What Our Clients Say About Working With Us

"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!"

"I needed to let you know that during the last several months of our employees working remotely, our office required various SmartAdvocate support. Max Rosmarin was ALWAYS promptly available to provide clear, concise and CORRECT solutions. Our firm appreciates his assistance and hard work."

"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."

"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. It met our specific needs like no other program available."

"For 15 years I put up with Saga’s frustrating bugs and deficiencies. After months of evaluation, I chose SmartAdvocate®. SmartAdvocate® is the only modern case management system I could find that was designed by personal injury attorneys and will continue to change and grow with the times. 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. SmartAdvocate® dashboards are the most unique feature of the entire system. Conversion from my old system to SmartAdvocate® was a breeze. Customer service is second to none."

"I have had the pleasure of working with Dayhanara, Max, Matt, Karl and Rahul. They are all responsive and helpful and will work to get our issues resolved promptly and professionally. This is true customer service that is being provided by your team. I also know that John Dearie works closely with Allison and he speaks highly of her abilities."

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

"The conversion was much smoother than from Saga Dos to Windows"

"Support, support, support. You can actually get a person on the phone to assist and not have to use a chat box that takes 10 minutes for a response. They will also use email but with a quick response."

"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!!"

"The robust reporting functions and the dashboards that are built into this software are valuable tools that are worth the price of admission. Without a way to systematically pull all of this information electronically it would take a lot of people-hours and you would constantly be behind the 8-ball trying to compile it. With SmartAdvocate all the information is right there at your fingertips. All you have to do is ask for it."

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

"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 Intake 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."

“It is so nice to have a company hear and address our needs. As attorney’s in the trenches with us, you understand how technology can make our lives so much easier. Thank you Smart Advocate. It just keeps getting better and better! Looking forward to the next release.”

"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."

“SmartAdvocate is unquestionably the leading legal case management software. Its incredible functionality reflects how it was developed with attention to every detail, and is constantly evolving with technological advances. Our initial training was productive and empowering, and the continuing support has been remarkable; an unparalleled customer-centric approach. SmartAdvocate has revolutionized the way we manage our cases and service our clients. The customization options and flexibility are unmatched, allowing our firm to tailor the software to our specific needs.”

"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. 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."

"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."

"When you bear 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."

"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." "There are so many favorite features but my most favored is the unmatched template document system which lets me easily insert merge codes into a template document in just 1-2 minutes and save the template document in 10 seconds. It even works with PDF forms. The template document system allows us to run a busy personal injury practice with just two lawyers without any secretaries or paralegals. For larger firms with secretaries and paralegals, using the SmartAdvocate template document system will allow your employees to multiply their caseload many times. Because it's so quick and easy to create template documents, this one feature can be used by every law firm to cut overhead and increase revenue with larger caseloads." "SmartAdvocate moves cases faster with less work, does everything, tracks everything and is easy to use even by the technology challenged."