SmartAdvocate

"Excellent case management system and terrific customer support"

Kommentare: I have found SA to be more robust and user friendly as compared to our prior CMS (Needles). Moreover, the staff at SmartAdvocate has been an amazing resource for helping us to integrate into the new system, and where we ask, help us to create numerous functionalities that allow SmartAdvocate to function in a way that works best for our specific firm. I can't imagine a better group to work with and I have found SmartAdvocate to be robust and superior to anything I have used before. I also spent a tremendous amount of time with demos on other CMS systems and believed (and still believe) SmartAdvocate is the best of the bunch.

Vorteile: * Dashboards and overall reporting functionality.
* Bar coding for documents.
* Integrations that allow for texting, faxing, etc. directly out of SmartAdvocate.
* The summary page for each case allows you to quickly see all highlights of a case with a quick glance.

Nachteile: Like any new system, there is a learning curve which created some challenged, but once you have figured things out (and the SA team did help with plenty of support for my office), the system greatly surpasses Needles.

"This is amazing case management software!!"

Vorteile: I am a practice manager and Smart Advocate(SA), out of the box, comes with all the reporting you need to effectively manage your practice. This software gives you a competitive advantage, especially if your competitors are using Needles. They will write custom reports if you need something specific for your practice. Many redundant tasks can be completed with the click of a button. They also upgrade the software two or three times per year. If there is something you want added and it makes sense then they will add it. This is important because you benefit from the great ideas of other law firms!! They are also adding features that we have priced separately like a customer portal, phone app, etc. These features would have cost the firm more and we get them with our upgrades for the cost of our annual maintenance contract. They are also integrated with many 3rd party vendors like Ngage, LIP, court reporters, investigators and medical record retrieval companies. This means that you can order the product in SA and the product gets delivered directly to SA. I could go on all day about what I like best about this software.

Nachteile: The downside is that it was created for personal injury and mass torts. They have made several improvements to accommodate other case types but the main focus is personal injury. In the most recent update they gave administrators the flexibility to hide screens which will make the user experience for workers' compensation cases much better.

"Life changing practice management software "

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.

"not as flexible as I told it would be"

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

"Tailor made to meet our needs"

Kommentare: SmartAdvocate is simply the best case management software out there. It's great to finally use a program designed for Plaintiff's personal injury practice. The ease of use in generating forms, managing the calendar & statutes, tracking the status of cases, and easily accessing documents is phenominal. We've become so much more efficient thanks to this program.

Vorteile: Features of this program are specifically tailored to meet the needs of a plaintiff's personal injury practice. Makes keeping up with deadlines and workflow between staff members incredibly easy. Ultimately makes us much more efficient.

Nachteile: The interface could be a little more intuitive in places, but generally very user friendly.