# Compare SmartAdvocate vs Filevine 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Filevine and SmartAdvocate based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/131579-140815/SmartAdvocate-vs-Filevine

---

# Filevine vs SmartAdvocate Features and Cost Comparison

Last updated March 27th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

FilevineSmartAdvocate2/4 selected

[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.4 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

[## Filevine](https://www.capterra.com/p/140815/Filevine/)[4.4 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.2

Functionality

4.4

Ease of Use

4.4

Customer Service

4.3

Reviews Sentiment

Based on [285 reviews](#user-reviews)

Positive

249

Neutral

9

Negative

27

[## SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

Starting Price

$109.00/month

Value-for-Money

4.6

Functionality

4.7

Ease of Use

4.6

Customer Service

4.6

Reviews Sentiment

Based on [125 reviews](#user-reviews)

Positive

121

Neutral

3

Negative

1

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 3,984 reviews from legal case management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

81%Fit

Feature ratings

Client Management

4.6

Document Management

4.4

Billing & Invoicing

4.1

Case Notes

4.5

Task Management

4.3

74%Fit

Not enough reviews

Feature ratings

Client Management

4.8

Document Management

4.7

Billing & Invoicing

\--

Case Notes

4.9

Task Management

4.7

User satisfaction

User satisfaction

4.4

User reviews[285](https://www.capterra.com/p/140815/Filevine/reviews/)

Ease of use

4.4

Functionality

4.4

Value for money

4.2

Customer support

4.3

User satisfaction

4.7

User reviews[125](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

Ease of use

4.6

Functionality

4.7

Value for money

4.6

Customer support

4.6

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$109Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Filevine is used by law firms, personal injury attorneys, family law practitioners, mass tort litigators, immigration lawyers, insurance defense attorneys, criminal defense lawyers, and counsel.

Best for

SmartAdvocate is used by law firms, personal injury attorneys, mass tort lawyers, workers compensation specialists, veterans affairs attorneys, and legal professionals.

## User reviews

Pros & cons

DC

Drew C.

IT support

> "Over-promise, under deliver on the actual product. If you are an enterprise level law firm, maybe this product is..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6824686)

VR

Verified Reviewer

Attorney

> "This was for a new firm too, so it shouldn't have been that complicated since there were no cases to transfer over, but..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7080244)

SS

Shenella S.

Business Development Team Leader

> "Good and secure software that makes document and client management more efficient."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7099504)

DC

Drew C.

IT support

> "Vinetegrate failed to communicate critical requirements upfront (e.g., need for CSV files), resulting in avoidable..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6824686)

PL

Patrica L.

Negotiator

> "What I like most about file vine is the ease of being able to stay on tasks with reminders and very well designed to..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6243269)

DC

Drew C.

IT support

> "Communication gaps continued regarding data migration, technical support, and additional changes (such as required API..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6824686)

AE

Alex E.

Director of Finance and Human Resources

> "The thing I like most about Filevine is the ability to customize their software to fit your companies needs."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6721929)

Jetta H.

Intake Zar

> "There isn’t much I dislike about Filevine; however, I have heard it can be a bit expensive, and it’s important to..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7072334)

TO

Toni O.

Accounting

> "I like the customization to our needs, along with the features of setting reminders"

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236544)

DC

Drew C.

IT support

> "They charged $60k upfront for services and add-ons that were not only never used, but never setup or even deployed to a..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6824686)

BH

Ben H.

Attorney

> "I love the organization of case notes, text to client, emails to and from the file, organization of meds, doc gen of..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6085840)

MR

Melinda R.

Attorney

> "Difficult to use 2) AI is horrible 3) You have to apy to learn it and getting help after you pay $750 for an hour's..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6812103)

BK

Belinda K.

Chief Operations Officer

> "Filevine is really customizable which is great because we can tailor it to the needs of our firm."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6593409)

AE

Alex E.

Director of Finance and Human Resources

> "In addition, the search feature, while wide, is also inefficient and doesn't show you the most logical result at the..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6721929)

ME

Michael E.

Lawyer

> "Filevine is very good at managing documents and case flow. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6234637)

MB

Matt B.

Owner

> "I had to threaten them with arbitration just to get out of their AI product, which was barely usable and not ready for..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7003137)

DR

Dionel R.

Intake Speacialist

> "The way it allows to you to work efficiently and organized"

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6663085)

DC

Drew C.

IT support

> "The schedule was strict for the company, but vendor requirements shifted after work began, leading to delays."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6824686)

JB

Jake B.

Attorney

> "Filevine made it easy to learn how to use it, and gave concise explanations for everything it offers during training."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6657620)

Miguel S.

President

> "I did not have a good experience as we are not a lawfirm and they do not have any templates that could have been shared..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6873769)

JH

Jessica H.

Settlement Specialist

> "I'm looking forward to learning more about utilizing FV to its full potential, tips and tricks to help in customizing..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6031097)

SS

Shenella S.

Business Development Team Leader

> "Customer support is slow to respond and the software is quite pricey comparatively."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7099504)

ME

Michael E.

Lawyer

> "Also, being cloud based, it is accessible on my phone when needed."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6234637)

MR

Melinda R.

Attorney

> "I tried to get out of the contract but htey didnt care and I am stuck with a bill every month for a horrific product."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6812103)

MB

Matthew B.

Attorney

> "Ease of use and lots of options to assist in optimizing your case management system."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236610)

LR

Leslie R.

Director

> "The features were never delivered or late, leaving us without accountability or resolution."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7012496)

Andrea Yarlyn Q.

owner

> "I like it because I no longer have to search through multiple folders and scattered systems now everything is in one..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___5041250)

LR

Leslie R.

Director

> "This situation borders on fraudulent, and the lack of professionalism and responsibility is deeply concerning."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7012496)

LB

Laura B.

Legal assistant

> "Flexibility and user friendliness are my favorite features."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6237178)

WE

Wendy E.

CFO

> "I am still being billed for modules that I cancelled years ago and have presented proof of the cancellation to them..."

[See full review](https://www.capterra.com/p/140815/Filevine/#SoftwareAdvice___6654888)

KC

Kanon C.

Lawyer

> "We love filevine because it helps bring our team together."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236525)

DL

David L.

Managing Attorney

> "The software has many glitches and the wait to get assistance is limited. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6437726)

DF

Devin F.

Intake

> "Overall, it gives me an easy was to generate documents for clients."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6710468)

MB

Matthew B.

Attorney

> "Also, some of the automations and small fixes are slow to get implemented."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236610)

Andrea Yarlyn Q.

owner

> "I love that you can configure the platform to my specific needs and customize it to fit the way I work."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___5041250)

JG

Justin G.

Paralegal

> "The difficulty of navigating the documents received from the referral company."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6573776)

DC

Debbie C.

Office manager

> "Most exciting is the fact that as a office manager I see more and more resumes coming into my office showing applicants..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227239)

WE

Wendy E.

CFO

> "They never respond to anything I send - but just keep sending reminder invoices."

[See full review](https://www.capterra.com/p/140815/Filevine/#SoftwareAdvice___6654888)

OV

Olivia V.

Client Care Specialist Coach

> "Easy to navigate and tailor to our firms needs."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6238811)

DL

David L.

Managing Attorney

> "The onboarding is through 3rd party and has significant costs and delays. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6437726)

NW

Nick W.

Attorney

> "The integration was fairly seamless."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236770)

MB

Matt B.

Owner

> "Cost prohibitive."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7003137)

TC

Tiina C.

Legal Assistant

> "Being able to use the product anywhere I have an internet connection and it being fully functional."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6228051)

MB

Matt B.

Owner

> "They will “lawyer” you rather than work with you."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7003137)

MH

Monica H.

Immigration Attorney

> "Many features that compartmentalizes the information needed for case management."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227441)

SA

Sarah A.

legal assistant

> "calendar function is unreliable."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6243088)

DS

Daniel S.

Attorney

> "The shipped product is rough, but fully customizable for your work flows. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6035580)

NM

Nicole M.

Director of Operations

> "Their billing and sales team could use some training."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6378100)

KD

Kimia D.

Paralegal

> "It's very easy to navigate client files as well as customize tabs to your own liking."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227379)

JB

Jake B.

Attorney

> "The layout seemed aesthetically clunky compared to other softwares."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6657620)

KB

Kim B.

Office Manager

> "Training videos were good"

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6243113)

DL

David L.

Managing Attorney

> "Software is limited and not worth the costs or the hassle."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6437726)

EM

Elijah M.

Legal Assistance

> "Overall, it's been a great site for a newcomer like me, and making everything easy and organized for all legal..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227363)

KW

Katherine W.

attorney

> "The "deadline chains" cannot be modified in the client's file and you have to turn off automatic calendaring for many..."

[See full review](https://www.capterra.com/p/140815/Filevine/#SoftwareAdvice___3815911)

AP

Abigail P.

Front Desk Receptionist

> "Filevine is super easy to use and is great for daily work."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236921)

BK

Belinda K.

Chief Operations Officer

> "They are always referring you to third party vendors. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6593409)

LL

Lola L.

Paralegal

> "it is very user friendly and easy to use."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6243094)

WE

Wendy E.

CFO

> "Customer service is as bad as I have ever experienced in any company anywhere. "

[See full review](https://www.capterra.com/p/140815/Filevine/#SoftwareAdvice___6654888)

CL

Carolyn L.

paralegal

> "It has been incredible and useful helpful and important."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6236947)

MB

Matt B.

Owner

> "Worst customer support I’ve ever encountered."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___7003137)

AS

Amy S.

Attorney

> "Customer Support is great - quick and knowledgeable."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6243410)

KW

Katherine W.

attorney

> "As a result of these deficiencies, we have to convert and manipulate pdf documents using Adobe, save them into our..."

[See full review](https://www.capterra.com/p/140815/Filevine/#SoftwareAdvice___3815911)

PL

Patrica L.

Negotiator

> "I would highly recommend the product in the industry."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6243269)

PB

Pamela B.

Accounting

> "Also, not able to delete a note if you put in wrong file."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6229843)

PB

Pamela B.

Accounting

> "Also, nice to be able to just drag documents into matter."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6229843)

SJ

Sumit J.

Legal assistant

> "FV pdf editor lacks features which is available in adobe pdf."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227621)

TM

Timothy M.

Office Services Specialist

> "I also love the ability to hashtag certain docs with passwords such as for medical records and the various views you..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___2794822)

MF

Mariana F.

Paralegal

> "Time loading information and sometimes the project vitals doesnt load"

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227189)

ZV

Zack V.

Quality Assurance Manager

> "Filevine has been very open and receptive of our feedback, and are consistently improving Filevine."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6228241)

DS

Daniel S.

Attorney

> "Initially, the data import from a prior system did not go well. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6035580)

JL

Jane L.

Case Manager

> "The integration - being able to fax, save as a PDF, preview and rename documents, & send secure documents (such as..."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___2799751)

DL

David L.

Managing Attorney

> "The service is very poor. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6437726)

TA

Travis A.

Attorney

> "It is intuitive and customizable. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6078739)

JL

Joel L.

CEO

> "FileVine seems like the admin department has a lot of growing pains--really messy. But this is just another step in a..."

[See full review](https://www.capterra.com/p/140815/Filevine/#GetApp___3995340)

AL

Andrea L.

Director of Marketing

> "Filevine is a great asset to your law firm once fully customized. "

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6078386)

KM

Kristine M.

Paralegal

> "Sometimes it can be confusing to access certain things in the program"

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227179)

KM

Kristine M.

Paralegal

> "It is easy to access, very organized and super beneficial to me in completing my daily tasks."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6227179)

KB

Kevin B.

Owner

> "Zero customer support once they got my money and a signed contract act"

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___6190027)

RL

Ramon L.

Office manager

> "The fact other software integrates into filevine it makes it a one stop shop for our employees."

[See full review](https://www.capterra.com/p/140815/Filevine/#Capterra___4578094)

JL

Joel L.

CEO

> "The doc mgmt and calendar are worthless so we use Google Drive and G-Calendar instead. "

[See full review](https://www.capterra.com/p/140815/Filevine/#GetApp___3995340)

[View Reviews](https://www.capterra.com/p/140815/Filevine/reviews/)

Dawn K.

COO

> "The case browse reports for our weekly meetings on cases status has really assisted the team in knowing where our cases stand,..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7065380)

AD

Alexandria D.

Paralegal

> "There are too many steps to do simple tasks and in this industry the complications get compounded with each case when..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404)

AL

Alexandra L.

Legal Assistant

> "The ability to customize workflows and templates also makes it easier to manage a large caseload and maintain efficiency."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7108740)

LB

Lucas B.

Para

> "I dislike that there is no way to automate calendar reminders."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6656045)

TM

Teresa M.

Nurse Paralegal

> "SA makes my job so much easier with reminders, task tracking, and multiple ways to incorporate data into chronologies,..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6488297)

Austin D.

Paralegal

> "with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4914548)

ND

Nick D.

Case Manager

> "I also love how SmartAdvocate displays the case notes on the main page and that overall layout."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7076217)

WC

Wanda C.

Office Manager

> "The least feature of SmartAdvocate for me is synchronization with QuickBooks that never ever happened."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___5068586)

KG

Kia G.

Operation Support Analyst

> "The ease of use of the product, the layout, the reports we can create, and the training tools the staff provides."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7045447)

VR

Verified Reviewer

Software developer

> "SmartAdvocate can be expensive, especially for small law firms.- limited integrations with other software- stores sensitive..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4640265)

TR

Taina R.

Paralegal

> "I also like the customizations features and document management."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7026645)

HS

Hector S.

Paralegal

> "For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4965129)

JG

Justin G.

Paralegal

> "The software also encourages me to perform my job duties better, ultimately rewarding me by being familiar with the software..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511)

AD

Alexandria D.

Paralegal

> "Not very user friendly or intuitive."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404)

ND

Nick D.

Case Manager

> "I would recommend it to any law firm looking for a case management software that gets the job done."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7076217)

CL

Chloe L.

Legal Assistant

> "I also cannot figure out how to download the Word Plug-In so I can't edit the templates at all."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4573939)

TT

Teresa T.

Paralegal

> "Overall it has improved our ability to store and contain information for our cases in a more efficient way."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579732)

KR

Kathryn R.

Legal Assistant

> "Our clients have lots of issues with being locked out/ not receiving notifications from the portal"

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___3544125)

Chandler B. G.

Paralegal

> "Everything from case stage to type makes it all the more easier to keep everything oragnized."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6877291)

RF

Richard F.

Chief Technology Officer

> "Some of the reports are a little clunky."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4344864)

RH

Rene H.

Intake Specialist

> "SmartAdvocate allows for the monotonanous and repetitive parts of the personal injury process to be expedited with their..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4910424)

JS

James S.

Attorney

> "Some of the features, like emailing, calendar integration, and word template formatting do not integrate well with Macs."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2537844)

DD

Deseree D.

Paralegal

> "The flexibility of the merge codes is superior to all other case management software."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6670226)

NF

Natalie F.

paralegal

> "No longer being able to add a new contact from disbursements directly."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2829856)

SB

Sydney B.

Paralegal

> "I love the texting feature so I can communicate with my clients"

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6578353)

LS

Lauren S.

Paralegal

> "I do not like when searching for a client in search bar that multiple tabs open up and can make the screen overwhelming to..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462320)

DL

Dina L.

Chief Operations Officer

> "The level of communication, follow up and follow through was above expectations. "

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6806020)

JB

Juan B.

Attorney

> "Document saving is more difficult than it needs to be. As documents have to be transferred to the SA platform, they lose the..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2437322)

DD

Debbie D.

Legal Secretary

> "I believe Smart Advocate will continue to help us be more efficient and save time when doing documents."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6462791)

Joseph R.

Intake Paralegal

> "Sometimes it can load slow, and customer support is not the best, sometimes needing to wait long times for response or follow..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2538313)

ED

Edan D.

attorney

> "I can not stop raving about the system these guys created, which is, by far, the best CRM for personal injury attorneys."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6278846)

KT

Kayla T.

Personal Injury Legal Assistant

> "Sometimes I wish that I didn't have to select the "type" of mail-piece I'm trying to scan in..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462149)

DD

Debbie D.

Legal Secretary

> "Again, our firm has been using Smart Advocate for approximately 4 months, and we are learning new features daily. "

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6462791)

DL

Dioselvi L.

Paralegal

> "We dislike that we cannot add documents to our calendar."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2555104)

VR

Verified Reviewer

Paralegal

> "SA has made me 100x better at my job and more efficient than I thought possible."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6260908)

RW

Rosalie W.

Legal Assistant

> "Sometimes, it takes too many steps to enter a document, action, etc."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2669660)

JG

Justin G.

Paralegal

> "The experience has supported my own communication with clients."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511)

JS

James S.

Attorney

> "The document's tab organization is a little clumsy."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2537844)

[View Reviews](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

## User interface

4.45 (285)

4.73 (125)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

2-Way Messaging

207

Important

Access Controls/Permissions

150

Important

Activity Dashboard

120

Important

Filevine

Top features

31/33

-   2-Way Messaging
-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Billable & Non-Billable Hours
-   Billing & Invoicing
-   Calendar Management
-   Case Notes
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Conflict Management
-   Contract/License Management
-   Customizable Templates
-   Data Import/Export
-   Deadline Management
-   Docket Management
-   Document Management
-   Electronic Signature
-   Full Text Search
-   Generative AI
-   Mobile App
-   Online Payments
-   Reminders
-   Reporting & Statistics
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/140815/Filevine/#features)

SmartAdvocate

27/33

-   2-Way Messaging
-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Billable & Non-Billable Hours
-   Billing & Invoicing
-   Calendar Management
-   Case Notes
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Conflict Management
-   Contract/License Management
-   Customizable Templates
-   Data Import/Export
-   Deadline Management
-   Docket Management
-   Document Management
-   Electronic Signature
-   Full Text Search
-   Generative AI
-   Mobile App
-   Online Payments
-   Reminders
-   Reporting & Statistics
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/131579/SmartAdvocate/#features)

### Recognition

No recognitions have been awarded to Filevine

No recognitions have been awarded to SmartAdvocate

### Deployment & support

Filevine

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

SmartAdvocate

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Filevine

-   By Filevine
-   Located in United States
-   Founded in 2014

SmartAdvocate

-   By SmartAdvocate
-   Located in United States
-   Founded in 2000

## Popular Comparisons

[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.45 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

vs

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4.4

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[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.45 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

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Contact vendor for pricing

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$49/month

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4.4

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[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.73 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

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[View full comparison](https://www.capterra.com/compare/58931-131579/Neos-vs-SmartAdvocate)

[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.45 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

vs

[Neos](https://www.capterra.com/p/58931/Neos/)[4.36 (200)](https://www.capterra.com/p/58931/Neos/reviews/)

Contact vendor for pricing

Price

$109/month

4.4

Features

4.2

4.4

Ease of Use

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[View full comparison](https://www.capterra.com/compare/58931-140815/Neos-vs-Filevine)

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.73 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

vs

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.63 (783)](https://www.capterra.com/p/115613/MyCase/reviews/)

$109/month

Price

$49/month

4.7

Features

4.4

4.6

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/115613-131579/MyCase-vs-SmartAdvocate)

[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.45 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

vs

[Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

Contact vendor for pricing

Price

$49/month

4.4

Features

4.5

4.4

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/105428-140815/Clio-vs-Filevine)

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.73 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

vs

[Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

$109/month

Price

$49/month

4.7

Features

4.5

4.6

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/105428-131579/Clio-vs-SmartAdvocate)

[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.45 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

vs

[8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)[4.78 (203)](https://www.capterra.com/p/156217/CASEpeer/reviews/)

Contact vendor for pricing

Price

$79/month

4.4

Features

4.6

4.4

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/140815-156217/Filevine-vs-CASEpeer)

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.73 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

vs

[8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)[4.78 (203)](https://www.capterra.com/p/156217/CASEpeer/reviews/)

$109/month

Price

$79/month

4.7

Features

4.6

4.6

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/131579-156217/SmartAdvocate-vs-CASEpeer)

[Filevine](https://www.capterra.com/p/140815/Filevine/)[4.45 (285)](https://www.capterra.com/p/140815/Filevine/reviews/)

vs

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Contact vendor for pricing

Price

$150/month

4.4

Features

4.3

4.4

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/140815-160393/Filevine-vs-Litify)

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.73 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

vs

[Litify](https://www.capterra.com/p/160393/Litify/)[4.38 (138)](https://www.capterra.com/p/160393/Litify/reviews/)

$109/month

Price

$150/month

4.7

Features

4.3

4.6

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/131579-160393/SmartAdvocate-vs-Litify)