# Page 5 | SmartAdvocate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is SmartAdvocate the right Legal Case Management solution for you? Explore 125 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131579/SmartAdvocate/reviews --- SmartAdvocate 4.7 (125) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 5 - Reviews of SmartAdvocate ## Showing most helpful reviews Showing 101-125 of 125 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NP Nataly P. Paralegal Legal Services Used the software for: 2+ years ### "Recommen! " February 8, 2021 5.0 Pros This software has everything you will need for case management. SmartAdvocate really helps you stay organized and on top of your cases. There are so many helpful features and tools! Cons I have no cons about SmartAdvocate. I use this software everyday for my cases! Review Source AA Amran A. Director of Operations Law Practice Used the software for: 2+ years ### "Great software" August 18, 2020 4.0 Pros I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome! Cons It would be great to have more options to customize reports and track individual performances. Review Source EG Eric G. Partner Law Practice Used the software for: 2+ years ### "A very good program" November 30, 2020 5.0 Very pleased Pros Works seamlessly w a personal injury practice Cons Some basics like "clipboard" aren't useful, but the company is responsive to requests for features Review Source CA Carla A. Paralegal Legal Services Used the software for: 2+ years ### "Smart Advocate Review " December 28, 2020 5.0 The best software out there for legal use. Pros The software is very user friendly. I always find a option to access information easily. Cons Too many tabs open for one case. However the case name is on the tabs which help. Review Source LR Lori R. Medical Records Paralegal Law Practice Used the software for: 2+ years ### "My Experience as a Smart Advocate user" February 4, 2021 3.0 Easy to scan and upload documents in a safe environment Pros It's a great place to have all of our documents in one organized location Cons Features are more geared to a Plaintiff's firm not a defense Law firm Review Source BD Brian D. COO Law Practice Used the software for: 2+ years ### "Law Firm SA " December 1, 2020 5.0 Pros they listen to our concerns and comments and it is easy to customize Cons we do not like the app, we don't feel like it is as easy to use as it could be Review Source JD Justin D. Office Administrator Legal Services Used the software for: 1-2 years ### "Top Notch Case Management System" August 1, 2017 5.0 Pros It is pretty much a fully customizable system, with a little bit of know-how and creativity you can do just about anything with it. Cons It is a tad complex and can be intimidating for new users. The reporting features are also a little bit bulky and complicated. They could be simplified Review Source RE Retoria E. Paralegal Legal Services Used the software for: 2+ years ### "Retoria SA Review " December 18, 2020 5.0 Pros I like the merging of information. shortcuts Cons I dont have any complaints - the software is developing very well Review Source BF Bonita F. Paralegal Used the software for: 1-2 years ### "Overall great program. It is a bit tricky to at first but does make sense on how its formulated." August 4, 2017 3.0 Pros Notes, medical portion/record request, some of the forms, ease of use to locate and update contact information, how each aspect is predicated upon another of the program. Cons To create the forms, using the merge codes and having the margins/tab sets line up exactly where you want them to is frustrating if it is not a full left margin. Figuring out how to modify information in some of the screens if there is not an edit option on that screen. Review Source rL rachel L. manager Used the software for: 2+ years ### "this program is extremely user friendly & my cases are all extremely organized" May 3, 2017 5.0 Pros the documents and ease of finding anything i need on a case the fact that the most important things for me are generally on the first screen Cons that you cant put commas in the numbers, other then that there isn't much i dont like i have used many programs iand by far this is the best on e Review Source RW Rosalie W. Legal Assistant Law Practice Used the software for: 1-2 years ### "Webinar - Medical Records - Calendar - Signature " February 4, 2021 5.0 I think it's a very good system once you learn how to maneuver everything afforded to us. Pros The product is easy to use once you get used to using it. Some actions require too many steps. Cons Sometimes, it takes too many steps to enter a document, action, etc. Review Source KC Kayann C. Attorney Legal Services Used the software for: 1-2 years ### "Updated new features" February 18, 2021 5.0 By far the best legal software I've used to date. Pros Very efficient software. SmartAdvocate offers instructional webinars on how to use new features, thus enabling us to be better users of SmartAdvocate. Cons There are no is cons about this software. Review Source VKG Vittal Kumar G. Network/Systems Administrator Law Practice Used the software for: 6-12 months ### "Great features, value for money" November 30, 2020 5.0 So far its been a great experience. Pros Easy to use product Lots of customization Good reporting features Cons Not many cons - design/features inclined towards Personal Injury practice Review Source PG Patricia G. COO Legal Services Used the software for: 1-2 years ### "Easy to Use; Massive Functionality" February 18, 2021 5.0 Great software for large volume PI cases Pros Easy to use. Tons of functionality. With our VPN, remote work is a breeze. Cons There are a few little glitches, but SA is working on them Review Source AG Andrew G. Assistant Office Manager Law Practice Used the software for: 1-2 years ### "Great Product!" April 30, 2021 5.0 Pros I love the ease in which you can keep your case files organized. Cons I have no cons for this product. We receive great support whenever minor issues arise. Review Source TN Tyson N. IT Manager Legal Services Used the software for: 1-2 years ### "Simple case management" July 17, 2017 5.0 Pros Tons of features, simple setup, great support. When we have questions they are always answered swiftly and professionally. Cons Easy to get off track, resulting in a lot of manual entry-make sure you have a process in place for your attorneys and paralegals to ensure that everyone is putting data in the system consistently. Review Source MM Michael M. managing partner Used the software for: 6-12 months ### "Best case management for personal injury practice on market. Nothing else compares" October 4, 2017 5.0 Pros All the monitoring and reports you could want built in without exporting to a spreadsheet. Extremely efficient which increases productivity. Cons Learning a new case management system and migrating data is never easy, but the process was easier than expected. While not necessarily a con, there are so many features, we haven't even started using some of them. Review Source KW Kamilah W. Paralegal Legal Services Used the software for: Less than 6 months ### "Loving the Additional Training" May 11, 2021 4.0 Pros I have only been introduced to the software just recently, and am awaiting a full transition, but thus far, I am excited and loving the features that SmartAdvocate has to offer! Our Needles systems pales in comparison to the updated technology and uses that SmartAdvocate brings to the 2021 table. I can't want to explore more! Cons I have not negatives to share about the software at this point. Review Source TC Tedi C. Paralegal/Prelit Manager Legal Services Used the software for: Less than 6 months ### "User Friendly" May 3, 2021 5.0 Pros This program is a great tool. It is very user friendly and I like the step by step training. Cons At this point, there are no dislikes because it is still brand new to our firm. Review Source CP Christine P. Client Services Manager Legal Services Used the software for: Less than 6 months ### "Superb Case Management Software" May 13, 2021 5.0 Great experience. They have a highly skilled team running their operations. Pros One stop shop. This is an intuitive system that helps drive our success. Cons The only con we have found so far is the time and effort it takes to convert from our former system to SmartAdvocate. However, this was a known situation prior to launch. Review Source BC Bethany C. Litigation Assistant Law Practice Used the software for: Less than 6 months ### "Great software" September 3, 2020 5.0 Pros Templates cut down on time. It is also efficient in that all your information is in the same place and you can manage your deadlines with a mere click. Cons There is so many features, it's daunting to think about. Review Source JR Jessica R. Paralegal/Database Administrator Used the software for: ### "Smart Advocate in Personal Injury Practice" January 22, 2015 5.0 Our office has been using Smart Advocate since October 2013 with great success. The program was implemented and merged our prior legal software into Smart Advocate following 2 days of onsite training. Since the implementation, we have not needed to access our previous program, which has saved time and hassle of having to search multiple programs for closed files. Onsite training was quick and informative, resulting in very little "adjustment" or transition for our staff. Technical and customer support at Smart Advocate is amazing! Always helpful and quick to respond to any questions or concerns. I would definitely recommend Smart Advocate to any law firm. Review Source BD Bradley D. Owner Used the software for: ### "Phenomenal software" March 14, 2016 5.0 This program is amazing it has taken my law firm to another level. The support is outstanding as well. Their dashboards and reports are unique nothing like I have ever seen before. Also they will customize virtually any feature. They are very passionate about updating and improving their software with new releases. Most law firm software is stale and when they do offer a release it is minimal. I highly recommend this software. Review Source BD Brandon D. Paralegal Medical Practice Used the software for: I used a free trial ### "B. Dawson" February 4, 2021 4.0 I've had a good overall experience with Smart Advocate with a few minor issues that were quickly resolved. Pros This software was fairly easy to navigate through not much difficulty at all. Cons Smart Advocate sometimes freezes on me while trying to upload medical records. Review Source WS Witold S. Office Manager Used the software for: ### "Great daily tool for PI practice. " April 21, 2016 4.0 Excellent quick case details review. Needs some improvement s in document creation. Impressive capabilities to integrate with other legal software products. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.