SmartAdvocate vs. TrusteSolutions Comparison


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About SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.	About TrusteSolutions, the originator of cloud-based case management software for busy trustees, relentlessly innovates, delivering industry-leading technology that puts you in control of your casework. From built-in workflow automation to fully-integrated banking, TrusteSolutions streamlines your daily business processes for maximum efficiency, so you click less and accomplish more. Switching case management systems can be daunting, so it is important to understand how we plan and tackle our conversions. The devil is in the detail, so we have created a unique process that ensures a smooth transition without the hassle factor. Find out the secrets to a quick and easy transition to your next case management provider. We’re not only on the web, we originated there. In today’s fast-paced world, you need to feel confident being mobile. Access all of your files, case notes, and documentation whether in court or on the go.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!	Audience Organizations requiring a solution to digitize their workflow and streamline their case management processes
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $109 per month per SaaS user Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.9 / 5 ease 4.7 / 5 features 4.8 / 5 design 4.5 / 5 support 4.7 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros Easy to use! Makes managing all cases so simple. The process from intake to settlement is smooth!!!! Helps immensely with our time management and organization with documents. We receive a high influx of photos, videos, and other medias that SmartAdvocate has easy-to-use features that assists us. I like that it is very user friendly and it keeps cases very organized. I also like that I can send text messages to the client from the computer without having to use my phone. SmartAdvocate is incredibly customizable and gives us the flexibility to build workflows and processes around how our firm actually operates. It helps create consistency, keeps information organized, and gives us a central place to manage so much of our day to day work. Highly customizable and reliable. Amazing technical support at reasonable prices. I tried all the other popular apps out there. None of them come close to Smart Advocate. Cons There is nothing that i find wrong with Smart Advocate. It is the best program! There are rare occasions where SmartAdvocate will be down or slow, however they address and fix the issue fairly quickly. I don't really have any complaints. Maybe that there are outages sometimes. Because the system is so robust, there is definitely a learning curve. Some features can feel overwhelming at first until you understand how the different pieces work together. User interface needs a bit more of a modern refresh, but it's mostly cosmetic. Can sometimes feel a bit bloated with too many features, but you are by no means required to use them. On the other hand, better to have them than not have them.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information SmartAdvocate Founded: 2000 United States www.smartadvocate.com	Company Information TrusteSolutions United States www.trustesolutions.com
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Categories Law Practice Management Supported Legal Case Management Supported Legal Document Management Supported Personal Injury Law Supported Secure Remote Access Supported	Categories Legal Case Management Supported
Legal Case Management Features Billing Management Not Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Not Supported Court Management Supported Discovery Management Supported Docket Management Supported Document Management Supported Expense Tracking Supported Government Not Supported Law Firms Supported Records Management Supported Task Management Supported Time Tracking Supported Trust Accounting Not Supported Show More Features Law Practice Management Features Billing & Invoicing Not Supported Calendar Management Supported Client Portal Supported Conflict Management Supported Contract Management Not Supported CRM Supported Document Management Supported Email Management Supported Legal Case Management Supported Task Management Supported Time Tracking Supported Trust Accounting Not Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Not Supported Contract Management Supported Document Assembly Supported Document Indexing Not Supported Document Tagging Supported Full Text Search Supported Version Control Not Supported
Integrations Alert Communications Supported ApexChat Supported CallRail Supported Captorra Supported Docusign Supported EvenUp Supported Intake Forecast Supported Law Ruler Supported Lexamica Supported MessageMedia Supported Microsoft 365 Supported Microsoft Outlook Supported Milestones Professional Supported Ngage Live Chat Supported ProLaw Supported QuickBooks Online Supported Quilia Supported Salesforce Supported Zapier Supported eLaw Supported Show More Integrations View All 27 Integrations	Integrations Alert Communications Not Supported ApexChat Not Supported CallRail Not Supported Captorra Not Supported Docusign Not Supported EvenUp Not Supported Intake Forecast Not Supported Law Ruler Not Supported Lexamica Not Supported MessageMedia Not Supported Microsoft 365 Not Supported Microsoft Outlook Not Supported Milestones Professional Not Supported Ngage Live Chat Not Supported ProLaw Not Supported QuickBooks Online Not Supported Quilia Not Supported Salesforce Not Supported Zapier Not Supported eLaw Not Supported Show More Integrations
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