Visualfiles

Visualfiles

LexisNexis
+
+

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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

The proven case management software that delivers on what it promises and beyond. With Visualfiles, business owners and investors can be confident they are implementing a proven solution that will reduce risk and deliver a rapid return on investment, in any business environment, supporting all volumes of activity, value of cases, and numbers of users. Your staff are your most valuable asset. Visualfiles helps you protect your investment in top talent by giving all your staff greater control over their productivity. Because business doesn’t stand still, neither does Visualfiles. In a competitive market, you need to find creative ways to help your business stand out from the competition. Go big and go home with flexible, powerful working. Visuafiles is the market leading business and legal process automation tool that supports any organisation keen to grow faster than their competition.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!

Audience

Business owners, investors and legal professionals searching a case management software to improve profitability,and drive growth

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and 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 Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.5 / 5
support 4.7 / 5

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 pick up and learn Constant new features Support is constantly helping There are daily office hours to assist live There are regular webinars to present new features that are coming
  • This system has streamlined many processes and workflows for our firm. Tech support always helps when there is an issue
  • All of the technology and automations. I like the fact that emails and text messages are automatically saved. I like that pictures from emails and text are automatically saved.
  • The platform really guides you through all stages of a case, from new business tracking to closure. Automated processes and tasking templates have streamlined both case maintenance and all communication within and outside our firm.
  • Ease of getting documents into the case. Abilitiy to sort through and create documents. Easy abilitiy to email directly from the case. Excellent customer service with video how to responses. Ease of editing form documents in the SA word editor.

Cons

  • Access permission management is large and time consuming, but can give granular access
  • Can be glitchy and the pages don't auto refresh, so there's a constant need to refresh to ensure you are working with the most up to date information (say if multiple people are working on a file)
  • It is a lot of set up and a huge learning curve.
  • We use the cloud based system and do not have the best internet connections, so it does sometimes bog us down. SA also offers an on-site server option that would rectify this that we are looking into.
  • There are so many options for each tab and setting that sometimes that it can be tough to find the exact customization you are looking for.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

SmartAdvocate
Founded: 2000
United States
www.smartadvocate.com

Company Information

LexisNexis
Founded: 1970
United States
www.lexisnexis-es.co.uk

Alternatives

Alternatives

Assembly Neos

Assembly Neos

Assembly Software
SpineLegal

SpineLegal

InSpine Technologies Limited
Clio

Clio

Themis Solutions
MyCaseOnline

MyCaseOnline

ForensiS Technologies

Categories

Categories

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

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

Accurint Crime Analysis Not Supported
Accurint Virtual Crime Center Not Supported
Alert Communications Supported
ApexChat Supported
Availity Not Supported
CallRail Supported
Cognizant Not Supported
Docusign Supported
EvenUp Supported
Hg Mercury CRM Not Supported
InfoTrack Not Supported
Intake Forecast Supported
Law Ruler Supported
Lead Docket Supported
MessageMedia Supported
Microsoft Outlook Supported
Milestones Professional Supported
Ngage Live Chat Supported
ProLaw Supported
RingCentral RingEX Supported

Integrations

Accurint Crime Analysis Supported
Accurint Virtual Crime Center Supported
Alert Communications Not Supported
ApexChat Not Supported
Availity Supported
CallRail Not Supported
Cognizant Supported
Docusign Not Supported
EvenUp Not Supported
Hg Mercury CRM Supported
InfoTrack Supported
Intake Forecast Not Supported
Law Ruler Not Supported
Lead Docket Not Supported
MessageMedia Not Supported
Microsoft Outlook Not Supported
Milestones Professional Not Supported
Ngage Live Chat Not Supported
ProLaw Not Supported
RingCentral RingEX Not Supported
Claim SmartAdvocate and update features and information
Claim SmartAdvocate and update features and information
Claim Visualfiles and update features and information
Claim Visualfiles and update features and information