Description de SmartAdvocate
Conçu à l'origine par et pour les cabinets spécialisés dans les poursuites pour préjudices corporels et les poursuites civiles, SmartAdvocate est maintenant utilisé par un large éventail de cabinets de contentieux aux États-Unis, au Canada et au-delà. En tant que système entièrement basé sur un navigateur, les cabinets d'avocats peuvent choisir entre les versions Cloud ou Server de SmartAdvocate. Grâce à ces options, ainsi qu'à l'incroyable application mobile, les utilisateurs peuvent accéder à leurs dossiers de pratiquement n'importe où.
Qui utilise SmartAdvocate ?
Les cabinets d'avocats de petite à très grande taille qui souhaitent obtenir une solution de gestion de cas moderne pour rendre leur bureau plus efficace, contrairement aux autres applications.
SmartAdvocate ne vous convainc pas tout à fait ?
Comparer avec une alternative populaire
Alternatives à SmartAdvocate
Avis sur SmartAdvocate
Alternatives envisagées précédemment :
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.
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.
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.
Alternatives envisagées précédemment :
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.
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.
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.
A Clean, Customizable Experience
The platform is easy to use and navigate from Setup to Settlement. It’s designed in a straightforward manner with everything reasonably placed. Even someone unfamiliar with case management solutions could probably pick this up and jump into a workflow pretty quickly. Additionally, the ability to change what information is presented and where is a very useful feature.
The system has a few issues that are holding it back. The file preview tools seem to be very sensitive about when and where they want to work. While Word documents almost never have issues with previewing, PDFs sometimes can’t be previewed. For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed. It would be great if medical bills could be copied to liens more efficiently instead of one item at a time. The calendar events are very useful, but when you delete a series, it doesn’t automatically remove it from your outlook calendar. Instead, it updates it to say “Deleted”. Perhaps it’s not possible, but it seems like it would be.
not as flexible as I told it would be
Commentaires : case management of arbitrations status reports
assists with arbitration and personal injury departments / used and understood by all employees /
does not assist enough; limited capacities salespeople made promises that they could not keep overpriced for its value
Réponse de l'équipe de SmartAdvocate
il y a 6 ans
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.
Smart Advocate has many great online resources that can generally help with most trouble shooting before having to reach out to support. But if support is needed, they typically reply fairly quick! However, the monthly tips are usually easy enough to navigate.
It would be nice if photos sent via text messages could show in the Notes feature.