SmartAdvocate Review

SmartAdvocate OUR SCORE 65%
starting price By quote
our score 65%
free trial
  1. What is SmartAdvocate
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is SmartAdvocate ?

SmartAdvocate is an extensive case management system designed to cater to the needs of lawyers and law firms. This platform helps users remain abreast of the latest legal practices and streamline their daily operations. It comes loaded with advanced features, dashboards, templates and incredible user interface that can be used to track and store data efficiently in a single and centralized location. SmartAdvocate, with its innovative capabilities, is an ideal case management solution for legal firms and law practitioners looking to revolutionize their practices and boost their revenue. This platform does not only automate your workflow and streamline your daily operation but also gives you a competitive edge.

Product Quality Score

Features
6.6
Ease of use
6.6
Customer support
6.3
Value for money
6.5
6.5
TOTAL SCORE

SmartAdvocate features

Main features of SmartAdvocate are:

  • Contacts Management
  • End User Customizations
  • Workflow and Task Management
  • Specialized Screens
  • Document Management
  • Email Management
  • Document Generation
  • New Case Creation
  • Automatic SOL Tracking

SmartAdvocate Benefits

Benefits

The main benefits of SmartAdvocate are its capabilities that let users manage their law firm operations more efficiently, the powerful built-in dashboards, email correspondence and automatic updates, and fully customizable case screens. Here are more details:

Efficiency

SmartAdvocate provides capabilities and tools that help law firms and law practitioners to manage their cases more efficiently. The platform comes with powerful features for managing simple and complicated tasks, storing information, and connecting teams.

Built-in Dashboards

SmartAdvocate’s built-in dashboards let users track their tasks as well as their progress and see their status easily. The dashboards can also be customized according to the progress, documents, client communication, etc. You can also filter the dashboard according to case type, dates, and keywords.

Email Correspondence

With SmartAdvocate, you can use emails to channelize documents, reports, and other vital information directly towards clients without the need to use any third party websites. Also, the platform automatically sends the new case documents scanned using the platform to the assigned lawyers in the firm. So firm members will not miss any case.

Fully Customizable Case Screens

The platform comes with fully customizable case screens and “today’s screen” where users can place all essential information about the existing cases, client appointments, team meetings, etc., making the process of searching for particular information faster and more convenient. Moreover, there are multiple screens where statutes about each case filed by a client are categorized and displayed. This feature lets users highlight the limitation for each case.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

SmartAdvocate Integrations

The following SmartAdvocate integrations are currently offered by the vendor:

  • SendSuite
  • Adobe
  • Microsoft Outlook
  • QuickBooks
  • Office Calendar

Video

Customer Support

Phone
Online

Pricing Plans

SmartAdvocate pricing is available in the following plans:

Free trial
QUOTE-BASED PLAN
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