When you bare the enormous responsibility of managing a dynamic law firm, it is essential that you employ the most up-to-date, state-of-the-art, efficient, creative, and intuitive case management software on the market. For decades, I have searched for the highest-level software available, but have found significant negative aspects with each. On a positive note, several years ago, I was introduced to SmartAdvocate. Finally, and to my great satisfaction, I found a case management system that fulfilled all of my expectations, and beyond. Smart Advocate is a platform that is easy to use, dramatically increases productivity, tracks daily staff production and critical deadlines, proficiently generates documents, is continually updated implementing new and creative features, and much, much more. Without reservation whatsoever, I highly recommend SmartAdvocate.

I spent many months researching case management software after spending several years with a very expensive and bad program. Ultimately, I decided on Smart Advocate. In the two years that we have had it, we have been extremely satisfied with the software. Moreover, the support that SA provides is also unmatched in the industry. It is the only company that really listens to its customers to make its product better every day. They have incorporated several of our suggestions into the latest versions. And they are constantly updating and adding features with their 10 full time programmers. They have interfaced very well with other programs I use even writing a specific program to convert intakes from a different software. Our firm has been so pleased that several of our regional offices are now happily onboard with Smart Advocate. We look forward to a long relationship with this great group.

Just wanted to take a moment to say so far, so good. You both have been incredibly responsive and we appreciate it!

SmartAdvocate® has features that have changed the way we manage our cases and law firm, request and track medical records, track schedules and clients, and work in and out of the office.

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

SmartAdvocate, the most powerful personal injury software available constantly gets more powerful, yet it's most powerful feature is that it's simple and quick to learn how to use by the technology challenged user, new users and users coming from other software. My partner who is computer challenged instantly took to it and is still amazed at how easy it is to use.

Smart Advocate give you a competitive advantage over the other personal injury law firms in your market. Just the reporting alone is worth 10 times the price!!

Tons of features, simple setup, great support. When we have questions they are always answered swiftly and professionally.

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

With all the CRM programs out there, what makes SmartAdvocate so special? Well, I would say that it is because of all their customizable capabilities and features. They provide you with a program that has all the tools that you need to customize it to your needs. Every firm is different and therefore their needs are different. For instance, our firm needed a program that was able to manage leads and automate the handling of these potential clients. We handle thousands of leads per month and spend a fortune of money so managements of these leads is essential. Our goal was to automate our system as much as we could to create uniformity and control. Before SmartAdvocate, we were using multiple programs and spreadsheets. We were depending on staff members to do what needed to be done giving them choices and therefore making it harder to control. SmartAdvocate’s plugin and integration capabilities were huge. It allowed us to integrate with our program, Persist and therefore automating our intake department almost completely. I have been able to customize so much in the three years that we have been using SmartAdvocate. I have been able to do so because they are a phone call away. I am able to make a call, tell them what I need to accomplish and they make it happen.

I am very happy how your company addresses my firm’s needs. As I tell everyone [my old case management system] was a Toyota Camry. SmartAdvocate is a Ferrari!

After an exhaustive search, our office chose SmartAdvocate® for our case management needs. It is a program designed by attorneys, specifically for personal injury litigation practices.

You guys are the best. I can’t begin to tell you how terrific your program is. I love to show my colleagues how I now manage my cases. Unbelievable. I am working with a law office consultant who has been blown away by the functionality of the program. She is recommending it to all her law firm clients. I am loving SmartAdvocate and I have customized it substantially to suit our needs. Great work. I’ve recommended it to several colleagues. A product I can believe in. Thanks again.