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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
Practice Manager Pro is a cloud-based solution for practice management and accounting, specifically tailored to assist medium to large law firms in operating efficiently and maintaining compliance. This innovative platform transcends conventional practice management by integrating open-item billing with comprehensive accounting features, creditor management, real-time financial dashboards, automated invoicing, bank statement imports, timesheet tracking, work-in-progress (WIP) billing, as well as matter and document management, all within a unified system. With its robust capabilities, the software provides firms with enhanced financial insight and operational oversight through functionalities like Outlook integration and support for workflows specific to the legal sector. This allows firms to effectively oversee all areas of their operations, from billing and payment processes to compliance and time management. Additionally, Practice Manager Pro is designed for multi-user and multi-branch law firms, offering flexibility with options for both cloud-hosted and on-premises implementations, along with localized support to ensure seamless operation. Ultimately, this software serves as a comprehensive tool that empowers law firms to streamline their processes while maximizing profitability and adherence to regulatory standards.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Matter Manager
No
Microsoft Outlook
No
Pricing Details
$39/month/user
Free Trial
Yes
Free Version
No
Pricing Details
RZAR1200/per user/per month
Free Trial
No
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
Yes
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
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clever Case
Founded
2015
Country
United States
Website
clevercase.com
Vendor Details
Company Name
Legal Interact
Founded
1982
Country
South Africa
Website
legalinteract.com/law-firms/medium-to-large-law-firms/practice-manager-pro-3/
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
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
