Law Management Practice Software
A New Approach to Law Practice Management: For All That Matters
Simplify your practice, capture more time, and increase productivity with Clever Case. No programming or extensive customization needed! Here are just a few of the features:
Clever Case Features
Clever Case's features reduce costs, increase productivity, and grow your profitability potential.
Included
Time Tracking
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.
Included
Tasks
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.
Included
Payments
Take payments for invoices and trust quickly and seamlessly with Confido Legal (formerly Gravity Legal), our partner for payment processing. Electronic payments are automatically associated with your clients, saving you time with reconciling.
Included
Matter Management
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.
Included
Integrations
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.
Included
Conflict Checks
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.
Featured
Client Invoicing
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.
Add-On
Advanced Analytics
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.
Clever Case Integrations
Epona DMSForLegal
Create SharePoint spaces automatically for your matters, setting custom permissions, retention tags, and term stores. (*Enterprise Feature).
Trackdrive
Create clients and matters automatically from your intake calls and scripts (*Enterprise Feature).
Quickbooks Online
Make your trust accounting work better, bringing invoices, customers, and payments into the most popular small business accounting tool.
Power BI
Run advanced reports, model incentive programs, and dive deep in your Clever Case data (*Enterprise Feature).
Office 365
Take your tasks and events on the go with a two-way sync to Microsoft’s To-Do and Exchange Online systems.
Confido Legal
Take payments with Confido (formerly Gravity Legal) and they’ll automatically reflect in Clever Case. No more manually posting payments!
Xero
Bring customers, invoices, payments, and trust transactions directly into this accounting tool (*Enterprise Feature).
Clever Case Feature Tiers
| User Accounts | Unlimited | Unlimited |
| Matters | Unlimited | Unlimited |
| People | Unlimited | Unlimited |
| Task Tracking | ||
| Events/Calendar | ||
| Integration with Microsoft To-Do, Calendar | ||
| Billlable Time & Expense Tracking | ||
| Invoicing | ||
| Conflict Check Tool | ||
| Trust Account Tracking | ||
| Payments via Confido Legal | ||
| Quickbooks Online Integration | ||
| Xero Integration | — | Contact Us |
| Client Portal for Viewing/Paying Invoices | In Beta | In Beta |
| File Storage | 10 GB Max (about 30,000 Word documents) | $10/mo for each 100Gb |
| Custom Fields | Coming Soon | Coming Soon |
| Basic Reporting (Time, AR) | ||
| Advanced Reporting with Power BI | — | Contact Us |
| Epona DMS Integration | — | Contact Us |
| TrackDrive Integration for matter creation | — | Contact Us |
| Technical Support | Email & Forum Only | Priority Phone Support (Add-on) |
| Data Migration / Onboarding | DIY with Import Tool | Migration Support, 1x1 Training, and Assigned Onboarding Specialist (Add-On) |
The Direct Benefits of Clever Case
Clever Case enhances firm capability.
It focuses on efficiency and ease of use to add value to your practice, help capture more billable time, and automate burdensome document generation.
Since Clever Case is accessible everywhere, we worry about updates, and latest features so you don’t have to. You benefit from greater productivity and the potential for higher firm profitability.
Want to Know More? Let's Demo!
More questions? Learn more about Clever Case and our upcoming releases or to schedule a demo, click or tap the "Let's Go!" button.