Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
By inputting the names of potential clients and adversaries, RTG Conflicts identifies possible conflicts associated with those names. However, its capabilities extend beyond that basic function; it can also maintain detailed records about opposing parties, corporate executives, familial connections, and more. The amount of information you choose to provide directly influences how effectively RTG Conflicts can identify potential conflicts. This tool categorizes clients as parties, which can encompass individuals, businesses, or organizations, while matters refer to the specific cases or files linked to your clients' needs. Additionally, RTG Conflicts is capable of tracking relationships between these parties and their respective matters, enabling users to document details such as John Doe being an opponent in a specific case. Furthermore, RTG Conflicts Online is accessible to any firm that subscribes to RTG Bills Online, with no extra fees involved, enhancing its value as a comprehensive resource for managing legal conflicts. As a result, law firms can streamline their operations and improve their conflict-checking processes efficiently.
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
$95.00/one-time
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
RTG Data Systems
Founded
1975
Country
United States
Website
www.rtgsoftware.com/online/cindex.htm
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