Avis clients sur SmartAdvocate

One of our tools for success

Commentaires : 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.

Avantages :

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.

Inconvénients :

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's Review

Avantages :

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...

Inconvénients :

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.

The ease of using Smart Advocate

Commentaires : I am not that tech savvy but the program is very friendly.

Avantages :

Being able to connect with another software

Inconvénients :

The workplan tab may need some work to make it more efficient.

not as flexible as I told it would be

Commentaires : case management of arbitrations status reports

Avantages :

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

Inconvénients :

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

Updates with Using SmartAdvocate

Avantages :

I have been using SmartAdvocate for over five years now. I have learned so much more with it's use post the pandemic.

Inconvénients :

Being that i continue to learn more about SmartAdvocate, I don't have much of a con to provide as I am continuing to learn its current and new features

Intuitive & Robust

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

A great case management tool for any office.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Comprehensive Case Management and Endless Ability to Customize

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

Avantages :

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.

Inconvénients :

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.

Smart Advocate is a Winner!

Commentaires : 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.

Avantages :

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

Inconvénients :

Inability to write custom reports and intake functionality.

A veteran paralegal prospective

Commentaires : So far, now that I have learned to maneuver quicker between the tabs, I am enjoying using it more and more.

Avantages :

The ability to review all case file information quickly and having more than one case open at a time so that I can just click a tab to toggle between cases.

Inconvénients :

When the internet is slow of freezes because it is browser based

Best decision made!

Commentaires : We were looking for a program to help us achieve efficiency and better productivity from our staff. I believe that we will achieve our goals in the upcoming months. I can see many good things coming since we moved over to SA.

Avantages :

There is too much "most liked" features of SA to list.

Inconvénients :

The calendar is not as welcoming as the remainder of the program. We would love more ability to change the view and color scheme of the calendar

Effect & Easy to understand Case Management System

Avantages :

Smart Advocate is an easy and self-explanatory case management system. Once you get accustomed to using inputting all the details, it helps a lot throughout all the stages of the case. Smart Advocate has helped us keep better track of all the deadlines. The note section specifically is helping everyone who needs to know the details of the case, what is going on, and should the client call and have any questions; anyone can help them once they read the notes on the case

Inconvénients :

No longer being able to add a new contact from disbursements directly. Also, not being able to save a word document from my Microsoft Word directly onto Smart Advocate.

Happy Customer

Avantages :

I love how user friendly the software is

Inconvénients :

Lots of very similar titled fill- ins for templates No client portal app Our clients have lots of issues with being locked out/ not receiving notifications from the portal

Great product and service

Avantages :

The organization matched what i was trying to do at Stephen T. Collins and Associates but all in one place. After i got the product i was even more impressed with the training and service.

Inconvénients :

Setting it up but it was more of me not being comfortable and always thinking i am doing something wrong even when i am not.

Still Satisfied with SmartAdvocate

Commentaires : My overall experience with SmartAdvocate is good!

Avantages :

The most impactful part of SmartAdvocate is having all of the case information stored in one place and ease of use in determining the parties, dates, contacts, etc.

Inconvénients :

The least feature of SmartAdvocate for me is synchronization with QuickBooks that never ever happened.

SA Review

Commentaires : Great experience much better than using just files on windows, makes the day to day a simple process.

Avantages :

The customer service is excellent! If you ever have any issues at all they are always there to help!

Inconvénients :

Changing certain dates can be a hassle, requiring you to change multiple other sections to change simple things.

Pretty user friendly once you learn the system.

Commentaires : Overall using SmartAdvocate to work and communicate with my colleagues has been very useful and user friendly once I figured out how to use the system.

Avantages :

I like that SmartAdvocate is that it's a web-based system, so I could access it from any web browser. It's pretty helpful that we can create barcodes to scan any type of mail-piece into Smart Advocate, and it will automatically find the file to place it in. I like being able to mark a task as "in progress" once I've started it so the attorney or paralegal that assigned me the task knows I've started it. I also like that there are templates saved for documents I can generate to send to providers.

Inconvénients :

Sometimes I wish that I didn't have to select the "type" of mail-piece I'm trying to scan in... There isn't a button for "other" for me to select, and sometimes I don't know what to label it as for the scan. Additionally, It would be great to able to search for adjusters, providers, lawyers, etc. in the system like we can do when we search for clients. It can be difficult to learn the system since there is a lot to learn, but once you know where everything is it's very simple to use.

Fantastic for personal injury plaintiff firms

Commentaires : SmartAdvocate has made an enormous difference in our law firm and has helped us tremendously. The software allows you to have a bird's-eye view of everything going on in the cases and manage matters efficiently. I researched and demoed many software programs, and SmartAdvocate is by far the most superior out of all the choices.

Avantages :

It is very customizable but also provides an out-of-the-box turnkey solution. Everything is organized, and streamlines the process, and reduces errors by forcing your team to do things the right way every time.

Inconvénients :

None. They are constantly updating with new features to meet their customer's requests.

Powerful. Hard to understand all the functionality available.

Commentaires : Again. I think its the right solution for us but we need more granular post implementation collaboration.

Avantages :

I think it's very capable but I struggle with understanding all the things it will do. Wish we had more access to SA experts to actually work with out firm on a regular basis and understand how we use it.

Inconvénients :

I am frustrated that I suspect we are not maximizing it's value.

Software Program for All Your Business Needs

Commentaires : At first the conversation from Lex PI to SA was slow, it took a little while for the conversation but once everything was up and running, it has been great. Its much more efficient than Lex PI. Smart Advocate caters to the needs of what the business is looking for. I use it to text client, send docs for esign, drafting is easy with the templates created. I have basically no complaints.

Avantages :

I like that all of the files from the old software program we had, transitioned over to Smart Advocate. Features like text messaging and esign make it easy to communicate with clients fast.

Inconvénients :

The tracking of time feature could use a little work. If i start a task and forget to turn it off, it would be nice to have a reminder instead of seeing 345 hours if i dont work on the file for a week later or so.

Automation at its Finest!

Commentaires : We've gone from calling and emailing clients ourselves to letting SA take the reins. That saved time converts to more time spent working on legal research and writing for our attorneys and new potential client outreach for our support staff.

Avantages :

The automated client outreach and task systems have been phenomenal. It doesn't get any better than this.

Inconvénients :

Out initial roll-out was rocky. Sometimes, features are labelled incorrectly or are not clearly defined. The automated processes rely heavily on inputting the information in the least visible parts of the application.

SA Review

Commentaires : I have used other programs at other law firms but this program is the easiest and most efficient that I have used.

Avantages :

I enjoyed the ease with which I am able to move around the program. Every item on our intake has its place in SA and it's very simple to access.

Inconvénients :

There isn't much I would change about the software.

Recommen!

Avantages :

This software has everything you will need for case management. SmartAdvocate really helps you stay organized and on top of your cases. There are so many helpful features and tools!

Inconvénients :

I have no cons about SmartAdvocate. I use this software everyday for my cases!

Great software

Avantages :

I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome!

Inconvénients :

It would be great to have more options to customize reports and track individual performances.

SmartAdvocate makes your life easier

Commentaires : Overall my experience with SmartAdvocate has been wonderful. I enjoy how easy it is to navigate and how it helps me stay organized.

Avantages :

What I like the most about SmartAdvocate is how easy it is to always stay on top of my cases.

Inconvénients :

What I least like about SmartAdvocate is the lack of choices for my account theme.