SmartAdvocate Support
Contact Us
All SmartAdvocate users are to submit any issues or incidents to the firm’s Administrator. If your Admin is unable to resolve the matter, they can create a request in the SmartAdvocate Support Tracker.
A Team Member will be assigned to your ticket and will respond/begin troubleshooting the issue (usually within one business day) depending on the urgency of the issue that is being reported.
Need Help?
SmartAdvocate has many resources to help answer/learn/resolve the most frequently asked questions:
- Jump on a live Daily Office Hours session (3PM Mon -Thurs )
- Visit our SmartAdvocate Knowledge Base
- View our Tip of the Week archive - Tip of the Week Archive
- Explore our extensive library of Training videos here - Training Videos
- Search for a topic in our User Manual - User Manual
- Use Page Help icon on any SA screen to learn on the spot
Stephen T. Collins
"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."
Norma Fuentes
"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."
Geraldine Perez-Allen
I have been using Smart Advocate for about a decade now, and I must say its one of the moat complete platforms I've worked with.
Our all-in-one system is loaded with features, capabilities, and reporting that other case management software systems don’t have. Join some of the top law firms using SmartAdvocate to make their firms more efficient and more profitable.