AdvicePro Reviews 

72
TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Advicepro is an excellent case management system. We work under legal aid for most of our cases and it is the best system I have encountered.

Rated 5 out of 5 stars

Great system that is the case management tool of choice for Advice NI and our members. It is easily customisable and fulfils all recording and reporting requirements. I can not speak highly eno... See more

Company replied

Rated 5 out of 5 stars

Great package which you can make your own ie create new fields and , reports. Good sector led CMS. We have used it for about 10 years and I have been impressed with the on going developments introdu... See more

Company replied

Rated 5 out of 5 stars

Absolutely fantastic system! Don't have a bad word to say about the system or the service provided by ACM Solutions. I have worked with a number of case management systems and find Advice pro by fa... See more

Company replied

Company details

  1. Legal Services & Government

Information provided by various external sources

AdvicePro is a fully-managed, secure web-based case management system developed specifically for advice organisations and being used in a variety of other settings including by housing associations, local authorities, universities and public and commercial services. It captures client personal and socio-economic details and casework information over a wide range of matter types. AdvicePro is built by ACM Solutions in association with AdviceUK.


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4.8

Excellent

TrustScore 5 out of 5

72 reviews

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4.8

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(72)

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Rated 4 out of 5 stars

Dependable case management software.

Good system with knowledgeable and quick 1st tier support. AP is excellent value for money with increased functionality from the custom money add on a must for any money or debt advisers. Welfare Rights stages are easily managed from initial check to appeal with a stager by stage overview approach.

6 September 2017
Unprompted review
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Reply from AdvicePro

Thanks for your review, Darren, especially the comments about the Money package. ~Ali

Rated 5 out of 5 stars

Highly Recommended

We have been using Advice Pro for many years and find it an invaluable tool for capturing the work of our organisation. It also allows us to report to our funders and is essential to the accountability and quality of the service we provide.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks, OIAS. As I recall you were one of our first agencies in NI. ~Ali

Rated 5 out of 5 stars

I would recommend the Welfare Rights …

I would recommend the Welfare Rights system for advice workers as it is easy to follow and records all the info required under case management.

The helpline is excellent and all queries answered promptly.

The SMS feature is also of great benefit to our service easy to set up and implement.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks, Sinead. Great to hear the SMS service has been so useful. ~Ali

Rated 5 out of 5 stars

Excellent product and quick response to …

Excellent product and quick response to any issues raised.
We have been using Advicepro for four years and have customised it for various projects across the business. It does everything we need to be able to record accurate information and pull off reports. I thoroughly recommend Advicepro to anyone who needs a robust case management system.

5 September 2017
Unprompted review
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Reply from AdvicePro

Four years already, Julie? Thanks for the kind words. ~Ali

Rated 5 out of 5 stars

A system designed by advisers for advisers

An excellent system for managing casework, thought of everything. Responsive help and support that always responds positively to suggestions to improve the system. Updates mean that the system is evolving in real time to meet the needs of the advice industry.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks for the kind words, Susan. ~Ali

Rated 4 out of 5 stars

Very good but lacks email links…

Great system to use and excellent support. Would benefit from better integration with email communication - this is how most of our clients contact us and it is needlessly time consuming to have to cut and paste everything into Advice Pro rather than emailing from within the system.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks for the review and the feedback, Ian. ~Ali

Rated 4 out of 5 stars

Advice Pro works well for us

Advice Pro works well for us. We have programmed it for the needs of our service and have had a considerable amount of support.

There is still some work to be done - but I think were getting there.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks Farida. Glad you're making good use of our Help Desk team. ~Ali

Rated 5 out of 5 stars

Excellent CMS package.

Great package which you can make your own ie create new fields and , reports. Good sector led CMS. We have used it for about 10 years and I have been impressed with the on going developments introduced and new features.
We have been able to develop and launch several ( quite different) new projects over the last few years and were able to use Advicepro for all of them.
Would be even better if/when they link it into email.

5 September 2017
Unprompted review
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Reply from AdvicePro

You were one of our first agencies, Baljit. Thanks for the review. ~Ali

Rated 2 out of 5 stars

Advice pro does the basics for what we …

Advice pro does the basics for what we need at a student union.
It may do a lot more than we know in terms of capabilities but we were dismayed that once we upgraded the level of service and support we get over the phone became non existent. (e.g. prior to our service upgrading I could call the help line and an adviser would walk me through the steps to create a report. However when I made a similar request after upgrading, I was told to simply refer to the online help sheets). We no longer have any free tutorial owed to us but the staff member who received the tutorials no longer works with us, so we are left with the option to pay for training or continue to use advice pro's basic tasks.
I would also add that although we use the social policy and national policy tabs, I am not aware of any feedback of this information being fed into the NUS and what is done with the information gathered.
We are happy with advice pro In terms of recording casework and uploading evidence and fact sheets, but due to lack of support and guidance we do not feel we get the most out of advice pro in terms of stats and reports. (another example being that we have just introduced an online booking system for our service and for far less money than we pay advice pro, the online booking system auto generates reports, and stats and has excellent phone and online chat support)

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks for the feedback, Phil. Help Desk is always available to answer questions regardless of the package that you're on. I'm going to contact you later in the week to see how we can help you. ~Ali

Rated 5 out of 5 stars

Excellent service

An excellent service - we have been very pleased with the level of support from Advicepro. We get fast responses to requests for help and the staff are courteous and helpful.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks Liz. Great to hear the Help Desk team are straight onto your issues. ~Ali

Rated 4 out of 5 stars

AdvicePro allows us to record stats …

AdvicePro allows us to record stats that we haven't been able to record on other databases and is therefore a good tool to use for funding applications. However I find reporting really difficult and time consuming not being able to find anything easily.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks Sarah. That's really useful information. Remember the Help Desk can answer questions on reports if you give them a call. ~Ali

Rated 5 out of 5 stars

Disability Law Service

AdvicePro is an easily accessible case management system to use. Any issues or concerns have always been dealt with promptly by the staff, and explanations and advice has always been clear and easy to understand.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks Priya. Good to hear the Help Desk team are helping out. ~Ali

Rated 3 out of 5 stars

Good system with some room for improvement

Overall the system is very helpful once you have taken the time to set it as you want it (which takes quite a long time). However the word processing facility is not good, often creating poor layout, difficulties printing (as page breaks are not shown) and some of the features one might use in Word such as text boxes do not copy and paste into the system.

The different categories of cases you can set up is good but one is not easily transferred into another - eg template letters have to be set up separately for all categories instead of being able to select a letter to go into multiple categories all in one go.

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks for the feedback, SH. The Help Desk can help you out with layout on your templates if you give them a call. Also if you setup a template as 'General' it'll appear in all categories. Again, if you call the Help Desk we can update your existing ones to be General if that helps? ~Ali

Rated 3 out of 5 stars

While advice-pro seems to be the best …

While advice-pro seems to be the best case software going for sure, it would be even better if, in the list of cases rather than simply 'WB' for anything to do with welfare, there was something more specific like 'HB' for Housing Benefit, 'ESA' for ESA cases etc. Most of our clients have multiple cases with different benefits and it's time-consuming to have to click through all the 'WB' cases to find the right one.
Also I don't understand why there is both 'general' and 'miscellaneous' - this also wastes time clicking around to find a specific topic.

5 September 2017
Unprompted review
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Reply from AdvicePro

Hi Barb, thanks for the feedback. I'm going to ask one of the team to give you a call because AdvicePro Custom + Money can do exactly what you're asking plus you can hide things that would otherwise waste your time. ~Ali

Rated 4 out of 5 stars

Advice Pro can sometimes be very slow

Advice Pro can sometimes be very slow, there are to many options when creating a report in report designer but overall Advicepro is very good. The staff at ACM are all very helpful to

5 September 2017
Unprompted review
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Reply from AdvicePro

Thanks Gill. ~Ali

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