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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

The Client Conflict Check tool allows users to create personalized categories and default settings to ensure quick and precise data entry. It automatically searches for potential conflicts while you enter new case information, providing results in real-time as you type. This means clients won't experience long wait times during conflict checks. Being cloud-based means you can access Client Conflict Check from any location with internet connectivity. This service enables you to check for conflicts anywhere, anytime, on any device, around the clock. By utilizing state-of-the-art internet technologies such as SSL, encryption, PHP, HTML5, AJAX, and modern relational databases, Client Conflict Check guarantees a fast, secure, and dependable experience every time you log in. Developed by attorneys for their peers, this tool employs cutting-edge technology to ensure user-friendliness, swift and accurate results, and secure, continuous access to your information. Additionally, its seamless interface enhances productivity, allowing legal professionals to focus more on their cases rather than administrative tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$39/month/user
Free Trial
Free Version

Pricing Details

$199 per year
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

Clever Case

Founded

2015

Country

United States

Website

clevercase.com

Vendor Details

Company Name

CC Check

Country

United States

Website

www.clientconflictcheck.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

Conflict Checking

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

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