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Über SmartAdvocate

Fallmanagementanwendung für Anwälte und Juristen.

Erfahre mehr über SmartAdvocate

Vorteile:

Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software.

Nachteile:

Not many cons - design/features inclined towards Personal Injury practice.

Bewertungen zu SmartAdvocate

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,6
Kundenservice
4,6
Funktionen
4,6
Preis-Leistungs-Verhältnis
4,6

Weiterempfehlungsquote

9,2/10

SmartAdvocate hat eine Gesamtbewertung von 4,7 von 5 Sternen basierend auf 99 Nutzerbewertungen auf Capterra.

Nutzerbewertungen filtern (99)

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Nutzerbewertungen filtern (99)

Joe
Joe
System Administrator in USA
Verifizierter Nutzer auf LinkedIn
Anwaltskanzlei, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

One of our tools for success

5,0 vor 3 Jahren

Kommentare: The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation. For example, we are expediting electronic contracts/agreements to clients via text message and email, whereas other firms are still stuck on paper contracts. Never would I have thought clients would embrace technology, like the use of text over email. Yes, snail mail still has a role and a place, but the practicality and adaptiveness text messages give clients is excellent. This program stays relevant at the speed of shifts and trends, as well as changes with technology.

Vorteile:

Our personal injury law firm switched from Needles to Smart Advocate about three years ago. The amount of growth we've had plays largely thanks to this case management software, especially after Covid-19 hit. This software made the transition from working in the office to working from home almost effortless. Our staff never missed a beat, and our clients never realize the change happened virtually overnight. While other firms struggled with technological, let alone case management issues, for us, it was business as usual. With Smart Advocate's features, updates, support, and innovation, there is no other way but growth. It's a powerhouse of a tool for great staff, which gives clients the most significant outcome.

Nachteile:

There is not much to dislike, but there is always room for improvement. That said, when a dislike does arise, reaching out to SmartAdvocate usually remedies our dislikes. For example, the recommendation was to set up multiplaintiff parties under one case number. We tried that out and realized that would not work for our reporting and usage needs. Their development team quickly remedied a solution for each party to work with one case number while still giving us the linking ability needed for multi-party cases.

Matt
Paralegal in USA
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Matt's Review

5,0 vor 2 Monaten

Vorteile:

How easy it is to use. Everything makes sense and easy to navigate. Love all the integration capabilities for client communication, document signing, records requests...

Nachteile:

SmartAdvocate may already have this feature but would be nice to have some kind of document production management tool. The ability to summarize medical vists (records) is great. However, it would be nice to be able to do some mass ocr searches within medical records.

Antwort von SmartAdvocate

vor 2 Monaten

Hi Matt, Thank you for taking the time to write a review of SmartAdvocate, and we couldn't be happier that you gave us five-stars! We do have an OCR (Optical Character Recognition.) feature through one of our integration partners. Please have the firm contact your Business Development Specialist to add it to your system.

andrew
senior partner in USA
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

not as flexible as I told it would be

2,0 vor 7 Jahren

Kommentare: case management of arbitrations status reports

Vorteile:

assists with arbitration and personal injury departments / used and understood by all employees /

Nachteile:

does not assist enough; limited capacities salespeople made promises that they could not keep overpriced for its value

Antwort von SmartAdvocate

vor 7 Jahren

We are surprised by this review and have reached out to Mr. Costella. As I wrote to Mr. Costella: "Your comments that the system "does not assist enough" and has "limited capacities" frankly caught me by surprise. We pride ourselves on the fact that SmartAdvocate is the most comprehensive and full featured case management software system on the market. There seems to be a disconnect here, one that we want to resolve. We want you to be satisfied and get everything you should out of the system." We hope to get a more detailed understanding of criticism and see how we can help them to get more out of the many features and capabilities contained in the system.

Susan
Susan
Operations Manager in Kanada
Verifizierter Nutzer auf LinkedIn
Rechtsberatung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Intuitive & Robust

5,0 vor 3 Jahren

Kommentare: Much more effective reporting on intake, client contact, and staff management. Very effective case browsing and searching. Implementing SmartAdvocate has allowed us to move much closer to a "less paper" work environment.

Vorteile:

I love the templates in SA. They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents.

Nachteile:

I like the UDF Editor, except for the way that items are re-ordered. It would be easier if there was a way to drag and drop to put the items in the order you want.

Arren
Attorney in USA
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

A great case management tool for any office.

5,0 vor 3 Jahren

Kommentare: Our office has been able to keep much better track of cases with Smart Advocate, specifically calendaring. Everything is in ONE PLACE and very easy to find. Additionally, the document production portion has been wonderful. We are not re-creating the wheel everytime we want to send something to a client, opposing counsel, or the court.

Vorteile:

The user interface of SmartAdvocate is much easier than the many competitors out there. Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent. Everything is easily able to be found in one place and the templates for document production have saved us countless hours of work.

Nachteile:

There is not much I don't like about SmartAdvocate. Every time I have had a question about a capability, it seems that it already exists or has been easily able to be integrated.

Brian
Law Clerk in USA
Rechtsberatung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Comprehensive Case Management and Endless Ability to Customize

5,0 vor 3 Jahren

Kommentare: Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.

Vorteile:

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.

Nachteile:

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.

Laura
Operations Manager in USA
Rechtsberatung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Smart Advocate is a Winner!

5,0 vor 3 Jahren

Kommentare: My 4 years of experience with Smart Advocate has been a positive experience. Over the course of the last 4 years this software has allowed us to grow without the normal growing pains. The automation and dashboard reporting are amazing tools to manage cases and personnel with a few clicks. We are better able to communicate with our clients using automation tools, have streamlined work processes using workplans and have been able to maintain labor costs even during growth due to the specific use of workplans. I had been a Needles user for several years prior to using Smart Advocate and hands down this is a winner.

Vorteile:

Ease of use, intuitive nature of program. Automation and dashboards.

Nachteile:

Inability to write custom reports and intake functionality.

Steve
President in USA
Anwaltskanzlei, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Life changing practice management software

5,0 vor 5 Jahren

Kommentare: The SmartAdvocate support team is amazing and very responsive. You have to be patient with any software product that you launch, but the team at SmartAdvocate has seen it all and they will solve any issue quickly.

Vorteile:

SmartAdvocate has all of the tools necessary to successfully operate a personal injury law firm with incredible efficiency. The ability to text and esign right from within the program is a game changer in terms of client satisfaction. Ordering medical records is simplified to a few clicks and tracking those requests is totally transparent. A huge benefit of SmartAdvocate is that they are not new to the space which gives them a huge advantage over their competitors because they know what makes a PI firm tick.

Nachteile:

You have to be committed to SmartAdvocate and it will pay to back handsomely. If you take the extra seconds to input the data, it’s well worth it.

Nicholas
Attorney/Partner in USA
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great product that is better and half the price

5,0 vor 9 Monaten

Kommentare: Great product and have not had any issues with the product.

Vorteile:

Ease of use and set up. The team at SmartAdvocate made the transition so easy and we did not miss any time during the transition.

Nachteile:

None that I can think of. I think the product is great.

Amanda
Operations Consultant in USA
Rechtsberatung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

White Glove Service

5,0 letzten Monat Neu

Kommentare: I work with all CMS in the plaintiff PI world as the company I work with consultants with law firms across the country and Canada. SA continues to know the firms they work with, truly care about their success, and ALWAYS goes over and beyond expectations! [sensitive content hidden] every single team member are top notch!

Vorteile:

SA is detailed and easy to use. Some CMS in the industry have too many customization options. The team at SA thinks through problems and are constantly evolving the product.

Nachteile:

SA is like buying your all time favorite car, with every bell and whistle you can imagine. It takes time to know how all the options on your new car work. Sometimes I think there should be different versions for a client. Maybe a base model to start with for firms who have never had the kind of poser SA holds.

Eric
Attorney in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

It has been a first class experience working with Smart Advocate. I am a very satisfied customer!

5,0 vor 7 Jahren

Kommentare: This is the best case management program on the market for a personal injury practice.

Vorteile:

I love the ease of use of the program. I love the case wizard which allows my staff to quickly set up a new matter in the program. I love the customization of the program to make it work for my particular practice and my jurisdiction. I love the document management capability of the program and the extension merge codes that make template generation and the preparation of form documents smooth and seamless. The report capabilities are tremendous to bring up the information to review all stages of a matter. The custom user defined fields allow the firm to be able to capture any particular piece of information that we feel is vital to the management of our cases for our clients. i am tried numerous case management programs for my firm over the last 25 years. There is none in my opinion that comes close to Smart Advocate.

Nachteile:

None as of the time of this writing. i have not encountered any problems with the software that would cause me to comment on it at this time.

Hilari
Paralegal Manager in USA
Rechtsberatung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Intuitive legal software with great customizations available and support

4,0 vor 3 Jahren

Vorteile:

Intuitive legal software with great customizations available and support

Nachteile:

Some features are difficult to customize and implement but great support if needed

Shelly
Paralegal in USA
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Case Management Software!

5,0 vor 2 Jahren

Kommentare: It is great software! It keeps you organized and is easy to use.

Vorteile:

The case wizard when opening a new file takes you step by step through the process. I love that it merges the information into documents, which is a huge time saver. Everything you need on your case is easily found. While working remotely, it has kept things running smoothly, as everyone involved in a case can see everything. The training webinars they hold are wonderful!

Nachteile:

Creating templates can be a bit challenging and time consuming, but it's worth it once it is done.

Nicole
Litigation Paralegal in USA
Rechtsberatung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Software Product

5,0 vor 3 Jahren

Vorteile:

Smart Advocate makes it easy to manage a high case load effectively and efficiently. I love the lien tracking page and the medical providers tab in our build out. Smart Advocate makes it easy to keep data updated in the case files so that everything is live and accurate. I love that we can build out the product in the way that it works great for our law firm.

Nachteile:

The product has a learning curve to it for new users, but once trained on it and playing with it people then master it.

Reyna
Paralegal in USA
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

you need SmartAdvocate

5,0 letztes Jahr

Kommentare: Overall SmartAdvocate is really good, and we will definitely keep using it.

Vorteile:

Once you get used to this software it becomes very easy to use and manage.

Nachteile:

I don't like that sometimes when converting the word documents to PDF it changes the formatting.

Sean
Managing Partner in USA
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

From Saga to SmartAdvocate - Seamless Transition - Superior Support

5,0 vor 8 Jahren

Kommentare: We had been using Saga for Windows for 10+ years and have now switched to SmartAdvocate. We decided to make the switch from Saga to SmartAdvocate because no other legal software could offer what we wanted from a new case management system.

The main reasons we decided on SmartAdvocate are as follows:
(1) no other case management software package was designed by, and specifically for personal injury lawyers.
(2) the data conversion from Saga to SmartAdvocate was seamless.
(3) all of our custom Saga document templates were converted and now work even better in SmartAdvocate.
(4) the medical records module makes obtaining records simple and verifiable.
(5) all mail, records, photos, documents, etc., are scanned directly into each case in SmartAdvocate using a simple bar code system which is helping us move closer to becoming a paperless office.
(6) the report generation module is completely customizable and can be set up to automatically generate reports and automatically emailed to the user as directed.
There are many other things we like about SmartAdvocate that are not available from any other legal software . Specifically, since SmartAdvocate operates in a browser, like Google Chrome, you can open up multiple cases at the same time by merely opening a new window. No other product allows you to do that. So if you can navigate a website, you can navigate SmartAdvocate - it is that easy to use. Everyone in our office was able to quickly learn how to use SmartAdvocate after a single day of training. Also, SmartAdvocate has what they call "dashboards," which will change the way you manage your cases. Request a demo and they can show you all the great features.

Liz
Director of Marketing in USA
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Marketing Director - Liz

5,0 letztes Jahr

Kommentare: Great team to work with, great software and overall best product on the market.

Vorteile:

The referral source tracking is incredible. I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.

Nachteile:

A few things to be worked out, but their team is always quick to jump on a call and work through any feedback.

Antwort von SmartAdvocate

letztes Jahr

Liz, thank you for the 5-star review! One of our main goals at SmartAdvocate is to help you serve clients more effectively and efficiently.

Jacob
Paralegal in USA
Anwaltskanzlei, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

The #1 software for PI law firm

5,0 letztes Jahr

Kommentare: Best experience I've had in a law firm. The organization that can be gained with SA simplifies everyone's job in the firm and frees up valuable time focus on the clients and their cases.

Vorteile:

SA has a wide variety of useful options that can boost productivity and automate repeated tasks. Their robust documents tab is a huge efficiency booster.

Nachteile:

Some data can only be edited in non-intuitive ways i.e. the SOL can't be changed from the summary tab where it is displayed, but needs to be changed from a separate tab "critical deadlines" etc.

Karen
Legal Assistant in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Smart Advocate Is All You Need

5,0 letztes Jahr

Kommentare: I have been using this for over 5 years. I would not be willing to continue working in my job if they did away with this software.

Vorteile:

The task management and workplans are essential to knowing what's going on in cases. I don't have to think or wonder what's next.

Nachteile:

I wish they would update so that my system doesn't think it's on Eastern time.

Tanya
Accountant in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

It's a great program

4,0 vor 7 Jahren

Vorteile:

It is very user friendly and give a lot of options. The reports are great for keeping track of cases and their statuses. Note section is really awesome because we can pretty much note anything that is important for the case.

Nachteile:

We are really happy with this program! We have not have any huge issues with anything. It is easy to learn.

Dioselvi
Paralegal in USA
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Amazing Management Software!

5,0 vor 3 Jahren

Kommentare: We're happy with our decision to use Smart Advocate.

Vorteile:

The software is adaptable to the needs of the office. We're able to manage our case load with ease thanks to the options offered.

Nachteile:

We dislike that we cannot add documents to our calendar.

rachel
manager in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

this program is extremely user friendly & my cases are all extremely organized

5,0 vor 7 Jahren

Vorteile:

the documents and ease of finding anything i need on a case the fact that the most important things for me are generally on the first screen

Nachteile:

that you cant put commas in the numbers, other then that there isn't much i dont like i have used many programs iand by far this is the best on e

Eric
Partner in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A very good program

5,0 vor 3 Jahren

Kommentare: Very pleased

Vorteile:

Works seamlessly w a personal injury practice

Nachteile:

Some basics like "clipboard" aren't useful, but the company is responsive to requests for features

Pj
Paralegal in USA
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Smart Advocate is an AMAZING system!

5,0 vor 7 Monaten

Kommentare: I use Smart Advocate every day, and have worked in offices who use other systems, and Smart Advocate is by far superior.

Vorteile:

The case management tools and ease of use are essential for our business to run efficiently.

Nachteile:

Status tracking could be easier, and report searches could have more options.

Chloe
Legal Assistant in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Chloe LeBlanc- January Tip Of The Week Webinar

4,0 letztes Jahr

Kommentare: I like SmartAdvocate. While I think some aspects could be better, this has been a very easy program to learn.

Vorteile:

The task tracking is super helpful and I like that I can assign tasks to myself. It helps me not to forget what I need to do.I like the Document Cloud a lot. It allows everyone in the firm to access the same documents without having to download them every time. It also makes organizing documents easier.

Nachteile:

I wish SA allowed you to edit document templates on the website. I also cannot figure out how to download the Word Plug-In so I can't edit the templates at all.The workflows are very hard to implement. They are tedious to design and often don't work as intended. Tweaking them after testing them takes time and often still doesn't get you the results you want.