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Average Ratings 0 Ratings

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ease
features
design
support

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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

ConflictsCheck is an online tool designed to assist solo attorneys and small law firms in screening for conflicts of interest. This platform securely stores records pertaining to clients, opposing parties, related entities, officers, agents, and matters, which can be entered manually or imported from CSV files. When attorneys consider a new matter, the software efficiently searches through these records, including those from closed cases, utilizing advanced techniques like normalized and fuzzy name matching, officer and agent cross-referencing, and analyzing cross-matter history to identify potential conflicts and provide match scores. Legal professionals can then examine each alert, document their decisions, and maintain a timestamped audit trail that is exportable as CSV for both internal records and bar association submissions. It is important to note that ConflictsCheck is designed to complement an attorney's independent conflict review process and professional judgment; the tool focuses exclusively on the firm’s internal records rather than accessing court dockets or public registries. By leveraging this technology, attorneys can enhance their ability to identify conflicts efficiently while ensuring compliance with ethical standards.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Clio No 
Zapier No 

Integrations

Clio Yes 
Zapier Yes 

Pricing Details

$39/month/user
Free Trial Yes 
Free Version No 

Pricing Details

$39/attorney/month
Plans start at $39 per attorney per month and include unlimited conflict checks, CSV import, and bar-audit export. A 14-day free trial is available, and no credit card is required.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clever Case

Founded

2015

Country

United States

Website

clevercase.com

Vendor Details

Company Name

Martello Systems

Founded

2026

Country

United States

Website

conflictscheck.app

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management No 
Client Portal No 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking Yes 
Trust Accounting No 

Product Features

Conflict Checking

Case Management No 
Client Database No 
Data Import / Export No 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking No 

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