SmartAdvocate Support

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.

Smart Advocate is a user friendly program that has all your needs right at your fingertips. Helps making working cases easier for not only yourself but any other staff that needs to access the file.

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.