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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
Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user.
The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software.
Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online.
Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.
API Access
Has API
API Access
Has API
Integrations
Docusign
Lead Docket
Microsoft Outlook
QuickBooks Online
Uptime Legal
Integrations
Docusign
Lead Docket
Microsoft Outlook
QuickBooks Online
Uptime Legal
Pricing Details
$39/month/user
Free Trial
Free Version
Pricing Details
$1500 one-time payment
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
Assembly Trialworks
Founded
1998
Country
United States
Website
assemblysoftware.com/trialworks
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
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
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control