SmartAdvocate Support

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.

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.

We've been using SA for a number of years and I'm a huge fan. It's made my practice much more efficient and mobile. The key is to use all the features to the fullest and make sure staff is doing the same. Having all the information on the case at my fingertips from negotiation status to case status is so helpful. It also helps keep tabs on prospective cases for follow-up. I highly recommend the system but keep in mind that as with any system, you must get in the habit of working to input the required information.