Clever Case Features
Clever Case's features reduce costs, increase productivity, and grow your profitability potential.
Time Tracking is hard. Experience an easier approach to Time Tracking with Clever Case. Record time entries with ease within Matters, Contact Records, or under Your Time. Using our handy Clever Case Time Widget, you can easily record minutes in real time, pin active time cards for ease of use, and more. Time tracking can be customized to your firm’s billing standards.
Easily create tasks, flag priority, assign due dates, and search through your To-Do list. Create Tasks for yourself or members of your team. Tasks assigned to you are located in your Dashboard to help keep you on track.
Take payments for invoices and trust quickly and seamlessly with Gravity Legal, our partner for payment processing. Electronic payments are automatically associated with your clients, saving you time with reconciling.
Matters can be organized by Category and Subcategory, include unique descriptions and case numbers, and more. Keep all notes, time tracking, documents, forms, tasks, and associated people in one place connected to unique cases, providing you with a means of elevated record management.
Clever Case has multiple integrations available, including calendar and task synchronization with Microsoft 365. Add-on integrations can connect your data to Power BI, create matters automatically with TrackDrive, or synchronize with accounting systems like Xero.
Find information easily with Clever Case’s powerful database to avoid conflicts with clients and cases. Quickly search for potential conflicts. Results display for all conflicts showing record type, association, and primary attorney.
Generate professional and accurate invoices for your clients through our streamlined invoice generation, approval, and submission process. Our invoices are easy to understand, fully functional, and associated to related Matters and People for records organization.
Want to model your team’s productivity, determine the most valuable clients, or create a bespoke compensation program for your attorneys? Use our add-on integration with Power BI alongside some amazing templates, and leverage your data to solve tomorrow’s problems.
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