SmartAdvocate Support

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.

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.

I have been a Paralegal for 28 years and this is the BEST Legal Software programs I have ever used. Everything you can possibly imagine about a case is included in this software. Smart Advocate provides any training you need. Very user friendly, There is a User Manual built into the program, which if you are like me, you don't want to have to call anyone, you can just look up the answer. I have been using the program for 3 years and I am still amazed at all of the features it offers. If you are considering purchasing this software, 10 years from now, you will still be thanking the designers of this software.