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Description
Ensure your clients remain accountable and engaged between sessions with CleverMemo, which allows you to distribute exercises, worksheets, tools, and automatic reminders that help clients turn their intentions into actionable practices. This platform is more organized and efficient than traditional email, enabling you to swiftly locate the information you need without the hassle of searching through countless messages. By consolidating all client data and communication in a coherent context, you gain a clearer overview that reveals the big picture at a glance. Spend less than five minutes preparing for your sessions, as maintaining your clients' progress and accountability has become simpler than ever. CleverMemo is a customizable coaching software designed to empower your clients for success. With over 200 pre-loaded Coaching Tools and Workflows, you can eliminate tedious back-and-forth emails; assign tools in seconds and view your clients' responses directly in their stream. Maximize the potential of CleverMemo by creating automated workflows for any repetitive tasks, streamlining your coaching process even further. This innovative tool ensures you can focus on what truly matters: guiding your clients towards their goals.
Description
This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99.95 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
CleverMemo
Founded
2015
Country
Germany
Website
www.clevermemo.com/en
Vendor Details
Company Name
BlumbergExcelsior
Website
www.blumberg.com
Product Features
Coaching
Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching
Mentoring
Action Item Tracking
Appointment Scheduling
Billing & Invoicing
Client Management
Course Management
Goal Management
Mentor Matching
Program Management
Progress Tracking
Product Features
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