Clever Case 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.

Pricing

Pricing Starts At:
$39/month/user
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Clever Case
Year Founded:
2015
Headquarters:
United States
Website:
clevercase.com

Media

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Denovo-Dashboard

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Webinars
Customer Support
Online Support

Clever Case Features and Options

Law Practice Management Software

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Clever Case User Reviews

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