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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
Martindale-Avvo serves as a valuable ally for attorneys, assisting them in expanding their practice and achieving their business aspirations. Utilizing our extensive knowledge in legal marketing and our vast marketplace, we aim to fulfill the growth objectives of both our clients and their potential customers. We begin with a free evaluation of your online presence and a thorough analysis of your primary business objectives, after which our marketing specialists will offer personalized service recommendations and tools designed to elevate your practice. Enhance your digital footprint with ProVantage, allowing you to highlight your skills across the four most frequented online directories, distinguishing yourself in the highly competitive field of law. Harness the potential of targeted advertising through AdVantage, enabling you to connect with a broader audience by securing prominent placements within our network of legal directories and beyond. Additionally, create a high-performing website that complements your efforts and drives client engagement effectively. This comprehensive approach ensures that your practice not only grows but thrives in today’s digital age.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$39/month/user
Free Trial
Free Version
Pricing Details
No price information available.
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
Lawyers.com
Country
United States
Website
www.lawyers.com/lawfirmmarketing/
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