducing paper usage.
Overall, SmartAdvocate solves key business problems such as client outreach, organization, time management, automation, tracking advertisements, and case information accessibility for lawyers handling personal injury cases.
Highly Customizable: Many users have found SmartAdvocate to be highly customizable, allowing them to tailor the software to their specific needs. This has been particularly helpful for law firms with unique case management requirements.
Intuitive and Easy to Use: A large number of reviewers have highlighted that SmartAdvocate is intuitive and easy to use. The tips of the week feature and additional training resources have been especially valuable in helping users get up-to-speed quickly on all aspects of the platform.
Excellent Customer Support: Numerous users have praised SmartAdvocate's customer support team for being helpful and responsive. Their willingness to listen to suggested changes has also been noted as a positive aspect by some reviewers.
Long Input Process: Some users find the lengthiness of inputting case information and navigating through multiple windows to be overwhelming, especially for new users.
Steep Learning Curve: Many reviewers have mentioned that SmartAdvocate has a high learning curve and can take a lot of time to fully utilize all its features. This could pose as an issue for non-IT people who may not have extensive training with the program.
Poor Customization: Several users feel that some features and customizations are difficult to handle without prior knowledge or extensive training with the program. The software lacks customization options, making it hard for users to make changes once information is saved in certain tabs.
Users commonly recommend the following when it comes to SmartAdvocate: Thorough training and full utilization: Users suggest ensuring that all staff members receive thorough training on SmartAdvocate and mandating its use in the office. They believe that by investing time in learning all the features and making changes to processes and operations, users can effectively utilize the software for improved organization and efficiency within the company. User-friendly interface and resources for learning: Users highly praise SmartAdvocate for its user-friendly interface, making it easy to learn for both beginners and experienced users. They also appreciate the availability of resources for learning, which helps them navigate through the software and maximize its capabilities. Task management and organization: Users love the task feature in SmartAdvocate, as it helps them stay organized with their work. They find it useful for keeping track of tasks, deadlines, and client updates, especially in a remote work environment. By utilizing this feature effectively, they can enhance their overall efficiency in managing their caseload. These recommendations highlight the importance of comprehensive training, user-friendliness, and efficient task management as key factors in fully benefiting from SmartAdvocate's capabilities.