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
Erin Miller-Carter
I love using the smart advocate program. It moves flawlessly, clients also love the portal. Everyone I know who uses smart advocate likes it as well.
Sofia Alvarez
I use Smart advocate daily. It is a complete platform, easy to use and very friendly for new users. I didn't have to spend much time training, in a couple of days I was already organizing my files. I no longer remember what it was like before using it. Highly recommended
Maxine Chuck
"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."