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
K White
We’ve been using this case management system for two years, and it has been a solid addition to our workflow. The interface is user-friendly, which makes it easy for both new and experienced users to get up to speed quickly. The system offers a variety of useful features, such as task management, document storage, and client tracking, which help keep everything organized and on schedule. One of the standout aspects is its integration with other tools we use, such as RingCentral and Outlook, which has streamlined several processes and reduced the need for this manual data entry. That being said, there are a few areas for improvement. For instance, the reporting features could be a bit more customizable, and at times the system can feel a little sluggish. While SmartAdvocate does listen and implement suggestions, the slow pace of updates is impeding. While the system has a lot of potential, changes and new features are often announced as "coming in the next update," but it can take a year or more before they’re actually rolled out. This slow turnaround time is frustrating, especially when we’ve identified specific areas where improvements could make a big difference in our workflow. Overall, this case management system has proven to be an efficient tool for managing our caseload.
Jeimmy Lopez
Legal software that actually does help! Automated procedures that help the workload and workplans that guide you.
Estefanía Montoya
Smart Advocate it's honestly the best way to manage my cases! It's easy to use, has all the information in detail and is pretty practical since you can send texts and emails from it and more. I really like it and highly recommend it!
SmartAdvocate was founded on the belief that law firms should spend their time serving clients, not managing software. Because we answer to the firms who use our platform, every decision we make is focused on building adaptable, accessible, and comprehensive case management technology that supports the real demands of legal practice. Today, our award-winning software is used by more than 20,000 legal professionals nationwide, from solo practitioners to Big Law and from private practice to municipalities.