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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.

Description

Clever Case is an all-in-one legal practice management platform built to simplify workflows for attorneys and law firms. It enables users to manage cases, track time, handle documents, and organize client data within a single system. The software offers intuitive time tracking tools that allow real-time recording and customization based on billing standards. Task management features help teams assign responsibilities, set priorities, and stay on schedule. Clever Case includes invoicing and integrated payment processing through partners like Confido Legal. Its conflict check functionality ensures compliance by identifying potential conflicts across cases and clients. The platform integrates with tools like Microsoft 365, QuickBooks, and Xero for seamless operations. Advanced analytics can be enabled through Power BI integration for deeper insights into firm performance. Designed for ease of use, it requires no complex customization or programming. Overall, Clever Case helps law firms increase efficiency, reduce costs, and improve profitability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams

Integrations

Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Abakion

Founded

2000

Country

Denmark

Website

abakion.com/legal/

Vendor Details

Company Name

Clever Case

Founded

2015

Country

United States

Website

clevercase.com

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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